Sr. Financial Planning and Analysis Analyst
Jobgether India
Internet Marketplace Platforms · 11-50 employees
About the role
Design and maintain automated data pipelines while managing financial planning platforms and AI-powered finance agents. Lead rolling forecast processes and produce executive-level financial commentary and strategic investment models.
What they look for
Requirements
Requires 4–6 years of experience in FP&A, investment banking, or consulting with expert-level Excel, Python, and SQL skills. Candidates should have experience with financial planning platforms and the ability to translate complex data into strategic executive narratives.
Benefits
Full description
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Sr. Financial Planning and Analysis Analyst based in India.
This is a highly autonomous FP&A role at the intersection of financial systems, data engineering, advanced modeling, and strategic finance.You will help build and modernize the infrastructure that powers forecasting, reporting, analytics, and executive decision-making.The role combines hands-on financial modeling with Python, SQL, APIs, planning platforms, BI, and emerging AI capabilities.Your analysis will support CFO and executive leadership decisions, including investment, pricing, acquisitions, and operational strategy.You will also help develop AI-powered finance agents, ensuring the underlying data and outputs are accurate, reliable, and actionable.The position is ideal for someone who thrives in ambiguity, takes ownership, and can turn complex financial information into clear strategic insight.Working remotely with international stakeholders, you will have the opportunity to shape finance processes rather than simply operate existing ones.
\n
Accountabilities:
- Design and maintain automated data pipelines connecting Oracle, Pigment, Salesforce, and other financial systems, ensuring data is clean, reconciled, and refreshed reliably.
- Own data integrity across core finance platforms, proactively identifying discrepancies and resolving issues before they impact reporting or decision-making.
- Automate manual reporting activities, including accounts receivable reports, collections reporting, close checklists, and other recurring finance processes.
- Administer financial planning platforms, including version management, data refreshes, user access, and API integrations.
- Co-develop AI-powered finance agents covering close management, rolling forecasts, variance commentary, strategy and scenario analysis, investor reporting, and collections intelligence.
- Own the data feeds supporting AI agents and monitor, validate, and continuously improve agent outputs, prompts, and accuracy once deployed.
- Lead the end-to-end rolling forecast process, including actuals ingestion, model updates, reforecasting, sensitivity analysis, and assumptions documentation.
- Produce monthly EBITDA bridges, 3+9 forecasts, variance analysis, waterfall reporting, and executive-level financial commentary.
- Build scenario and investment models assessing initiatives such as acquisitions, pricing changes, headcount decisions, DSO improvements, technology investments, and infrastructure projects.
- Conduct peer benchmarking and develop KPI frameworks covering areas such as Collections, FP&A, Sales Operations, and Analytics.
- Prepare concise strategy memos, executive pre-reads, scenario analyses, and recommendations for CFO and executive leadership review.
- Proactively identify patterns, risks, opportunities, and insights within financial and operational data and surface them without waiting for specific requests.
- Mentor finance team members on modeling standards, analytical approaches, data quality, and reporting excellence.
Requirements:
- 4–6 years of experience building integrated three-statement financial models in FP&A, investment banking, consulting, private equity, or a comparable analytical environment.
- Expert-level Excel skills, including dynamic financial models, scenario toggles, sensitivity tables, named ranges, and disciplined assumption management.
- Proven experience producing high-quality FP&A deliverables such as EBITDA bridges, rolling forecasts, investor packages, scenario models, and executive strategy materials.
- Hands-on experience with Pigment, Adaptive, Anaplan, or a comparable financial planning platform, with the ability to administer and configure the platform.
- Strong Python skills, particularly with pandas, requests, API integrations, and building or maintaining data pipelines independently.
- Strong SQL capabilities, including querying Oracle at the general-ledger level, validating financial data, and creating reconciliation logic.
- Experience working with REST APIs, including reading and writing data through APIs such as planning-platform or AI-service APIs.
- Familiarity with LLM APIs and AI-agent development, including system prompts, data integration, output validation, and continuous improvement.
- Ability to translate complex financial analysis into concise, compelling executive narratives suitable for CFO, executive leadership, and investor audiences.
- Experience working directly with senior finance leadership, with exposure to CFO-level or private-equity-sponsored environments strongly preferred.
- Comfort operating in ambiguous situations, developing models when inputs are incomplete, and determining the right analytical approach independently.
- Exceptional written and verbal English communication skills, with strong attention to clarity, accuracy, and presentation quality.
- Highly self-directed, proactive, and accountable, with the ability to identify what needs to be built without relying on a detailed task list.
- Strong mentoring and collaboration skills, with the ability to establish analytical standards and improve the quality of work across the finance team.
- An MBA from a leading institution is preferred but not required when equivalent experience demonstrates the required capabilities.
Benefits:
- Competitive total compensation, including base salary and potential bonus opportunities.
- Compensation aligned with the competitive local Indian market.
- Paid time off, including Casual, Earned, Sick, Special Leave, and applicable holidays.
- Ongoing learning and professional development opportunities, including training and education reimbursement programs.
- Global wellness programs designed to support employee wellbeing and work-life balance.
- Inclusive and diverse working environment that values different backgrounds, experiences, and perspectives.
- Opportunity to collaborate with a global, mission-driven team.
- Fully remote work arrangement in India.
- Significant exposure to strategic finance, advanced analytics, financial systems modernization, and AI-enabled finance transformation.
\nHow Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Why Apply Through Jobgether?
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
#LI-CL1