Financial Planning & Reporting Analyst
Marketing Associates, LLC
🇮🇳 India
On-site
1 week ago
- AI
- Excel
- Power BI
- Data Visualization
- Adaptive Planning
- CMA
- CFA
1 week ago
This role is focused on financial planning, business performance, and strategic decision support for both the India organization and the broader OneMagnify Finance team. You will play a key role in budgeting, forecasting, scenario planning, workforce planning, and cost optimization initiatives.
What You’ll Do
• Support annual budgeting and periodic forecasting processes.
• Maintain planning models, assumptions, and forecast scenarios.
• Monitor financial and operational performance metrics.
• Partner with local business leaders to identify cost optimization opportunities.
• Develop financial models to evaluate business initiatives and strategic alternatives.
• Conduct ad hoc analysis supporting Finance leadership.
• Partner with the Enterprise BI & Analytics team to improve planning-related reporting and insights.
• Utilize AI and emerging technologies to improve planning effectiveness and productivity.
What Success Looks Like in 12 Months
• Budgets and forecasts are delivered accurately and on schedule.
• Business leaders have improved visibility into financial performance.
• Cost optimization opportunities are proactively identified and quantified.
• Planning processes are more efficient, scalable, and data-driven.
Required Qualifications
• 4-7 years of FP&A, corporate finance, business finance, or financial modeling experience.
• Strong financial modeling and scenario analysis capabilities.
• Experience supporting budgeting and forecasting processes.
• Advanced Excel skills and strong analytical thinking.
• Exposure to Power BI, data visualization, and modern reporting technologies.
Preferred Qualifications
• Experience supporting operational leaders or business units.
• Experience with Adaptive Planning or other EPM platforms.
• CPA, CA, CMA, CFA, or MBA.
• Experience leveraging AI tools to improve analysis, forecasting, planning workflows, or decision support.
• Demonstrated ability to use technology and automation to improve planning processes, generate insights more efficiently, and support data-driven decision-making.
• Exposure to Power BI, data visualization, and modern reporting technologies.
Financial Planning & Reporting Analyst · Marketing Associates, LLC