Sr. Financial Planning and Analysis Analyst

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.