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Consultant - Financial Planning

  • Full Time
  •  Remote - Mumbai / Navi Mumbai
  • 2 months
  • Project posted on: 23/08/2023

Consultant - Financial Planning

  • Finance
  • Accounting
  • Financial planning and analysis
  • Budgeting

Remote - Mumbai / Navi Mumbai, Delhi / NCR, Kolkata, Chennai, Bangalore, Pune, Hyderabad

Full Time

2 months


Assignment Details

Our client, a boutique Strategy and Business Transformation Advisory services firm, is looking to engage with a Financial Planning Consultant who will work with the Partner in designing systems to monitor performance & KPI reporting.

Roles & Responsibilities:

- Assist with designing the annual budget and forecasting process which will include consolidation, review and analysis of global business unit and group performance, and the design of detailed reports and bridges.
- Developing and enhancing management reporting to provide the client with information to aid decision support.
- Development of KPIs and data-based measurement tools to track divisional continuous improvement initiatives and efficiency benefits.
- Working closely with the Finance Information Systems team to ensure that the group-wide reporting/consolidation application is fit for purpose and meets client requirements.
- Work with the AP to ensure the right reports and templates are available to the decision makers to ensure financial resources (cash, investments, and assets) are optimised for the delivery of strategic aims.
- Provide support to the AP to develop short-, medium- and long-term financial planning systems and processes to ensure an effective and efficient use of financial resources.

Note: Note: This is a 6 - 8 weeks project role that requires Full-time (Remote) support.

Skills Required

1. A Bachelor’s degree in Finance, Economics, Business, Accounting, or a related major is required.
2. Proven experience of at least 4 - 6 years across Financial Planning & Analysis, KPI reporting, Annual Budgeting and Forecasting processes.
3. Management Consulting experience (either MBB or Big4) is an asset.
3. Proficiency in all Microsoft Office applications & ability to analyse Financial Data would be preferable.
4. Any international location experience & strong Business acumen is a plus.

About the Client



Professional services - Finance & Accounting

Minimum Experience:

4+ years

Additional Skills:

  • F&A Operations
  • Performance Monitoring
  • Budgeting & Costing
  • Cost Monitoring
  • Data analytics
  • Financial Statement analysis
  • Revenue forecasting
  • Financial Modeling & Valuation
  • Forecasting
  • Financial Planning
  • Financial Reporting

No of open positions:


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