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Job Summary

The FP&A Analyst will support the Financial Planning & Analysis team in delivering high-quality planning, forecasting, reporting, and analytical support across the firm. This role will work closely with FP&A leaders, business finance partners, and functional stakeholders to support budgeting, forecasting, performance reporting, financial analysis, and continuous improvement initiatives.

The ideal candidate needs to be highly analytical, detail-oriented, and eager to develop a broad understanding of financial planning, professional services economics, and business performance management.

Essential Duties

Key Responsibilities:

• Planning & Forecasting Support:
  • Support annual budgeting, quarterly forecasting, and long-range planning processes.
  • Assist in collecting, validating, and consolidating financial inputs from business and functional leaders.
  • Maintain planning templates, schedules, and supporting documentation.
  • Prepare forecast variance analyses and identify key drivers impacting performance.
  • Support scenario modeling and sensitivity analysis.
  • Collaborate with Global FP&A teams and support HQ reporting requirements 

• Financial Analysis:
  • Analyze revenue, headcount, utilization, pricing, and expense trends.
  • Develop recurring and ad hoc analyses to support business decision-making.
  • Identify risks and opportunities impacting revenue, margin, and profitability.
  • Support investment business cases and ROI analyses.
  • Assist in evaluating operational and financial performance against targets.

• Reporting & Insight:
  • Prepare monthly management reporting packages and executive summaries.
  • Support the development and maintenance of KPI dashboards and performance scorecards.
  • Ensure accuracy and consistency of financial data used in reporting.
  • Assist in translating financial results into actionable business insights.

• Business Partner Support:
  • Collaborate with FP&A managers and business finance leaders to support Line of Business and functional reviews.
  • Assist in preparing materials for monthly and quarterly business reviews.
  • Respond to routine reporting and analysis requests from finance and business stakeholders.
  • Support the communication of financial results and planning assumptions.

• Process Improvement and Finance Transformation:
  • Support initiatives to improve planning, forecasting, reporting, and analytics processes.
  • Assist with testing and validation of financial systems, reports, and enhancements.
  • Help document financial processes and maintain standard operating procedures.
  • Identify opportunities to improve efficiency, automation, and data quality.

• Data Management & Quality
  • Perform data validation and reconciliation activities across financial systems.
  • Ensure consistency of financial and operational data used in planning and reporting.
  • Assist in maintaining master data structures, planning assumptions, and supporting schedules.
  • Support data integrity efforts during budgeting and forecasting cycles.

Minimum Qualifications

EDUCATION/CERTIFICATIONS

CA, CPA, MBA or equivalent degree – Required

Finance, Accounting, Economics, Business Analytics major - Preferred

TECHNICAL/SOFT SKILLS

Required:

• Strong Microsoft Office skills
• Strong analytical and problem-solving capabilities
• Understanding of financial statements and key financial metrics
• Excellent attention to detail and organizational skills
• Effective written and verbal communication skills
• Analytical mindset with the ability to interpret and work with large datasets
• Ability to work autonomously and part of a team
• Effective organization and time management skills
• Solid understanding of developing data requirements

Preferred:

• Experience supporting budgeting, forecasting, or management reporting processes.
• Exposure to financial planning systems and reporting tools.
• Experience working with large data sets and financial models.
• Knowledge of professional services or project-based businesses.

EXPERIENCE

Required:

• 2 to 3 years of experience in FP&A, finance, accounting, consulting, or related analytical roles
• Advanced Microsoft Office skills
• Previous experience analyzing data and predicting future outcomes

Preferred:

• Experience / knowledge of Business Intelligence (BI) tool
• Previous experience with Power BI, Workday Adaptive Planning, or similar reporting and planning tools.

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/india.html.  

RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.  

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email at [email protected].