Financial Planning & Analysis (FP&A) Analyst | AI & Technology Firm

Job role: FP&A Analyst

Location: Bangalore, India

Job Requirements: Drive end-to-end financial planning, budgeting, forecasting, and scenario analysis to support strategic decision-making across Balance Sheet, P&L, and cost structures.

Key responsibilities:

A. Planning & Budgeting

• Manage driver-based budgeting models

• Consolidate and validate P&L, Balance Sheet, and key ratios

• Support business units in preparing planning submissions and review packs

• Execute cost allocation models, Maintain allocation drivers,

B. Variance Analysis

• Actual vs Budget / Forecast analysis

• MoM and YoY movement analysis

• Cost center-level variance breakdowns

• Volume / rate / mix analysis

C. Forecasting

• Prepare monthly rolling forecasts

• Update outlook based on performance, macro factors, and business inputs

• Maintain driver-based and scenario-integrated forecasting models

D. Scenario Analysis & Stress Testing

• Perform sensitivity and what-if analysis (e.g., NIM, impairments, costs)

• Support regulatory exercises (ICAAP / ILAAP / stress scenarios)

• Quantify capital and liquidity impacts

• Prepare governance & committee packs

E. Governance & Reporting

• Produce segment/customer profitability reports

• Draft variance commentary (templated/automated)

• Highlight key drivers and anomalies

• Prepare Board / ExCo packs

• Identify risks and opportunities in financial plans

• Validate data integrity and consistency across models

Soft skills:

• Advanced FP&A expertise (Banking preferred)

• Strong understanding of Balance Sheet & Capital metrics

• Financial modelling (driver-based, scenario modelling)

• Knowledge of stress testing frameworks (BoE scenarios preferred)

• Advanced Excel + planning tools (Anaplan, SAP BPC, Hyperion)

Tools / Systems

• Planning tools: Anaplan / BPC / Hyperion/FCSS/ Oracle Fusion

• Excel (advanced modelling)

• BI tools: Power BI / Tableau

Risks & Controls

• Risk: Model inaccuracies → Control: Model validation & reconciliation

• Risk: Data inconsistency → Control: Cross-functional alignment checks

Risk: Regulatory non-compliance → Control: ICAAP/ILAAP validation reviews

Education requirements:

• Chartered Accountant

• Master’s degree in accounting, Finance, Economics, or related field

Certification:

• Anaplan / BPC / Hyperion/FCSS/ Oracle Fusion

• Excel (advanced modelling)

Keyword:

Skills: Data Concepts & Data Modelling~F&A - Financial Planning & Analysis

Experience Required:

Dear Candidate,

We hope you are doing well. Narvee Technologies Pvt Ltd is currently hiring for multiple IT and Non-IT positions and aim to fill them as soon as possible. If you have good communication skills and relevant technical expertise, we warmly invite you to attend a face-to-face interview at our Hyderabad office.

Priority Roles (Urgent Hiring):

• Accountant (1-4) Yrs of experience

• Loan Recovery Officer / Sales Executive / Collection Agents / Executive (District-wise hiring) - Remote / Freelancing / On-site opportunities - Preferred locations: Siddipet, Kamar eddy, Karimnagar, Nizamabad, Armoor (Not mandatory)

• Chit Fund Administrator – 2+ years of experience

• Bench Sales Recruiter – 0-4 years of experience (Night shift, Very Very Urgent)

• Financial Analyst – 1–5 years of experience (Preferred: CA / CMA / MBA (Finance) / CFA. Freshers with M. Com, B. Com, or HR Finance backgrounds encouraged).

IT / Software Developer Roles:

Kindly request you to apply in the below link and you will receive a call as soon as possible from us. https://jobs.narvee.com

Office Address:

Aditya Trade Center, 4th Floor, Office No. 404, Ameerpet, Hyderabad

We are looking for a skilled Power BI / Power Platform Analyst with experience in data analysis, dashboard development, automation, and executive reporting. The ideal candidate should be proficient in Power BI, Power Apps, Power Automate, and advanced Excel to transform business data into actionable insights and improve operational efficiency.

Responsibilities

• Develop interactive dashboards and reports using Power BI to support business decision-making.
• Build and maintain applications using Microsoft Power Apps to streamline business processes.
• Design automated workflows using Power Automate to reduce manual tasks and improve efficiency.
• Perform data analysis, data validation, and data cleansing using Excel and other relevant tools.
• Prepare executive-level reports, KPI dashboards, and management presentations.
• Gather reporting requirements from stakeholders and translate business needs into analytical solutions.
• Integrate data from multiple sources and ensure data accuracy and consistency.
• Identify trends, performance gaps, and opportunities for process improvement.

Required Skills

• Strong experience in Power BI, Power Apps, and Power Automate.
• Advanced Excel skills, including PivotTables, lookup functions, and data analysis.
• Experience in dashboard development, KPI tracking, and executive reporting.
• Strong analytical, problem-solving, and data interpretation skills.
• Good communication and stakeholder management skills.
• Knowledge of SQL, DAX, Power Query, and data modelling is an added advantage.

Job Title: Senior Data Analyst

Location: Sharnam Metrolinks, Amraiwadi, Ahmedabad

Working Days: 6 Days a Week

Department: MDO

Reporting To: COO

Employment Type: Full-Time

Job Summary

We are seeking a highly analytical and detail-oriented Senior Data Analyst to lead data management, reporting, automation, and system development initiatives across the organization.

The role focuses on transforming raw data into meaningful insights, designing and implementing automated systems, strengthening data structures, and supporting cross-functional teams with accurate, actionable intelligence to drive strategic and operational business decisions.

Key Responsibilities

1. Data Management & Reporting

● Collect, clean, validate, and consolidate data from multiple internal and external sources.

● Prepare and deliver daily, weekly, and monthly MIS reports for management and departments.

● Design, develop, and maintain dashboards to track KPIs, performance metrics, and operational trends.

2. Database & Data Accuracy Management

● Manage and regularly update internal databases, spreadsheets, and reporting systems.

● Ensure data accuracy, consistency, integrity, and confidentiality across all platforms.

● Implement best practices for data validation, version control, and audit checks.

3. Data Analysis & Business Insights

● Analyze large and complex datasets to identify trends, patterns, gaps, and anomalies.

● Translate data findings into clear, actionable insights and recommendations to support

strategic and operational decision-making.

4. Reporting Automation, System Recommendation & Implementation

● Identify opportunities to replace manual or semi-manual processes with automated, data-driven systems.

● Design and implement automated reporting frameworks, dashboards, and data pipelines using Excel (Power Query, VBA, Macros), SQL, BI tools, and Python.

● Proactively suggest new automation tools, system enhancements, or integrations to

improve efficiency, accuracy, and scalability.

● Lead the end-to-end implementation of approved automation initiatives, including requirement gathering, system design, testing, deployment, and stabilization.

● Continuously monitor and optimize automated systems in line with business growth and evolving data needs.

5. Cross-Functional Coordination & Support

● Collaborate with Sales, HR, Finance, Operations, and other departments to understand

reporting and data requirements.

● Provide support for ad-hoc analysis, custom reports, and special data requests.

● Act as a data partner to department heads for decision support and performance tracking.

6. Documentation & Compliance

● Maintain complete and updated documentation for MIS processes, reports, data models,

automation logic, and system changes.

● Ensure compliance with company data governance policies and applicable data protection standards.

System Development & Data Structuring Responsibilities

● Study and understand departmental workflows to evaluate how data is generated, processed, and utilized.

● Review existing manual and digital data systems to identify operational gaps, risks, and

mprovement opportunities.

● Recommend structured data models, reporting formats, and storage solutions aligned with

business requirements.

● Coordinate with department heads to define data structures, access levels, and reporting

standards.

● Implement new or upgraded data systems (Excel-based models, cloud platforms, ERP

integrations) with minimal operational disruption.

● Design structured data formats and role-based access controls to ensure secure and

organized data management.

● Train employees on newly implemented systems and provide post-implementation

support.

● Monitor system performance, resolve issues, and continuously improve systems based on

user feedback and organizational growth.

Qualifications & Experience

● Bachelor’s degree in Commerce, Statistics, Computer Applications, or a related field.

● 3–5 years of experience in data analytics, reporting, or system automation roles.

● Strong analytical thinking, logical reasoning, and problem-solving abilities.

● High attention to detail with excellent organizational and documentation skills.

Technical Skills (Must Have)

● Advanced Excel: Power Query, Power Pivot, VBA basics, Macros, Charts

● BI Tools: Power BI or Tableau (DAX, data modeling, dashboard optimization)

● Google Apps Script: Automation in Google Sheets, custom functions, triggers, API integrations, workflow optimization

● Vlook

Preferred Skills

● Strong verbal and written communication skills

● Ability to handle sensitive and confidential information responsibly

● Quick learner with a tech-savvy, improvement-driven, and solution-oriented mindset

Job Summary

We are looking for an experienced professional with strong expertise in Power BI, Power Apps, Power Automate, Excel, data analysis, and executive reporting. The candidate will be responsible for developing interactive dashboards, automating business processes, analyzing data, and preparing management reports to support business decision-making.

Key Responsibilities

• Develop, maintain, and enhance interactive dashboards and reports using Power BI.
• Build Power Apps solutions to improve business processes and user productivity.

Required Technical Skills

• Power BI: Dashboard development, report creation, data modeling, and visualization.
• Power Apps: Canvas apps, forms, and business application development.
• Power Automate: Workflow automation, approvals, notifications, and process automation.
• Microsoft Excel: Advanced formulas, PivotTables, lookups, data cleaning, and analysis.
• Data Analysis: Data interpretation, trend analysis, KPI tracking, and business insights.
• Executive Reporting: Management dashboards, performance reports, and KPI presentations.
• DAX & Power Query: Data transformation, calculations, and report optimization.

Preferred Skills

• Experience integrating multiple data sources.
• Knowledge of Microsoft 365 and SharePoint.
• Understanding of business intelligence and reporting best practices.
• Strong analytical, problem-solving, and communication skills.
• Ability to interact with business stakeholders and senior management.

Experience and Qualification

• Minimum 5+ years of relevant experience in BI, data analytics, reporting, or Microsoft Power Platform.
• Hands-on experience with Power BI, Power Apps, Power Automate, and Excel.

Are you a finance professional looking to move beyond routine accounting and work on business transformation projects? This opportunity offers exposure to finance processes, ERP systems, consulting assignments, and interactions with businesses across various industries.

What You'll Do

• Work on finance process improvement and transformation initiatives.
• Analyze and strengthen accounting, reporting, and financial control processes.
• Support ERP implementation and business system projects.
• Collaborate with clients to understand business requirements and recommend solutions.
• Participate in financial reporting, MIS, compliance, and audit-related activities.
• Assist organizations in adopting best practices and efficient workflows.

What We're Looking For

• B.Com, M.Com, CA Inter, or equivalent finance qualification.
• 5+ years of experience in Accounting, Finance, Audit, MIS, Financial Reporting, or related areas.
• Strong understanding of:
• General Ledger
• Accounts Payable & Receivable
• Fixed Assets
• Financial Statements
• Costing & Inventory Valuation
• Audit & Compliance
• Experience with ERP systems will be an advantage.
• Good communication, analytical, and stakeholder management skills.

Why This Role?

✅ Opportunity to work on large-scale business improvement projects

✅ Exposure to multiple industries and business models

✅ Hands-on learning in ERP and finance transformation initiatives

✅ Dynamic work environment with continuous professional growth

✅ Strong client interaction and business exposure

Candidate Preferences

• Open to travel for client engagements and project assignments.
• Interested in a consulting-oriented role and learning-driven environment.
• Demonstrates career stability and long-term commitment.
• Comfortable working in a fast-paced, business-focused setting.

If you enjoy solving business challenges, improving financial processes, and working closely with diverse organizations, we'd love to hear from you.

Experience: 7–10+ years | Industry Preference: Financial Services / BFSI

Role Overview

We are seeking a Senior Reporting Analyst / Business Intelligence Lead to own and drive

enterprise reporting, analytics, and data insights across the organization. This is a senior,

hands-on role requiring deep technical expertise across the Microsoft data and BI stack,

strong business acumen, and the ability to operate with minimal hand-holding. The ideal

candidate will act as a bridge between business leadership and technical teams, translating

complex business questions into scalable, reliable data models and executive-ready insights.

Key Responsibilities

 Serve as the primary owner of enterprise reporting and BI solutions, from data

ingestion through executive dashboards.

 Design, build, and maintain scalable Power BI / Microsoft Fabric semantic models using

STAR schema best practices.

 Partner closely with business stakeholders and C-level executives to define KPIs,

metrics, and reporting requirements.

 Lead and present weekly reporting and insights sessions with senior and executive

leadership.

 Ensure data accuracy, consistency, and trust across all reports and analytics outputs.

 Proactively identify data quality issues, root causes, and remediation strategies.

 Drive automation of reporting, alerts, and data refresh processes to reduce manual

effort.

 Collaborate with engineering, data, and application teams to align business logic with

source system data structures.

 Mentor junior analysts and establish BI standards, best practices, and documentation.

Technical Skills – Data & Backend

 Advanced SQL: complex queries, views, stored procedures, and validation against

source systems (RDN, Recovery Connect).

 Azure Data Factory: build and manage copy pipelines from SQL sources to data

warehouses / dedicated pools.

 Incremental refresh, parameterized pipelines, and schema replication.

 Data warehouse design: STAR schema, fact vs dimension tables, handling deleted

records and SCDs.

Technical Skills – Reporting & Frontend

 Power BI / Microsoft Fabric: Power Query, DAX, and M language expertise.

 Semantic model design (1-to-many, 1-to-1, many-to-1 relationships).

 Query folding and performance optimization best practices.

 Paginated Report Builder (SSRS-style) for automated Excel and PDF reporting.

 Power Automate integration for alerts and workflow-driven notifications.

Data Quality & Analytics

 Ability to clean, normalize, and reconcile data across multiple systems.

 Strong troubleshooting skills when business definitions and data do not align.

 Translate business terminology into accurate technical mappings and calculations.

Communication & Leadership

 Serve as a key liaison between business stakeholders and technical teams.

 Comfortable working directly with C-level executives and senior leadership.

 Ability to lead executive-level meetings and clearly communicate insights.

 Self-starter mindset with minimal hand-holding.

Qualifications

 7–10+ years of experience in BI, analytics, or enterprise reporting roles.

 Preferred experience in financial services or regulated environments.

 Strong experience across the Microsoft BI ecosystem.

Preferred Certifications

 Microsoft PL-300 (Power BI Data Analyst)

 Microsoft DP-600 (Fabric Analytics Engineer)

 Microsoft DP-700 (Fabric Data Engineer)

What Success Looks Like

 Executive leadership trusts and relies on BI dashboards for decisions.

 Reporting is automated, accurate, and scalable.

 BI functions as a strategic partner to the business.

▌ ABOUT BXI WORLD

At BXI (Barter Exchange of India), we have reinvented the age-old concept of bartering for the modern Indian enterprise. We empower businesses to let their goods and services work for them — transforming inventory into a powerful engine for growth. Our digital marketplace connects you with 10+ categories of products and services available for exchange from over 100+ trusted brands. BXI is a business community where reputed organizations join to exchange goods and services, creating a vibrant marketplace where businesses trade without cash.

▌ ABOUT THE ROLE

We are looking for a Finance & Accounts Manager who is not just a numbers person, but a strategic finance partner who can drive analytical rigour, compliance, and financial excellence across BXI. You will own FP&A, MIS, P&L, and ensure our financial operations are audit-ready and growth-aligned — with specific exposure to fintech product workflows.

▌ KEY SKILLS

 FP&A  |   MIS  |   P&L Management  |   Financial Accounting  |   Audit & Compliance  |   KYC & Onboarding  |   Fintech  |   Analytical Thinking 

▌ WHAT YOU'LL DO

•    Lead FP&A (Financial Planning & Analysis) — budgeting, forecasting, and variance analysis

•    Prepare and present MIS reports — timely, accurate, and decision-ready

•    Own P&L management — monitor performance, flag risks, and drive cost efficiencies

•    Manage financial accounting including ledgers, reconciliations, and month-end close

•    Support brand KYC and onboarding processes as relevant to fintech compliance

•    Lead audit readiness and ensure compliance with all regulatory and statutory requirements

•    Liaise with online product teams for finance integration in fintech workflows

•    Drive analytical insights from financial data to support leadership decision-making

•    Coordinate with auditors, banks, and regulatory bodies as required

▌ WHAT WE'RE LOOKING FOR

•    3+ years of experience in finance and accounts, preferably in fintech or tech-driven companies

•    Strong expertise in FP&A — financial modelling, budgeting, and forecasting

•    Hands-on experience in MIS preparation and P&L management

•    Solid understanding of financial accounting principles and practices

•    Prior exposure to online product environments in fintech is highly preferred

•    Working knowledge of brand KYC, onboarding compliance, and audit processes

•    High analytical acumen — ability to interpret data and communicate insights clearly

•    Proficiency in accounting software and MS Excel (advanced level)

•    Inter CA / MBA Finance / CMA preferred

Business Intelligence Analyst - 2

Planview is the world leader in enterprise software planning for enterprise-wide deployment strategies, processes and resources. More than 4000 customers, among the world's largest and most respected companies, have successfully implemented Planview software to optimize their enterprise portfolio management, project, portfolio and resource management, business intelligence and expense tracking processes. We have had stable, organic growth for years and now need reinforcement.

Job Summary:

The Planview BI Team is seeking an experienced Business Intelligence Analyst – 2 to support, troubleshoot, optimize, and enhance business intelligence and reporting solutions built on Planview products.

This role focuses on advanced BI support across Power BI, Microsoft Fabric, SQL Server, SSAS, SSRS, OData, Dataflows, Data Pipelines, Data warehousing, and Data models. The BI Analyst – 2 will handle complex technical issues, perform advanced root-cause analysis and performance tuning, and work closely with customers and internal teams to deliver scalable BI solutions.

Key Responsibilities:

· Troubleshoot and resolve complex issues involving data accuracy, refresh failures, report behavior, connectivity, security, and performance across Power BI, SSRS, SSAS, SQL Server, OData, and Data warehousing layers.

· Perform advanced T-SQL development and performance tuning, including execution plans, indexing, query optimization, stored procedures, views, and complex queries.

· Support, develop, maintain, and optimize Power BI semantic models, DAX measures, Power Query, datasets, workspaces, gateways, refreshes, and Row-Level Security.

· Support and troubleshoot SSAS Tabular and Multidimensional models, including processing, calculations, relationships, security, and performance.

· Develop and troubleshoot advanced SSRS/paginated reports, including parameters, subreports, drill-through, expressions, pagination, subscriptions, and export formats.

· Support Microsoft Fabric solutions including Data Pipelines, Dataflows Gen2, Lakehouse/Warehouse, semantic models, and Power BI integration.

· Troubleshoot ETL/ELT processes, data pipelines, Dataflows, refresh failures, and data transformation issues across BI environments.

· Analyze and troubleshoot OData feeds, including filtering, pagination, refresh, connectivity, and large-volume data scenarios.

· Support Planview Automart, Datamart, and data warehouse implementations and ensure data consistency across source, warehouse, semantic, and reporting layers.

· Perform end-to-end root-cause analysis and performance optimization across the BI technology stack.

· Collaborate with customers, Product, Engineering, Hosting, and Support teams on complex technical issues and escalations.

· Provide technical guidance and mentoring to BI Analyst – 1 team members and contribute to BI best practices and documentation.

Required Skills & Qualifications:

·      5+ years of professional experience in Business Intelligence Development, BI Support, Data Analytics, or a related field.

·      Strong hands-on experience with Power BI, DAX, Power Query, and enterprise data modeling.

·      Advanced knowledge of SQL Server and T-SQL, including query optimization and performance tuning.

·      Strong experience with SSRS and enterprise reporting.

·      Experience with SSAS Tabular and/or Multidimensional models.

·      Experience with Microsoft Fabric, particularly Data Pipelines, Dataflows, Lakehouse/Warehouse, and Power BI.

·      Experience working with OData and enterprise data integration.

·      Strong understanding of Data Warehousing, Datamarts, Automart, ETL/ELT, and data modeling.

·      Experience troubleshooting Power BI Service, gateways, refreshes, security, and semantic models.

·      Strong analytical, troubleshooting, and root-cause analysis skills.

·      Proven ability to work directly with customers and communicate technical concepts to both technical and non-technical stakeholders.

·      Experience with tools such as DAX Studio, Tabular Editor, Performance Analyzer, Query Store, or SQL Profiler is an advantage.

• Relevant Microsoft certifications such as PL-300, DP-600, or DP-203 are an added advantage.

Job Summary

We are seeking a skilled and detail-oriented Power BI Developer to design, develop, and maintain enterprise-level BI solutions. The ideal candidate should have strong expertise in Power BI, DAX, SQL, Data Modeling, and performance optimization tools such as DAX Studio, Tabular Editor, and ALM Toolkit. The candidate will collaborate with business stakeholders to transform data into actionable insights and deliver high-quality dashboards and reports.

Key Responsibilities

• Design, develop, and maintain interactive Power BI dashboards and reports.
• Create complex DAX measures, calculated columns, and calculated tables to meet business requirements.
• Develop and optimize SQL queries, stored procedures, views, and ETL processes.
• Design and implement scalable Star Schema and Snowflake Data Models.
• Perform report and model performance tuning using DAX Studio.
• Utilize Tabular Editor for model management, calculation groups, best practice analysis, and metadata enhancements.
• Manage model deployment, comparison, and version control using ALM Toolkit.
• Configure and manage Power BI Workspaces, Apps, Gateways, and Security (RLS/OLS).
• Work extensively with Power BI Service/Web Experience, including dataset refresh schedules, deployment pipelines, subscriptions, and workspace administration.
• Collaborate with business users to gather and analyze reporting requirements.
• Ensure data accuracy, governance, security, and report performance.
• Troubleshoot data-related issues and implement effective solutions.
• Create technical documentation and provide knowledge transfer to support teams.

Required Skills

Technical Skills

• Strong experience in Microsoft Power BI Development.
• Expertise in DAX (Data Analysis Expressions).
• Advanced knowledge of SQL Server/T-SQL and query optimization.
• Strong understanding of Data Modeling concepts (Star Schema, Snowflake Schema, Fact & Dimension Tables).
• Hands-on experience with Tabular Editor.
• Experience using DAX Studio for model and query performance tuning.
• Experience with ALM Toolkit for model comparison and deployment.
• Strong understanding of Power BI Service/Web Experience.
• Knowledge of Power Query (M Language).
• Experience with Row-Level Security (RLS) and data governance.
• Understanding of data warehousing and ETL concepts.