Financial Planning Analyst

About the Role

Prudential HCL Health Insurance is launching a standalone Indian health insurance company aiming to meet the expanding healthcare needs of Indian consumers through a collaboration that leverages Prudential's global insurance expertise and HCL Group's technology and healthcare solutions. Joining this greenfield project, the Financial Planning Analyst plays a pivotal role in establishing robust financial processes for the growing organization.

Responsibilities

• Lead comprehensive budgeting, forecasting, and long-term financial planning activities.
• Monitor actual financial outcomes versus plans and conduct detailed variance analyses to derive actionable insights.
• Collaborate closely with business departments to ensure alignment of financial plans with revenue goals, cost controls, and growth objectives.
• Develop and track critical financial and operational KPIs to monitor performance.
• Identify potential risks, gaps, and opportunities that could affect business results.
• Support the preparation of monthly reviews and leadership reports by offering clear and concise insights.
• Enhance financial planning models, Management Information Systems (MIS), and reporting processes to improve accuracy and efficiency.

Qualifications and Experience

• Chartered Accountant (CA) or MBA with a focus on Finance or Strategy.
• 3 to 7 years of relevant work experience in business planning, financial planning and analysis (FP&A), or strategy roles.
• Strong expertise in financial analysis and forecasting techniques.
• Proficiency in advanced Excel and financial reporting tools.
• Proven ability to collaborate effectively with cross-functional stakeholders and business teams.

Skills

• Exceptional attention to detail and accuracy in financial data handling.
• Strong analytical and complex problem-solving capabilities.
• Excellent communication skills with the ability to manage relationships with various stakeholders.
• Self-motivated with the capacity to work independently and juggle multiple priorities efficiently.