Senior Unit Manager

Job description

Job Description: UNIT MANAGER / SENIOR UNIT MANAGER Financial Planning & Analysis (FP&A) **Company Overview** Bajaj Finserv is one of Indias leading and most diversified financial services groups. Committed to driving financial inclusion and digital transformation, we provide innovative solutions across lending, asset management, wealth management, and insurance to millions of customers nationwide. **Position Overview** We are seeking a highly analytical, detail-oriented, and dynamic **Chartered Accountant (CA)** to join our Corporate Finance team in Pune. **This role strictly requires a qualified CA with 3+ years of core FP&A experience exclusively within the Banking or NBFC sectors.** The successful candidate will play a pivotal role in driving financial strategy, budgeting, forecasting, and providing actionable insights to senior leadership to support business growth. **Key Responsibilities** - **Budgeting & Forecasting:** Annual operating planning, rolling forecasts, and variance analysis (Actuals vs. Budgets). Collaborating with business heads to understand variances and drive course corrections. - **Financial Modeling & Analysis:** Developing, maintaining, and upgrading complex financial models to project financial performance, assess profitability, and evaluate new business initiatives. - **Management Reporting (MIS):** Preparing comprehensive monthly/quarterly MIS packs, executive dashboards, and performance presentations for senior management and the Board. - **Cost & Profitability Control:** Analyzing product-wise, branch-wise, and segment-wise profitability. Identifying cost-optimization opportunities and monitoring key financial metrics (e.g., NIMs, Opex ratios, ROI). - **Strategic Decision Support:** Conducting scenario analysis, stress testing, and competitor benchmarking to provide strategic recommendations to leadership. - **Automation & Process Improvement:** Driving automation of financial reporting tools, optimizing data workflows, and enhancing the accuracy and speed of the FP&A delivery function. **Candidate Profile & Qualifications** - **Education:** **Chartered Accountant (CA) qualified is mandatory.** \\* **Experience:** **Minimum 3+ years** of post-qualification experience *strictly* within the **Financial Planning & Analysis (FP&A)** or Corporate Finance function of a **Bank or NBFC**. *(Candidates from Manufacturing, IT, or Retail sectors will not be considered).* - **Technical Skills:** \\* Advanced proficiency in MS Excel (financial modeling, macros, complex formulas). - Strong hands-on experience with ERP systems (SAP/Oracle) and BI reporting tools (Power BI, Tableau, or Hyperion). - **Analytical Skills:** Exceptional numerical and analytical ability; deep understanding of banking/lending metrics (NIM, NPA provisioning, Cost-to-Income ratios, etc.). - **Communication:** Strong interpersonal and presentation skills, with the ability to confidently interface with and present to senior stakeholders and business leaders. **Job Summary** **AttributeDetailsRole**Assistant Manager / Manager FP&A**Department**Corporate Finance / Financial Planning & Analysis**Location**Pune (Corporate Office)**Employment Type**Full-Time, Permanent**Qualification**CA (Chartered Accountant)**Experience**3+ Years Post-Qualification**Industry PreferenceStrictly Banking / NBFC / BFSI Only**