Finance Planning and Analysis Executive

Murkez Technologies · India

We are an emerging business consulting company providing services to industry-leading clientele in North America, Europe, and the Middle East.

We have a multidisciplinary service portfolio catering to 19 clients across 3 continents including market leaders in the Telecom, Healthcare, Insurance, Energy, Food, and Real Estate industries.

Job Description

Job Title: Senior Financial Planning & Analysis (FP&A) Executive

Job Type: Full-time

About the Role:

Murkez Technologies is seeking an experienced Senior FP&A Executive to lead financial planning, forecasting, reporting, and performance analysis for U.S.-based client portfolios across restaurant, franchise, retail, and multi-location businesses. This role sits within the Finance Delivery team and carries a dual mandate: owning the accuracy and timeliness of all FP&A deliverables, and leading, coaching, and developing a team of FP&A analysts and executives. The successful candidate will act as a senior finance point of contact for clients, set the standard for analytical rigour across the team, and translate financial data into insight that drives client decision-making.

Key Responsibilities:

• Lead, mentor, and manage a team of FP&A analysts and executives, overseeing workload allocation, capacity planning, and delivery timelines across client portfolios.
• Review the team’s output - models, reporting packs, variance commentary, and supporting schedules - acting as the final quality checkpoint before client submission.
• Set performance objectives, deliver regular feedback and reviews, and build individual development plans that strengthen technical and analytical capability within the team.
• Support hiring, onboarding, and training of new FP&A team members, including the creation of SOPs, templates, and knowledge documentation.
• Act as the escalation point for complex technical questions, client queries, and delivery issues raised by the team.
• Own the annual budgeting and quarterly forecasting cycles for U.S. client portfolios across restaurant, franchise, and retail operations.
• Design, review, and maintain financial models, long-range plans, and rolling forecasts aligned with client reporting requirements.
• Drive improvement in forecast accuracy through data-driven analysis of historical trends, actuals, and business drivers, and hold the team accountable to agreed accuracy targets.
• Lead budget and forecast review discussions with the client, ensuring submissions are validated, defensible, and delivered on time.
• Financial Modeling & Variance Analysis
• Build and review complex financial models supporting client decision-making, scenario planning, and performance tracking.
• Own the variance analysis process, comparing actuals vs. budget/forecast with clear, insight-led explanations of key drivers across revenue, COGS, operating expenses, and store-level performance.
• Interpret KPIs, unit-level metrics, and operational performance data for restaurant/QSR and franchise clients, and present findings alongside recommended actions.
• Proactively identify anomalies, trends, and financial risks, and drive them through to resolution with the delivery team and the client.
• Own the monthly and periodic management reporting packages, financial dashboards, and executive-level summaries prepared for U.S.-based clients.
• Oversee the production of reconciliation packs, variance explanations, and financial schedules as part of month-end close deliverables, ensuring deadlines are consistently met.
• Present financial results and insights directly to client stakeholders, including senior management, and manage ad-hoc analysis requests end to end.
• Ensure all FP&A outputs are accurate, professionally formatted, properly supported, and fully reviewed before submission.

Requirements

Requirements:

• Bachelor’s degree in Finance, Accounting or a related field (ACCA, CPA, CFA, or MBA preferred).
• 3+ years of progressive experience in FP&A, corporate finance, or related roles, including at least 1 year leading, supervising, or mentoring a team.
• Proven track record of owning end-to-end budgeting, forecasting, and management reporting cycles.
• Expert-level proficiency in Microsoft Excel and complex financial modeling.
• Experience with tools such as Power BI, Adaptive Insights, Anaplan, or similar FP&A systems.
• Strong understanding of GAAP and financial statements; experience supporting U.S.-based clients strongly preferred.
• Exposure to restaurant, franchise, retail, or multi-location business models is a distinct advantage.
• Exceptional analytical, problem-solving, and organizational skills with a high level of attention to detail.
• Excellent communication and presentation skills, with the ability to influence senior stakeholders and lead client-facing discussions.
• Demonstrated ability to coach, develop, and retain high-performing finance talent.