Rishi J.
Financial Planning & Analysis at OnePlan
- Role
- Financial Planning Analyst at Oneplan
- Location
- Hyderabad, TG, IN
- LinkedIn followers
- 500 followers
About Rishi J.
A Post graduate from IIM Udaipur with experience in Valuation, Merger & Acquisition and…
Experience
Financial Planning Analyst
Dec 2023 — Present · Hyderabad, IN
As an FP & A Analyst at OnePlan, I support financial planning, analysis, and strategic decision-making for a growing SaaS company. My key responsibilities include:1. End-to-end annual budgeting process and ensuring alignment with company goals2. Performance updates for investors and the Board of Directors3. Developing detailed forecasts and conducting variance analysis to support strategic planning4. Performing department-level ad hoc analyses to guide operational decisions5. Analyzing key SaaS metrics such as LTV, CAC, GRR, and NRR to monitor customer retention and growth6. Creating presentations for investor meetings, senior leadership discussions, and Board meetings7. Supporting cash flow forecasting and scenario planning 8. Working with cross-functional teams (Sales, Marketing, Product) to provide data-driven insights9. Monitoring KPIs to identify trends, risks, and opportunities for business improvement
Education
Indian Institute of Management Udaipur
Master of Business Administration - MBA
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
Bachelor's degree
2015 — 2018
CFA Institute
CFA Level 2 Cleared
The Aga Khan Academy, Hyderabad
IB
2013 — 2015
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