Lead- Financial Planning and Analysis

Job Description – FP&A Lead

Location Bangalore ITPL

Woke Mode: 5 day work from Office

Position Summary

The FP&A Lead will be responsible for driving budgeting, forecasting, management reporting, financial analysis, and business partnering activities across the organization. The role will serve as a strategic partner to business leaders, providing actionable insights that support decision-making, profitability improvement, operational efficiency, and working capital optimization

The position will play a key role in establishing and scaling the FP&A function within a growing organization, ensuring high-quality reporting, forecasting accuracy, financial governance, and alignment between business performance and financial outcomes

Key Responsibilities

Financial Planning & Forecasting

• Lead annual budgeting, quarterly forecasting, and long-range planning processes
• Develop rolling forecasts and scenario models to support business decision-making
• Partner with business leaders to understand key drivers, risks, and opportunities
• Support strategic planning initiatives through financial modelling and sensitivity analysis

Management Reporting & Performance Analytics

• Prepare monthly, quarterly, and annual management reports
• Deliver insightful analysis of actual performance against budget, forecast, and prior periods
• Develop executive dashboards and KPI scorecards
• Monitor key financial and operational metrics including revenue, margins, costs, cash flow, and working capital indicators
• Present findings and recommendations to senior leadership

Business Partnering

• Act as a trusted finance partner to business and functional leaders
• Support decision-making through business case evaluations and investment analysis
• Identify opportunities to improve profitability, productivity, and operational efficiency
• Challenge assumptions and provide independent financial perspectives on key initiatives

Revenue & Working Capital Analysis

• Partner with operational and accounting teams to monitor revenue performance, billing trends, collections, and cash conversion metrices
• Support revenue forecasting and provide insights into customer, project, or business-line profitability
• Analyze receivable trends and identify risks and opportunities impacting cash flow and working capital performance
• Develop reporting and dashboards to enhance visibility into revenue realization and collection effectiveness

Financial Analysis & Governance

• Perform detailed variance analysis across revenue, costs, margins, and headcount
• Support month-end and quarter-end financial review processes
• Ensure consistency between management reporting, planning assumptions, and financial results
• Contribute to strengthening reporting processes, financial controls, and governance frameworks
• Support audit and compliance requirements related to planning and reporting activities

Workforce Planning

• Partner with HR and business leaders on workforce planning activities
• Monitor headcount, hiring plans, attrition trends, and compensation costs
• Support organizational growth planning and resource allocation decisions

Dashboarding & Continuous Improvement

• Drive automation and standardization of reporting processes
• Develop and maintain dashboards using reporting tools
• Improve data quality, reporting efficiency, and planning processes
• Collaborate with technology teams to enhance analytics and planning capabilities

Required Qualification

Education

• MBA Finance/M.Com or equivalent qualification

Experience

• 10+ years of experience in FP&A, Finance Business Partnering, or Corporate Finance
• Experience working in multinational organizations, GCCs, Shared Services, or large corporate environments
• Proven track record of managing budgeting, forecasting, and management reporting processes
• Experience partnering with senior business stakeholder

Technical Skills

Required

• Advanced Microsoft Excel
• Financial Modelling
• Budgeting & Forecasting
• Variance Analysis
• Management Reporting
• PowerPoint Presentation Skills

Preferred

• Anaplan
• PowerBI
• ERP systems such as SAP, Oracle, NetSuite, or Microsoft Dynamics

Leadership Competencies

• Strong analytical and problem-solving skills
• Excellent communication and presentation abilities
• Stakeholder management and influencing skills
• Strategic thinking and commercial acumen
• Ability to work independently in a fast-paced environment
• Continuous improvement mindset