Lead,Financial Planning & Analysis-FP&A

The right candidate thinks like a business operator, models like a finance professional, and communicates like a trusted advisor.\n\nResponsibilities\n\n1. Financial Planning & Forecasting\n\n- Own the annual budgeting process and multi-year financial forecasts across all business units and service lines.\n\n- Build, maintain, and continuously refine integrated three-statement models (P&L, balance sheet, cash flow).\n\n- Develop and maintain scenario models (base, upside, downside) to support strategic planning and capital allocation decisions.\n\n- Drive the monthly and quarterly forecast refresh process in partnership with practice heads and department leads.\n\n2. CEO & Executive Partnering\n\n- Serve as the primary financial advisor and analytical partner to the CEO on business performance, investments, and strategic initiatives.\n\n- Prepare and present weekly, monthly, and quarterly financial dashboards and board-level reports with clear, actionable narratives.\n\n- Translate financial data into business stories — identifying trends, red flags, and growth levers ahead of the curve.\n\n- Support the CEO in evaluating new service lines, partnerships, M&A opportunities, and financing scenarios.\n\n3.

Business Performance Management\n\n- Define, track, and report on KPIs across Sales, Delivery, and Operations aligned to Firm’s business objectives.\n\n- Lead variance analysis (actuals vs. budget vs. forecast) with root-cause commentary and recommended corrective actions.\n\n- Partner with Sales and Delivery heads to develop business cases, project profitability analyses, and client investment decisions.\n\n- Drive headcount planning and cost efficiency analysis in close collaboration with HR and COO.\n\n4.

Financial Infrastructure & Reporting\n\n- Own the management reporting calendar and ensure timely, accurate delivery of all financial reports.\n\n- Lead the evaluation and adoption of FP&A tools or dashboarding platforms to improve speed and quality of financial insights.\n\n- Establish scalable processes, data standards, and governance frameworks as the firm grows.\n\n- Liaise with the statutory accounting team to ensure alignment between management accounts and audited financials.\n\nRequirements\n\nRequired Qualifications\n\n- Bachelor/'s degree in Finance, Accounting, Economics, or a related discipline; MBA (Finance) or CA / CMA qualification strongly preferred.\n\n- 6–10 years of progressive FP&A experience, including at least 2 years in a lead or senior role.\n\n- Demonstrated track record of working directly with C-suite leaders, including preparing and delivering CEO/Board-level presentations.\n\n- Advanced financial modelling skills — three-statement models, DCF, scenario analysis, sensitivity tables, and unit economics.\n\n- High proficiency in Microsoft Excel; working knowledge of Power BI or similar BI tools.\n\n- Familiarity with ERP systems (Microsoft Dynamics, SAP, or similar); experience with GreytHR or analogous platforms is an advantage.\n\n- Strong command of Indian accounting standards, GST, and statutory compliance requirements relevant to a technology services business.\n\n- Excellent written and verbal communication — able to distil complex analysis into sharp, executive-ready narratives.\n\nPreferred Qualifications\n\n- Prior experience in an IT services, software, or technology organisation.\n\n- Exposure to project-based or professional services revenue models (time-and-material, fixed-price, retainer).\n\n- Experience supporting fundraising, due diligence, or investor reporting processes.\n\n- Familiarity with Microsoft Power BI, Power Apps, or the broader Microsoft ecosystem (relevant given Firm’s Microsoft partnership heritage).\n\n- Track record of building or scaling FP&A processes in a growing mid-sized company.\n\nWhat you bring\n\n- Strategic Thinking\n\n- Executive Presence\n\n- Analytical Rigour\n\n- Influence Without Authority\n\n- Ownership Mindset\n\nBenefits\n\nWhat We Offer\n\n- A strategic seat alongside the CEO — your analysis will directly shape company decisions.\n\n- Competitive fixed compensation commensurate with experience, plus performance-linked variable pay.\n\n- Comprehensive health insurance for employee and dependants.\n\n- Flexible/hybrid work arrangements based in Bengaluru.\n\n- Opportunity to build and own the FP&A function in a fast-growing technology organisation.\n\n- Collaborative leadership culture with direct access to the founding and senior management team.\n\n#J-18808-Ljbffr