NEOLYTIX

Job Description

Assistant Manager – Financial Planning & Analysis

DepartmentFinance – Financial Planning & AnalysisLocationOnsite – Gurugram, HaryanaRole LevelAssistant Manager (AM)Reports ToFinance Manager / Head of FinanceExperience8 – 12 yearsQualificationsB.Com / BBA / B.Sc Finance | MBA / CA / CFA / CPA preferredIndustry ContextIT / BPO / KPO / Healthcare RCM preferred

Role Overview

The Assistant Manager – Financial Planning & Analysis serves as a key pillar of Neolytix's Finance function, bridging ground-level analytics with strategic decision-making across the organisation's US, India, and Philippines operations. The incumbent will own end-to-end FP&A cycles, lead a small team of analysts, and act as a trusted financial business partner to operations and senior leadership. This role demands a step-change from execution to ownership — moving from contributing to analyses to driving them.

Seniority Benchmark vs. Senior Associate, FP&A

The table below outlines how the Assistant Manager level is differentiated from the Senior Associate role within the same function:

DimensionSenior Associate, FP&AAssistant Manager, FP&AExperience6–8 years8–12 yearsScopeExecutes analyses; supports processesOwns FP&A cycles; reviews team outputTeam ResponsibilityIndividual contributorLeads 1–3 analysts; sets deliverablesStakeholder LevelDepartment heads, operations teamsSenior leadership, BU heads, CFO/CEO levelFinancial ModellingBuilds and maintains modelsDesigns model architecture; stress-tests assumptionsPricingSupports pricing modelsLeads pricing decisions and client proposalsProcess RoleIdentifies improvement opportunitiesDrives implementation; owns SOPsDecision ImpactAdvisory / analytical supportInput to strategic decisionsComplianceEnsures compliance in own workAccountable for team compliance posture

Key Responsibilities2. Budgeting & Forecasting3. Business Partnering & Stakeholder Management4. Pricing Strategy & Commercial Modelling5. Team Leadership & Development6. Process Improvement & Systems7. Compliance & Risk Management

Financial Analysis & Reporting
Own and deliver monthly, quarterly, and annual financial reports for senior management review, with commentary on key variances and trends
Develop forward-looking analytical frameworks to support strategic and operational decision-making across geographies
Review and quality-assure all financial analyses produced by team members before stakeholder submission
Design and maintain dashboards that provide real-time visibility into financial performance metrics
Lead the annual budgeting process in collaboration with department heads across the US, India, and Philippines offices
Build and own rolling forecast models; update assumptions based on business performance and market dynamics
Present variance analysis and reforecast recommendations directly to the Finance Manager and relevant BU heads
Establish budget governance protocols and hold department owners accountable to financial commitments
Act as the primary FP&A business partner for Operations, Sales, and HR functions; provide proactive financial guidance
Collaborate with cross-functional leadership across the US, India, and Philippines to align financial strategy with operational goals
Translate complex financial data into concise executive narratives for the leadership team and board-level reporting
Support the Finance Manager in preparing inputs for investor updates, board packs, and external stakeholder communications
Lead the development and maintenance of custom pricing models for new client proposals and contract renewals
Analyse market data, client requirements, and internal cost structures to propose pricing strategies that protect margin targets
Partner with the Sales and Operations teams to ensure all commercial bids are financially sound and competitively positioned
Conduct post-contract performance reviews to validate pricing assumptions against actual profitability
Manage, mentor, and develop a team of 1–3 FP&A analysts; assign work, review outputs, and provide structured feedback
Build team capability in financial modelling, data interpretation, and business communication
Set clear KPIs for team members aligned to departmental objectives and conduct regular performance check-ins
Foster a high-accountability, continuous-improvement culture within the FP&A function
Identify, design, and implement improvements to financial planning processes, reporting templates, and analytical tools
Champion adoption of financial systems, automation tools, and BI platforms to improve reporting accuracy and speed
Document and maintain standard operating procedures (SOPs) for all core FP&A processes
Evaluate and integrate third-party financial data sources to enrich analytical outputs
Ensure all financial reporting and planning activities comply with applicable regulatory requirements across all operating jurisdictions
Identify, quantify, and flag financial risks to the Finance Manager; propose mitigation strategies with scenario modelling
Coordinate with external auditors, internal audit teams, and compliance functions as required
Maintain data integrity and confidentiality across all financial systems and reports

Qualifications & Experience

Education

Bachelor's degree in Finance, Accounting, Commerce, or a related discipline. (Required)
MBA (Finance), Chartered Accountant (CA), CFA, or CPA qualification strongly preferred

Professional Experience

8–12 years of progressive FP&A experience, with at least 2–3 years in a lead or supervisory capacity
Demonstrated experience in an IT / BPO / KPO / Healthcare RCM environment strongly preferred
Proven track record of managing end-to-end budgeting, forecasting, and management reporting cycles
Prior experience collaborating with multi-geography, cross-cultural teams (US / India / Philippines preferred)

Technical Skills

Advanced financial modelling and analysis skills; Excel proficiency (pivot tables, Power Query, advanced formulas) is mandatory
Power BI: proficiency in building interactive dashboards, DAX measures, and management reporting models is required
AI Tools: hands-on experience leveraging AI-assisted platforms (e.g., Microsoft Copilot for Finance, ChatGPT / Claude for analytical workflows, AI-powered BI features) to enhance reporting speed, accuracy, and insight generation
Working knowledge of ERP systems (SAP, Oracle, or equivalent); experience with financial planning software (Anaplan, Hyperion) is advantageous
Strong command of pricing model design and commercial analysis
Familiarity with GAAP / IFRS reporting standards

Behavioural Competencies

Executive presence: ability to communicate financial insights to non-finance stakeholders with clarity and confidence
High ownership mindset: takes end-to-end accountability for deliverables without requiring supervision
Analytical rigour: digs beneath the numbers to surface root causes and actionable recommendations
Collaborative leadership: builds relationships across functions and geographies to deliver results through others
Adaptability: thrives in a fast-paced, growth-stage environment with evolving priorities

About Neolytix

Neolytix is a US-focused healthcare Revenue Cycle Management (RCM) company delivering end-to-end billing, credentialing, and practice management solutions to healthcare providers across the United States. With operations spanning the US, India (Gurugram), and the Philippines, we combine domain expertise with technology-enabled delivery to drive sustainable growth for our clients and our people.

If you are a finance professional who thrives on ownership, cross-functional impact, and building high-performing teams, we invite you to apply for the Assistant Manager – Financial Planning & Analysis role at Neolytix.

Neolytix India Pvt. Ltd. | Gurugram, Haryana | www.neolytix.com

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Assistant Manager Financial Planning & Analysis