Assistant Manager Financial Planning & Analysis

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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