Position Title: Manager – Financial Planning & Analysis
Location: Bangalore
YOE: 3 - 8 Years
Key Objectives:
- Lead budgeting, forecasting, long-term planning, and business strategic analysis
- Drive comprehensive analytics across revenue and cost bases
- Present financials to the CEO, business heads, and the group leadership team, highlighting key actions required to achieve revenue, EBITDA, and OCF targets
- Facilitate effective communication and coordination with business teams
- Analyze current financial performance against historical data, AOP, and forecasts
- Identify trends and make recommendations for financial optimization
- Prepare and present quarterly and annual financial reports, including Board presentations, AOP plans, CEO review decks, and group monthly review presentations
- Advise on long-term business and financial planning
Responsibilities:
- Publishing Financials: Present P&L with trend and variance analysis from previous periods, AOP, and forecasts, providing a strong analysis of the factors driving variances
- AOP, Forecasting, and Long-Term Planning: Model AOP workings, monthly and quarterly forecasts, and long-term planning scenarios
- Financial Analysis: Conduct in-depth financial analysis to explain periodic variances (MoM, QoQ, YoY), understanding AOP plans for both revenue and expenses (including payroll, facilities, IT, etc.)
- Presentations: Prepare and present PowerPoint presentations for Board meetings, monthly decks for the CEO and CFO, and group monthly reviews
- Business P&L Reports: Publish monthly P&L reports for vertical and functional heads, driving strong cost control and pre-emptively identifying potential gaps
- Balance Sheet Analysis: Analyze accounts receivable (AR), manage collections, monitor OCF targets, track unapplied and unearned aging, and drive efficiencies to resolve aged items
- ERP Experience: Utilize ERP systems, preferably SAP Hana
.
What we are looking for:
- Excellent communication skills are essential
- CA with 3 - 8 years of experience
- At least 5+ years of experience as a senior-level Financial Planning & Analysis
- Experience with listed companies, preferably in the IT or CLM industry(not mandatory), with a turnover of ₹400 crore or more
- Experience with ERP systems such as SAP or QuickBooks
- Proficiency in Excel and PowerPoint
- Strong leadership, communication, and collaboration skills
- Excellent organizational and time management abilities
