Financial Planning and Analysis Manager -SAAS -CTC upto 50 LPA

Key Responsibilities

1. Financial Planning & Forecasting

• Lead corporate financial management activities, including P&L analysis, cash flow management, forecasting, debt, and investment management
• Develop financial models for business planning and scenario analysis.
• Track actual performance against budgets, forecasts and previous periods.
• Identify financial risks, opportunities and key business drivers.

2. MIS & Management Reporting

• Own the monthly/weekly MIS reporting process.
• Prepare management reports covering revenue, profitability, costs, working capital and key business KPIs.
• Develop standardized MIS formats and reporting frameworks for management.
• Present key findings and actionable insights to senior management.
• Ensure accuracy, consistency and timely circulation of MIS reports.

3. Dashboard Development & Analytics

• Build and maintain financial and business performance dashboards.
• Develop dashboards using Power BI, Advanced Excel and/or Tableau.
• Track KPIs such as revenue, gross margin, EBITDA, OPEX, contribution margin, customer/product profitability and operational metrics.
• Automate manual MIS and reporting processes.
• Integrate data from ERP, CRM and other business systems into reporting dashboards.
• Create dashboards that enable management to monitor business performance in real time.

4. Variance & Business Performance Analysis

• Conduct detailed Actual vs Budget vs Forecast vs Previous Year analysis.
• Identify key drivers behind revenue, cost and profitability variances.
• Analyze business trends and provide recommendations to improve performance.
• Monitor unit economics, margins, cost efficiency and profitability.
• Partner with business teams to understand operational drivers behind financial results.

5. Financial Modelling & Decision Support

• Build financial models for new products, business initiatives and investments.
• Conduct scenario and sensitivity analysis.
• Prepare business cases and ROI analysis for strategic initiatives.
• Provide financial inputs for pricing, expansion, hiring and resource-allocation decisions.

6. Business Partnering

• Work closely with Sales, Marketing, Operations, Supply Chain and Business teams.
• Translate operational data into financial insights.
• Participate in monthly/quarterly business reviews.
• Challenge business assumptions and provide data-backed recommendations to leadership.

7. Process Improvement & Automation

• Identify opportunities to automate recurring reports and MIS.
• Improve data quality, reporting accuracy and turnaround time.
• Standardize dashboards, reporting templates and financial models.
• Drive continuous improvement in FP&A processes and reporting systems.

Candidate Profile

• 7–14 years of experience in FP&A, Business Finance, Financial Analysis, MIS or Corporate Finance.
• CA / CMA / MBA Finance preferred.
• Strong experience in Budgeting, Forecasting, Financial Modelling and Variance Analysis.
• Hands-on experience in MIS reporting and dashboard creation.
• Experience with B2B product or product-services startup preferred.
• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field required Master's degree preferred.
• Exposure to SAP / Oracle / NetSuite / other ERP systems preferred.