Job Summary
Evalueserve is seeking an experienced FP&A Specialist to lead and coordinate enterprise-wide financial planning and analysis activities, including budgeting, forecasting, financial modeling, scenario analysis, liquidity planning, financial consolidation, and executive reporting. This role will partner closely with business leaders and cross-functional teams to gather, review, challenge, consolidate, and communicate financial planning inputs that support strategic decision-making. The ideal candidate is a highly analytical finance professional with advanced financial modeling expertise, strong business partnering capabilities, and the ability to deliver Board-ready insights and presentations in a dynamic, multi-stakeholder environment.
Key Responsibilities
Budgeting & Financial Planning
- Define budget guidelines, planning assumptions, and financial forecasting frameworks.
- Prepare and distribute budget templates and coordinate planning submissions across business functions.
- Lead revenue budgeting activities and ensure alignment with business objectives.
- Manage personnel planning, including FTE, compensation, and workforce budgeting.
- Drive OPEX budgeting and cost planning initiatives.
- Support liquidity planning and cash forecasting activities.
- Develop and review CAPEX budgets and investment plans.
Consolidation & Reporting
- Consolidate, review, validate, and challenge budget inputs received from stakeholders across functions.
- Prepare budget presentations and executive reporting materials for Senior Leadership Team and Board of Directors.
- Manage budget revisions, updates, and adjustments throughout the planning cycle.
- Communicate approved budgets and planning outcomes to business teams.
- Support planning system uploads, preparation of input files, and data submissions.
Mid-Term Planning & Scenario Analysis
- Develop preliminary assumptions for long-range and mid-term financial planning exercises.
- Lead headcount and organizational planning discussions with key stakeholders.
- Prepare multi-year OPEX and CAPEX projections.
- Update financial models and key business drivers to support planning and decision-making.
- Develop integrated P&L, Balance Sheet, and Cash Flow projections.
- Manage financial plan consolidation, internal reviews, and iteration cycles.
- Conduct scenario analysis and assess the financial impact of strategic initiatives and business decisions.
- Prepare executive and Board-level presentations to support strategic planning and decision-making.
Business Partnering
- Collaborate with business leaders and functional teams to collect, review, and validate planning inputs.
- Challenge assumptions and recommendations to improve forecast accuracy and decision quality.
- Support strategic priorities reviews and evaluation of macroeconomic assumptions.
Required Qualifications
- Proven experience in FP&A, budgeting, forecasting, and strategic financial planning atleast of 6 Years+
- Strong experience with mid-term planning and scenario analysis.
- Advanced Excel financial modeling skills, including integrated P&L, Cash Flow, Balance Sheet, and consolidation models.
- Experience in revenue planning, workforce planning, compensation budgeting, OPEX budgeting, and financial consolidation.
- Experience designing budget templates and managing multi-functional planning inputs.
- Strong understanding of liquidity planning, cash forecasting, and financial performance management.
- Experience with ERP systems and data warehouses; exposure to Abacus and DWH environments is advantageous.
- Ability to produce Board-standard PowerPoint presentations and executive-level financial reporting.
- Strong analytical and problem-solving capabilities with attention to detail.
- Excellent stakeholder management and business partnering skills.
- Strong interpersonal and communication skills with the ability to work effectively across functions.
- Ability to influence and challenge stakeholders constructively.
- Critical mindset with the ability to review, question, validate, and challenge assumptions rather than simply consolidate inputs.
- Ability to manage multiple priorities and deliver high-quality outputs within tight deadlines.
- Strong presentation and storytelling skills for senior leadership audiences.
Preferred Qualifications
- Experience in Asset Management, Financial Services, or multi-entity organizations.
- Exposure to CAPEX planning and strategic business planning processes.
- Experience within Asset Management, Banking, Financial Services, Insurance, or other complex multi-entity organizations.
- Exposure to capital expenditure (CAPEX) planning and investment analysis.
- Experience supporting Board, Executive Committee, or Senior Leadership planning processes.
- Professional certifications in Financial Modeling, Corporate Finance, FP&A, or Business Analytics.
- Experience working in global or matrixed organizations with multiple stakeholders and business units.
- Bachelor's degree in finance, Accounting, Economics, Commerce, Business Administration, or related quantitative discipline.
- MBA (Finance), master's in finance, CA, ACCA, CPA, CFA, or equivalent professional qualification preferred.
