Job Posting for a Leading US based CPA Firm
Role: Manager - Financial Planning & Analysis (FP&A)
Location: Goregaon - Mumbai
Experience: 8+ years
Timing: 12:30PM to 9:30PM IST (in office)
Role:
The Manager, Financial Planning & Analysis (FP&A) partners closely with firm leadership, service unit leaders, and cross-functional stakeholders to translate complex financial data into clear, actionable insights. This role owns core planning, forecasting, and performance management processes while leading the development of analysts and helping modernize FP&A through improved analytics, automation, and scalable reporting solutions. The FP&A Manager is both a hands-on financial leader and a people manager, balancing execution with strategic influence.
Why this role matters:
Your work will directly inform decisions related to budgeting, pricing, engagement profitability, compensation, resource allocation, and growth investments. You will help shape how financial information is modeled, communicated, and used across the firm, while building a strong foundation for a scalable, high-impact FP&A function.
What Success Looks Like:
In the first 612 months, a successful FP&A Manager will:
- Develop a deep understanding of the firm's financial drivers, service line economics, and operating model
- Transform budgeting, forecasting, and performance reporting processes
- Deliver clear, timely insights that influence executive- and service-unit-level decision-making
- Establish scalable financial models, dashboards, and KPI frameworks
- Build trusted relationships with firm leadership and cross-functional partners
- Mentor, review, and elevate FP&A analysts through coaching and collaboration
- Identify and lead opportunities to improve efficiency, automation, and analytical quality
- Identify and formalize a practical and technical roadmap with clear delivery dates that will continue to transform the FP&A function.
Major Responsibilities:
- Lead firmwide and service-unit-level forecasting, performance analytics and long-range planning activities with an extreme focus on engagement economics reporting.
- Develop and maintain financial models to support strategic planning, scenario analysis, and investment decisions
- Analyze financial results, engagement economics, client profitability, and resource utilization to identify trends, risks, and opportunities
- Prepare and present monthly and quarterly management reporting for executive and service unit leadership
- Design, govern, and enhance dashboards, KPIs, and management reporting tools
- Translate complex financial data into clear, compelling insights using strong financial storytelling principles
- Partner closely with Accounting, HR, Operations, IT, and service unit leaders to support decision-making
- Support pricing, compensation, and headcount planning initiatives
- Drive improvements in FP&A processes, data quality, and reporting efficiency through automation and emerging technologies
- Provide day-to-day leadership, review, and coaching to FP&A analysts
- Document processes, assumptions, and methodologies to support consistency and scalability
Preferred Experience / Background / Skills
Required:
- Chartered Accountant (CA) with 8+ years of progressive experience in Financial Planning & Analysis or related roles
- Proven understanding of GAAP in constructing financial modeling and reports
- Strong financial modeling, forecasting, and analytical skills. Experience with independently creating financial models is critical.
- Ability to synthesize complex financial data into clear, actionable insights
- Clear and confident written and verbal communication skills, including experience presenting to leadership
- Experience managing or mentoring junior team members
Preferred:
- MBA, CPA, or equivalent advanced credential
- Professional services or public accounting experience
- Advanced proficiency in Microsoft Excel and PowerPoint
- Experience with business intelligence and data visualization tools (e.g., Power BI, Tableau)
- Exposure to financial planning systems and scalable planning models
- Interest in analytics, automation, and emerging technologies, including experience working in modern data environments (e.g., Microsoft Fabric)
- Self-starter mindset with strong problem-solving and process improvement orientation
Working Conditions
- Ability to work effectively with US-based stakeholders, as needed for key meetings, deadlines, and peak periods.
- Ability to sit for extended periods and move throughout the office environment
- Ability to speak, read, and write English fluently to communicate with team members and leadership.
- Ability to work extra hours based on business needs.
- Ability to lift, carry, push, and pull up to 50 pounds.
