Manager / Senior Manager – Financial Planning & Analysis -Turbhe Navi Mumbai

Job Description:

We are seeking a highly analytical and business-oriented Manager / Senior Manager – FP&A to drive financial planning, performance monitoring, management reporting, and strategic decision support for the organization. The role will partner closely with business leaders, sales teams, and senior management to provide actionable financial insights, strengthen decision-making, and support sustainable business growth.

The ideal candidate will possess strong financial analysis skills, experience in MIS and business reporting, budgeting and forecasting expertise, and the ability to translate financial data into meaningful business recommendations.

Key Responsibilities

Financial Planning & Budgeting

• Lead the annual budgeting and periodic forecasting processes.
• Develop financial models to support business planning and strategic initiatives.
• Prepare rolling forecasts and monitor business performance against plans.
• Conduct scenario analysis and sensitivity assessments for key business decisions.

MIS & Management Reporting

• Own the preparation, review, and presentation of monthly MIS reports.
• Develop and enhance management dashboards and KPIs for business performance tracking.
• Ensure consistency, accuracy, and reliability of financial information across reports.
• Present key financial and operational insights to senior leadership.

Business Performance Analysis

• Perform variance analysis of actual results against budgets, forecasts, and prior periods.
• Analyze revenue trends, margins, customer profitability, and business performance drivers.
• Monitor and evaluate key operational and financial KPIs.
• Identify risks, opportunities, and improvement areas across business functions.

Revenue, Incentive & Partner Payout Analysis

• Review revenue recognition trends and booking performance reports.
• Analyze channel partner, broker, and commission payout structures.
• Evaluate sales incentive programs and payout calculations.
• Recommend improvements to enhance profitability and cost efficiency.

Cash Flow & Working Capital Management

• Support periodic cash flow forecasting and liquidity planning.
• Monitor working capital metrics and cash utilization trends.
• Assist management in identifying opportunities to improve cash flow efficiency.

Strategic Finance & Business Partnering

• Partner with business leaders to evaluate commercial and operational decisions.
• Provide financial support for new business initiatives, pricing decisions, and growth strategies.
• Support leadership with data-driven insights and recommendations.
• Participate in business review meetings and strategic planning discussions.

Board & Investor Reporting

• Assist in preparing board presentations, investor updates, and management review packs.
• Develop financial summaries and performance commentary for senior stakeholders.
• Support ad hoc financial analysis and strategic projects.

Financial Controls & Reporting Oversight

• Review monthly financial results and key accounting schedules from a business perspective.
• Coordinate with the accounting team to ensure timely and accurate financial reporting.
• Identify significant financial risks, reporting inconsistencies, or unusual trends.
• Support implementation of reporting and finance process improvements.

Desired Qualifications

• Chartered Accountant (CA) mandatory.
• 8–10 years of experience in FP&A, Business Finance, Corporate Finance, or Commercial Finance roles.
• Experience in financial modeling, budgeting, forecasting, and MIS reporting.
• Strong understanding of financial statements and business performance metrics.
• Advanced proficiency in Excel and financial analysis tools.
• Experience with ERP systems and BI/dashboarding tools (Power BI, Tableau, etc.) preferred.
• Strong presentation and stakeholder management skills.

Key Competencies

• Financial Planning & Forecasting
• Business Finance & Commercial Analysis
• Management Reporting & MIS
• Financial Modeling
• Budgeting & Variance Analysis
• KPI & Dashboard Development
• Cash Flow Planning
• Strategic Thinking
• Stakeholder Management
• Problem Solving & Decision Support

Reporting Relationship

Reports To: CEO/CBO