Position: Lead, Financial Planning & Analysis
Reports To
Chief Executive Officer (CEO)
Function
Finance / Strategic Planning
Level
Lead / Senior Individual Contributor
Location
Bengaluru, Karnataka — Hybrid /
Employment Type
Full-Time, Permanent
Position Summary
The Lead, Financial Planning & Analysis (FP&A) is a high-visibility, high-impact role designed for a finance professional who combines sharp analytical skills with strong business acumen and executive communication ability. This role is a direct strategic partner to the CEO, providing financial intelligence that drives growth and operational decisions across the organisation.
The Lead FP&A will own firm’s end-to-end planning cycle — from annual budgeting through rolling forecasts and real-time performance management. Beyond modelling, this role is expected to generate insights, surface risks proactively, and tell a coherent financial story to leadership. The right candidate thinks like a business operator, models like a finance professional, and communicates like a trusted advisor.
Key Responsibilities
1. Financial Planning & Forecasting
- Own the annual budgeting process and multi-year financial forecasts across all business units and service lines.
- Build, maintain, and continuously refine integrated three-statement models (P&L, balance sheet, cash flow).
- Develop and maintain scenario models (base, upside, downside) to support strategic planning and capital allocation decisions.
- Drive the monthly and quarterly forecast refresh process in partnership with practice heads and department leads.
2. CEO & Executive Partnering
- Serve as the primary financial advisor and analytical partner to the CEO on business performance, investments, and strategic initiatives.
- Prepare and present weekly, monthly, and quarterly financial dashboards and board-level reports with clear, actionable narratives.
- Translate financial data into business stories — identifying trends, red flags, and growth levers ahead of the curve.
- Support the CEO in evaluating new service lines, partnerships, M&A opportunities, and financing scenarios.
3. Business Performance Management
- Define, track, and report on KPIs across Sales, Delivery, and Operations aligned to Firm’s business objectives.
- Lead variance analysis (actuals vs. budget vs. forecast) with root-cause commentary and recommended corrective actions.
- Partner with Sales and Delivery heads to develop business cases, project profitability analyses, and client investment decisions.
- Drive headcount planning and cost efficiency analysis in close collaboration with HR and COO.
4. Financial Infrastructure & Reporting
- Own the management reporting calendar and ensure timely, accurate delivery of all financial reports.
- Lead the evaluation and adoption of FP&A tools or dashboarding platforms to improve speed and quality of financial insights.
- Establish scalable processes, data standards, and governance frameworks as the firm grows.
- Liaise with the statutory accounting team to ensure alignment between management accounts and audited financials.
Requirements
Required Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related discipline; MBA (Finance) or CA / CMA qualification strongly preferred.
- 6–10 years of progressive FP&A experience, including at least 2 years in a lead or senior role.
- Demonstrated track record of working directly with C-suite leaders, including preparing and delivering CEO/Board-level presentations.
- Advanced financial modelling skills — three-statement models, DCF, scenario analysis, sensitivity tables, and unit economics.
- High proficiency in Microsoft Excel; working knowledge of Power BI or similar BI tools.
- Familiarity with ERP systems (Microsoft Dynamics, SAP, or similar); experience with GreytHR or analogous platforms is an advantage.
- Strong command of Indian accounting standards, GST, and statutory compliance requirements relevant to a technology services business.
- Excellent written and verbal communication — able to distil complex analysis into sharp, executive-ready narratives.
Preferred Qualifications
- Prior experience in an IT services, software, or technology organisation.
- Exposure to project-based or professional services revenue models (time-and-material, fixed-price, retainer).
- Experience supporting fundraising, due diligence, or investor reporting processes.
- Familiarity with Microsoft Power BI, Power Apps, or the broader Microsoft ecosystem (relevant given Firm’s Microsoft partnership heritage).
- Track record of building or scaling FP&A processes in a growing mid-sized company.
- Strategic Thinking
- Executive Presence
- Analytical Rigour
- Influence Without Authority
- Ownership Mindset
Benefits
What We Offer
- A strategic seat alongside the CEO — your analysis will directly shape company decisions.
- Competitive fixed compensation commensurate with experience, plus performance-linked variable pay.
- Comprehensive health insurance for employee and dependants.
- Flexible/hybrid work arrangements based in Bengaluru.
- Opportunity to build and own the FP&A function in a fast-growing technology organisation.
- Collaborative leadership culture with direct access to the founding and senior management team.
