Director of Financial Planning and Analysis

Position Title: Financial Planning & Analysis

Location: Bangalore

YOE: 8 - 12 Years

Key Objectives:

• Lead budgeting, forecasting, long-term planning, and business strategic analysis
• Drive comprehensive analytics across revenue and cost bases
• Present financials to the CEO, business heads, and the group leadership team, highlighting key actions required to achieve revenue, EBITDA, and OCF targets
• Facilitate effective communication and coordination with business teams
• Analyze current financial performance against historical data, AOP, and forecasts
• Identify trends and make recommendations for financial optimization
• Prepare and present quarterly and annual financial reports, including Board presentations, AOP plans, CEO review decks, and group monthly review presentations
• Advise on long-term business and financial planning

Responsibilities:

• Publishing Financials: Present P&L with trend and variance analysis from previous periods, AOP, and forecasts, providing a strong analysis of the factors driving variances
• AOP, Forecasting, and Long-Term Planning: Model AOP workings, monthly and quarterly forecasts, and long-term planning scenarios
• Financial Analysis: Conduct in-depth financial analysis to explain periodic variances (MoM, QoQ, YoY), understanding AOP plans for both revenue and expenses (including payroll, facilities, IT, etc.)
• Presentations: Prepare and present PowerPoint presentations for Board meetings, monthly decks for the CEO and CFO, and group monthly reviews
• Business P&L Reports: Publish monthly P&L reports for vertical and functional heads, driving strong cost control and pre-emptively identifying potential gaps
• Balance Sheet Analysis: Analyze accounts receivable (AR), manage collections, monitor OCF targets, track unapplied and unearned aging, and drive efficiencies to resolve aged items
• ERP Experience: Utilize ERP systems, preferably SAP HANA.

What we are looking for:

• Excellent communication skills are essential
• CA with 8 - 12 years of experience
• At least 8+ years of experience as a senior-level Financial Planning & Analysis
• Experience with listed companies, preferably in the IT or CLM industry(not mandatory), with a turnover of ₹400 crore or more
• Experience with ERP systems such as SAP or QuickBooks
• Proficiency in Excel and PowerPoint
• Strong leadership, communication, and collaboration skills
• Excellent organizational and time management abilities