Team Lead - FP&A

Purpose/Objective

To lead the Financial Planning & Analysis function by driving budgeting, forecasting, business performance management, and strategic decision support across business units.
The role is responsible for delivering actionable financial insights, ensuring robust governance over planning and reporting processes, partnering with business and finance stakeholders, driving automation and process excellence initiatives, and enabling informed decision-making to support sustainable growth, profitability, cash flow optimization, and achievement of organizational objectives.

Key Responsibilities of Role

- Lead the annual budgeting, long-range planning, and periodic forecasting processes, ensuring alignment with business strategy and organizational objectives.
- Drive monthly MIS reporting, financial performance reviews, and variance analysis to provide actionable insights for leadership decision-making.
- Partner with business, finance, and functional leaders to evaluate performance, identify risks and opportunities, and recommend strategies to improve profitability and cash flow.
- Establish robust governance over planning, reporting, and financial review processes to ensure accuracy, consistency, and compliance with organizational standards.
- Support senior management, Board, and leadership reviews through preparation of executive dashboards, performance decks, and strategic financial analyses.
- Drive process excellence, automation, and digital finance initiatives by leveraging technology platforms and improving planning and reporting efficiency.
- Lead financial modelling, business case evaluations, scenario planning, and investment analysis to support strategic and operational decision-making.
- Build and mentor high-performing FP&A teams, foster cross-functional collaboration, and drive continuous capability development within the finance organization.

Technical Competencies

Budgeting & Forecasting,MIS Reporting,Variance Analysis,Automation and Transformation

Qualifications and Experience

- Chartered Accountant (CA), CMA, MBA (Finance), CFA, or equivalent finance qualification from a reputed institution.
- 8-12 years of progressive experience in FP&A, budgeting, forecasting, management reporting, business finance, or corporate finance functions.
- Strong expertise in financial modelling, variance analysis, performance management, business case evaluation, and strategic decision support.
- Hands-on experience with ERP and planning platforms such as SAP, SAP Analytics Cloud (SAC), Hyperion, Oracle, Power BI, or similar financial planning and reporting tools.
- Demonstrated ability to partner with senior business leaders, influence decision-making, and translate financial insights into actionable business outcomes.
- Proven experience in leading teams, driving process improvements, automation initiatives, and establishing governance frameworks to enhance planning and reporting efficiency.