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

Director of Financial Planning and Analysis