Financial Planning & Analysis Manager

Summary

The Financial Planning & Analysis (FP&A) Manager will be responsible for driving financial strategy, budgeting, and operational efficiency. This role involves developing financial forecasts, leading budgeting processes, and ensuring alignment with business objectives. The FP&A Manager will monitor expenditures, conduct variance analyses, and provide strategic insights to support decision-making. Additionally, they will lead process improvements by automating financial operations, enhancing compliance, and streamlining workflows. This role requires strong collaboration with leadership, auditors, and external funders to ensure financial transparency.

Location: Delhi / Bengaluru / Remote
Length of Commitment: Minimum 12 months

Responsibilities:

Financial Forecasting, Planning, and Monitoring: 

• Develop short-term and long-term financial plans
• Collaborate with vertical leaders to align financial goals with business objectives and support the creation of project budgets for proposals
• Lead the annual budgeting process, gathering inputs from various departments to create consolidated budgets
• Monitor budget variances and implement corrective actions as needed, preparing monthly and quarterly management reports on expenditure against budget and forecasts for internal and external stakeholders
• Provide support to all verticals in maintaining accurate expenditure records and tracking financial performance
• Ensure accurate financial information is available for contract stage requirements and post-award activities, including regulatory and compliance monitoring, and invoice preparation

Financial Analysis and Reporting

• Analyze financial performance, variances, and drivers of financial results to provide insights and recommendations for decision-making
• Conduct scenario analysis to assess potential business impacts and strategic options
• Develop, streamline, and automate management reports to provide timely and relevant financial information that supports leadership decision-making
• Create tailored reports for leadership, highlighting key metrics, trends, and actionable insights to facilitate strategic discussions
• Anticipate and identify financial risks, escalating issues as appropriate to ensure proactive management
• Enhance the reporting process by implementing tools and technologies that improve data accuracy and reduce manual effort

Process Improvement

• Present innovative commercial insights and solutions to improve operational efficiency
• Create efficient processes and lead the implementation of new finance Standard Operating Procedures (SOPs)
• Review current systems, identify gaps for improvement, and work collaboratively with relevant stakeholders to implement solutions
• Provide technological solutions to automate processes and minimize errors, enhancing the overall accuracy and reliability of financial operations
• Streamline financial planning and reporting processes to improve accuracy and efficiency
• Liaise with auditors, funders, and external stakeholders
• Implement best practices for financial controls and compliance
  

Team Management

• Lead, mentor, and develop the FP&A team, fostering a culture of collaboration, accountability, and continuous improvement
• Set clear performance goals and provide constructive feedback to team members, ensuring alignment with overall finance objectives and organizational goals
• Organize training and development opportunities to enhance team skills and knowledge in financial analysis and reporting practices
• Facilitate regular team meetings to discuss project updates, share insights, and address challenges collaboratively

Skills and Experience

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field. Master's degree or CPA preferred
• Proven experience (8+ years) in financial planning and analysis, with a strong background in team leadership
• Excellent analytical and problem-solving skills, with the ability to interpret complex financial data
• Strong hands-on experience working extensively on spreadsheets/Excel for financial analysis, tracking, and reporting, familiarity with Zoho Books and/or QuickBooks would be a plus
• Comfortable working in a small, growing organisation with a willingness to work at the ground level on core finance basics when required, while also supporting and guiding the team by leading by example