Head - Financial Planning & Analysis - CA

Head - FP&A (5 Days Working)

Job Description:

We are looking for an experienced and analytical Head Financial Planning & Analysis (FP&A) to lead the organization's financial planning, budgeting, forecasting, management reporting, and strategic financial analysis functions. The ideal candidate will be a qualified Chartered Accountant with 7-10 years of relevant FP&A experience in a corporate environment.

The role requires partnering with senior leadership to drive business performance through financial insights, long-term planning, investor reporting support, and decision-making. The candidate should possess excellent analytical skills, expertise in financial consolidation, budgeting, forecasting, and stakeholder management.

Key Responsibilities:

- Lead the annual budgeting process across all business units and corporate functions.

- Develop long-term financial plans aligned with organizational goals and growth strategies.

- Coordinate with department heads to prepare detailed operating and capital expenditure budgets.

- Monitor budget adherence and recommend corrective actions wherever necessary.

- Establish financial planning frameworks, policies, and governance processes.

- Prepare monthly, quarterly, and annual financial forecasts.

- Conduct rolling forecasts and scenario planning to support strategic business decisions.

- Perform variance analysis between actuals, budgets, and forecasts with detailed commentary.

- Identify financial risks, business opportunities, and cost optimization initiatives.

- Build predictive financial models to support strategic planning.

- Prepare comprehensive MIS reports for senior leadership and Board presentations.

- Develop dashboards highlighting key financial and operational performance indicators.

- Analyze business performance, profitability, revenue trends, margins, and working capital.

- Present meaningful insights and actionable recommendations to leadership teams.

- Manage consolidation of financial statements across multiple entities/business units.

- Ensure timely and accurate consolidation in compliance with accounting standards.

- Coordinate with finance teams for monthly, quarterly, and annual financial closing.

- Review inter-company reconciliations and elimination entries.

- Improve consolidation processes through automation and standardization.

- Partner with business leaders to evaluate financial feasibility of new initiatives.

- Support pricing decisions, investment evaluations, and profitability improvement initiatives.

- Provide financial inputs for strategic business planning and expansion projects.

- Work closely with operations, sales, HR, procurement, and commercial teams to improve financial performance.

- Assist in preparing investor presentations, board decks, and financial communication materials.

- Support management during investor meetings, earnings calls, and fundraising activities.

- Coordinate with internal stakeholders to provide accurate financial information.

- Analyze peer companies, market trends, and industry financial benchmarks.

- Ensure consistency and accuracy in financial disclosures.

- Perform profitability analysis by business, geography, product, and customer segments.

- Evaluate capital allocation decisions and return on investment (ROI).

- Conduct sensitivity analysis and scenario modelling.

- Support mergers, acquisitions, fundraising, and strategic investment evaluations whenever required.

- Drive automation and digitization of FP&A processes.

- Improve reporting efficiency using BI tools and advanced Excel models.

- Develop standardized financial reporting templates.

- Recommend best practices for planning and financial governance.

- Ensure financial planning processes comply with accounting standards and internal policies.

- Support statutory audits by providing planning and analytical information.

- Maintain strong financial controls and documentation standards.

- Ensure timely submission of management reports and financial reviews.

Required Skills:

- Strong expertise in Corporate FP&A

- Annual Budgeting & Long-Range Planning

- Financial Forecasting

- Financial Modelling

- Management Reporting (MIS)

- Variance Analysis

- Financial Consolidation

- Business Performance Analysis

- Scenario Planning

- Strategic Financial Planning

- Investor Relations Support

- Board Presentation Preparation

- Profitability Analysis

- Cost Optimization

- Business Partnering

- Working Capital Analysis

- Advanced Microsoft Excel (Power Query, Power Pivot preferred)

- ERP Systems (SAP/Oracle/NetSuite/Hyperion preferred)

- Power BI/Tableau (preferred)

- Excellent Communication & Presentation Skills

Candidate Profile:

- Chartered Accountant (CA) qualified (First or Second Attempt preferred).

- 7-10 years of relevant experience in Financial Planning & Analysis (FP&A).

- Strong experience in corporate budgeting, forecasting, and financial consolidation.

- Experience supporting investor relations and board-level financial reporting is highly desirable.

- Proven expertise in financial modelling, management reporting, and business analytics.

- Strong understanding of financial statements and accounting principles.

- Experience working with ERP systems and financial reporting tools.

- Excellent stakeholder management skills with the ability to work closely with senior leadership.

- Strong business acumen with the ability to translate financial data into strategic insights.

- Ability to manage multiple priorities and deliver under tight timelines.