Lead - Financial Planning & Analysis - BFSI

Dynamics of the Role

The incumbent is responsible for growth initiatives and support in formulating financial plans for the organization. S/he is accountable for establishing guidelines, setting policies, and ensuring compliance with established company policies. The role will support in all areas of strategic and structured financial planning, budgeting/ forecasting cash flows and investment planning.

Roles & Responsibilities

- Analyze periodic performance of business - organization-wide as well as product and customer segment level.

- Work closely with all Business Heads in understanding the business and product responsibilities and defining the success criteria for each business, product and vertical

- Build partnerships across functions to align and work on strategic plans and execution

- Preparing forecasting models and scenario analysis of the initiatives, products and partnerships

- Support in driving business reviews along with Vertical Leads, CEO and CFO, leveraging the Business Intelligence framework.

- Preparing various periodic reports and presentations, including board and management presentations.

- Analyzing and identifying potential opportunities for cost optimization, revenue growth along with underlying risks arising out of changing market conditions, product & infrastructure investments along with customer wins & attrition.

- Working on automation of reports along with process improvements within subfunction.

Experience and Skills

- Graduate in any field / CA /CFA/ MBA graduate

- Above 14+ years relevant experience with a medium-sized professionally managed company.

- Strong managerial skills to lead a team and help them grow in their respective roles.

- Extremely strong in mental math's and analysis of data.

- Willingness to learn quickly and improve.

- Hugely effective articulating and influencing skills.

- Sharp eye for catching any errors.

- Lots of energy and passion for work execution and doing things in a better way.

- Strongly collaborative nature; but ensure getting things done in time

- Willingness to learn and grow within Finance team, by observing other areas

- Strong communication skills, including writing business mails

- Proficient in MS Office, i.e; Word, Excel, Power Point and Outlook.

- Innovative in bringing new automations with the respective areas & analytical skills.