Lead - Financial Planning & Analysis - BFSI

Description: A client of ours is looking for a Lead-Financial Planning & Analysis.

Job Title: Lead - Financial Planning & Analysis (FP&A)

Location: Gurgaon / Pune, India

Experience: 610 years

Education: Bachelors degree in Finance/Economics; MBA/CA/CPA/CFA preferred

Role Overview

We are hiring a Lead - FP&A with strong experience in US retail banking and proven ability to manage and mentor a team. The role involves leading end-to-end financial planning, forecasting, reporting and providing actionable insights to global stakeholders.

Key Responsibilities

Financial Planning & Forecasting

- Lead budgeting, forecasting, and long-range planning processes.

- Build and maintain financial models for revenue, expense, profitability, and balance sheet metrics.

- Review and deliver detailed monthly/quarterly variance analysis.

Performance Reporting

- Prepare and review MIS reports, dashboards, and performance packs for senior leadership.

- Analyze key banking metrics such as NII, fee income, deposit/loan trends, and cost drivers.

- Support business reviews and provide insights to decision-makers.

Capital & Regulatory Support

- Assist with analytics related to RWA, capital ratios, liquidity metrics, and stress-test requirements.

- Support financial inputs for planning and regulatory reports as needed.

Team Leadership

- Lead and develop a small/mid-sized FP&A team.

- Review team deliverables, ensure accuracy, and manage workload distribution.

- Coordinate with global finance and business partners across time zones.

Process Improvement & Automation

- Strengthen FP&A processes, enhance forecasting accuracy, and streamline reporting.

- Contribute to automation initiatives (SQL/VBA/Python preferred, not mandatory).

- Maintain strong governance and documentation standards.

Required Skills & Qualifications

- 6-12 years of FP&A experience; must have worked with US retail banking businesses.

- Experience in team handling or leading analysts.

- Strong understanding of forecasting, budgeting, variance analysis, and financial modeling.

- Proficiency with planning/reporting tools such as SAP, Oracle, Hyperion, TM1, or similar.

- Strong analytical, problem-solving, and communication skills.

- Ability to manage global stakeholders and deliver under tight timelines.

- Exposure to SQL, VBA, Python, or BI tools is an added advantage.