30 Jul
|
Getixhealth
|
Bengaluru
30 Jul
Getixhealth
Bengaluru
Role Overview GetixHealth is seeking a Director of Financial Planning & Analysis (FP&A;) to build and lead a high-impact FP&A; function supporting a growing, multi-entity business.
Reporting to the Chief Financial Officer, this individual will act as a strategic partner to executive leadership , driving data-informed decision-making, improving financial performance, and supporting scalable growth.
A key focus of this role will be building client-level P&L; visibility across the organization and transforming the forecasting process into a more accurate, scalable, and insight-driven capability .
We are looking for a highly analytical and intellectually curious leader who thrives in complex environments, challenges assumptions, and connects financial insights to business strategy. Financial Planning & Strategy
Lead annual budgeting, rolling forecasts, and long-range planning processes
Develop and maintain robust, scalable financial models supporting strategic initiatives and operational decisions
Drive the evolution of the forecasting process , improving accuracy, visibility, and responsiveness to business changes
Partner with executive leadership to translate financial data into actionable strategy
Support scenario planning, sensitivity analysis, and investment evaluation
Partner with operations and accounting to align revenue, cost allocation, and margin reporting at a granular level
Establish ongoing reporting and governance around client-level financial performance
Business Partnership & Insights
Serve as a trusted advisor to cross-functional leaders across operations, HR, and accounting
Analyze financial performance across multiple lines of business , identifying trends, risks, and opportunities
Own monthly, quarterly, and ad hoc financial reporting for senior leadership
Enhance reporting processes, tools,
and data accuracy to support real-time decision-making
Build dashboards and insights using BI tools (e.g., Power BI or similar)
Leverage and optimize financial systems (e.g., NetSuite or similar ERP platforms) to improve planning and reporting capabilities
Support the integration of up-to-date financial technologies , including emerging AI-driven tools
Mentor team members and promote continuous learning and development
Required Experience
~7–12+ years of progressive experience in FP&A;, corporate finance, or related roles
~ Experience working in a multi-line-of-business, multinational organization
~ Proven track record of supporting executive leadership with financial insights and strategy
~ Strong expertise in financial modeling, forecasting, and performance analysis
~ Hands-on experience with ERP systems (NetSuite or similar) and financial reporting tools
MBA, CPA, CFA, or equivalent advanced qualification
Experience working with or supporting US-based companies or global finance teams
Strategic mindset – able to connect financial insights to business outcomes
Strong business acumen – understands drivers across multiple revenue streams and client segments
Advanced analytical capability – translates complex data into clear insights
Advanced proficiency in Excel and financial modeling tools
Experience with NetSuite or equivalent ERP platforms required
Familiarity with BI and visualization tools (e.g., Power BI)
Microsoft Copilot, Claude, or similar) and interest in applying AI to finance workflows
Ownership of a major transformation initiative (client-level P&Ls; and forecasting improvement)
High visibility and direct collaboration with the CFO and executive team
Ability to shape the team, tools, and financial processes
Exposure to strategic initiatives across a growing, multi-line-of-business organization
📌 Director Data (Bengaluru)
🏢 Getixhealth
📍 Bengaluru