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 modern 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 Robust 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

📌 Senior Director (Bengaluru)
🏢 Getixhealth
📍 Bengaluru