Manager / Deputy Manager Financial Planning & Analysis (FP&A;)

Location

Mumbai

Department

Finance

Reporting To

Head Finance & Legal

About the Role

We are looking for a highly analytical and business-oriented finance skilled to lead Financial Planning & Analysis (FP&A;) activities. The role will work closely with business leaders and senior management to drive budgeting, forecasting, profitability analysis, business performance monitoring, strategic decision-making, and financial planning across multiple business verticals. The ideal candidate should possess strong financial modeling skills, commercial acumen, excellent stakeholder management abilities, and experience working in a fast-paced technology or services environment.

Key Responsibilities

Financial Planning & Budgeting

- Lead the Annual Operating Plan (AOP) and budgeting exercise.
- Prepare monthly, quarterly, and annual financial forecasts.
- Develop rolling forecasts and long-term financial plans.
- Coordinate with business heads for budget preparation.
- Monitor budget utilization and recommend corrective actions.

Business Performance Analysis
- Prepare monthly Business MIS and management dashboards.
- Analyze revenue, gross margin, EBITDA, and profitability by business unit, product, customer, project, and geography.
- Conduct variance analysis against Budget, Forecast, and Previous Year.
- Identify key business drivers and improvement opportunities.

Financial Modelling & Strategic Support
- Prepare financial models for new business opportunities, government tenders, pricing decisions, business expansion, and investment proposals.
- Evaluate ROI, IRR, NPV, and Payback Period.




- Support management in commercial negotiations and pricing discussions.

Management Reporting
- Prepare Executive MIS, Monthly Business Reviews (MBR), Quarterly Business Reviews (QBR), CEO dashboards, Board presentations, Cash Flow dashboards, and Working Capital dashboards.

Revenue & Margin Analytics
- Monitor revenue realization, gross margin, contribution margin, customer profitability, project profitability, product profitability, sales pipeline conversion, and revenue forecast accuracy.

Business Partnering
- Partner with Sales, Delivery, HR, Operations, Legal, and Product teams.
- Provide financial insights to support strategic decisions.
- Identify financial risks and opportunities.

Cash Flow & Working Capital
- Prepare weekly and monthly cash flow forecasts.
- Monitor receivables, collections, debtor ageing, and optimize working capital.

Cost Optimization
- Conduct cost-benefit analysis and identify automation and cost-saving opportunities.

Financial Systems & Automation
- Drive MIS automation using ERP systems, Excel, Power BI, and reporting tools.

Cross-functional Projects
- Support ERP implementation, automation, restructuring, due diligence, strategic initiatives, and new product launches.

Software Skills
- Advanced Microsoft Excel
- Power BI (Preferred)
- ERP Systems (Tally/SAP/Oracle)
- PowerPoint
- Power Query

Qualifications

Chartered Accountant (CA)

Experience

58 years of experience in FP&A;, Business Finance, Commercial Finance, or Corporate Finance, preferably in IT, SaaS, Technology, Consulting, or Services industries. Experience with multiple business units, Power BI, and finance automation initiatives is preferred.

📌 Finance Manager (Mumbai)
🏢 Hubblehox Technologie
📍 Mumbai