31 Jul
|
Getixhealth
|
Karnataka
31 Jul
Getixhealth
Karnataka
Job DescriptionRole Overview
NGetixHealth 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.
NReporting 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.
NA 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.
NWe are looking for a highly analytical and intellectually curious leader who thrives in complex environments, challenges assumptions, and connects financial insights to business strategy. This role offers the opportunity to establish best-in-class FP&A; capabilities and build a high-performing team from the ground up.
NKey Responsibilities
nFinancial Planning & Strategy
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- Lead annual budgeting, rolling forecasts, and long-range planning processes
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- Develop and maintain robust, scalable financial models supporting strategic initiatives and operational decisions
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- Drive the evolution of the forecasting process, improving accuracy, visibility, and responsiveness to business changes
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- Partner with executive leadership to translate financial data into actionable strategy
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- Support scenario planning, sensitivity analysis, and investment evaluation
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nClient-Level Profitability & Insights (Core Initiative)
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- Design and implement client-level P&Ls; across the organization to improve visibility into profitability by customer, service line, and geography
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- Partner with operationsand accounting to align revenue, cost allocation, and margin reporting at a granular level
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- Identify profitability drivers, margin leakage, and optimization opportunities
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- Establish ongoing reporting and governance around client-level financial performance
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nBusiness Partnership & Insights
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- Serve as a trusted advisor to cross-functional leaders across operations, HR, and accounting
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- Analyze financial performance across multiple lines of business, identifying trends, risks, and opportunities
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- Drive profitability improvement and cost optimization initiatives
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- Deliver clear, concise recommendations that influence decision-making
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nReporting & Analytics
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- Own monthly, quarterly, and ad hoc financial reporting for senior leadership
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- Enhance reporting processes, tools, and data accuracy to support real-time decision-making
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- Build dashboards and insights using BI tools (e.G., Power BI or similar)
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nSystems & Process Excellence
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- Leverage and optimize financial systems (e.G., NetSuite or similar ERP platforms) to improve planning and reporting capabilities
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- Identify opportunities to automate and streamline workflows
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- Support the integrationof modern financial technologies, including emerging AI-driven tools
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nTeam Leadership
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- Build, lead, and develop a high-performing FP&A; team
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- Establish best practices, standard processes, and a strong analytical culture
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- Mentor team members andpromote continuous learning and development
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nCandidate Profile
NRequired Experience
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- 7–12+ years of progressive experience in FP&A;, corporate finance, or related roles
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- Experience working in amulti-line-of-business, multinational organization
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- Proven track record of supporting executive leadership with financial insights and strategy
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- Strong expertise in financial modeling, forecasting, and performance analysis
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- Hands-on experience with ERP systems (NetSuite or similar) and financial reporting tools
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nPreferred Qualifications
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- MBA, CPA, CFA, orequivalent advanced qualification
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- Experience working withor supporting US-based companies or global finance teams
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- Background in healthcare, revenue cycle management, or services-based organizations
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nKey Attributes We're Looking For
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- Intellectual curiosity – naturally inquisitive, digs into the "why" behind the numbers, and challenges assumptions
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- Strategic mindset – able to connect financial insights to business outcomes
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- Strong business acumen – understands drivers across multiple revenue streams and client segments
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- Advanced analytical capability – translates complex data into clear insights
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- Execution-oriented – able to build and implement recent processes (not just analyze)
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- Excellent communicationskills – able to influence senior stakeholders
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nTechnology & Innovation
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- Advanced proficiency in Excel and financial modeling tools
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- Experience with NetSuite or equivalent ERP platforms required
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- Familiarity with BI andvisualization tools (e.G., Power BI)
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- Nice to have: Exposure to emerging AI tools (e.G., Microsoft Copilot, Claude, or similar) and interest in applying AI to finance workflows
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nWhat Makes This Role Unique
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- Chance to build FP&A; capability from the ground up in India
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- Ownership of a major transformation initiative (client-level P&Ls; and forecasting improvement)
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- High visibility and direct collaboration with the CFO and executive team
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- Ability to shape the team, tools, and financial processes
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- Exposure to strategic initiatives across a growing, multi-line-of-business organization
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📌 Director Of Financial Planning And Analysis (Karnataka)
🏢 Getixhealth
📍 Karnataka