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. This role offers the chance to establish best-in-class FP&A; capabilities and build a high-performing team from the ground up.

Key Responsibilities 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 decisionsDrive the evolution of the forecasting process, improving accuracy, visibility, and responsiveness to business changesPartner with executive leadership to translate financial data into actionable strategySupport scenario planning, sensitivity analysis, and investment evaluation Client-Level Profitability & Insights (Core Initiative) - Design and implement client-level P&Ls; across the organization to improve visibility into profitability by customer, service line, and geographyPartner with operations and accounting to align revenue, cost allocation,



and margin reporting at a granular levelIdentify profitability drivers, margin leakage, and optimization opportunitiesEstablish 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 accountingAnalyze financial performance across multiple lines of business, identifying trends, risks, and opportunitiesDrive profitability improvement and cost optimization initiativesDeliver clear, concise recommendations that influence decision-making Reporting & Analytics - Own monthly, quarterly, and ad hoc financial reporting for senior leadershipEnhance reporting processes, tools, and data accuracy to support real-time decision-makingBuild dashboards and insights using BI tools (e.g., Power BI or similar) Systems & Process Excellence - Leverage and optimize financial systems (e.g., NetSuite or similar ERP platforms) to improve planning and reporting capabilitiesIdentify opportunities to automate and streamline workflowsSupport the integration of modern financial technologies, including emerging AI-driven tools Team Leadership - Build, lead, and develop a high-performing FP&A; teamEstablish best practices, standard processes,



and a strong analytical cultureMentor team members and promote continuous learning and development Candidate Profile Required Experience - 7–12+ years of progressive experience in FP&A;, corporate finance, or related rolesExperience working in a multi-line-of-business, multinational organizationProven track record of supporting executive leadership with financial insights and strategyStrong expertise in financial modeling, forecasting, and performance analysisHands-on experience with ERP systems (NetSuite or similar) and financial reporting tools Preferred Qualifications - MBA, CPA, CFA, or equivalent advanced qualificationExperience working with or supporting US-based companies or global finance teamsBackground in healthcare, revenue cycle management, or services-based organizations Key Attributes We’re Looking For - Intellectual curiosity – naturally inquisitive, digs into the “why” behind the numbers, and challenges assumptionsStrategic mindset – able to connect financial insights to business outcomesStrong business acumen – understands drivers across multiple revenue streams and client segmentsAdvanced analytical capability – translates complex data into clear insightsExecution-oriented – able to build and implement new processes (not just analyze)Excellent communication skills – able to influence senior stakeholders Technology & Innovation - Advanced proficiency in Excel and financial modeling toolsExperience with NetSuite or equivalent ERP platforms requiredFamiliarity with BI and visualization tools (e.g., Power BI)Nice to have: Exposure to emerging AI tools (e.g., Microsoft Copilot, Claude, or similar) and interest in applying AI to finance wor

📌 Director of Financial Planning and Analysis (Bengaluru)
🏢 Getixhealth
📍 Bengaluru