Position: Lead, Financial Planning & Analysis

Reports To

Chief Executive Officer (CEO)

Function

Finance / Strategic Planning

Level

Lead / Senior Individual Contributor

Location

Bengaluru, Karnataka — Hybrid / Onsite

Employment Type

Full-Time, Permanent

Position Summary

The Lead, Financial Planning & Analysis (FP&A;) is a high-visibility, high-impact role designed for a finance professional who combines sharp analytical skills with strong business acumen and executive communication ability. This role is a direct strategic partner to the CEO, providing financial intelligence that drives growth and operational decisions across the organisation.

The Lead FP&A; will own firm’s end-to-end planning cycle — from annual budgeting through rolling forecasts and real-time performance management. Beyond modelling, this role is expected to generate insights, surface risks proactively, and tell a coherent financial story to leadership. The right candidate thinks like a business operator, models like a finance professional, and communicates like a trusted advisor.





Key Responsibilities

1. Financial Planning & Forecasting
- Own the annual budgeting process and multi-year financial forecasts across all business units and service lines.
- Build, maintain, and continuously refine integrated three-statement models (P&L;, balance sheet, cash flow).
- Develop and maintain scenario models (base, upside, downside) to support strategic planning and capital allocation decisions.
- Drive the monthly and quarterly forecast refresh process in partnership with practice heads and department leads.

2. CEO & Executive Partnering
- Serve as the primary financial advisor and analytical partner to the CEO on business performance, investments, and strategic initiatives.
- Prepare and present weekly, monthly, and quarterly financial dashboards and board-level reports with explicit, actionable narratives.
- Translate financial data into business stories — identifying trends, red flags, and growth

📌 Lead,Financial Planning (Bengaluru)
🏢 N Human Resources & Management Systems
📍 Bengaluru