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 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

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 geography
- Partner with operations and accounting to align revenue, cost allocation, and margin reporting at a granular level
- Identify profitability drivers, margin leakage, and optimization opportunities
- 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
- Drive profitability improvement and cost optimization initiatives
- Deliver explicit, concise recommendations that influence decision-making

Reporting & Analytics
- 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)

Systems & Process Excellence
- Leverage and optimize financial systems (e.g., NetSuite or similar ERP platforms) to improve planning and reporting capabilities
- Identify opportunities to automate and streamline workflows
- Support the integration of modern financial technologies, including emerging AI-driven tools

Team Lead

📌 FP&A - Director (Karnataka)
🏢 Getixhealth
📍 Karnataka