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 skilled who combines sharp analytical skills with robust 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
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.
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 (India)
🏢 N Human Resources & Management Systems
📍 India