Role Overview

We are seeking a highly skilled and motivated Senior Manager-Financial Planning & Analyses to join our team in Bangalore to support our client in the UK. This is a key role supporting strategic financial planning, forecasting, and performance analysis across their lending portfolios and structured funding vehicles.

You will work closely with the CFO and senior leadership of the client organization to provide analytical insights, maintain robust Excel-based financial models, and support /act as the finance business partner. You will assist in modelling out funding strategies and the impact thereof. This is a unique chance to be part of a high-growth, innovative lender where you will gain exposure to securitisation structures, warehouse funding, and capital markets.

Key Responsibilities

Financial Planning & Forecasting

- Develop and maintain detailed financial forecasts and business models across multiple lending products (BTL, Bridging, etc.)
- Lead the annual budget process and rolling forecasts, ensuring alignment with strategic objectives
- Prepare financial projections for internal and external stakeholders, including investors and funding partners

Performance Analysis & Reporting

- Analyse loan book performance, profitability by product, and portfolio KPIs
- Provide monthly variance analysis, board reporting packs, and scenario modelling
- Track and report on loan originations, redemptions, delinquencies, NIM/NPM, and monitor lender covenants

Funding & Securitisation Support

- Provide financial modelling and analytics support for warehouse funding lines, securitisation vehicles, and SPVs




- Liaise with treasury and capital markets teams to evaluate funding structures and funding costs
- Support covenant monitoring, stress testing, and investor reporting requirements

Business Partnering & Strategy

- Act as a finance business partner to credit, risk, treasury, and operations teams
- Contribute to new product development and strategic initiatives by providing financial insight and modelling
- Evaluate financial implications of pricing, risk, and operational decisions

Key Requirements Qualifications & Experience

- Qualified accountant (CA, ACA, ACCA, CIMA or equivalent)
- Minimum 5+ years of relevant experience in FP&A;, structured finance, lending or related financial services
- Prior experience in a lending environment (BTL, bridging, real estate finance, or mortgages)
- Exposure to warehouse funding lines, securitisations, and special purpose vehicles (SPVs)

Technical & Analytical Skills

- Advanced Excel modelling skills (loan performance, cashflow waterfalls, stress scenarios, funding cost models)
- Strong understanding of lending products, credit risk metrics, and portfolio analytics
- Comfortable handling large datasets and using BI tools (Power BI, Tableau or similar desirable)

Personal Attributes

- Commercially minded, with the ability to think strategically while being detail-oriented
- Self-starter, comfortable working in a dynamic, fast-paced environment
- Strong communication skills – able to convey complex financial topics clearly
- High integrity, professionalism, and discretion with sensitive financial data

📌 Sr Manager - Financial Planning & Analysis (Bengaluru)
🏢 NEEMTREE INTERNET
📍 Bengaluru