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 prospects
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 up-to-date financial technologies, including emerging AI-driven tools

Team Lead

📌 Fp&a Director Karnataka
🏢 Getixhealth
📍 Karnataka