Location: Noida / Delhi NCR

Function: Finance

About The Role

We are looking for a strategic and commercially oriented Director – FP&A; to lead Financial Planning & Analysis, business finance, financial modelling and strategic finance initiatives. The role will partner closely with the CFO, CEO, business heads and cross-functional leadership to drive data-led decision-making, optimise capital allocation and support the company's revenue and EBITDA objectives.

The ideal candidate will combine solid FP&A; fundamentals with business acumen, financial modelling, M&A; exposure and strategic thinking, and should be able to translate complex financial and business data into clear, actionable insights for senior leadership.

Key Responsibilities

- Financial Planning & Analysis
- Lead the annual budgeting, forecasting and long-range financial planning process across the organisation.
- Own monthly P&L; reporting, management reporting and Budget vs. Actual / Forecast vs. Actual analysis.
- Partner with business and functional leaders to drive revenue, EBITDA, margin and cost-efficiency targets.
- Identify key business drivers, risks and opportunities and provide actionable recommendations to the CFO and senior management.
- Monitor departmental OPEX, CAPEX and resource utilisation to ensure adherence to approved budgets.
- Track business performance through relevant financial and operational KPIs.
- Business Finance & Strategic Partnering
- Act as a strategic finance partner to business heads and leadership teams.
- Support business decisions through market, product, customer and profitability analysis.
- Develop business cases and financial models for new products, markets, investments and strategic initiatives.
- Support pricing strategy, commercial analysis, sales productivity and margin optimisation.
- Evaluate ROI and cost-benefit implications of key business initiatives and investments.
- Translate complex financial information into concise, business-relevant insights for decision-making.
- Financial Modelling & Strategic Finance
- Build and review sophisticated financial models for business planning, investment decisions and strategic initiatives.
- Conduct scenario analysis, sensitivity analysis and financial impact assessments.
- Support capital allocation decisions and evaluate optimal deployment of company resources.
- Analyse business performance, unit economics, margins and key SaaS/business metrics as applicable.
- Develop dashboards and analytical tools to improve visibility into business performance.
- M&A; and Corporate Finance




- Partner with the M&A; / Corporate Finance team on potential acquisitions and strategic transactions.
- Develop financial models and valuation analyses for acquisition targets and new investment opportunities.
- Support financial due diligence, including assessment of revenue, costs, profitability, working capital and business drivers.
- Identify financial risks, revenue leakages and improvement opportunities during due diligence.
- Support post-merger integration through financial planning, reporting, synergy tracking and performance monitoring.
- Work closely with external advisors, bankers and other transaction stakeholders.
- Cash Flow & Capital Management
- Monitor the company's cash flow position and provide visibility into sources and uses of cash.
- Support working capital optimisation and cash-flow forecasting.
- Analyse capital requirements and support capital allocation decisions.
- Partner with the CFO on fundraising, banking relationships and strategic financing initiatives, where required.
- Maintain strong financial controls and ensure integrity of financial information used for decision-making.
- MIS, Analytics & Automation
- Own and enhance monthly/quarterly MIS and management reporting for the CFO and CEO.
- Build dashboards and automated reporting solutions using tools such as Power BI, Tableau, Excel or similar platforms.
- Drive the adoption of advanced analytics and automation across FP&A; processes.
- Improve reporting accuracy, timeliness and quality through technology and process improvements.
- Establish standardised reporting frameworks and performance dashboards across functions.
- Leadership & Stakeholder Management
- Work closely with the CFO, CEO, business heads and functional leaders on strategic and financial priorities.
- Present financial insights, forecasts, scenarios and recommendations to senior management.
- Collaborate with Sales, Commercial, Operations, Engineering, HR and other functions to improve financial performance.
- Lead and mentor the FP&A; team and build a high-performing, data-driven finance organisation.
- Manage relationships with external stakeholders including bankers, consultants, auditors and transaction advisors.

Key Deliverables

- Accurate and timely annual budgets,



forecasts and long-range plans.
- Strong visibility into revenue, EBITDA, margins, OPEX, CAPEX and cash flow.
- High-quality MIS and dashboards for CEO/CFO decision-making.
- Robust financial models for investments, new products, markets and M&A.;
- Improved cost efficiency and capital allocation.
- Identification of revenue leakage and profitability improvement opportunities.
- Strong business partnering across commercial and functional teams.
- Automation and continuous improvement of FP&A; processes.

Candidate Profile

We are looking for a finance leader who is commercially minded, analytically strong and comfortable operating at both strategic and execution levels.

Required Experience

- 12–16+ years of relevant experience in FP&A;, Corporate Finance, Business Finance, Strategy Finance or CFO Office roles.
- Experience in a high-growth, technology, SaaS, digital or multinational organisation will be preferred.
- Strong experience in budgeting, forecasting, P&L; management and management reporting.
- Proven expertise in financial modelling, business case development and scenario analysis.
- Exposure to M&A;, financial due diligence and post-merger integration.
- Strong understanding of capital allocation, cash flow and corporate finance.
- Experience partnering with senior business stakeholders and CXO-level leadership.
- Strong presentation and communication skills, with the ability to simplify complex financial information.

Qualification

- CA / MBA (Finance) / CFA or equivalent qualification.
- Strong proficiency in Advanced Excel and financial modelling.
- Exposure to Power BI, Tableau or other BI/analytics platforms will be an advantage.

Key Competencies

- Strategic & commercial mindset
- Financial modelling & analytical thinking
- Business partnering
- FP&A; and P&L; management
- M&A; / Corporate Finance
- Capital allocation
- Pricing & profitability analysis
- Cash-flow management
- Data analytics & automation
- Executive communication & presentation
- Stakeholder management
- Problem solving and decision orientation

What Success Looks Like

The successful candidate will evolve FP&A; from a reporting function into a strategic decision-support function, providing the CFO and business leadership with timely insights on growth, profitability, investments, costs, cash and capital allocation.

This is a high-impact role for a finance leader who can combine strong technical finance expertise with commercial understanding, strategic thinking and the ability to influence business decisions.

📌 Director - Financial Planning & Analysis (Noida)
🏢 RateGain
📍 Noida