Role Overview

We are looking for a highly analytical and business-oriented FP&A; Lead to drive financial planning, forecasting, performance management and management reporting for the organisation.

The ideal candidate should be a Chartered Accountant (CA) with 5–8 years of post-qualification experience, with a significant part of their career spent in Financial Planning & Analysis (FP&A;). Experience in fast-growing, operationally intensive sectors such as e-commerce, automobiles, EV/mobility, consumer technology, logistics or similar industries would be preferred.

The role requires someone who can go beyond reporting numbers - understand business drivers, challenge assumptions, identify trends and translate financial and operating data into actionable insights for management.

Key Responsibilities

1. Financial Planning, Budgeting & Forecasting

- Lead the Annual Operating Plan (AOP), budgeting and periodic forecasting processes across the organisation.
- Build and maintain integrated financial models covering revenue, costs, profitability, cash flows and key business drivers.
- Work closely with business and functional teams to develop assumptions and translate operating plans into financial outcomes.
- Drive rolling forecasts and scenario/sensitivity analysis to support management decision-making.
- Continuously improve planning accuracy and shorten planning and forecasting cycles.

2. Business Performance & Management Reporting

- Own periodic MIS and management reporting, including monthly and quarterly business performance reviews.
- Analyse Actual vs Budget vs Forecast performance and identify key drivers of variances.
- Develop meaningful financial and operational KPIs for management review.
- Identify trends, risks and opportunities and provide explicit, actionable insights rather than only reporting variances.
- Prepare high-quality presentations and analytical packs for senior management, Board and investors,



as required.

3. Business Partnering & Decision Support

- Act as a strong finance business partner to business and functional leaders.
- Partner with teams across Operations, Sales, Supply Chain, Technology and other functions to improve financial outcomes.
- Support management on pricing, unit economics, profitability, cost optimisation, capex and investment decisions.
- Challenge business assumptions constructively and help teams understand the financial implications of operating decisions.
- Undertake ad-hoc financial analysis for strategic and business initiatives.

4. Financial Modelling & Analytics

- Build robust financial and operational models for business planning, scenario analysis and decision-making.
- Develop driver-based models linking operational metrics with revenue, margins, EBITDA and cash flows.
- Analyse business performance at appropriate levels such as product, geography, customer, channel or business unit.
- Develop dashboards and analytical frameworks that provide management with early visibility into performance trends.

5. FP&A; Systems, Automation & AI

- Drive automation and digitisation of FP&A; processes to reduce dependence on manual reporting.
- Hands-on experience with planning and performance-management tools such as Anaplan or similar platforms is preferred.
- Strong comfort with ERP, BI/dashboarding and data analytics tools.
- Demonstrated interest and hands-on ability in using AI and emerging technology for financial analysis, forecasting, reporting and productivity improvement.




- Identify opportunities to create more integrated, automated and scalable planning and reporting processes.

6. Stakeholder & Team Management

- Work closely with senior management and cross-functional stakeholders to ensure timely and reliable financial information.
- Coordinate with Controllership/Finance teams to ensure consistency between management reporting and underlying financial data.
- Manage multiple planning and reporting timelines in a fast-paced environment.
- Guide and develop FP&A; team members while building strong analytical and business-partnering capabilities within the team.

Qualifications & Experience

Education

- Qualified Chartered Accountant (CA) – Mandatory
- Additional qualifications/certifications in finance, analytics or technology would be an advantage.

Experience

- 5–8 years of post-qualification experience, with a significant part of the experience in FP&A.;
- Strong hands-on experience in budgeting, forecasting, management reporting, variance analysis and financial modelling.
- Experience in e-commerce, automobiles, EV/mobility, consumer technology, logistics or other high-growth/operational businesses preferred.
- Experience working with senior management and cross-functional business leaders.

Technical Skills

- Advanced proficiency in Microsoft Excel and PowerPoint.
- Strong financial modelling and analytical capabilities.
- Hands-on exposure to Anaplan or similar planning/EPM tools.
- Working knowledge of ERP and BI/data Visualisation platforms.
- Ability to work with large datasets and convert them into meaningful business insights.
- Comfort with AI-enabled finance and productivity tools, with an orientation towards automation and continuous improvement.

Key Competencies

- Strong commercial and business acumen with the ability to connect financial performance with underlying

📌 Financial Planning and Analysis Manager (Gurugram)
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