ROLE PURPOSE The Head of Financial Planning & Analysis is responsible for leading enterprise-wide financial planning, budgeting, forecasting, and performance analysis. This role partners with the CFO and executive leadership to provide data-driven insights that inform strategic decision-making, optimize capital allocation, and drive business transformation. The successful candidate will establish best practices in financial modeling, governance, and analytics while building and mentoring a high-performing FP&A; team.

KEY RESPONSIBILITIES

Financial Planning & Budgeting

- Lead annual budget cycle including revenue forecasting, expense planning, and headcount modeling across all business units and departments
- Develop rolling forecasts (quarterly and annual) updated monthly to reflect actuals and business dynamics; integrate with strategic plans
- Design and implement budget governance framework, approval workflows, and accountability mechanisms; ensure alignment with corporate strategy

Financial Analysis & Reporting

- Conduct comprehensive variance analysis; explain monthly/quarterly performance vs. budget and prior year; identify trends and risk indicators
- Build P&L; analysis by business unit, product line, geography, customer segment, and channel to identify profitability drivers and optimization opportunities
- Prepare executive dashboards and board-level financial reports; ensure metrics are material, actionable, and tracked against KPIs

Strategic & Ad Hoc Analysis

- Support mergers & acquisitions, divestitures, and partnership evaluations with valuation models, sensitivity analysis, and integration planning
- Lead pricing strategy analysis, margin optimization, and profitability modeling for recent products, markets, or business models
- Conduct capital allocation studies; recommend investment priorities across R&D;, marketing, operations, and IT initiatives

Systems, Tools & Governance

- Own FP&A; technology roadmap; evaluate, implement, and optimize planning systems (e.g., Anaplan, Vena, Workday Planning) and BI tools
- Establish FP&A; playbook including standards for model building, documentation, review, and change control; audit models annually for accuracy and governance
- Ensure data governance, integrity, and security; coordinate with Accounting, IT, and Business teams to align data definitions and reconciliation protocols

Team Leadership & Development

- Recruit, mentor, and develop FP&A; team; create career paths and training programs; drive a culture of analytical rigor and continuous improvement
- Establish FP&A; competency model; conduct performance reviews; identify and address skill gaps and high-potential talent
- Foster collaboration across Finance, Accounting, Operations, and Business units; communicate findings in clear, executive-friendly language





KEY RESULT AREAS (KRAs)

1. Annual Budget & Rolling Forecast Leadership

- Establish budget calendar; manage timeline, stakeholder engagement, and consolidation process
- Deliver balanced, achievable budget; stress-test against market scenarios and corporate initiatives
- Maintain monthly rolling forecast; update revenue drivers, cost assumptions, and headcount based on business performance and strategy

2. Variance Analysis & Performance Insights

- Analyze monthly/quarterly variance; articulate root causes (volume, price, mix, cost, timing)
- Identify emerging trends, risk indicators, and upside opportunities; escalate material issues to CFO/CEO
- Support business unit leaders in deep dives; facilitate variance review meetings with executive team

3. Financial Modeling & Scenario Analysis

- Build dynamic, flexible models for P&L;, cash flow, DCF, and sensitivity analysis
- Develop scenario models for strategic options (e.g., market expansion, M&A;, restructuring); test impact on profitability and cash flow
- Ensure models are auditable, well-documented, and maintained for ongoing use and refinement

4. Executive Reporting & Dashboarding

- Design and maintain KPI dashboards for management and board review; refresh monthly/quarterly
- Prepare board packs and management presentations with clear, data-driven narratives
- Communicate results to non-financial executives in business impact language

5. Strategic & M&A; Analytics

- Lead financial due diligence on acquisition targets; build valuation and integration financial models
- Support pricing, product profitability, and product portfolio optimization initiatives
- Conduct ROI tracking on capital projects and strategic initiatives; measure actual results vs. projection

6. Systems, Process & Automation Excellence

- Implement and optimize FP&A; technology stack (EPM, BI, data integration tools)
- Automate manual processes; standardize reporting and model templates; reduce cycle time
- Establish data governance, security, and quality standards; reconcile FP&A; data to GL

7. Team Development & Capability Building

- Hire and train FP&A; analysts and managers; build bench strength in financial modeling, data analysis, and executive communication
- Mentor high-potential talent; sponsor career development and external training




- Foster knowledge sharing and best practices across the FP&A; function; conduct monthly team huddles and quarterly strategy reviews

8. Cross-Functional Collaboration & Influence

- Partner with business unit leaders on planning and performance management; ensure alignment of goals and KPIs
- Coordinate with Accounting, Tax, Treasury, and Investor Relations; align reporting and disclosures
- Collaborate with IT and Data teams on system implementations and data pipelines

REQUIRED COMPETENCIES & SKILLS

Competency

Description

Evidence / Experience

Financial Acumen

Deep understanding of financial statements, accounting, and corporate finance; ability to build models and analyze scenarios

CPA or CFA preferred; advanced Excel (VBA, Power Query); SQL and/or Python for data manipulation

Business Acumen

Understanding of business model, value drivers, competitive dynamics, and growth/profitability levers

7+ years FP&A;/corporate finance in high-growth or public company; background in relevant industry preferred

Strategic Thinking

Ability to connect financial insights to strategy; recommend actions aligned with corporate objectives

Track record of contributing to strategic decisions; experience with M&A; or major business transformations

Leadership

Ability to lead, develop, and motivate analytical teams; influence peers across functions without direct authority

Managed FP&A; or finance teams of 4+; strong feedback; tenure and promotion track record

Communication

Ability to simplify complex financial analysis; present to C-suite; communicate with non-financial audience

Presentations to board/executives; ability to write clear memos; strong listening and collaboration skills

Technical Skills

Proficiency in business intelligence tools, planning software, and data integration platforms

Tableau/Power BI, Anaplan/Vena, Workday Planning, SAP, NetSuite, or Salesforce analytics experience

EXPERIENCE & EDUCATION

- 7+ years of FP&A;, corporate finance, or management consulting experience
- 3+ years in a leadership role managing FP&A; or finance teams
- Experience in a high-growth or public company environment preferred
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CPA/CFA preferred)
- Demonstrable experience building financial models and using planning/BI software

FIRST-YEAR SUCCESS METRICS

Months 1-3: Immersion & Assessment

- Establish FP&A; roadmap and gaps analysis; document current processes and systems
- Meet with key stakeholders (business units, CFO, board); understand strategic priorities and pain points

Months 3-6: Quick Wins & Foundation

- Deliver improved budget accuracy and faster close cycle time
- Establish FP&A; playbook and model governance standards
- Complete first quarterly business review with refreshed variance analysis and insights

📌 Financial Planning and Analysis Manager (Patna)
🏢 Pramod Confectionary And Food Industries
📍 Patna