Position Title: Lead, Financial Planning & Analysis

Location: Mohali

Position Type: Regular, Full-time

Who we are

Roundglass is a wholistic wellbeing company working to empower healthier lives, stronger communities, and a more sustainable world. That w in wholistic is intentional: We believe true wellbeing spans the whole human experience, from how we care for ourselves to our connections with others and the planet.

This philosophy shapes both what we build and how we work. We’ve created an environment where supporting people’s whole selves fuels their most meaningful work.

Roundglass creates real-world impact through two core pillars:

Roundglass Giving is our nonprofit arm that drives philanthropic work in youth development, women's equity, and environmental sustainability. Our mission is to transform communities by tackling systemic challenges and unlocking human potential through Roundglass Sports, Roundglass Sustain, the Roundglass Foundation, and the Global India Institute (GIC). These efforts have reached millions of people, creating scalable models of community-led change.

Through the Roundglass Living platform, we deliver personalized wellbeing-guidance rooted in science. The Roundglass Living app helps people develop habits that last through breath-work, meditation, movement, nutrition, music, and more.

We built Roundglass on the belief that people thrive when they’re supported wholistically, and we apply this philosophy to how we work together as a team. If you're passionate about transforming communities and creating systemic change and want to contribute to a culture that embodies the impact we're creating, we'd love to meet you.

About the role The FP&A; Lead will be responsible for directing and organizing the financial planning and analysis process across the company, including the preparation, reporting, variance analysis of the departmental budgets, forecasts, and key financial metrics. You will provide insights and sound business advice to the finance leadership and executive management teams on best practices, business trends, and investment opportunities.

This position will be the key point of contact for FP&A; on their monthly forecast and annual budget process.



You will lead and conduct special projects involving financial analysis and research of business issues to provide senior management with financial data and business advice to support resource allocation decisions and objectives for corporate growth and profitability.

This is a key position, which will report to the Head of FP&A; and work closely with the senior management including the CEO, Business unit heads, and other key stakeholders.

What you’ll do

· Be a valued business partner and trusted advisor to senior management to provide highly complex financial and technical analysis and recommendations regarding current and proposed business opportunities, and/or internal measurements and methodologies

· Direct FP&A; for all components of corporate financials including revenue, operating expenses, working capital, capital expenditure and cash flow

· Leading company-wide strategic planning, budget, and quarterly target-setting processes, including monthly forecasts and key performance monitoring

· Coordinating budget reviews, and corporate budget consolidation

· Key driver for development of strategic and operational plans, annual budgeting, process, financial forecasting, business support and reporting

· Develop and institutionalize financial models, analyses, key business metrics that serve as a tool to drive profitable business growth, efficiency and improvement

· Identify, assess, value and prioritize current and emerging product portfolio and other business initiatives, through regressive financial analysis and business cases

· Providing analytical perspectives and executive financial summaries for important strategic decisions, including M&A; activities and significant capital investments.





· Tracking sales pipeline closely to bring about more accurate revenue forecast and operational expenditure requirements

· Preparing periodically detailed reports with analytics. Ensure that financial reporting of the business performance is accurate and timely

· Interface with senior leadership regarding financial results, forecasts, planning assumptions and other projects

· Act as a strategic business partner to budget owners across departments.

Why Roundglass

Roundglass was built on the vision that wellbeing should be at the very center of our life journeys. We're reimagining how the world experiences wellbeing and how companies, including our own, support the wellbeing of their people.

We're a group of mission-driven innovators who put our values into practice every day, using technology, science, and traditional wisdom to help people live better lives. We've built a team we're proud of, and we're always looking for people who will add to it.

To learn more, visit our Website, Facebook, Instagram and LinkedIn.

Roundglass does not discriminate against race, color, religion, sex, sexual orientation, gender identity, gender expression, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by applicable law.

We rely on legitimate interest as a legal basis for processing personal information under the GDPR for purposes of recruitment and applications for employment.

Requirements

Skills & Qualifications · BS degree in Accounting, Finance or relevant. Additional qualifications of CA Inter would be preferred

· Should have 10 -15 years of experience in the Finance Department of a reputed organization

· Must be excellent at crunching numbers & able to understand the impact of any transaction in numbers of terms

· Excellent functional knowledge of accounting systems, processes, fund flow management, statutory compliances, taxation, and MIS reporting to senior management

· Must have positive oral and written communication skills

📌 Lead, FP&A (Punjab)
🏢 Roundglass Wellbeing
📍 Punjab