Head - Financial Planning & Analysis - CA

Head - FP&A (5 Days Working)

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We are looking for an experienced and analytical Head Financial Planning & Analysis (FP&A) to lead the organization's financial planning, budgeting, forecasting, management reporting, and strategic financial analysis functions. The ideal candidate will be a qualified Chartered Accountant with 7-10 years of relevant FP&A experience in a corporate environment.
The role requires partnering with senior leadership to drive business performance through financial insights, long-term planning, investor reporting support, and decision-making. The candidate should possess excellent analytical skills, expertise in financial consolidation, budgeting, forecasting, and stakeholder management.
Key Responsibilities:
- Lead the annual budgeting process across all business units and corporate functions.
- Develop long-term financial plans aligned with organizational goals and growth strategies.
- Coordinate with department heads to prepare detailed operating and capital expenditure budgets.
- Monitor budget adherence and recommend corrective actions wherever necessary.
- Establish financial planning frameworks, policies, and governance processes.
- Prepare monthly, quarterly, and annual financial forecasts.
- Conduct rolling forecasts and scenario planning to support strategic business decisions.
- Perform variance analysis between actuals, budgets, and forecasts with detailed commentary.
- Identify financial risks, business opportunities, and cost optimization initiatives.
- Build predictive financial models to support strategic planning.
- Prepare comprehensive MIS reports for senior leadership and Board presentations.
- Develop dashboards highlighting key financial and operational performance indicators.
- Analyze business performance, profitability, revenue trends, margins, and working capital.
- Present meaningful insights and actionable recommendations to leadership teams.
- Manage consolidation of financial statements across multiple entities/business units.
- Ensure timely and accurate consolidation in compliance with accounting standards.
- Coordinate with finance teams for monthly, quarterly, and annual financial closing.
- Review inter-company reconciliations and elimination entries.
- Improve consolidation processes through automation and standardization.
- Partner with business leaders to evaluate financial feasibility of new initiatives.
- Support pricing decisions, investment evaluations, and profitability improvement initiatives.
- Provide financial inputs for strategic business planning and expansion projects.
- Work closely with operations, sales, HR, procurement, and commercial teams to improve financial performance.
- Assist in preparing investor presentations, board decks, and financial communication materials.
- Support management during investor meetings, earnings calls, and fundraising activities.
- Coordinate with internal stakeholders to provide accurate financial information.
- Analyze peer companies, market trends, and industry financial benchmarks.
- Ensure consistency and accuracy in financial disclosures.
- Perform profitability analysis by business, geography, product, and customer segments.
- Evaluate capital allocation decisions and return on investment (ROI).
- Conduct sensitivity analysis and scenario modelling.
- Support mergers, acquisitions, fundraising, and strategic investment evaluations whenever required.
- Drive automation and digitization of FP&A processes.
- Improve reporting efficiency using BI tools and advanced Excel models.
- Develop standardized financial reporting templates.
- Recommend best practices for planning and financial governance.
- Ensure financial planning processes comply with accounting standards and internal policies.
- Support statutory audits by providing planning and analytical information.
- Maintain strong financial controls and documentation standards.
- Ensure timely submission of management reports and financial reviews.
Required Skills:
- Strong expertise in Corporate FP&A
- Annual Budgeting & Long-Range Planning
- Financial Forecasting
- Financial Modelling
- Management Reporting (MIS)
- Variance Analysis
- Financial Consolidation
- Business Performance Analysis
- Scenario Planning
- Strategic Financial Planning
- Investor Relations Support
- Board Presentation Preparation
- Profitability Analysis
- Cost Optimization
- Business Partnering
- Working Capital Analysis
- Advanced Microsoft Excel (Power Query, Power Pivot preferred)
- ERP Systems (SAP/Oracle/NetSuite/Hyperion preferred)
- Power BI/Tableau (preferred)
- Excellent Communication & Presentation Skills
Candidate Profile:
- Chartered Accountant (CA) qualified (First or Second Attempt preferred).
- 7-10 years of relevant experience in Financial Planning & Analysis (FP&A).
- Strong experience in corporate budgeting, forecasting, and financial consolidation.
- Experience supporting investor relations and board-level financial reporting is highly desirable.
- Proven expertise in financial modelling, management reporting, and business analytics.
- Strong understanding of financial statements and accounting principles.
- Experience working with ERP systems and financial reporting tools.
- Excellent stakeholder management skills with the ability to work closely with senior leadership.
- Strong business acumen with the ability to translate financial data into strategic insights.
- Ability to manage multiple priorities and deliver under tight timelines.