Manager - Financial Planning & Analysis - NBFC - CA

Financial Planning & Analysis:

- Build and maintain robust financial models to simulate business scenarios and forecast company performance
- Prepare, analyze, and present monthly, quarterly, and annual financial reports to the management team
- Lead budgeting and forecasting cycles in close collaboration with business unit heads
- Develop dashboards and KPI frameworks to track financial health and operational efficiency
- Identify variances between actuals and forecasts, investigate root causes, and recommend corrective actions
Controlling & Reporting:

- Manage the monthly financial book closing process - ensuring all revenue and costs are properly recorded
- Review journal entries, account reconciliations, and prepare accurate internal management reports
- Ensure compliance with Indian GAAP, Direct and Indirect Tax regulations for all group entities
- Collaborate with external and internal auditors to ensure timely and accurate completion of audits
- Analyze the effect of statutory accounting practices and ensure correct application of GAAP
Strategic Finance:

- Collaborate with leadership on funding strategies, investor reporting, and capital allocation decisions
- Examine financial and legal documents to verify accuracy and adherence to financial regulations
- Develop and recommend solutions for financial challenges or process gaps
- Support strategic financial projects including ERP upgrades and system improvements
Process Improvement & Compliance:

- Participate in the ongoing development of accounting policies, SOPs, and operational strategies
- Drive continuous improvement in system efficiencies and business practices
- Ensure compliance with internal control policies and governance standards
- Foster strong internal communications across teams to create a positive and accountable work environment
Experience & Qualifications:

- Chartered Accountant (CA) with 5+ years of progressive experience in FP&A, Management Accounting, or Controlling
- Prior experience in a supervisory or leadership role preferred
- Background in Financial Services, Leasing, or FinTech is a strong plus
- Solid knowledge of Indian GAAP, Direct and Indirect Taxation relating to Corporate Accounting
- Proficient in financial modelling; advanced skills in Microsoft Excel and PowerPoint
- Demonstrated creative, critical, and on-the-feet thinking skills
- Ability to manage multiple projects simultaneously in a dynamic, fast-paced startup environment