FP&A Manager

Overview

The organization is seeking an FP&A Manager/Senior Manager to support the CFO by driving financial performance and delivering strategic insights. This role will partner with business leaders across functions to strengthen business efficiency, productivity, and growth opportunities. The position will help establish the FP&A function from scratch, including reporting structures, KPIs, and data management processes.

Responsibilities

Financial Planning and Budgeting

• Lead the annual budgeting and planning process, aligning financial models with strategic business objectives.
• Collaborate with multiple departments to gather inputs and ensure consistency across budgets.
• Develop and maintain detailed financial models to project performance and assess scenarios.
• Monitor budget variances and recommend corrective actions to improve revenue, productivity, and cost optimization.

Forecasting and Analysis

• Create accurate monthly and quarterly financial forecasts using market trends, sales projections, and operational data.
• Analyze financial performance metrics (revenue, margins, profitability) to identify key drivers, risks, and opportunities.
• Develop internal and external benchmarks to drive efficiency and productivity.
• Provide business performance insights through variance analysis and ad hoc financial reporting.

Business Partnering

• Serve as the primary finance business partner for key business functions such as Sales, Marketing, and Operations.
• Understand business requirements and provide financial insights to support decision-making.
• Partner with business leaders to evaluate business cases and provide recommendations.

Reporting and Presentation

• Design and implement a structured reporting framework, including MIS reports, dashboards, and financial KPIs.
• Prepare monthly and quarterly financial reports with clear insights and actionable recommendations for senior management.
• Present financial information to senior stakeholders in a clear and concise manner.

Strategic Initiatives

• Support strategic planning through financial modeling and analysis for growth initiatives, M&A opportunities, and market expansions.
• Conduct scenario planning and sensitivity analysis to assess risks and opportunities.
• Support investor queries and due diligence requirements.

Requirements

• Bachelor’s degree in Finance, Accounting, or related field.
• Professional certifications (CIMA, CA, CPA, or MBA Finance) are preferred.
• 6–8 years of FP&A experience, preferably with top multinational companies.
• Proven experience in business partnering with cross-functional teams.
• Strong proficiency in financial modeling and data analysis tools (NetSuite, Power BI, Hyperion, Adaptive Planning).
• Excellent communication and presentation skills.
• Experience working in multi-geographic environments with diverse reporting systems.
• SaaS or technology industry experience is a plus.
• Fluent in English.

Preferred Qualifications

• Professional certifications (CIMA, CA, CPA, or MBA Finance).
• SaaS or technology industry experience.

Compensation & Benefits

• Competitive salary and benefits package.

Location

• Location not specified in the provided job description.

Key Measurements of Success

• Timeliness and accuracy of budgeting, forecasting, and reporting.
• Quality of business insights provided to senior management.
• Effectiveness in driving cost optimization and revenue enhancement initiatives.
• Establishment of clear financial KPIs and reporting frameworks.

Top Contributions in the First 90–120 Days

• Develop and implement the financial model for budgeting, planning, and forecasting.
• Design the reporting structure, including KPI definitions and data sources.
• Collaborate with business units to clean and consolidate data sources for reporting.
• Set up the cadence and format for periodic financial reporting.

Soft Skills

• Strong time management and prioritization skills.
• Ability to work independently with limited supervision.
• Excellent interpersonal and stakeholder management skills.
• High attention to detail and accuracy.
• Problem-solving mindset with a proactive approach.