Manager - Financial Planning and Analysis (FP&A)

Job Title : Manager – Financial Planning & Analysis (FP&A)

Location : Bengaluru, India

Experience : 5–6 years

Qualification : Chartered Accountant (CA)

Role Overview

We are seeking a highly analytical and detail-oriented FP&A Manager to join our Finance team. This role will be instrumental in business partnering, driving financial insights, supporting strategic decision-making, and creating efficiencies through optimizations across the business. The ideal candidate is a qualified CA / MBA with strong experience in financial planning, analysis, and business partnering.

Key Responsibilities

Financial Planning & Analysis

Lead budgeting, forecasting, and variance analysis processes across business units.

Deliver accurate and timely financial reports, dashboards, and KPIs to senior leadership.

Support strategic initiatives including optimizations and cost control.

Collaborate with cross-functional teams to provide financial insights and recommendations.

Present actionable insights to leadership to influence business decisions.

Support long-term financial strategy development and business planning.

Participate in strategic planning discussions with executive management.

Build and maintain interactive dashboards using tools such as Tableau, Power BI etc.

Drive continuous improvement in financial modeling and reporting processes through automation initiatives.

Required Skills & Qualifications

Technical & Analytical

CA with 5–6 years of relevant experience in FP&A and business analysis.

Strong financial acumen and understanding of financial statements and concepts.

Advanced Excel skills. Working knowledge of SQL and data visualization tools (Tableau / Power BI) is a plus.

Experience with financial modeling, scenario analysis, and forecasting.

Soft Skills & Business Acumen

Strong communication and presentation skills; ability to simplify complex data for non-financial stakeholders.

Strategic thinker with a problem-solving and strong execution mindset.

Ability to work in a fast-paced, dynamic environment and manage multiple priorities.

Comfortable dealing with ambiguity and driving clarity.

Preferred Experience

Exposure to SaaS companies.

Experience working in a startup or high-growth environment.

Prior involvement in margin improvement or cost optimization initiatives.

Prior experience in identification of and driving automation initiatives.