Job Description
Position: Head – Finance & FP&A
Department: Finance & Accounts
Reporting To: Chief Financial Officer (CFO)
Location: Corporate Office – Durgapur
Qualification: CA / MBA (Finance) or equivalent professional qualification
Experience: 12–18 years (Minimum 5 years in FP&A leadership)
About the Role
Pinnacle is seeking an experienced and strategic Head – Finance & FP&A to lead the organization's Financial Planning & Analysis, Treasury, Business Finance, Budgeting, Forecasting, Management Reporting, and Banking functions.
The role will serve as a strategic Finance Business Partner to the CFO, CEO, Business Heads, and overseas subsidiaries by delivering actionable financial insights, strengthening governance, optimizing cash flows, improving profitability, and supporting sustainable business growth across global operations.
The incumbent will play a key role in establishing a world-class FP&A function aligned with Pinnacle's long-term growth strategy.
Key Responsibilities
Treasury & Banking Management
- Lead and manage the organization's treasury function.
- Prepare short-term and long-term cash flow forecasts.
- Optimize working capital to ensure healthy liquidity.
- Build and maintain strong relationships with banking partners and financial institutions.
- Manage investments of surplus funds while ensuring optimal returns.
- Monitor liquidity requirements and funding needs across the organization.
- Handle Bank Guarantees (BGs), Standby Letters of Credit (SBLCs), and Letters of Credit (LCs).
- Develop and implement foreign exchange (Forex) risk management and hedging strategies.
- Coordinate inter-company funding requirements across domestic and international entities.
- Support salary processing and critical vendor payment planning.
Financial Planning & Analysis (FP&A)
- Lead the annual budgeting and business planning process.
- Develop rolling forecasts and long-range financial plans.
- Build financial models for strategic initiatives and investment decisions.
- Perform budget variance analysis and recommend corrective actions.
- Analyze revenue, cost, margin, and profitability trends.
- Develop customer, business unit, and project profitability analysis.
- Support strategic planning and business expansion initiatives through financial insights.
Management Reporting & Business Insights
Develop and present comprehensive financial dashboards and reports, including:
- Monthly Review Meeting (MRM) Reports
- CEO Dashboard
- Board MIS
- KPI Dashboard
- Cash Flow Dashboard
- Order Book Analysis
- Revenue & Profitability Analysis
- Invoicing Efficiency Reports
- Working Capital Dashboard
- Business Performance Reports and Executive Presentations
Global Finance Support
Provide centralized financial support to Pinnacle's overseas subsidiaries by:
- Monitoring global cash flows.
- Reviewing budgets and financial performance.
- Coordinating banking and treasury activities.
- Supporting overseas finance teams with reporting and planning.
- Ensuring alignment with corporate financial policies and objectives.
Governance, Compliance & Internal Controls
- Strengthen financial governance through robust maker-checker controls.
- Develop and standardize Finance Standard Operating Procedures (SOPs).
- Implement and monitor Delegation of Authority (DOA) frameworks.
- Ensure compliance with Internal Financial Controls (IFC), statutory regulations, and corporate governance standards.
- Drive continuous process improvement and automation initiatives.
Desired Experience
- 12–18 years of post-qualification experience in Finance & Accounts.
- Minimum 5 years of leadership experience in Financial Planning & Analysis (FP&A).
- Strong experience in treasury and cash flow management.
- Proven expertise in budgeting, forecasting, and financial modeling.
- Experience working with multinational organizations and overseas subsidiaries.
- Hands-on exposure to ERP implementation and finance transformation projects.
- Strong business partnering experience with senior leadership teams.
- Experience in strategic finance, management reporting, and decision support.
Required Competencies
Technical Competencies
- Financial Planning & Analysis (FP&A)
- Treasury & Cash Flow Management
- Budgeting & Forecasting
- Financial Modeling
- Management Reporting & MIS
- Working Capital Management
- Banking & Forex Management
- Business Finance
- Internal Controls & Compliance
- ERP Systems (SAP, Oracle, Microsoft Dynamics or equivalent)
- Advanced Microsoft Excel and Power BI (preferred)
Behavioral Competencies
- Strategic Thinking
- Leadership & Team Management
- Business Acumen
- Financial Analytical Skills
- Stakeholder Management
- Decision-Making
- Communication & Presentation Skills
- Problem Solving
- Process Improvement Mindset
- High Integrity & Accountability
Skills Required
Power Bi, Budgeting Forecasting, Working Capital Management, Business Finance, Financial Modeling
