Key Responsibilities :
1. Strategic Planning & Forecasting :
- Build and manage Annual Operating Plans (AOPs) , Long Range Plans (LRPs) , and rolling forecasts across the organization.
- Develop dynamic models to assess market trends , risk events , and scenarios for business strategies.
- Evaluate new business proposals and capital projects for financial viability.
- Ensure alignment of forecasts with the strategic direction of the business.
2. Investor Reporting & Board Engagement :
Prepare board packs , investor dashboards , and business updates for leadership and external investors.Support fundraising rounds by providing detailed financial data and financial modeling.Manage data rooms , due diligence packs , and investor Q&A to ensure seamless communication with investors.3. Performance Analytics & Business Intelligence :
Track key financial and operational metrics such as Customer Acquisition Cost (CAC) , Lifetime Value (LTV) , burn rate , Gross Margin Percentage (GM%) , and contribution margins .Develop and publish monthly performance dashboards with actionable insights for senior leadership and other stakeholders.Benchmark performance against industry peers and competitors to identify improvement areas and growth opportunities.4. Cross-Functional Decision Support :
Partner with Sales , Product , Tech , and HR departments for business planning and ROI analysis.Conduct detailed analyses on pricing , campaign ROI , hiring effectiveness , and location P&Ls .Monitor spend effectiveness and analyze unit economics to identify cost-saving opportunities and efficiency improvements.5. Financial Modeling & Capital Allocation :
Create detailed financial models for Mergers & Acquisitions (M&A) , pricing strategies , go-to-market (GTM) plans , and product launches .Perform break-even analysis , Internal Rate of Return (IRR) , payback period analysis, and Discounted Cash Flow (DCF) analysis.Collaborate on the development of strategy papers , growth plans , and GTM expansion strategies .6. Governance & Reporting Discipline :
Lead the internal reporting cadence with Management Information Systems (MIS) and variance analysis .Maintain audit-ready financial files for all stakeholders, ensuring full compliance with internal and external reporting requirements.Align internal and external financial reports to GAAP or IND-AS standards.Core Competencies :
FP&A Mastery : Strong grasp of business levers, financial modeling, and data storytelling.Forecasting & Scenario Analysis : Advanced skills in forecasting and conducting scenario analysis to support decision-making.Stakeholder Management : Experience in managing CXO / Board relationships and communication.Advanced Analytical Skills : Proficiency in Excel , PowerPoint , and Business Intelligence tools like Power BI or Tableau .Financial Governance : Knowledge of maintaining clean, audit-ready financial documentation and reports.Stakeholder Interfaces :
Internal : CEO, CFO, Department Heads, Product, Tech, and HR teams.External : Investors, external consultants, and financial partners.Performance Metrics :
Accuracy and effectiveness of financial forecasts .Timeliness and impact of investor communications .Efficiency in capital use , ROI analysis, and business support .CXO satisfaction with data-driven decision support and recommendations.Skills Required
Financial Forecasting, Financial Modeling, Stakeholder Management, Business Intelligence