Associate Vice President - Financial Planning & Analysis

OakNorth in India; Gurugram District; Hybrid; INR 2,400,000 - 4,200,000; Full time

Benefits offered by this job

Health & Protection

Wellbeing programs

Time Off — leave & holidays

Life Milestones support

Flexible Benefits

Growth & Development

Job summary

OakNorth in India is seeking a Manager for Financial Planning & Analysis to own MIS, management packs, and board presentations. You will collaborate with senior leaders on budgeting, forecasting, and cost management, and craft management commentary.

This role calls for technical excellence, storytelling, and strong stakeholder engagement. You will lead monthly P&L tracking, build scalable reporting, and contribute to investor relations and annual multi-year plans.

Qualifications

• 6+ years of FP&A and/or equity research experience, preferably in banking/fintech.
• Strong understanding of P&L, balance sheet and key drivers.
• Advanced Excel with financial modelling; proficient PowerPoint for executive presentations.
• Experience with dashboarding tools (Power BI/Tableau) and ERP/data warehouses.

Responsibilities

• Prepare accurate monthly/quarterly MIS, management packs, and board materials.
• Draft commentary explaining trends, risks and opportunities.
• Partner with leaders to manage budgets, headcount and expenses.
• Oversee monthly P&L tracking and close with Controllership.
• Engage with Global CFO and senior leadership to provide insights.
• Support planning, forecasting, and scenario analysis with robust models.
• Contribute to external reporting, investor relations, and fundraising materials.
• Build scalable reporting frameworks using automation and visuals.

Skills

Excel

PowerPoint

Power BI

Tableau

Storytelling

Stakeholder management

Budgeting

Forecasting

Macros/VBA

Education

CA

MBA (Finance)

Tools

NetSuite

Job description

About Us

At OakNorth, we're on a mission to empower ambitious businesses and the communities they serve. Since 2015, we've lent over $21 billion across the UK and US, helped create more than 58,000 new homes and 36,000 new jobs, and supported hundreds of thousands of personal savers - all while driving economic growth in the markets we serve.

Manager - Financial Planning & Analysis

Finance

About The Team

The FP&A team at OakNorth is a high-impact function that sits at the intersection of finance and strategy, partnering with senior leadership - including the Global CFO - to drive financial planning, performance reporting, and strategic decision-making. We build the frameworks, models, and narratives that translate financial data into clear, actionable insight for the business, its board, and its investors.

About The Role

We're looking for a Manager to join our FP&A team, owning the production of MIS, management packs, and board presentations while partnering closely with business and functional leaders on budgeting, forecasting, and cost management. You'll draft management commentary, oversee monthly P&L tracking, contribute to investor relations, and build scalable reporting frameworks - all while engaging directly with senior leadership to support strategic decisions. This is an ideal role for a commercially sharp finance professional who combines technical excellence with strong storytelling and stakeholder management skills.

What You'll Do

• Prepare accurate and timely monthly and quarterly MIS, management packs, and board and executive presentations, ensuring financial insights are communicated clearly and compellingly.
• Draft management commentary and narratives that explain performance trends, highlight risks and opportunities, and translate financials into actionable business implications.
• Partner with business and functional leaders to manage cost budgets, track headcount, and monitor operating expenses, driving cost discipline and efficiency across the organisation.
• Oversee monthly P&L tracking and closing, working closely with the Controllership team to ensure accuracy and insightfulness of reporting.
• Engage and communicate effectively with the Global CFO and Senior Management, providing clear, concise, and actionable insights that support strategic decisions.
• Support financial planning, forecasting, and scenario analysis, building robust models to underpin decision-making; contribute to annual budgets, multi-year financial plans, stress testing, and scenario planning.
• Contribute to external reporting and investor relations, including quarterly results, board materials, fundraising initiatives, and due diligence processes.
• Build scalable reporting frameworks, leveraging automation and visualisation tools to enhance efficiency and insight delivery.

YOU'LL BE A GREAT FIT IF YOU HAVE…

• 6+ years of experience in FP&A and/or Equity Research, preferably within banking or fintech, with a strong understanding of P&L, Balance Sheet, and key business and financial drivers.
• Proven expertise in budgeting, forecasting, scenario planning, and variance analysis, with the ability to link financial results to operational and accounting drivers.
• Advanced Excel skills including financial modelling and automated templates (Macros/VBA preferred); strong PowerPoint skills to craft compelling, insight-driven presentations.
• Hands-on experience with dashboarding and visualisation tools such as Power BI or Tableau; ability to work with GL/ERP systems (e.g. NetSuite) and data warehouses to automate and scale reporting.
• Excellent storytelling, influencing, and partnering skills, with the ability to simplify complex analysis into clear business messages for senior leadership.
• Chartered Accountant or MBA (Finance) from a reputable institution.

Nice to Have

• Familiarity with AI and automation solutions for forecasting, scenario planning, insight generation, and commentary writing, with the ability to integrate such tools into FP&A workflows.
• Experience contributing to investor relations, fundraising materials, or board-level reporting.
• Exposure to strategic planning and long-term financial modelling in a multinational environment.

What We Offer

• Health & Protection: Comprehensive medical cover for you, your family, and parents, along with life and accidental insurance cover at a multiple of your salary.
• Wellbeing: Annual health check-ups, online doctor consultations, pharmacy discounts, nutritionist support, and Employee Assistance Program (EAP) services - all sponsored by OakNorth.
• Time Off: Earned leave, casual/sick leave, public holidays, maternity leave, and paternity leave.
• Life Milestones: Financial support for important life events such as marriage, childbirth, and bereavement.
• Flexible Benefits: Tax-efficient allowances for internet, fuel, meals, leave travel, and National Pension System (NPS) contributions.
• Growth & Development: Support for professional certifications, learning and development opportunities, childcare benefits, and paid volunteering days.
• Our Workplace: Modern, centrally located offices, weekly business updates, team events, and great coffee. We work hard to build a culture worth showing up for.