Director - Financial Planning & Analysis

RateGain; Dadri; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

RateGain in India is seeking a Director – FP&A to lead financial planning, modelling and strategic finance initiatives, partnering with the CFO, CEO and cross-functional leaders to drive data-driven decisions.

The role will own budgeting, forecasting, long-range planning, P&L management, KPI dashboards and capital allocation, while shaping pricing strategy, profitability analysis and business-case development for new products and markets.

Qualifications

• 12–16+ years of FP&A/Corporate Finance or CFO Office experience.
• Strong budgeting, forecasting and management reporting skills.
• Proven ability to translate data into actionable business insights.

Responsibilities

• Lead annual budgeting, forecasting and long-range planning.
• Own monthly P&L reporting and variance analyses.
• Support pricing strategy and margin optimisation.
• Develop financial models for new products, markets and investments.
• Build dashboards and automated reporting using Power BI/Tableau/Excel.
• Partner with CXO-level leadership to drive capital allocation and cost efficiency.
• Mentor FP&A team and drive data-driven decision making.

Skills

FP&A fundamentals

Business acumen

Financial modelling

Strategic thinking

M&A exposure

Tools

Power BI

Tableau

Excel

Job description

8 - 12 Years

Full time

Job Description

About the Role

We are looking for a strategic and commercially oriented Director – FP&A to lead Financial Planning & Analysis, business finance, financial modelling and strategic finance initiatives. The role will partner closely with the CFO, CEO, business heads and cross-functional leadership to drive data-led decision-making, optimise capital allocation and support the company's revenue and EBITDA objectives.

The ideal candidate will combine strong FP&A fundamentals with business acumen, financial modelling, M&A exposure and strategic thinking , and should be able to translate complex financial and business data into clear, actionable insights for senior leadership.

Key Responsibilities

• Lead the annual budgeting, forecasting and long-range financial planning process across the organisation.
• Own monthly P&L reporting, management reporting and Budget vs. Actual / Forecast vs. Actual analysis.
• Partner with business and functional leaders to drive revenue, EBITDA, margin and cost-efficiency targets.
• Identify key business drivers, risks and opportunities and provide actionable recommendations to the CFO and senior management.
• Monitor departmental OPEX, CAPEX and resource utilisation to ensure adherence to approved budgets.
• Track business performance through relevant financial and operational KPIs.

2. Business Finance & Strategic Partnering

• Act as a strategic finance partner to business heads and leadership teams.
• Support business decisions through market, product, customer and profitability analysis.
• Develop business cases and financial models for new products, markets, investments and strategic initiatives.
• Support pricing strategy, commercial analysis, sales productivity and margin optimisation .
• Evaluate ROI and cost-benefit implications of key business initiatives and investments.
• Translate complex financial information into concise, business-relevant insights for decision-making.
• Build and review sophisticated financial models for business planning, investment decisions and strategic initiatives.
• Conduct scenario analysis, sensitivity analysis and financial impact assessments.
• Support capital allocation decisions and evaluate optimal deployment of company resources.
• Analyse business performance, unit economics, margins and key SaaS/business metrics as applicable.
• Develop dashboards and analytical tools to improve visibility into business performance.

4. M&A and Corporate Finance

• Partner with the M&A / Corporate Finance team on potential acquisitions and strategic transactions.
• Develop financial models and valuation analyses for acquisition targets and new investment opportunities.
• Support financial due diligence , including assessment of revenue, costs, profitability, working capital and business drivers.
• Identify financial risks, revenue leakages and improvement opportunities during due diligence.
• Support post-merger integration through financial planning, reporting, synergy tracking and performance monitoring.
• Work closely with external advisors, bankers and other transaction stakeholders.

5. Cash Flow & Capital Management

• Monitor the company's cash flow position and provide visibility into sources and uses of cash.
• Support working capital optimisation and cash-flow forecasting.
• Analyse capital requirements and support capital allocation decisions.
• Partner with the CFO on fundraising, banking relationships and strategic financing initiatives, where required.
• Maintain strong financial controls and ensure integrity of financial information used for decision‑making.

6. MIS, Analytics & Automation

• Own and enhance monthly/quarterly MIS and management reporting for the CFO and CEO.
• Build dashboards and automated reporting solutions using tools such as Power BI, Tableau, Excel or similar platforms .
• Drive the adoption of advanced analytics and automation across FP&A processes.
• Improve reporting accuracy, timeliness and quality through technology and process improvements.
• Establish standardised reporting frameworks and performance dashboards across functions.

7. Leadership & Stakeholder Management

• Work closely with the CFO, CEO, business heads and functional leaders on strategic and financial priorities.
• Present financial insights, forecasts, scenarios and recommendations to senior management.
• Collaborate with Sales, Commercial, Operations, Engineering, HR and other functions to improve financial performance.
• Lead and mentor the FP&A team and build a high‑performing, data‑driven finance organisation.
• Manage relationships with external stakeholders including bankers, consultants, auditors and transaction advisors.
• Accurate and timely annual budgets, forecasts and long‑range plans.
• Strong visibility into revenue, EBITDA, margins, OPEX, CAPEX and cash flow.
• High‑quality MIS and dashboards for CEO/CFO decision‑making.
• Robust financial models for investments, new products, markets and M&A.
• Improved cost efficiency and capital allocation.
• Identification of revenue leakage and profitability improvement opportunities.
• Strong business partnering across commercial and functional teams.
• Automation and continuous improvement of FP&A processes.

Candidate Profile

We are looking for a finance leader who is commercially minded, analytically strong and comfortable operating at both strategic and execution levels .

Required Experience

• 12–16+ years of relevant experience in FP&A, Corporate Finance, Business Finance, Strategy Finance or CFO Office roles.
• Experience in a high-growth, technology, SaaS, digital or multinational organisation will be preferred.
• Strong experience in budgeting, forecasting, P&L management and management reporting.
• Proven expertise in financial modelling, business case development and scenario analysis .
• Exposure to M&A, financial due diligence and post-merger integration.
• Strong understanding of capital allocation, cash flow and corporate finance.
• Experience partnering with senior business stakeholders and CXO‑level leadership.
• Strong presentation and communication skills, with the ability to simplify complex financial information.

Qualification

• Strong proficiency in Advanced Excel and financial modelling .
• Exposure to Power BI, Tableau or other BI/analytics platforms will be an advantage.
• Strategic & commercial mindset
• Financial modelling & analytical thinking
• Business partnering
• FP&A and P&L management
• M&A / Corporate Finance
• Capital allocation
• Pricing & profitability analysis
• Cash‑flow management
• Data analytics & automation
• Executive communication & presentation
• Problem solving and decision orientation

What Success Looks Like

The successful candidate will evolve FP&A from a reporting function into a strategic decision-support function , providing the CFO and business leadership with timely insights on growth, profitability, investments, costs, cash and capital allocation.

This is a high-impact role for a finance leader who can combine strong technical finance expertise with commercial understanding, strategic thinking and the ability to influence business decisions.