Finance Manager

Simplify Healthcare; Pune District; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Simplify Healthcare, a leading healthcare technology solutions provider serving the US Health Insurance market, seeks an experienced Finance Manager to lead FP&A, budgeting, forecasting, governance, and reporting. Based in Pune, you will partner with senior leaders to drive strategic financial decisions and ensure accurate management information.

You will develop financial models, monitor performance with dashboards and KPIs, and drive cost optimization and process improvements.

Qualifications

• CA mandatory with post-qualification experience.
• 6-10 years of FP&A, budgeting, forecasting and reporting.
• Strong partnering skills with senior leaders and stakeholders.
• Advanced Excel and financial reporting expertise.

Responsibilities

• Lead FP&A activities including budgeting, forecasting, and long-range planning.
• Develop and maintain financial models for strategic decisions.
• Provide monthly, quarterly, and annual management reporting with insights.
• Establish dashboards and KPIs to monitor performance.
• Drive budgeting, forecasting cycles, variances, and performance management.
• Support pricing, profitability analysis, and cost optimization.
• Oversee closing activities and strengthen internal controls.

Skills

FP&A

Budgeting & Forecasting

Management Reporting

Financial Modelling

Excel (Advanced)

Stakeholder Partnering

Education

CA (Chartered Accountant)

Tools

NetSuite

SAP

Oracle

Dynamics 365

Power BI

Tableau

Looker

Job description

Simplify Healthcare is a leading healthcare technology solutions provider serving the US Health Insurance (Payer) market. Headquartered in Chicago with a Global Delivery Center in Pune, we support 65+ payer organizations through innovative SaaS-based platforms and AI-driven healthcare solutions.

About the Role

We are looking for an experienced Finance Manager who will lead FP&A activities, business finance partnering, budgeting, forecasting, management reporting, and financial governance. The ideal candidate should possess strong commercial acumen, analytical capabilities, and the ability to partner with senior business leaders to drive strategic financial decision-making.

Responsibilities

• Financial Planning & Analysis (FP&A)
• Lead annual operating plan (AOP), budgeting, forecasting, and long-range financial planning processes.
• Develop and maintain financial models to support strategic and operational decision-making.
• Analyze business performance, revenue trends, profitability, margins, and cost drivers.
• Provide monthly, quarterly, and annual management reporting with meaningful business insights.
• Establish dashboards and KPIs to monitor organizational performance.
• Budgeting, Forecasting & Performance Management
• Drive budgeting and forecasting cycles across departments.
• Perform variance analysis against budget, forecast, and prior periods.
• Present financial performance insights and recommendations to leadership teams.
• Support scenario planning and business case evaluations for strategic initiatives.
• Monitor cost optimization opportunities and improve operational efficiencies.
• Business Finance Partnering
• Collaborate with business leaders on financial planning, resource allocation, and investment decisions.
• Act as a trusted advisor to department heads on financial performance and business growth.
• Support pricing, profitability, and investment analyses.
• Evaluate new business opportunities and provide ROI-based recommendations.
• Ensure accuracy and integrity of monthly financial reporting.
• Support monthly, quarterly, and annual closing activities.
• Strengthen internal financial controls and governance processes.
• Coordinate with accounting teams to ensure compliance with accounting standards and company policies.
• Support audit requirements and management reporting needs.
• Process Improvement & Automation
• Identify opportunities for automation and financial process optimization.
• Improve reporting accuracy and reduce manual intervention through system enhancements.
• Drive finance transformation initiatives and adoption of best practices.
• Team Management
• Lead and mentor finance team members.
• Drive accountability, continuous improvement, and capability development.
• Ensure timely delivery of all FP&A and reporting requirements.

Qualifications

• Mandatory: Chartered Accountant (CA).
• 6-10 years of post-qualification experience.
• Strong hands-on experience in FP&A, budgeting, forecasting, and management reporting.
• Experience partnering with business leaders and senior stakeholders.
• Strong financial modeling and analytical skills.
• Advanced Excel and financial reporting expertise.

Required Skills

• Strong hands-on experience in FP&A, budgeting, forecasting, and management reporting.
• Experience partnering with business leaders and senior stakeholders.
• Strong financial modeling and analytical skills.
• Advanced Excel and financial reporting expertise.

Preferred Skills

• Experience in SaaS, Technology, IT Services, Product-based, or Healthcare Technology organizations.
• Exposure to ERP systems such as NetSuite, SAP, Oracle, Dynamics, or similar platforms.
• Experience in dashboarding and BI tools such as Power BI, Tableau, or Looker.
• Prior team management experience.
• Big 4 experience will be an added advantage.