Finance Manager - FPNA & Strategy

Corenza; Gurugram District; Hybrid; INR 3,000,000 - 4,000,000; Full time

Job summary

Corenza is seeking a Finance Manager FP&A & Strategy in Gurugram to own core FP&A activities including budgeting, forecasting, modelling, and investor reporting. You will partner with Tech and RCM teams to build MIS dashboards from raw operational data such as patient engagement and cohort tracking.

Role requires leading financial management, audits, and strategic planning across multiple functions. Strong communication and ERP expertise are essential to drive data-driven decisions and drive

Qualifications

• 6+ years of progressive financial management experience, including 2 years in a leadership role overseeing financial operations.
• Bachelor's in Finance, Accounting, Economics, Business Admin or related; Master's preferred; CPA/CFA strongly preferred.
• Experience with B2B SaaS and healthcare technology sectors is advantageous.
• Excellent analytical, communication and problem-solving abilities; strong data-driven approach.

Responsibilities

• Own financial oversight: P&L analysis, cash flow, forecasting, debt and investment management.
• Lead audits and quality assurance to ensure data accuracy and reporting integrity.
• Develop and refine financial models to benchmark performance and guide decisions.
• Build and use MIS dashboards translating operational data into finance insights.
• Coordinate with RCM, Tech, Sales, Marketing and other teams on strategic planning.
• Drive revenue cycle management and optimize internal financial systems.
• Deliver timely reporting, analyze trends, identify root causes and propose actions.
• Lead process automation to improve efficiency and accuracy in finance workflows.
• Identify potential investors and map fundraising opportunities using market data.

Skills

Strategic financial planning

Financial reporting

Audit management

Leadership

Communication

Data-driven decision making

ERP systems

Education

Bachelor's degree in Finance, Accounting, Economics, Business Admin, or related field

Master's degree preferred

CPA or CFA certification preferred

Tools

ERP software

Financial modelling tools

BI dashboards / MIS dashboards

Job description

Job Description

Role Overview

We are looking for a Finance Manager FP&A & Strategy, to own core FP&A (budgeting, forecasting, variance analysis, financial modelling, and investor/board reporting) while directly partnering with our Tech and RCM teams to build MIS trackers and dashboards out of raw operational data patient engagement, account status, and cohort/retention tracking - not just standard finance reports.

Key Responsibilities

1. Financial Oversight and Management:

• Establish and maintain financial control standards across all teams.
• Lead corporate financial management activities, including P&L analysis, cash flow management, forecasting, debt, and investment management.
• Conduct comprehensive financial risk analysis and develop mitigation strategies.
• Develop and refine financial models to benchmark performance and guide future decisions.

2. Audit and Quality Assurance:

• Manage and coordinate rigorous audit and quality assurance processes to ensure the accuracy and integrity of financial data and reporting.
• Oversee the management of financial metadata, including customer retention, patient churn rate, and employee performance metrics.

3. Strategic Planning and Communication:

• Coordinate with RCM, Tech, Sales, Marketing and other teams.
• Provide strategic financial guidance and advice to support corporate decision-making by creating and using MIS dashboards.
• Effectively communicate financial insights and digital health business intricacies to stakeholders and investors.

4. Operational MIS & Data Partnership:

• Partner directly with Technology , RCM and other teams to translate raw, non-financial operational data (patient engagement logs, account status exports, EMR/CRM extracts) into structured MIS trackers and dashboards, building the tracker architecture from scratch, not just populating an existing template.
• Design and maintain cohort-style retention and engagement trackers (e.g., month-over-month decay of engaged patients/accounts by acquisition cohort), account-status pipelines (e.g., Engaged / UTR1-3 / Ready to Welcome / Pending Clinical Review), and related operational KPI views.
• Own the ongoing accuracy and structure of these trackers as source data formats and definitions evolve, working iteratively with Tech/RCM rather than waiting on a finalized data feed.
• Translate operational MIS findings into finance-relevant insight — linking patient/account engagement trends back to revenue, churn, and forecasting.

5. Revenue Cycle Management and Operations:

• Guide and direct medical billing processes and revenue cycle management activities.
• Collaborate with developers to enhance the functionality and efficiency of internal financial systems.

6. Reporting and Analysis:

• Deliver timely and accurate business reporting, financial metrics, and analysis.
• Monitor data trends, troubleshoot issues, and develop actionable plans to address financial challenges.
• Identify root causes of data discrepancies and implement corrective measures to ensure data integrity.

7. Process Optimization and Automation:

• Streamline financial processes and workflows to optimize key performance indicators.
• Lead efforts to automate financial reporting and business processes, driving efficiency and accuracy.
• Plan and monitor growth and expenditure rates to support strategic decision-making.

8. Collaboration and Innovation:

• Foster a culture of collaboration and innovation across internal and external teams.
• Engage with business leaders and cross-functional teams to align financial goals and priorities.
• Drive continuous improvement initiatives to enhance financial performance and operational effectiveness.

9. Investor Research & Mapping:

• Identify and evaluate potential investors (VCs, PEs, and strategic investors) aligned with B2B SaaS and healthcare technology.
• Build and maintain a structured investor database including investment thesis, ticket size, stage focus, and portfolio companies.
• Track comparable companies, market activity, and funding trends to inform fundraising strategy.

Skills

• Proven success in strategic financial planning, analysis, and decision-making in complex organizational environments.
• Extensive experience in financial reporting, analysis, modelling, and audit management.
• Exceptional analytical and problem-solving skills, capable of identifying trends, assessing risks, and developing innovative solutions.
• Excellent communication and interpersonal skills, with the ability to effectively convey complex financial concepts to stakeholders.
• Proficiency in financial management software and ERP systems, with experience in system implementation and optimization.
• Strong leadership abilities, demonstrated by the ability to build and lead high-performing teams.
• Detail-oriented with a focus on accuracy and integrity in financial reporting and analysis.

• Adaptability to fast-paced, dynamic environments and effective management of competing priorities.

Qualifications

• Minimum 6 years of progressive financial management experience, including 2 years in a leadership role overseeing financial operations.
• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field required; Master's degree preferred.
• Professional certification such as CPA (Certified Public Accountant), CFA (Chartered Financial Analyst), or equivalent strongly preferred.
• Experience with B2B product or product-services start-up preferred.
• Preferred experience in the healthcare or digital health industry.