Financial Planning & Analysis Role – IT Hexaware Technologies Limited

The Corporate Institute; Mumbai; On-site; INR 2,800,000 - 4,500,000; Full time

Job summary

The Corporate Institute in Mumbai invites applications for a senior FP&A professional to drive budgeting, forecasting, management reporting and performance analysis. The role partners with business leaders to deliver insights that improve profitability and support strategic decisions.

Ideal candidates hold CA/CMA/MBA Finance or CFA with 9–13 years in FP&A, corporate finance, or controllership and strong skills in Excel, Power BI, Tableau, and ERP tools. IT/ITeS experience is a plus.

Qualifications

• Qualified CA/CMA/MBA (Finance) or CFA equivalent.
• 9–13 years of FP&A, business finance, corporate finance, or controllership experience.
• Strong budgeting, forecasting, management reporting and financial analysis skills.
• Advanced proficiency in Excel, Power BI, Tableau, SAP/Oracle/Hyperion/Anaplan or similar tools.
• Good understanding of financial statements and business drivers.
• Experience in IT/ITeS is beneficial.

Responsibilities

• Lead annual budgeting across business units and develop long-term financial plans.
• Coordinate monthly, quarterly, and annual forecasting activities.
• Prepare monthly management reports, dashboards and KPI analyses.
• Provide actionable insights to senior leadership and support strategic initiatives.
• Partner with functional heads to understand drivers and financial impact.
• Evaluate new business opportunities, pricing models, and cost optimization projects.
• Develop and track key financial and operational KPIs and drive data-driven decisions.
• Build and maintain financial models for scenario planning and ROI analysis.

Skills

Budgeting

Forecasting

Financial analysis

Management reporting

Excel

Power BI

Tableau

Education

CA/CMA/MBA Finance/CFA

Tools

Excel

Power BI

Tableau

SAP

Oracle

Hyperion

Anaplan

Job description

Location: Mumbai MBP (Ghansoli)

Experience: 9 Years to 13 Years (Post Qualification CA / MBA)

Job Description:

Job Summary:

The FP&A senior professional is responsible for driving financial planning, budgeting, forecasting, management reporting, and business performance analysis. The role partners closely with business leaders to provide financial insights, support strategic decision-making, improve profitability, and ensure achievement of organizational goals.

Key Responsibilities:

Financial Planning & Budgeting:

• – 1. Lead the annual budgeting process across business units.
• – 2. Develop long-term financial plans and strategic forecasts.
• – 3. Coordinate monthly, quarterly, and annual forecasting activities.
• – 4. Monitor budget utilization and recommend corrective actions.

Financial Analysis & Reporting:

• – 1. Prepare monthly management reports, dashboards, and KPI analyses.
• – 2. Conduct variance analysis comparing actual results against budget and forecast.
• – 3. Analyze revenue, cost, margin, profitability, and working capital performance.
• – 4. Provide actionable insights to senior leadership.

Business Partnering:

• – 1. Partner with functional heads to understand business drivers and financial impacts.
• – 2. Support strategic initiatives, investment decisions, and business cases.
• – 3. Evaluate new business opportunities, pricing models, and cost optimization projects.
• – 4. Present financial performance and recommendations to management.

Performance Management:

• – 1. Develop and track key financial and operational KPIs.
• – 2. Monitor business performance and identify improvement opportunities.
• – 3. Support productivity enhancement and cost‑control initiatives.
• – 4. Drive data‑driven decision‑making across the organization.

Financial Modeling & Forecasting:

• – 1. Build and maintain financial models for scenario planning and sensitivity analysis.
• – 2. Perform profitability and ROI analysis for projects and investments.
• – 3. Assess risks and opportunities impacting financial performance.

Process Improvement & Controls:

• – 1. Improve FP&A processes, reporting automation, and financial systems.
• – 2. Ensure data accuracy, integrity, and compliance with company policies.
• – 3. Support implementation of BI tools and financial planning software.

Required Qualifications:

• – 1. CA, CMA, MBA (Finance), CFA, or equivalent qualification.
• – 2. 9-13 years of experience in FP&A, Business Finance, Corporate Finance, or Controllership.
• – 3. Strong knowledge of budgeting, forecasting, management reporting, and financial analysis.
• – 4. Advanced proficiency in Excel, Power BI, Tableau, SAP, Oracle, Hyperion, Anaplan, or similar tools.
• – 5. Strong understanding of financial statements and business drivers.
• – 6. Good to have experience in IT or ITeS.