Financial Planning and Analysis (FP&A) Manager

Institute of Management Accountants, Inc.; India; On-site; INR 1,800,000 - 2,400,000; Full time

Job summary

Institute of Management Accountants, Inc. is seeking a Financial Planning and Analysis (FP&A) Manager to lead budgeting, forecasting, and financial modeling.

The role partners with senior leadership to provide forward-looking insights and drive strategic decisions. The successful candidate will manage monthly analyses, develop dashboards, and support pricing strategies and capital investments, while ensuring accuracy and timeliness in reporting to the CFO and Finance Director.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 5–10 years of FP&A, corporate finance, or management reporting.
• Strong analytical and quantitative skills.
• Advanced Excel; financial modeling; BI tools and ERP experience.
• Excellent communication and presentation skills.
• Ability to work under pressure and manage multiple priorities.

Responsibilities

• Lead budgeting and forecasting processes across departments.
• Develop rolling forecasts and monitor variances.
• Perform profitability analysis and KPI reporting.
• Build ROI models and scenario analyses for projects.
• Prepare monthly dashboards and senior management presentations.
• Collaborate with business units to advise on financial implications.

Skills

Analytical skills

Quantitative skills

Communication skills

Time management

Problem solving

Education

Bachelor's degree in Finance/Accounting/Economics

CMA/CA/CPA or MBA preferred

Tools

Power BI

Tableau

SAP

Oracle

Job description

Financial Planning and Analysis (FP&A) Manager

Job Title: Financial Planning and Analysis (FP&A) Manager

Department: Finance

Reports to: Chief Financial Officer / Finance Director

Job Purpose: The FP&A Manager is responsible for budgeting, forecasting, financial modeling, and analysis to support strategic decision-making. This role ensures financial health through accurate planning, insightful reporting, and deep business performance analysis. The FP&A Manager acts as a key business partner to senior leadership by providing forward-looking financial insights.

Key Responsibilities

1. Budgeting & Forecasting:

• Lead the annual budgeting process and periodic forecasts in collaboration with various departments.
• Develop rolling forecasts to reflect business changes and market conditions.
• Monitor variances against budget and suggest corrective actions.

2. Financial Analysis:

• Analyze monthly, quarterly, and annual financial performance.
• Perform variance analysis (actual vs. budget/forecast) with commentary on key drivers.
• Support management with profitability analysis, cost control, and financial KPIs.

3. Strategic Planning & Decision Support:

• Provide financial insights and support for strategic initiatives, pricing strategies, new product launches, and capital investments.
• Build business cases, ROI models, and scenario analysis for key projects.

4. Management Reporting:

• Prepare monthly dashboards and presentations for senior management.
• Develop and improve internal reporting tools to aid performance tracking and decision-making.

5. Business Partnering:

• Collaborate with department heads and business units to understand financial implications of operational decisions.
• Challenge assumptions and drive accountability on financial targets.

6. Process Improvement & Systems:

• Improve forecasting and reporting processes for greater efficiency and accuracy.
• Support implementation or enhancement of financial systems (e.g., ERP, BI tools).

Qualifications and Skills

• Bachelor's degree in Finance, Accounting, Economics, or related field (CMA, CA, CPA, or MBA preferred).
• 5-10 years of relevant experience in FP&A, corporate finance, or management reporting.
• Strong analytical and quantitative skills.
• Advanced Excel and financial modeling expertise; experience with BI tools (e.g., Power BI, Tableau) and ERP systems (e.g., SAP, Oracle) preferred.
• Excellent communication and presentation skills.
• Ability to work under pressure, meet deadlines, and manage multiple priorities.

Key Competencies

• Financial acumen and business insight
• Attention to detail and accuracy
• Strategic thinking and problem-solving
• Stakeholder management and influencing skills
• Proactive mindset and continuous improvement orientation