Financial Planning and Analysis Manager

Emeritus; Mumbai; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Emeritus is seeking a Manager - FP&A to partner with leadership in overseeing financial planning, performance reporting, and finance operations for IBC. You will drive budgeting, forecasting, and management reporting, coordinate with JV entities and outsourced accounting partners, and deliver decision-support insights to leadership.

The ideal candidate will have strong financial and accounting expertise, advanced Excel skills, and the ability to operate in a dynamic, multi-stakeholder

Qualifications

• Bachelor's degree in commerce, finance, or a related discipline.
• CA Inter, CA Finalist, or MBA (Finance) preferred.
• 5–8 years of FP&A, management reporting, or related experience.
• Strong accounting knowledge including GST and TDS compliance.
• Advanced Excel skills with financial modeling and dashboards.
• Experience with ERP systems and outsourced accounting partners.
• Proven ability to present executive-level financial reports.

Responsibilities

• Own and prepare monthly MIS, management reports, dashboards, and business analysis reports.
• Support annual budgeting, periodic forecasting, and long-range financial planning processes.
• Conduct detailed variance analysis and identify drivers, risks, and opportunities.
• Develop and maintain robust reporting models and dashboards using Excel and reporting tools.
• Provide accurate, timely financial insights to support strategic decisions.
• Monitor performance against budgets, forecasts, and key financial metrics.

Skills

Advanced Excel

Financial Modeling

Stakeholder Management

Cross-functional Collaboration

Analytical Thinking

Education

CA Inter

CA Finalist

MBA (Finance)

Tools

ERP Systems

SAP/Oracle ERP

Job description

The Manager - FP&A will partner closely with the Associate Director in overseeing financial planning, business performance reporting, accounting oversight, and finance operations for IBC.

This role is critical in ensuring financial discipline, robust reporting, operational efficiency, and effective stakeholder management across the organization. The incumbent will be responsible for driving high-quality management reporting, budgeting and forecasting processes, coordinating with Joint Venture (JV) entities and outsourced accounting partners, and providing decision-support insights to leadership.

The ideal candidate should possess strong financial and accounting expertise, advanced Excel proficiency, excellent analytical capabilities, and the ability to operate effectively in a dynamic, multi-stakeholder environment.

Key Responsibilities

Financial Planning, Analysis & Management Reporting

• Own and prepare monthly MIS, management reports, financial performance dashboards, and business analysis reports.
• Support annual budgeting, periodic forecasting, and long-range financial planning processes.
• Conduct detailed variance analysis and identify key performance drivers, risks, and opportunities.
• Develop and maintain robust reporting models and dashboards utilizing advanced Excel and reporting tools.
• Provide accurate, timely, and actionable financial insights to support strategic and operational decision-making.
• Monitor organizational performance against budgets, forecasts, and key financial metrics.

Coordination & Reporting Governance

• Serve as the primary finance point of contact for all Joint Venture (JV) entities.
• Ensure timely collection, review, consolidation, and analysis of financial and operational information from JV partners.
• Drive adherence to reporting timelines, reporting standards, and governance requirements across entities.
• Coordinate with JV stakeholders to ensure consistency, completeness, and accuracy of financial reporting.

Accounting Oversight & Finance Operations

• Partner with outsourced accounting service providers to ensure timely closure of books and accuracy of financial records.
• Review financial schedules, reconciliations, and supporting documentation to ensure accounting integrity.
• Ensure compliance with accounting policies, internal controls, statutory requirements, and established financial processes.
• Support audit processes and monitor regulatory compliance, including GST, TDS, and other statutory obligations.
• Work closely with the Associate Director to ensure the efficient and smooth functioning of the finance department.

Process Excellence & Internal Controls

• Identify opportunities to enhance reporting efficiency, process effectiveness, and operational controls.
• Drive standardization and continuous improvement of finance processes, reporting frameworks, and governance mechanisms.
• Strengthen financial controls and reporting accuracy through process automation and best-practice implementation.
• Support strategic and cross-functional initiatives, as required by management.

Qualifications & Experience

• Bachelor's degree in commerce, Finance, Accounting, or a related discipline.
• CA Inter, CA Finalist, or MBA (Finance) preferred.
• 5-8 years of relevant experience in FP&A, management reporting, finance operations, accounting, or business finance roles.
• Strong understanding of accounting principles, financial statements, budgeting, forecasting, financial controls, GST, TDS, and regulatory compliance.
• Advanced proficiency in Microsoft Excel, including complex financial modeling, dashboard development, Pivot Tables, Power Query, and data analysis.
• Experience working with ERP/accounting systems and outsourced accounting service providers.
• Demonstrated experience in preparing executive-level financial reports and performance analyses.

Preferred

• Experience within higher education, professional services, consulting, or other service-oriented organizations.
• Exposure to multi-entity structures, Joint Ventures, or complex stakeholder environments.
• Experience driving process automation, reporting transformation, or finance process improvements.
• Prior experience in a growth-stage or rapidly evolving organization.
• Strong financial planning, analytical, and problem-solving skills.
• Advanced Excel and financial modeling capabilities.
• Sound accounting knowledge with a strong focus on accuracy and controls.
• Excellent stakeholder management and cross-functional collaboration skills.
• Strong communication and presentation skills with the ability to influence and engage senior stakeholders.
• High degree of ownership, accountability, and execution excellence.
• Ability to manage multiple priorities while maintaining quality and meeting timelines.
• Detail-oriented, highly organized, and capable of operating independently in a fast-paced environment.