Head – Finance – BFSI Good Co.

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

Job summary

The Corporate Institute is seeking an experienced FP&A leader to drive budgeting, forecasting and financial analysis across the organization. You will develop robust financial models to guide strategic decisions and partner with senior leaders to optimize profitability and growth.

You will own management reporting, MIS dashboards, and performance reviews, while mentoring a high-performing finance analytics team and ensuring timely, accurate financial data delivery.

Qualifications

• 8–10 years of relevant experience in FP&A, financial analysis, or corporate finance.
• Strong experience in financial modelling, budgeting, forecasting, variance analysis and management reporting.
• Excellent understanding of P&L, balance sheet, cash flow and key financial metrics.
• Proficiency in Excel (advanced formulas, PivotTables) and data analysis.
• Experience with BI tools and ERP systems is preferred.

Responsibilities

• Lead financial planning, budgeting, forecasting and variance analysis across the organization.
• Develop and maintain financial models to support business planning and strategic initiatives.
• Provide actionable insights from financial and operational performance to senior management.
• Prepare monthly, quarterly and annual management reports, MIS and dashboards.
• Monitor revenue, costs, profitability, cash flow and KPIs; drive cost optimization and growth opportunities.
• Partner with business, sales and operations leaders to evaluate performance and opportunities.
• Lead forecasting, scenario analysis and strategic decision support.
• Review business cases, pricing proposals and capital expenditure plans.
• Establish and improve financial reporting processes, controls and analytical frameworks.
• Lead and mentor finance analysts to build a high-performing analytics function.
• Present insights and forecasts to senior leadership; ensure accuracy and timely delivery of data.
• Support annual operating plans and long-term business plans.
• Identify financial risks and recommend corrective actions to improve profitability.

Skills

Financial analysis

FP&A

Budgeting

Forecasting

Management reporting

MS Excel

Power BI/Tableau

ERP systems (SAP/Oracle)

Leadership/mentoring

Commercial acumen

Education

Bachelor’s degree in Finance/Accounting/Economics/Business

MBA (Finance) / CA / CFA / CMA

Tools

Power BI

Tableau

SAP

Oracle ERP

Job description

Role & Responsibilities:

• Lead financial planning, budgeting, forecasting, and variance analysis across the organization.
• Develop and maintain financial models to support business planning, investment decisions, and strategic initiatives.
• Analyze financial and operational performance and provide actionable insights to senior management.
• Prepare monthly, quarterly, and annual management reports, MIS, dashboards, and business performance reviews.
• Monitor revenue, costs, profitability, cash flows, and key financial KPIs.
• Partner with business, sales, operations, and leadership teams to evaluate financial performance and identify opportunities for cost optimization and growth.
• Drive financial forecasting and scenario analysis to support strategic decision-making.
• Review business cases, pricing proposals, capital expenditure plans, and investment opportunities.
• Establish and improve financial reporting processes, controls, and analytical frameworks.
• Lead and mentor financial analysts and build a high-performing finance analytics function.
• Present financial insights, forecasts, risks, and recommendations to senior leadership.
• Ensure accuracy, integrity, and timely delivery of financial data and reports.
• Support annual operating plans, long-term business plans, and strategic initiatives.
• Identify financial risks and recommend corrective actions to improve profitability and business performance.

Preferred Candidate Profile:

• 8-10 years of relevant experience in financial analysis, FP&A, business finance, corporate finance, or a similar role.
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• MBA (Finance), CA, CFA, CMA, or equivalent professional qualification would be an advantage.
• Strong experience in financial modelling, budgeting, forecasting, variance analysis, and management reporting.
• Excellent understanding of P&L, balance sheet, cash flow, and key financial metrics.
• Strong proficiency in Microsoft Excel, including advanced formulas, PivotTables, financial modelling, and data analysis.
• Experience with Power BI/Tableau and ERP systems such as SAP, Oracle, or similar platforms is preferred.
• Strong analytical and problem-solving abilities with excellent attention to detail.
• Ability to translate complex financial data into clear business insights and recommendations.
• Strong communication and presentation skills, with the ability to interact effectively with senior management.
• Demonstrated experience in leading projects and/or managing junior analysts.
• Strong commercial acumen and understanding of business drivers, profitability, and cost management.
• Ability to work independently, manage multiple priorities, and operate effectively in a fast-paced environment.
• High level of integrity, ownership, accountability, and confidentiality when handling financial information.