Head- Financial Planning & Analysis

Symbiosis Management Consultants; Mumbai; On-site; INR 5,000,000 - 10,000,000; Full time

Job summary

Symbiosis Management Consultants in Mumbai is seeking a senior FP&A leader to drive planning, budgeting, and strategic finance initiatives across all business units. You will own the annual budgeting process and develop long-term financial plans that align with corporate objectives.

You will coordinate monthly, quarterly, and annual forecasts, build advanced financial models, and deliver high-quality MIS reports and KPI scorecards to senior management.

Qualifications

• CA qualification required.
• 15-18 years of progressive experience in Finance, FP&A, Business Finance, or Corporate Finance.

Responsibilities

• Lead the annual budgeting process across all business units and functions.
• Develop long-term financial models and strategic financial plans.
• Coordinate monthly, quarterly, and annual forecasting activities.
• Establish planning assumptions and ensure alignment with organizational objectives.
• Design and enhance management reporting frameworks and dashboards.
• Deliver timely MIS reports to senior management and stakeholders.
• Develop KPI scorecards and business performance metrics.
• Ensure data accuracy, consistency, and reliability across reports.
• Collaborate with business leaders to support strategic initiatives and decision-making.
• Evaluate business cases, investment proposals, and expansion opportunities.
• Conduct scenario planning, sensitivity analysis, and risk assessments.
• Support mergers, acquisitions, and other strategic projects as required.
• Strengthen financial planning processes, controls, and governance mechanisms.
• Drive continuous improvement in forecasting accuracy and reporting efficiency.
• Support internal and external audit requirements related to planning and reporting.
• Lead the implementation and optimization of FP&A tools and reporting systems.
• Automate reporting and financial analysis processes where feasible.

Education

Chartered Accountant (CA)

Job description

Key Responsibilities

Financial Planning & Budgeting

• Lead the annual budgeting process across all business units and functions.
• Develop long-term financial models and strategic financial plans.
• Coordinate monthly, quarterly, and annual forecasting activities.
• Establish planning assumptions and ensure alignment with organizational objectives.

Financial Analysis & Business Performance

• Analyze business performance, revenue trends, costs, profitability, and key financial metrics.
• Provide actionable insights and recommendations for business improvement.
• Monitor financial performance against budgets and forecasts.
• Conduct variance analysis and present findings to leadership.

Management Reporting

• Design and enhance management reporting frameworks and dashboards.
• Deliver timely MIS reports to senior management and stakeholders.
• Develop KPI scorecards and business performance metrics.
• Ensure data accuracy, consistency, and reliability across reports.

Strategic Business Partnering

• Collaborate with business leaders to support strategic initiatives and decision-making.
• Evaluate business cases, investment proposals, and expansion opportunities.
• Conduct scenario planning, sensitivity analysis, and risk assessments.
• Support mergers, acquisitions, and other strategic projects as required.

Financial Control & Governance

• Strengthen financial planning processes, controls, and governance mechanisms.
• Ensure compliance with internal financial policies and external regulatory requirements.
• Drive continuous improvement in forecasting accuracy and reporting efficiency.
• Support internal and external audit requirements related to planning and reporting.

Systems & Process Improvement

• Lead the implementation and optimization of FP&A tools and reporting systems.
• Automate reporting and financial analysis processes where feasible.
• Develop advanced analytical models to improve decision support capabilities.

Qualifications

• Chartered Accountant (CA)
• 15-18 years of progressive experience in Finance, FP&A, Business Finance, or Corporate Finance.