Head – Financial Planning & Analysis – NBFC/BFSI

Clix Capital; Gurugram District; On-site; INR 1,500,000 - 2,000,000; Full time

Job summary

A leading financial services company in Gurugram seeks an experienced professional for strategic financial planning and analysis. This role involves budgeting, forecasting, and collaborating with stakeholders to optimize capital allocation. The ideal candidate has over 10 years of experience in the NBFC or BFSI sector, with strong leadership skills and proficiency in financial systems like SAP and Oracle.

Qualifications

• 10+ years of experience in FP&A, financial strategy, or similar roles, preferably in the NBFC or BFSI sector.
• Strong knowledge of NBFC-specific metrics and regulations.
• Expertise in financial modeling, forecasting, and scenario analysis.

Responsibilities

• Develop and implement budgeting and long-term financial planning processes.
• Monitor and analyze key financial metrics and prepare reports.
• Collaborate with treasury and risk management teams.

Skills

Financial modeling

Stakeholder management

Financial analysis

Budgeting and forecasting

Education

Bachelor's degree in Finance

MBA, CFA, or CA preferred

Tools

SAP

Oracle

Power BI

Tableau

Job description

Role description:

Key Responsibilities:

Strategic Financial Planning: Develop and implement robust budgeting, forecasting, and long-term financial planning processes tailored to the NBFC sector. Align financial strategies with the company's lending, asset management, and revenue goals. Conduct scenario analysis to assess the impact of market, regulatory, and credit risks.

Financial Analysis & Reporting: Monitor and analyze key financial metrics, including AUM growth, NIM, delinquencies, and cost of funds. Prepare detailed financial reports and presentations for the board, investors, and regulatory bodies. Conduct variance analysis to identify trends, risks, and opportunities for cost optimization and revenue enhancement.

Capital Management: Collaborate with the treasury and risk management teams to optimize capital allocation and funding strategies. Support decisions on debt/equity financing, securitization, and other capital market initiatives.

Stakeholder Collaboration: Partner with business unit heads to evaluate financial performance and guide decision-making. Work closely with the compliance and risk teams to ensure alignment with RBI and other regulatory guidelines.

Process Improvement & Systems Optimization: Drive the adoption of advanced tools and technologies for financial analysis and reporting. Enhance the accuracy, timeliness, and efficiency of financial processes to support scalability.

Team Leadership: Lead and mentor the FP&A team to deliver high-quality insights and actionable recommendations. Foster a culture of collaboration, innovation, and continuous learning within the team.

Key Qualifications:

• Bachelor's degree in Finance, Accounting, or a related field (MBA, CFA, or CA preferred).
• 10+ years of experience in FP&A, financial strategy, or similar roles, preferably in the NBFC or BFSI sector.
• Strong knowledge of NBFC-specific metrics, regulations (e.g., RBI guidelines), and credit risk management.
• Expertise in financial modeling, forecasting, and scenario analysis.
• Proficiency in financial systems (e.g., SAP, Oracle) and analytical tools (e.g., Power BI, Tableau).
• Excellent communication, leadership, and stakeholder management skills.