IT Finance & Planning Manager

FinOps Weekly; Bengaluru; Hybrid; INR 4,000,000 - 6,000,000; Full time

Benefits offered by this job

Hybrid work arrangement

Work location: Bangalore

Job summary

FinOps Weekly in Bengaluru is seeking an IT Finance and Planning Manager to lead financial planning, forecasting, and governance across the IT portfolio. You’ll partner with IT leaders and stakeholders to shape investment strategy, improve transparency, and drive cost optimization.

You will act as a financial advisor to senior leadership, deliver scenario analyses, and support governance with cross-functional teams, ensuring robust financial controls and insightful reporting.

Qualifications

• Bachelor’s degree or higher in finance, accounting, or a related field.
• 12+ years of FP&A, budgeting, forecasting, portfolio finance, or related leadership roles in global organizations.
• Experience leading annual operating plans and multi-year financial planning.
• Proven ability to advise senior leadership on investments, ROI, and cost optimization.
• Experience building finance processes, controls, and automation in complex matrices.

Responsibilities

• Lead annual operating plan, budget, forecast cycles, and long-range planning for IT.
• Establish planning guidelines, standards, targets, and financial calendar.
• Advise IT leadership on investment trade-offs, ROI, and affordability.
• Monitor financial performance across IT portfolio, incl. variance and risk.
• Partner with leaders on capex/opex planning, resource forecasting, benefits realization.
• Perform enterprise analysis and scenario planning for prioritization and cost optimisation.

Skills

Financial planning

Forecasting

Financial modelling

Excel

ERP (SAP/Oracle/Workday)

Power BI

Stakeholder management

Strategic thinking

Education

MBA

CPA/CMA/CFA

Tools

SAP

Oracle

Workday

Power BI

Tableau

Alteryx

Anaplan

Adaptive Planning

Job description

## Job Description## About the RoleThe IT Finance and Planning Manager will support the technology organization by leading financial planning, forecasting, and governance across the IT portfolio. This role partners with IT leaders and business stakeholders to shape investment strategy, improve financial transparency, and strengthen operational effectiveness across technology spend.A key part of the role is serving as a financial advisor to senior leadership. You will provide analysis and guidance on investment prioritization, funding options, business cases, total cost of ownership, ROI, and affordability, helping leaders make informed decisions about where technology spend should be directed, reduced, or reallocated.This position also owns financial performance management for the IT portfolio, including planning, reporting, variance analysis, forecast accuracy, and risk management. In addition, it supports portfolio, program, and project leaders with capital and operating expense planning, resource forecasting, benefits realization, and financial governance.## Key Responsibilities– Lead the annual operating plan, budget, forecast cycles, and long-range financial planning for the IT organization. – Establish planning guidelines, standards, targets, and the financial calendar for IT financial management. – Advise IT leadership on investment trade-offs, funding alternatives, business cases, total cost of ownership, ROI, and affordability. – Monitor and manage financial performance across the IT portfolio, including monthly results, forecast accuracy, variance drivers, and financial risk exposure. – Partner with portfolio, program, and project leaders on capital and operating expense planning, resource forecasting, benefits realization, and governance. – Perform enterprise-level analysis and scenario planning to support prioritization, resource allocation, cost optimization, and multi-year strategy. – Improve financial governance, controls, policies, and reporting standards in line with corporate financial policy and audit requirements. – Work with Finance, Procurement, Sourcing, and business leaders to resolve cross-functional financial issues. – Oversee vendor and contract financial activities, including budget tracking, commitments, invoice validation, accruals, consumption analysis, and supplier reporting. – Prepare executive-level presentations, financial insights, and scenario analyses for leadership and planning discussions. – Improve the IT financial management capability through process standardization, automation, stronger analytics, and coaching.## Required Skills– Bachelor’s degree or higher. – 12+ years of experience in financial planning and analysis, budgeting, forecasting, portfolio financial management, technology finance, or related finance leadership roles in complex global organizations. – Experience owning annual operating plan, budget, and forecast cycles for a large function, portfolio, or business unit. – Experience serving as a trusted financial advisor to senior leadership and influencing investment prioritization, funding decisions, cost optimization, and multi-year planning. – Strong expertise in financial modelling, scenario analysis, business case development, capital and operating expense management, project and portfolio accounting, benefits realization, and financial controls. – Experience building or maturing financial processes, policies, controls, reporting frameworks, and automation in a complex matrixed organization. – Advanced proficiency in Excel, ERP platforms such as SAP, Oracle, or Workday, and financial planning and analytics/reporting tools. – Ability to translate complex financial data into executive-ready insights. – Executive presence, negotiation and advisory skills, strategic thinking, structured problem-solving, stakeholder influence, and coaching ability.## Preferred Skills– MBA, CPA, CMA, CFA, or equivalent professional qualification. – Experience supporting large-scale ERP, cloud, infrastructure, cybersecurity, M&A, or digital transformation programs from a financial planning and governance perspective. – Experience with Power BI, Tableau, Alteryx, Anaplan, Adaptive Planning, or similar tools. – Knowledge of vendor financial governance, software licensing economics, contract financial management, and technology investment lifecycle management. – Experience leading financial planning processes across a global, matrixed organization with regional requirements.## Cloud Platforms & Technologies### ERP Platforms – SAP – Oracle – Workday### Analytics & Planning Tools – Excel – Power BI – Tableau – Alteryx – Anaplan – Adaptive Planning## Benefits– Competitive pay and benefits are benchmarked regularly against comparable companies. – Work location: Bangalore. – Hybrid work arrangement.## Why You Might Be InterestedThis role offers the opportunity to influence how technology investments are planned, governed, and prioritized across a large IT portfolio. It combines strategic financial leadership with cross-functional partnership, executive reporting, and hands-on governance responsibilities. The position is well suited to someone who enjoys turning complex financial data into clear recommendations for senior leaders. It also provides the chance to help strengthen financial processes and capabilities within a global, matrixed organization.