Lead – Business Finance – CA Karess Consultants

The Corporate Institute; Bengaluru; On-site; INR 4,000,000 - 8,000,000; Full time

Job summary

The Corporate Institute seeks a Lead FP&A (Business Finance) to head budgeting, forecasting, and financial reporting. You will partner with department heads, drive variance analysis, and build dashboards for senior leadership and the board.

Ideal candidates are CA qualified with proven experience leading FP&A functions, delivering insights to strategic decisions, and ensuring internal controls and compliance with accounting standards.

Qualifications

• CA qualification; cleared in First/Second attempt only.
• Experience leading FP&A functions and driving budgeting, forecasting, and reporting.

Responsibilities

• Financial Planning: Lead the annual operating budget and department-wise budgeting.
• Financial Analysis: Conduct in-depth analysis including KPI trends, ratios, and scenario planning.
• Forecasting and Reporting: Develop rolling forecasts and prepare dashboards and reports for senior leadership and boards.

Skills

Financial planning

Forecasting

Budgeting

Financial analysis

Management reporting

Variance analysis

Stakeholder management

Education

Chartered Accountant (CA)

Job description

Role Overview:

The Lead FP&A (Business Finance) is responsible for leading the financial planning and analysis function of the organization, including budgeting, forecasting, financial reporting, and process improvement. The role involves collaborating with department heads, conducting in-depth financial analysis, and providing insights to support strategic decision-making.

Qualification:

• CA qualified candidates cleared in First/Second attempt only

Job Responsibilities:

Financial Planning:

• Lead the annual operating budget and ensure department-wise budgets are set at the beginning of the year.
• Collaborate with department heads and business leaders to gather inputs and assumptions for budgeting and forecasting processes.
• Monitor and analyse budget performance, identifying areas of variance and providing recommendations for corrective actions.

Financial Analysis:

• Conduct in-depth financial analysis to support decision-making, including trend analysis, cost-benefit analysis, scenario modelling, and sensitivity analysis.
• Provide insights into business performance by analysing key performance indicators (KPIs), financial ratios, and other relevant metrics.

Forecasting and Reporting:

• Develop accurate and timely financial forecasts, including rolling forecasts, to help the organization adapt to changing market conditions and business dynamics.
• Prepare comprehensive financial reports, presentations, and dashboards for senior leadership, the board of directors, and external stakeholders.
• Ensure the accuracy and integrity of financial data, maintaining strong internal controls and compliance with accounting standards.
• Provide financial insights and recommendations to support strategic decision-making at various levels of the organization.