Lead - Finance (FP&A)

Institute of Management Accountants, Inc.; India; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

Medline Industries LP seeks a Lead - Finance (FP&A) to oversee reporting for Europe (EMEA) and provide international support. The role focuses on timely, accurate financial reporting, dashboards, and management packs, while mentoring a small analyst team in a GCC/shared services setup.

Responsibilities include month-end close, CFO decks, data governance, and ensuring consistency across Oracle PBCS/EPBCS, Power BI, and related systems.

Qualifications

• Experience leading a team in financial reporting, GAAP processes, and close cycles.
• Ability to manage multiple regions and stakeholders in a shared services/GCC setup.
• Strong technical accounting knowledge and proficiency with ERP/reporting tools.

Responsibilities

• Lead and develop a team of analysts, assign deliverables, and conduct performance reviews.
• Oversee timely preparation of monthly, quarterly, and annual financial reports and CFO decks.
• Review outputs for quality, accuracy, and adherence to reporting standards.
• Support month-end, quarter-end, and year-end close activities and governance.
• Coordinate reporting inputs with onshore/offshore stakeholders and drive timely closures.
• Identify opportunities for automation and process improvements in reporting.

Skills

Team Leadership

Financial Reporting

Cross-functional collaboration

Excel & PowerPoint

Analytics & dashboards

Process improvement

Education

CA/CMA or MBA

7-10 years post-qualification experience

Tools

QAD

Power BI

Oracle PBCS/EPBCS

Power Query/Power Pivot

Job description

Lead - Finance (FP&A)

We are looking for an experienced Lead - FP&A for the Reporting function supporting Medline Europe (EMEA), with additional support to international teams as required. The ideal candidate will be responsible for managing recurring reporting activities, coordinating reporting transitions, and ensuring timely and accurate delivery of financial reports, dashboards, and management reporting requirements while mentoring a small team of analysts. This role is focused on reporting operations, governance, process improvements, and stakeholder coordination within a shared services/GCC environment.

Responsibilities

• Team Leadership:
  • Manage and develop a team of analysts, guiding their growth and ensuring delivery of high-quality work.
  • Allocate and monitor team deliverables to ensure timely completion of reporting activities.
  • Set clear objectives for the team, provide regular feedback, and support capability development.
  • Conduct performance reviews and support team engagement and collaboration.
  • Serve as backup for the reporting manager and support other team members when required.
• Financial Reporting:
  • Ensure timely and accurate preparation of recurring financial reports including monthly, quarterly, and annual reporting deliverables.
  • Oversee preparation of CFO decks, flash reports, dashboards, KPI trackers, and management reporting packs.
  • Review reporting deliverables prepared by team members to ensure quality, accuracy, and adherence to reporting standards before sharing with onshore stakeholders.
  • Support month-end, quarter-end, and year-end reporting activities.
  • Support management reporting and GAAP reporting activities through Oracle PBCS /EPBCS and related reporting systems.
  • Ensure consistency, completeness, and governance of financial data across reports and systems.
• Reporting Support & Coordination:
  • Work closely with onshore stakeholders to support recurring reporting requirements and reporting timelines.
  • Support transition of reporting activities from onshore or other teams into the GCC/shared services environment.
  • Coordinate with cross-functional teams for reporting inputs, issue resolution, and timely closure of deliverables.
  • Maintain reporting documentation, SOPs, trackers, and process notes.
• Process Improvement:
  • Continuously evaluate and improve reporting processes to enhance efficiency, standardization, and accuracy.
  • Identify opportunities for automation and simplification using reporting and analytics tools.
  • Support implementation of process improvements and reporting enhancements.
• Stakeholder Management:
  • Develop and maintain effective relationships with onshore and offshore stakeholders.
  • Understand reporting requirements, manage expectations, address operational concerns, and escal a?
  • Ensure effective communication and coordination across teams and geographies.
• Ad Hoc Reporting Support:
  • Support ad-hoc reporting requests, data requirements, and operational analysis from stakeholders.
  • Respond to queries from onshore business partners in an accurate and timely manner.

Skills and Experience

• Experience working cross-functionally and collaboratively in a global organization.
• At least 2 years of experience managing a team.
• 7-10 years of experience in financial reporting, finance operations, or reporting support roles.
• Experience in shared services/GCC environment preferred.
• Strong technical accounting skills and practical understanding of accounting principles and reporting processes.
• Strong skills in MS Office applications including advanced Excel and PowerPoint.
• Advanced skill level in Microsoft Excel including Power Query and Power Pivot.
• Experience working with ERP systems, preferably QAD.
• Hands-on experience or working knowledge of Oracle PBCS / EPBCS.
• Exposure to Power BI, Alteryx, dashboards, and reporting automation tools preferred.
  Strong analytical, organizational, and coordination skills.
• Continuous improvement mindset with focus on process efficiency and reporting governance.
• Flexible and collaborative team player.

Educational Qualifications

• CA/CMA or MBA from a reputed institute.
• 7-10 years of relevant post-qualification experience.
• Hands-on experience with Oracle PBCS / ERP systems / Power BI / reporting tools preferred.

About Medline India

Medline India was setup in 2010 in Pune, primarily as an offshore Development centre and to augment resources for Medline Industries LP headquartered in Chicago, USA. We are a 1500+ strong and growing team of technology, finance & and business support professionals who support our businesses worldwide towards a mission to make healthcare run better. We are proud to be certified as a ‘Great Place to Work’ by the Great Place to Work Institute® (India) for the duration May 2023 - May 2024. We are an organization with a conducive work environment, ample opportunities to learn, contribute and grow with a highly empowered & engaged team. We encourage our people to share their best ideas and create new opportunities for our customers and ourselves to work together to solve today’s toughest healthcare challenges.

About Medline Industries, LP

Established in 1966, Medline Industries LP is a renowned global healthcare organization boasting 56 years of consecutive sales growth, exceeding $21 billion in annual sales. With a workforce of over 36,000 professionals spread across the globe, we operate in more than 125 countries and territories. As the largest privately held manufacturer and distributor of medical supplies in the United States, Medline is uniquely positioned to offer comprehensive products, education, and support across the continuum of care. At present, Medline Industries, LP holds the esteemed position as the #1 market leader, delivering an extensive portfolio of over 550,000 medical products and clinical solutions. Our clientele includes hospitals, extended care facilities, surgery centres, physician offices, home care agencies, providers, and retailers. We are proud to be recognized by Forbes as one of America’s Best Large Employers and Best Employers for Women. Additionally, the Chicago Tribune has consistently named us a Top Workplace for the past 12 years.