Lead Financial Planning & Analysis

Generali Central Life Insurance; Mumbai; On-site; INR 3,500,000 - 6,000,000; Full time

Job summary

Generali Central Life Insurance in Mumbai seeks a Lead - FP&A to guide strategic planning, budgeting and performance reviews. You will own quarterly Board decks and senior stakeholder communications.

Key responsibilities include monthly topline analysis, P&L oversight, variance analysis, and cross-functional collaboration to optimize resource allocation. 12–15 years in finance/strategy preferred; insurance domain is a plus.

Qualifications

• 12–15 years of experience in business planning, financial analysis, or strategy roles.
• Proven experience in handling senior stakeholder communications and board-level reporting.
• Strong exposure to insurance, financial services, or related industries.

Responsibilities

• Lead monthly topline analysis and performance reviews with CEO , FP&A Head, CFO and Regional Office.
• Own the preparation and presentation of company-level P&L, premium MIS, and market positioning reports.
• Drive strategic insights through variance analysis (Actual vs Budget vs Prior) across channels and functions.
• Oversee quarterly forecasts and annual budgeting cycles in collaboration with Finance and Business Heads.
• Ensure alignment of financial plans with business goals and market dynamics.
• Provide strategic inputs to optimize resource allocation and cost efficiency.
• Lead competitive benchmarking and market analysis to support strategic decision-making.
• Present actionable insights to senior leadership for business growth and positioning.
• Own the development of quarterly Board decks for CFO and CEO, ensuring accuracy, clarity, and strategic relevance.
• Collaborate with cross-functional teams to gather inputs and align messaging.
• Mentor and guide the Business Planning team, ensuring timely delivery and quality output.

Job description

We are hiring for Lead - FP&A based at Mumbai. Job requirement as below:

1. Strategic Planning & Business Performance

• Lead monthly topline analysis and performance reviews with CEO , FP&A Head, CFO and Regional Office.
• Own the preparation and presentation of company-level P&L, premium MIS, and market positioning reports.
• Drive strategic insights through variance analysis (Actual vs Budget vs Prior) across channels and functions.

2. Budgeting & Forecasting

• Oversee quarterly forecasts and annual budgeting cycles in collaboration with Finance and Business Heads.
• Ensure alignment of financial plans with business goals and market dynamics.
• Provide strategic inputs to optimize resource allocation and cost efficiency.
• Lead competitive benchmarking and market analysis to support strategic decision-making.
• Present actionable insights to senior leadership for business growth and positioning.
• Own the development of quarterly Board decks for CFO and CEO, ensuring accuracy, clarity, and strategic relevance.
• Collaborate with cross-functional teams to gather inputs and align messaging.

5. Leadership & Stakeholder Management

• Mentor and guide the Business Planning team, ensuring timely delivery and quality output.

Looking for:

• 12–15 years of experience in business planning, financial analysis, or strategy roles
• Proven experience in handling senior stakeholder communications and board-level reporting
• Strong exposure to insurance, financial services, or related industries