Lead,Financial Planning & Analysis-FP&A

N Human Resources & Management Systems; Bengaluru Urban; Hybrid; INR 1,500,000 - 2,100,000; Full time

Benefits offered by this job

Health insurance for employee and deps

Hybrid work arrangements based in Beng

Opportunity to build FP&A function

Job summary

N Human Resources & Management Systems in Bengaluru is seeking a Lead, Financial Planning & Analysis (FP&A). This high-visibility role partners with the CEO to deliver financial intelligence that drives growth and strategic decisions across the organization.

The Lead FP&A owns end-to-end planning—from annual budgeting to rolling forecasts and performance management—delivering insights, identifying risks, and telling a coherent financial story to leadership.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA/CA/CMA strongly preferred.
• 6–10 years FP&A experience, with at least 2 years in a lead or senior role.
• Experience with C-suite presentations and CEO/Board-level reporting.

Responsibilities

• Own annual budgeting and multi-year forecasts across units.
• Build and maintain integrated three-statement models (P&L, balance sheet, cash flow).
• Develop scenario models to support strategic planning and capital allocation.
• Lead monthly/quarterly forecast refresh with practice heads and leads.
• Prepare dashboards and board-level reports with clear narratives.

Skills

Financial modelling

Executive communication

C-suite collaboration

Excel

Power BI

ERP systems

Dynamics / SAP familiarity

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

MBA (Finance) or CA / CMA preferred

Tools

Microsoft Dynamics

SAP

GreytHR

Power BI

Job description

N Human Resources & Management Systems | Full time

Bangalore North, India | Posted on 03/27/2026

Reports To

Chief Executive Officer (CEO)

Function

Finance / Strategic Planning

Employment Type

Full-Time, Permanent

Position Summary

The Lead, Financial Planning & Analysis (FP&A) is a high-visibility, high-impact role designed for a finance professional who combines sharp analytical skills with strong business acumen and executive communication ability. This role is a direct strategic partner to the CEO , providing financial intelligence that drives growth and operational decisions across the organisation.

The Lead FP&A will own firm’s end-to-end planning cycle — from annual budgeting through rolling forecasts and real-time performance management. Beyond modelling, this role is expected to generate insights, surface risks proactively, and tell a coherent financial story to leadership. The right candidate thinks like a business operator, models like a finance professional, and communicates like a trusted advisor.

Key Responsibilities

• Own the annual budgeting process and multi-year financial forecasts across all business units and service lines.
• Build, maintain, and continuously refine integrated three-statement models (P&L, balance sheet, cash flow).
• Develop and maintain scenario models (base, upside, downside) to support strategic planning and capital allocation decisions.
• Drive the monthly and quarterly forecast refresh process in partnership with practice heads and department leads.

CEO & Executive Partnering

• Serve as the primary financial advisor and analytical partner to the CEO on business performance, investments, and strategic initiatives.
• Prepare and present weekly, monthly, and quarterly financial dashboards and board-level reports with clear, actionable narratives.
• Translate financial data into business stories — identifying trends, red flags, and growth levers ahead of the curve.
• Support the CEO in evaluating new service lines, partnerships, M&A opportunities, and financing scenarios.

Business Performance Management

• Define, track, and report on KPIs across Sales, Delivery, and Operations aligned to Firm’s business objectives.
• Lead variance analysis (actuals vs. budget vs. forecast) with root-cause commentary and recommended corrective actions.
• Partner with Sales and Delivery heads to develop business cases, project profitability analyses, and client investment decisions.
• Drive headcount planning and cost efficiency analysis in close collaboration with HR and COO.
• Own the management reporting calendar and ensure timely, accurate delivery of all financial reports.
• Lead the evaluation and adoption of FP&A tools or dashboarding platforms to improve speed and quality of financial insights.
• Establish scalable processes, data standards, and governance frameworks as the firm grows.
• Liaise with the statutory accounting team to ensure alignment between management accounts and audited financials.

Requirements

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related discipline; MBA (Finance) or CA / CMA qualification strongly preferred.
• 6-10 years of progressive FP&A experience, including at least 2 years in a lead or senior role.
• Demonstrated track record of working directly with C-suite leaders, including preparing and delivering CEO/Board-level presentations.
• Advanced financial modelling skills — three-statement models, DCF, scenario analysis, sensitivity tables, and unit economics.
• High proficiency in Microsoft Excel; working knowledge of Power BI or similar BI tools.
• Familiarity with ERP systems (Microsoft Dynamics, SAP, or similar); experience with GreytHR or analogous platforms is an advantage.
• Strong command of Indian accounting standards, GST, and statutory compliance requirements relevant to a technology services business.
• Excellent written and verbal communication — able to distil complex analysis into sharp, executive-ready narratives.

Preferred Qualifications

• Prior experience in an IT services, software, or technology organisation.
• Exposure to project-based or professional services revenue models (time-and-material, fixed-price, retainer).
• Familiarity with Microsoft Power BI, Power Apps, or the broader Microsoft ecosystem (relevant given Firm’s Microsoft partnership heritage).
• Track record of building or scaling FP&A processes in a growing mid-sized company.

What you bring

• Strategic Thinking
• Executive Presence
• Analytical Rigour
• Influence Without Authority
• Ownership Mindset

What We Offer

• A strategic seat alongside the CEO — your analysis will directly shape company decisions.
• Competitive fixed compensation commensurate with experience, plus performance-linked variable pay.
• Comprehensive health insurance for employee and dependants.
• Flexible/hybrid work arrangements based in Bengaluru.
• Opportunity to build and own the FP&A function in a fast-growing technology organisation.
• Collaborative leadership culture with direct access to the founding and senior management team.