Lead – Financial Planning & Analysis – Insurance Employee Forums

The Corporate Institute; Mumbai; On-site; INR 1,800,000 - 3,800,000; Full time

Job summary

The Corporate Institute in Mumbai is seeking an experienced FP&A professional to lead budgeting, forecasting, and long-range planning. You will develop financial models, monitor performance, and provide scenario analysis for strategic decisions.

Responsibilities include management reporting, KPI tracking, and partnering with leaders on investments, pricing, and profitability initiatives. This role emphasizes cross-functional collaboration and financial impact assessments.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• CA, CMA, CPA, CFA, MBA (Finance), or equivalent qualification preferred.
• 6–10+ years of FP&A, corporate or business finance experience.

Responsibilities

• Lead annual budgeting, quarterly forecasting, and long-range planning processes.
• Develop and maintain financial models to support business planning and strategic initiatives.
• Monitor performance against budget and forecast, identify variances and risks.
• Provide scenario analysis and sensitivity modeling for decisions.
• Prepare monthly management reports, dashboards, and performance reviews.
• Identify trends and opportunities for operational improvement.
• Evaluate investments, pricing strategies, and growth opportunities with business leaders.
• Support ROI analyses and capital allocation decisions.
• Drive profitability improvement initiatives across units.

Skills

Budgeting & Forecasting

Financial Modeling

Variance Analysis

Management Reporting

KPI Tracking

Education

Bachelor’s degree in Finance/Accounting/Economics

CA/CMA/CPA/CFA/MBA (Finance) preferred

Tools

ERP systems

BI & Planning tools

Job description

Key Responsibilities

Financial Planning & Forecasting

• Lead annual budgeting, quarterly forecasting, and long-range planning processes.
• Develop and maintain financial models to support business planning and strategic initiatives.
• Monitor actual performance against budget and forecast, identifying key variances and risks.
• Provide scenario analysis and sensitivity modeling for business decisions.

Business Performance Management

• Analyze revenue, profitability, operating expenses, and key business drivers.
• Prepare monthly management reports, dashboards, and performance reviews.
• Identify trends, opportunities, and areas for operational improvement.
• Track and report key financial and operational KPIs.

Strategic Finance & Decision Support

• Partner with business leaders to evaluate investments, pricing strategies, and growth opportunities.
• Support business cases, ROI analysis, and capital allocation decisions.
• Assist leadership with strategic planning and financial impact assessments.
• Drive profitability improvement initiatives across business units.

Reporting & Stakeholder Management

• Prepare presentations and financial insights for senior leadership and board reviews.
• Collaborate with Accounting, Commercial, Operations, HR, and other functional teams.
• Ensure consistency and accuracy of financial data and reporting.

Process Improvement & Systems

• Enhance financial planning processes, reporting automation, and forecasting accuracy.
• Leverage ERP, BI, and planning tools to improve efficiency and decision-making.
• Support implementation and optimization of FP&A systems and reporting frameworks.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• CA, CMA, CPA, CFA, MBA (Finance), or equivalent qualification preferred.
• 6-10+ years of experience in FP&A, Corporate Finance, Commercial Finance, or Business Finance roles.
• Experience in high-growth, multinational, technology, consumer, manufacturing, or services environments preferred.