Manager, Financial Planning & Analysis (FP&A)

FlexTrade; Pune District; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

FlexTrade Systems, Inc. is seeking an experienced FP&A Manager to lead budgeting, forecasting, and management reporting across the organization. You will partner with executives and operational teams to deliver timely financial insights and drive performance.

The role emphasizes building robust financial models, KPI development, and strategic support for capital investments, pricing, and expense management. Strong analytical skills and communication are essential.

Qualifications

• Bachelor’s degree in finance or related field.
• MBA, CA, CMA or equivalent certification preferred.
• 8–10 years of FP&A, corporate finance, or related experience.
• Experience in budgeting, forecasting, modeling, and management reporting.
• Experience partnering with business leaders and presenting financial data.

Responsibilities

• Lead annual budgeting, monthly/quarterly rolling forecasts, and long-range planning.
• Build and maintain financial models for revenue, expenses, headcount, capex, cash flow, and profitability.
• Monitor performance against budgets; identify risks and opportunities.
• Conduct scenario planning and sensitivity analyses for strategic decisions.
• Coordinate planning across functions to align with corporate objectives.
• Prepare and distribute monthly/quarterly/annual management reports.
• Analyze results, explain drivers and variances to executives.
• Develop KPIs and monitor operational metrics; present findings to leadership.

Skills

FP&A

Budgeting

Forecasting

Financial Modeling

Management Reporting

Business Partnering

Data Analysis

ERP systems

Education

MBA in Finance

CA/CMA

Tools

NetSuite

Oracle ERP

SAP

Power BI

Tableau

Job description

FlexTrade Systems

FlexTrade Systems is a provider of customized multi-asset execution and order management trading solutions for buy-side and sell-side financial institutions. Through deep client partnerships with some of the world's largest, most complex and demanding capital markets firms, we develop the flexible tools, technology and innovation that deliver our clients a competitive edge. Our globally distributed engineering teams focus on adaptable technology and open architecture to develop highly sophisticated trading solutions that can automate and scale with your business strategies.

At FlexTrade, we hold our values close to heart, with pride and gratitude, as they guide us in everything that we do. We are dedicated to giving our clients a competitive edge, taking ownership of our responsibilities, being flexible to adapt to ever changing environment and technology, bringing integrity to every interaction and we continue to improve, grow together and collaborate as one team. All of these while having Fun truly makes FlexTrade a wonderful place to work.

Position Summary

The Financial Planning & Analysis (FP&A) Manager is responsible for leading the Company’s budgeting, forecasting, management reporting, and business analysis activities. This role serves as a strategic business partner to executive leadership and operational stakeholders by delivering timely financial insights, supporting critical business decisions, and driving financial performance across the organization.

The FP&A Manager will develop financial plans, enhance reporting capabilities, and support the Company’s long-term strategic objectives. The successful candidate will demonstrate strong analytical judgment, commercial acumen, attention to detail, and the ability to communicate complex financial information clearly to finance and non-finance stakeholders.

Key Responsibilities:

Financial Planning, Budgeting, and Forecasting

• Lead the annual budgeting process, monthly/quarterly rolling forecasts, and long-range financial planning initiatives.
• Develop, maintain, and enhance financial models supporting revenue, operating expenses, headcount, capital expenditures, cash flow, and profitability projections.
• Monitor financial performance against last year, budget and forecast, identifying key trends, risks, opportunities, and corrective actions.
• Conduct scenario planning and sensitivity analyses to support strategic decision-making and resource allocation.
• Coordinate planning activities across business functions to ensure alignment with corporate objectives and planning assumptions.

Financial Reporting and Analysis

• Prepare and distribute monthly, quarterly, and annual management reporting packages.
• Analyze financial and operational results and provide clear explanations of key business drivers and variances.
• Develop, monitor, and continuously improve key performance indicators (KPIs) and operational metrics.
• Present financial results, outlooks, and recommendations to executive and senior leadership.
• Business Partnership and Strategic Support
• Partner with departmental leaders to evaluate business initiatives, investments, and operating strategies.
• Provide decision support related to hiring plans, capital investments, pricing, and expense management.
• Perform profitability, margin, customer, product, and cost analyses to improve financial performance.

Process Improvement and Financial Systems

• Identify and implement improvements to budgeting, forecasting, reporting, and analytical processes.
• Drive automation and standardization initiatives that enhance efficiency, scalability, and data integrity.
• Collaborate with Accounting, IT, and operational teams to improve financial data quality and reporting capabilities.
• Maintain clear documentation of planning processes, methodologies, assumptions, and relevant controls.

Cross-Functional Collaboration

• Partner closely with Accounting to ensure consistency between actual results, forecasts, and financial reporting.
• Support month-end and quarter-end review processes through variance analysis and management reporting.
• Serve as a trusted advisor to business leaders by translating financial data into actionable recommendations.

• Lead or participate in special projects and ad hoc financial analyses requested by senior management

Qualifications

• Bachelor’s degree in finance, Accounting, Economics, Business Administration, or a related field required.
• MBA, CA, CMA, or other relevant professional certification preferred.
• Minimum of 8-10 years of progressive experience in FP&A, corporate finance, investment banking, consulting, or a related field.
• Demonstrated experience managing budgeting, forecasting, financial modeling, and management reporting processes.
• Experience partnering with business leaders and presenting financial information to senior management.
• Prior experience in SaaS, technology, fintech, financial services, or another high-growth environment preferred.

Technical Competencies

• Advanced financial modeling, forecasting, and scenario-analysis skills.
• Strong understanding of financial statements, cash flow analysis, unit economics, and performance management.
• Advanced proficiency in Microsoft Excel and financial data analysis.
• Experience with ERP systems such as NetSuite, Oracle, SAP, Microsoft Dynamics, or comparable platforms.
• Experience with planning and business intelligence tools such as Anaplan, Workday Adaptive Planning, Pigment, Vena, OneStream, Power BI, Tableau, or comparable solutions.
• Strong data visualization, reporting, and presentation capabilities.

Key Performance Indicators

• Performance may be evaluated using the following measures, as applicable to the organization:
• Forecast accuracy and reliability.
• Budget adherence and effectiveness of variance management.
• Timeliness, accuracy, and quality of management reporting.
• Effectiveness of business partnership and decision support.
• Process efficiency improvements, standardization, and automation achievements.
• Quality of analysis supporting strategic initiatives.
• Contribution to profitability, cost optimization, cash management, and organizational growth.

Leadership Expectations

• Demonstrate ownership and accountability for financial planning and reporting activities.
• Foster a culture of continuous improvement and data-driven decision-making.
• Promote collaboration, transparency, integrity, and operational excellence across the organization.

FlexTrade does not accept unsolicited resumes from search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an authorized agreement for a particular SOW (Statement of Work) in place is hired: such resumes are deemed the sole property of FlexTrade.

FlexTrade Systems, Inc. is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other status protected by law.