Manager, Financial Planning and Analysis

Lever, Inc.; India; Remote; INR 1,700,000 - 2,800,000; Full time

Benefits offered by this job

Fully remote in India

High-impact role

AI tools for dashboards

Executive reporting to leadership

Professional growth opportunities

Job summary

Lever, Inc. is seeking a Manager, Financial Planning and Analysis based in India to drive forecasting, budgeting, and strategic insights in a fast-growing tech environment.

You will build and maintain financial models, monitor KPIs, analyze variances, and present executive dashboards. The role emphasizes independent work, prioritization, and collaboration with global teams while leveraging AI-enabled tools to improve reporting and decision making.

Qualifications

• Strong financial modeling and Excel skills.
• Experience building dashboards and reporting tools.
• Ability to translate complex data into actionable recommendations.

Responsibilities

• Maintain and enhance detailed financial models for forecasting and budgeting.
• Update payments dashboards and models, leveraging AI tools.
• Analyze variances and drivers between actuals and forecasts.
• Prepare monthly, quarterly, and annual financial reports for leadership.

Skills

Financial modeling

Excel proficiency

Executive presentation

ERP systems

AI dashboards

Education

Bachelor's degree in Finance/Economics

MBA/CFA/CA preferred

Tools

HubSpot

Stripe

Rillet

Claude

Job description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Manager, Financial Planning and Analysis based in India.

This is an analytical FP&A role supporting financial planning, forecasting, reporting, and strategic decision-making in a fast-paced, growth-oriented environment.
You will build and maintain financial models that help leadership understand performance, plan for the future, and evaluate business scenarios.
The role combines detailed financial analysis with executive-level reporting and actionable business insights.
You will monitor KPIs, investigate variances, identify trends, and help uncover opportunities for cost optimization and operational efficiency.
You will also contribute to dashboards and financial tools, including AI-enabled solutions, to improve visibility and reporting efficiency.
The position requires someone who is comfortable working independently, managing competing priorities, and turning complex financial information into clear recommendations.
It is an opportunity to have meaningful influence on business performance while working remotely with a global organization.

Accountabilities

• Maintain and enhance detailed financial models supporting forecasting, budgeting, and long-term financial planning.




• Maintain and update payments dashboards and financial models, including leveraging AI tools where appropriate.




• Analyze actual financial performance against forecasts and budgets, identifying significant variances and underlying drivers.




• Monitor financial and operational trends and translate findings into actionable business insights.




• Prepare and present monthly, quarterly, and annual financial reports for leadership and other key stakeholders.




• Support scenario planning, financial modeling, and ad hoc analysis for strategic and operational decision-making.




• Monitor expenses and identify opportunities for cost optimization, efficiency improvements, and stronger financial performance.




• Track and report key performance indicators (KPIs) relevant to overall business performance.




• Ensure the accuracy, consistency, and integrity of financial data across systems, models, and dashboards.




• Develop executive-ready presentations and communicate financial insights clearly to senior stakeholders.




• Support continuous improvement of FP&A processes, reporting tools, dashboards, and analytical methodologies.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related discipline.




• 2–5 years of experience in financial planning and analysis, budgeting, corporate finance, or a closely related field.




• Strong financial modeling and analytical skills, including advanced proficiency in Excel.




• Strong PowerPoint skills with the ability to create clear, concise, executive-level presentations.




• Experience working with financial software, ERP systems, reporting tools, and AI-enabled productivity solutions.




• Experience with Claude or Claude Code, particularly for building or maintaining dashboards, is preferred.




• Strong analytical and problem-solving abilities with exceptional attention to detail.




• Ability to interpret financial results, identify trends and variances, and translate analysis into practical recommendations.




• Strong written and verbal communication skills, with the ability to present financial information effectively to different audiences.




• Ability to work independently, prioritize competing demands, and deliver accurate work in a fast-paced environment.




• A proactive, resourceful, and results-oriented approach to problem solving.




• An MBA, CFA, or CA qualification is an advantage.




• Previous experience in SaaS, CRM platforms such as HubSpot, or financial technologies including Stripe and Rillet is a plus.

Benefits

• Fully remote position based in India.




• Full-time opportunity within a growing, technology-focused organization.




• High-impact role with direct exposure to financial planning, business performance, and strategic decision-making.




• Opportunity to work with modern financial technology and AI tools, including dashboard-building solutions.




• Exposure to forecasting, budgeting, scenario planning, KPI management, and executive reporting.




• Opportunity to influence cost optimization and operational efficiency initiatives.




• Collaborative environment with strong emphasis on ownership, urgency, excellence, and resourcefulness.




• Opportunity for professional growth in a dynamic, fast-paced business environment.




• Inclusive workplace committed to equal employment opportunity.




• Workplace accommodations available throughout the selection process where required.