Manager - Financial Reporting and Forecasting (Global Capability Hub)

Fidelity International; Gurugram District; On-site; INR 2,600,000 - 3,800,000; Full time

Job summary

Fidelity International in Gurgaon seeks a senior finance professional to lead end-to-end Revenue, Sales, and AUM reporting within an Asset Management environment. You will drive forecasting, planning, and business insight with global stakeholders, strengthening reporting frameworks and automation.

You will partner with Finance, Distribution, and Business teams to deliver accurate, forward-looking analysis and strategic support for decision-making.

Qualifications

• Chartered Accountant (CA), MBA, or equivalent qualification.
• 7-10 years of experience in FP&A, Business Finance, or Commercial Finance.
• Asset Management or Investment Management experience preferred.

Responsibilities

• Revenue, Sales & AUM reporting ownership end-to-end.
• Lead month-end, quarter-end, and budgeting reporting activities.
• Deliver insightful management information and performance analysis.
• Partner with Finance and Business teams on revenue, sales, and AUM forecasting.
• Support annual planning, budgeting, and forecasting cycles.
• Analyze revenue drivers including market movements and client activity.

Skills

FP&A reporting

Revenue & AUM reporting

Forecasting & analytics

Budgeting

Stakeholder management

Education

CA or MBA or equivalent

Tools

Anaplan

Oracle

Job description

Manager - Business Finance

About the Opportunity

Job Type: Permanent

Application Deadline: 09 October 2026

Job Description Title: Manager - Global Capability Hub

Department: Global Capability Hub (GCH)

Location: Gurgaon

Level: 5

About Fidelity International We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our team and feel like you’re part of something bigger.

Department Description

Global capability hub team is responsible for providing financial analysis, information, forecasting and insight to senior leaders within, Technology, Operations, Investment Management and Corporate functions, as well as to the FIL board and the Global Operating Committee as a whole. The team is also responsible for corporate KPI and revenue, sales and assets reporting and for maintaining all revenue sales, assets and management accounts data globally.

Purpose of the Role

We are seeking a individual with leadership mindset to manage end-to-end Sales, Assets and Revenue reporting within an Asset Management environment. The role will combine strong system expertise (Anaplan/Oracle), deep understanding of forecasting & budgeting cycles, KPI ownership, and global stakeholder management. This role will lead a team responsible for accurate, timely, and insightful reporting while driving continuous improvement and automation across reporting frameworks.

About your role

We are seeking a commercially focused finance professional to lead Revenue, Sales, and AUM reporting while driving forecasting, planning, and business insight across the Asset Management business. This role partners closely with senior stakeholders across Finance, Distribution, and Business teams to deliver accurate reporting, forward-looking analysis, and strategic decision support.

Key Responsibilities

• Revenue, Sales & AUM Reporting Own end-to-end reporting for key business metrics including Revenue, Sales, and Assets Under Management (AUM).
• Ensure data accuracy, robust controls, and effective governance across reporting processes.
• Lead month-end, quarter-end, and budgeting reporting activities.
• Deliver insightful management information and performance analysis to support business decision-making.
• FP&A, Forecasting & Analytics Partner with Finance and Business teams on revenue, sales, and AUM forecasting.
• Support annual planning, budgeting, and forecasting cycles.
• Analyse revenue drivers including market movements, net flows, product mix, and client activity.
• Perform scenario modelling and provide forward-looking business insights.
• Deliver clear variance analysis and recommendations to stakeholders.
• Stakeholder Management & Business Partnering Collaborate with Regional Sales Leaders, Finance teams, Distribution leadership, and Technology partners.
• Present key insights and performance updates to senior management.
• Support strategic initiatives, business transformation, and cross-regional alignment.
• Leadership & Continuous Improvement Work collaboratively across global and regional teams to deliver business outcomes.
• Foster a culture of accountability, continuous improvement, and automation.
• Contribute to building reporting and analytical capability within the team.

About You

Chartered Accountant (CA), MBA, or equivalent qualification. 7-10 years of experience in FP&A, Business Finance, or Commercial Finance. Asset Management or Investment Management experience preferred.

Strong understanding of: Revenue and AUM drivers Financial planning and forecasting Sales and distribution performance reporting Management reporting and business analytics Experience partnering with senior global stakeholders and influencing business decisions.

Feel rewarded

Feel rewarded For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work - finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

Experience Level

Senior Level