Sr.Team Member - Investor Relations and FP&A

Cipla; Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Cipla is seeking a strategic finance professional in Mumbai to drive investor relations, annual planning, and cross-functional collaboration for sustainable value creation. The role emphasizes transparent investor communication, benchmarking, and robust financial analysis.

You will partner with the Investor Relations and FP&A teams to support long-term growth, manage communications with investors, and ensure adherence to SEBI guidelines while delivering insightful management reports.

Qualifications

• Qualified Chartered Accountant or MBA in Finance.
• 4-8 years of work experience.

Responsibilities

• Develop and maintain the investor relations plan and messaging.
• Analyze market and competitor information to prepare benchmarks and insights.
• Conduct cross-functional due diligence and build detailed financial models for investment opportunities.
• Ensure SEBI compliance and secretarial approvals during deal execution.
• Deliver board presentations and comprehensive performance scorecards monthly and for the year.
• Collaborate with BUs and functions to monitor costs and deliver the annual plan.
• Design the annual operating plan / budget and forecast future performance.

Education

Qualified Chartered Accountant / MBA – Finance

Job description

Job Purpose

Drive the annual planning process and sustainable value creation through process automation, strong business collaboration and actionable insights, enabling management to enhance competitive performance.

Division

Finance

Department

Corporate Finance

Sub Department 1

Investor Relations and FP&A

Job Purpose

Drive the annual planning process and sustainable value creation through process automation, strong business collaboration and actionable insights, enabling management to enhance competitive performance.
Strengthen investor confidence and support long-term sustainable growth by serving as a strategic bridge between the organization and investors through transparent communication and effective stakeholder engagement.

Key Accountabilities (1/7)

Developing and maintaining the company investor relations plan

• Perform a comprehensive competitive analysis, including financial metrics and differentiation


• Monitor performance metrics for the investor relations function


• Establish the optimum type and mix of shareholders and create that mix through targeted initiatives


• Monitor operational changes via ongoing contacts with company management and develop investor relations messages based on these changes


• Create presentations, press releases, and other communication materials for earnings releases, industry events, and presentations to analysts, brokers, and investors

Key Accountabilities (2/7)

Analyzing market and competitor information to prepare benchmarks and derive insights

• Implement benchmarking frameworks and identify/update sources for data collation and analysis


• Conduct best-in-class benchmarking for identified business units and functions

Key Accountabilities (3/7)

Conducting cross-functional due diligence on identified opportunities

• Evaluate identified opportunities by analyzing potential synergies, complementary strengths, and overall fit with the company’s needs


• Build detailed financial models to gauge valuation scenarios and risks of the investment


• Present findings to various levels of management to gain interest and deal approval

Key Accountabilities (4/7)

Ensuring compliance and secretarial approvals as per SEBI guidelines during deal execution

• Collaborate with the company secretarial team and external compliance advisors to ensure adherence to SEBI guidelines.

Key Accountabilities (5/7)

Deliver simplified & comprehensive Board Presentations on results along with detailedscorecards for the month & complete bridge vs plan to enable management identify hits and misses

• Prepare standalone & consolidated management accounts


• Collaborate with Corporate Accounts with the monthly P&L closing activities


• P&L and key performance metrics reporting


• Monthly flash on business performance (sales by BU & provisional P&L / LBE) for the Board


• Provide visibility to the leadership on the key business risks - sales, mix, costs, competition


• Enhance the quality of the investor relations material to provide better externalcommunication

Key Accountabilities (6/7)

Partner with BUs and Functions to achieve cost management and delivery of annual plan

• Holding actual vs budget discussions with BUs


• Understanding and preparing business analysis - DTM / B2B, book integration implications etc.


• Performing monthly variance analysis for corporate functions (HR, Legal, IT etc.) and intervention planning to help deliver the plans


• Identify risks & opportunities in P&L delivery - one offs, recurring costs assessment


• Work with corporate functions & BU CFOs for ring fencing & cost control

Key Accountabilities (7/7)

Design the annual operating plan / budget and forecast future performance for thecompany to monitor and control performance (growth & margins)

• Work with the BUs/Functions on the next year budget planning for bottoms up


• Integrate the budget plans for one central budgeting & P&L prep


• Provide trend based and BU LBE guidance to business leadership team


• Simulation based forecasting for the quarterly & full year P&L

Major Challenges

• Communicating effectively with diverse stakeholders - Ensure transparency through concise and accurate updates, fostering open dialogue.


• Forecast Uncertainty – Improving forecast agility and accuracy (Streamlining the forecasting process to address thechanging market conditions and establishing a driver based rolling forecast process)


• Delivering real-time and up-to-the-minute results to leadership team through consolidating &analysing inputs from multiple sources (Automation & Standardisation)


• Navigating competitive pressures - Stay ahead with regular competitor analyses, benchmarking, and tracking industry trends.


• Ensuring compliance with SEBI regulations - Collaborate with secretarial and compliance teams to adhere to guidelines and remain updated on regulatory changes.

Key Interactions (Internal)

• Coordinate on operational updates, compliance requirements, and investor relations strategy.


• BU CFOs and BU Finance Team (Monthly; Business Analysis & intervention plans for keeping performance on track)


• Corporate Finance Team - Accounts/Costing/Tax/Treasury (Monthly; P&L closing activities)


• Corporate Functions (Monthly; Cost plans, actuals & intervention planning to help deliver the plans)


• CS team of annual report


• CEO and CXO data for comparative analysis

Key Interactions (External)

• External Stakeholders (e.g., Investors, Analysts, Brokers) - Share company performance insights, market information, and build trust to attract investments.


• Compliance Advisors (e.g., Secretarial Team and ESG Team) - Ensure adherence to SEBI guidelines and other compliance-related approvals


• Auditors

Dimensions

• Financial Reports: Preparation and presentation of quarterly and annual reports, earnings releases, and SEC filings.


• Investor Communication: Organizing investor meetings, roadshows, and earnings calls to maintain transparency.


• Stakeholder Engagement: Building relationships with analysts, institutional investors, and media.


• Market Analysis: Monitoring analyst reports and summarizing market trends for senior management.


• Strategic Messaging: Crafting communication materials like press releases and presentations to align with the company's vision.


• Crisis Management: Addressing investor concerns during financial or operational challenges.


• Performance Metrics: Tracking stock price movements, shareholder value, and investment community feedback.

Key Decisions (1/2)

• Decisions related to resolving issues and questions by BU Finance as the first point of contact for issues


• Decisions on Forecasting assumptions based on business insights and sensitivity reporting based on multiple scenarios


• Early warning signal to financial health of the company – elevate triggers to senior leadership


• Content Creation - Drafting press releases, investor presentations, and communication materials.


• Event Coordination - Planning and executing investor meetings, roadshows, and earnings calls.


• Market Monitoring - Tracking analyst reports and summarizing market trends for internal use.


• Stakeholder Engagement - Managing relationships with analysts and investors

Key Decisions (2/2)

• Recommendations on budget allocations/ring fencing for BUs/Functions at time of annual budgeting based on analysis of current & past trends of revenue and expenses


• Recommendations on intervention plans for keeping performance on track based on expenditure analysis, industry/peer group comparisons


• Recommendations related to developing standard financial models/templates distributed for use by Finance Team during planning process to ensure quality and accuracy


• Strategic Messaging - Proposing communication strategies aligned with the company's vision.


• Financial Disclosure - Advising on the timing and content of financial reports and disclosures.


• Crisis Management - Suggesting approaches to address investor concerns during challenges.


• Investment Community Feedback - Providing insights on market perception and investor sentiment.

Education Qualification

Qualified Chartered Accountant / MBA – Finance

Relevant Work Experience

4-8 years of work experience.