Transformation Lead – Financial Planning & Analysis – BPO/ITES Firstcall Hresource

The Corporate Institute; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

The Corporate Institute in Bengaluru is seeking an FP&A Transformation Lead with 16+ years of FP&A experience and CA qualification. The role focuses on leading transformation programs, automating processes, and delivering data-driven financial insights.

You will bridge finance and technology, applying AI/ML to forecasting and ROI analyses, and guide client engagements across sectors. The position is based in Bangalore with EMEA shift alignment.

Qualifications

• 16+ years of FP&A experience.
• CA qualification mandatory; no CA Inter.
• Willing to work in EMEA shifts (12 PM start).
• Not from Banking/Financial Services industries.

Responsibilities

• Lead end-to-end FP&A transformation projects across client organizations.
• Develop predictive models and intelligent forecasting using AI/ML.
• Identify automation opportunities to streamline FP&A workflows.
• Translate finance concepts to technical requirements bridging teams.
• Build data-driven FP&A platforms with cloud-based EPM and visualization tools.
• Support client pitches with demonstrations of FP&A capabilities.
• Contribute to RFPs with solution design and implementation roadmaps.
• Create ROI models and business cases for transformation initiatives.

Skills

FP&A transformation

Advanced data analytics

AI/ML in finance

Education

CA (Chartered Accountant)

CFA

CPA

Tools

Anaplan

Adaptive Insights

OneStream

Oracle PBCS

SQL

ETL

Tableau

Power BI

Python

R

Job description

Job Description

We are hiring for an FP&A Transformation Lead for a top-tier BPO/ITES firm in Bangalore.

Requirements

• Minimum 16 years of experience.
• Qualification: CA (Chartered Accountant) only; No CA Inter.
• Must be comfortable with EMEA shifts (12 PM start).
• Industry: Any industry experience is acceptable, provided the candidate is not from Banking/Financial Services industries.

Core Responsibilities

• Apply deep subject matter expertise in core FP&A processes including strategic planning, budgeting, forecasting, variance analysis, and performance reporting to design optimal future-state solutions.
• Leverage advanced analytics and AI/ML technologies to build predictive models, scenario planning capabilities, and intelligent forecasting systems that transform traditional FP&A approaches.
• Conduct comprehensive process assessments to identify automation opportunities and design optimal technology-enabled workflows that reduce manual effort while improving accuracy.
• Translate complex financial concepts into technical requirements and vice versa, serving as the bridge between finance and technology teams.
• Help build data-driven FP&A platforms using modern technologies (cloud-based EPM systems, data visualization tools, robotic process automation) to create scalable, real-time financial insights.
• Support pursuit activities by developing compelling demonstrations of FP&A transformation capabilities and participating in client pitches.
• Contribute to RFP responses with technical solution design, project estimates, and implementation approaches for FP&A modernization opportunities.
• Develop business cases and ROI models for proposed FP&A transformation initiatives, including cost-benefit analysis and implementation roadmaps.

Technical Requirements

• Advanced proficiency in one or more EPM platforms (Anaplan, Adaptive Insights, OneStream, Oracle PBCS, SAP BPC).
• Strong data analytics capabilities using tools such as Alteryx, Tableau, Power BI, Python, or R for financial modeling and visualization.
• Experience with AI/ML applications in finance including predictive analytics, automated forecasting, and intelligent process automation.
• Database and data management knowledge including SQL, data warehousing concepts, and ETL processes.

Certifications

• CFA – Certified Financial Analyst.
• CPA – Certified Public Accountant.

Roles and Responsibilities

• Lead end-to-end FP&A transformation projects from vision development through implementation, managing complex stakeholder ecosystems across client organizations.
• Drive client conversations and presentations at C-suite and senior finance leadership levels to articulate transformation value propositions and secure buy-in.
• Manage and develop high-performing teams of experienced consultants, providing strategic direction and ensuring transformation and delivery excellence within time and budget constraints.
• Design and implement innovative FP&A solutions that leverage technology to automate processes, enhance analytics capabilities, and improve decision-making speed and accuracy.
• Coordinate cross-functional collaboration between finance, technology, and business teams to ensure seamless integration and adoption of new processes.
• Drive innovation initiatives by staying current with emerging FP&A technologies, industry best practices, and regulatory changes that impact financial planning processes.
• Conduct change management activities to ensure successful adoption of new FP&A processes and technologies within client organizations.
• Mentor junior team members and contribute to the development of the firm’s FP&A transformation capabilities and methodologies.
• Maintain strong client relationships through exceptional delivery quality and proactive identification of additional value-creation opportunities.