Senior FP&A Leader: Budgeting, Forecasting & Insights

The Corporate Institute; Hinoba-an; On-site; PHP 1,194,000 - 1,592,000; Full time

Job summary

The Corporate Institute is seeking an FP&A senior professional in Mumbai to drive financial planning, budgeting, forecasting, and management reporting. You will partner with business leaders to provide financial insights, support strategic decisions, improve profitability, and ensure achievement of organizational goals.

Responsibilities include leading annual budgets, long-term financial plans, monthly/quarterly forecasts, variance analysis, KPI reporting, and business-case evaluations.

Qualifications

• Bachelor-level qualifications in finance or equivalent required.
• 9-13 years of FP&A, corporate finance, or controllership experience.
• Strong budgeting, forecasting, and management reporting knowledge.
• Advanced proficiency in Excel, Power BI, Tableau or similar tools.
• Understanding of financial statements and business drivers.
• Nice to have IT/ITeS experience.

Responsibilities

• Lead the annual budgeting process across business units.
• Develop long-term financial plans and strategic forecasts.
• Coordinate monthly, quarterly, and annual forecasting activities.
• Monitor budget utilization and recommend corrective actions.
• Prepare monthly management reports, dashboards, and KPI analyses.
• Conduct variance analysis comparing actual results against budget and forecast.
• Analyze revenue, cost, margin, profitability, and working capital performance.
• Provide actionable insights to senior leadership.
• Partner with functional heads to understand business drivers and financial impacts.
• Support strategic initiatives, investment decisions, and business cases.
• Evaluate new business opportunities, pricing models, and cost optimization projects.
• Present financial performance and recommendations to management.
• Develop and track key financial and operational KPIs.
• Monitor business performance and identify improvement opportunities.
• Support productivity enhancement and cost-control initiatives.
• Drive data-driven decision-making across the organization.
• Build and maintain financial models for scenario planning and sensitivity analysis.
• Perform profitability and ROI analysis for projects and investments.
• Assess risks and opportunities impacting financial performance.
• Improve FP&A processes, reporting automation, and financial systems.
• Ensure data accuracy, integrity, and compliance with company policies.
• Support implementation of BI tools and financial planning software.

Skills

Budgeting

Forecasting

Management reporting

Financial analysis

KPIs tracking

Data-driven decisions

Cost control

Education

CA, CMA, MBA (Finance), CFA, or equivalent

Tools

Excel

Power BI

Tableau

SAP

Oracle

Hyperion

Anaplan

Job description

The Corporate Institute is seeking an FP&A senior professional in Mumbai to drive financial planning, budgeting, forecasting, and management reporting. You will partner with business leaders to provide financial insights, support strategic decisions, improve profitability, and ensure achievement of organizational goals.

Responsibilities include leading annual budgets, long-term financial plans, monthly/quarterly forecasts, variance analysis, KPI reporting, and business-case evaluations.