DGM - Financial Planning & Analysis

7 - 10 years

0 Lacs

Posted:6 days ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

We are seeking DGM - Financial Planning & Analysis (FP&A) to lead enterprise-widefinancial planning, forecasting, and performance analytics for a fast-growing WealthTechfintech. This role will act as a strategic partner to the leadership team, providing data-driveninsights, building scalable financial frameworks, and enabling informed decision-making tosupport rapid growth and operational efficiency.

Key Responsibilities

  • Own end-to-end financial planning, budgeting, forecasting, and long-range
business planning processes.
  • Partner closely with leadership, business, product, and growth teams to provide
strategic insights and decision support.
  • Design and track KPIs, MIS, dashboards, and variance analysis to monitor business
performance and unit economics.
  • Build and maintain financial models, scenario analyses, and sensitivity analyses to
support growth, pricing, and investment decisions.
  • Analyze revenue drivers, cost structures, and margins, driving performance
improvement initiatives across functions.
  • Establish scalable FP&A processes, planning calendars, and reporting frameworks as
the business grows.
  • Work closely with finance controllership teams to ensure alignment between planning,
actuals, and reporting.
  • Lead, mentor, and develop the FP&A team, fostering a high-performance and
ownership-driven culture.
  • Experience in managing investor relations, including ownership of the investor cell,
preparation of investor updates, and active involvement in fundraising initiatives.
  • Hands-on experience in fundraising processes and legal & financial due diligence,
with the ability to coordinate with legal, compliance, and external advisors duringequity or debt raises.

Requirements

  • Chartered Accountant (CA) mandatory.
  • 710 years of post-qualification experience in FP&A / financial planning / analytics
roles.
  • Strong hands-on experience in budgeting, forecasting, financial modeling, and
performance analysis.
  • Solid understanding of unit economics, SaaS / fintech metrics, and growth-stage
business models.
  • Prior experience in Fintech, WealthTech, NBFC, BFSI, SaaS, or high-growth
startups preferred.
  • Strong analytical mindset with the ability to convert complex data into clear business
insights.
  • High comfort working in a fast-paced, ambiguous environment with senior
stakeholders.
  • Excellent communication and stakeholder management skills.
Skills: startups,fundraising,financial planning and analysis,business finance

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