Financial Planning and Analysis Manager

Financial planning & Analysis Manager - A Financial Services Firm - India ( Remote )

Job Summary:

A tech driven Financial Services firm is keen to hire a graduate with 5+ years of experience in Financial planning & Analysis. The role involves in providing financial modelling, financial planning, financial forecasting & budgeting, Strategic planning, variance analysis and creating dashboards to their clients. The FP&A Manager delivers actionable financial insights to support decision-making for Fractional CFOs and client executives.

About the company:

Our client is a tech driven Financial Services firm that blends accounting expertise with cloud technology to deliver accurate financials, compliance, and insights that support business growth. The firm works with global clients with revenue $2M–$50M from India, USA, Canada, Australia and more.

Location:

Designation

Reports To:

Roles & Responsibilities :

Financial Planning & Forecasting

• Build and maintain annual budgets, rolling forecasts, and multi-year financial models
• Develop integrated income statement, balance sheet, and cash flow projections
• Partner with CFOs to align financial forecasts with business strategy
• Refresh forecasts regularly to reflect changing assumptions and performance

Budget vs. Actual & Performance Analysis

• Prepare monthly budget vs. actual variance analysis
• Identify key drivers of performance and root causes of variances
• Translate variances into clear executive-level explanations
• Highlight risks, opportunities, and recommended actions

Scenario & Sensitivity Analysis

• Build best-case, base-case, and downside scenarios
• Perform sensitivity analysis on revenue, cost, and cash drivers
• Support strategic decisions such as hiring, pricing changes, and investments
• Quantify financial impact of alternative courses of action

KPI & Dashboard Management

• Design and maintain KPI dashboards aligned to each client’s business model
• Track financial and operational metrics including margins, cash runway, and unit economics
• Identify early warning indicators and performance trends
• Ensure dashboards are accurate, timely, and decision-useful

Unit Economics & Profitability Analysis

• Analyze product, service line, customer, and channel profitability
• Develop contribution margin and unit economics models
• Support pricing strategy and margin expansion initiatives
• Identify structural profit improvement opportunities

Executive, Board & Investor Support

• Prepare executive-ready financial presentations and summaries
• Support board and investor reporting packs
• Distill complex financial analysis into clear, concise insights
• Ensure materials are professional, accurate, and defensible

Collaboration & Delivery Support

• Work closely with Fractional CFOs across multiple client engagements
• Coordinate with Accounting and Bookkeeping teams to ensure data accuracy
• Support consistent delivery standards across Elite CFO Partners
• Contribute to the continuous improvement of FP&A templates and processes

Role Requirements:

• 5+ years of FP&A, corporate finance, or analytical experience
• Advanced Excel / Google Sheets modeling skills.
• Experience supporting CFOs or executive teams.
• Strong analytical skills for decision - making and financial judgment.
• Clear written and verbal communication skills.
• High attention to detail and precision, Ownership mindset and accountability.
• Ability to manage multiple client engagements.

Education:

Experience:

Working days: Monday to Friday ( Remote )

Timings: IST 2:30 PM to 1:30 AM ( 9 hrs)

Contact Details:

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