Lead - Financial Planning & Analysis

Key Skills :

• CA
• 4-10 years of experience post qualification
• Candidates with Retail Financial Services background and prior Big 4 experience preferred
• Candidates with FP&A background preferred
• High attention to detail
• Strong written and verbal communication skills for engaging with business partners and ensuring processes are being followed

Roles & responsibilities :

Prepare monthly products/business P&L and provide insights to senior management.

Work closely with the business teams to drive profitability and organization goals

Manages the annual budgeting process and long-term financial planning initiatives.

Manage the financial planning / budgeting process / long term financial planning initiatives, providing insights and analysis to support decision-making

Drive process improvements and automation initiatives to enhance efficiency and effectiveness of finance operations.

Lead the team in conducting variance analysis, forecasting, and scenario planning to support strategic initiatives.

Leads real-time financial performance monitoring.

Sets and tracks key performance indicators (KPIs) and objectives.

Recommends strategies for increasing financial performance.

Presents detailed monthly financial reports to managers.

Cross functional work with different teams in the organization

Provide leadership and mentorship to the finance team, fostering a culture of continuous learning and professional development.

Liaise with auditors, regulators, and other external parties to ensure compliance and transparency in financial reporting.

Work closely with senior management on any Ad hoc request for analysis

Any other FP&A related activity

Lead for Unsecured Business Segment managing about 15,000 Crs of AUM