Director - Financial Planning & Analysis - CA

Location: Noida / Delhi NCR.

Function: Finance.

About The Role:

We are looking for a strategic and commercially oriented Director - FP&A to lead Financial Planning & Analysis, business finance, financial modelling and strategic finance initiatives.

The role will partner closely with the CFO, CEO, business heads and cross-functional leadership to drive data-led decision-making, optimise capital allocation and support the company's revenue and EBITDA objectives.

The ideal candidate will combine strong FP&A fundamentals with business acumen, financial modelling, M&A exposure and strategic thinking, and should be able to translate complex financial and business data into clear, actionable insights for senior leadership.

Key Responsibilities:

Financial Planning & Analysis:

- Lead the annual budgeting, forecasting and long-range financial planning process across the organisation.

- Own monthly P&L reporting, management reporting and Budget vs. Actual / Forecast vs. Actual analysis.

- Partner with business and functional leaders to drive revenue, EBITDA, margin and cost-efficiency targets.

- Identify key business drivers, risks and opportunities and provide actionable recommendations to the CFO and senior management.

- Monitor departmental OPEX, CAPEX and resource utilisation to ensure adherence to approved budgets.

- Track business performance through relevant financial and operational KPIs.

Business Finance & Strategic Partnering:

- Act as a strategic finance partner to business heads and leadership teams.

- Support business decisions through market, product, customer and profitability analysis.

- Develop business cases and financial models for new products, markets, investments and strategic initiatives.

- Support pricing strategy, commercial analysis, sales productivity and margin optimisation.

- Evaluate ROI and cost-benefit implications of key business initiatives and investments.

- Translate complex financial information into concise, business-relevant insights for decision-making.

Financial Modelling & Strategic Finance:

- Build and review sophisticated financial models for business planning, investment decisions and strategic initiatives.

- Conduct scenario analysis, sensitivity analysis and financial impact assessments.

- Support capital allocation decisions and evaluate optimal deployment of company resources.

- Analyse business performance, unit economics, margins and key SaaS/business metrics as applicable.

- Develop dashboards and analytical tools to improve visibility into business performance.

M&A and Corporate Finance:

- Partner with the M&A / Corporate Finance team on potential acquisitions and strategic transactions.

- Develop financial models and valuation analyses for acquisition targets and new investment opportunities.

- Support financial due diligence, including assessment of revenue, costs, profitability, working capital and business drivers.

- Identify financial risks, revenue leakages and improvement opportunities during due diligence.

- Support post-merger integration through financial planning, reporting, synergy tracking and performance monitoring.

- Work closely with external advisors, bankers and other transaction stakeholders.

Cash Flow & Capital Management:

- Monitor the company's cash flow position and provide visibility into sources and uses of cash.

- Support working capital optimisation and cash-flow forecasting.

- Analyse capital requirements and support capital allocation decisions.

- Partner with the CFO on fundraising, banking relationships and strategic financing initiatives, where required.

- Maintain strong financial controls and ensure integrity of financial information used for decision-making.

MIS, Analytics & Automation:

- Own and enhance monthly/quarterly MIS and management reporting for the CFO and CEO.

- Build dashboards and automated reporting solutions using tools such as Power BI, Tableau, Excel or similar platforms.

- Drive the adoption of advanced analytics and automation across FP&A processes.

- Improve reporting accuracy, timeliness and quality through technology and process improvements.

- Establish standardised reporting frameworks and performance dashboards across functions.

Leadership & Stakeholder Management:

- Work closely with the CFO, CEO, business heads and functional leaders on strategic and financial priorities.

- Present financial insights, forecasts, scenarios and recommendations to senior management.

- Collaborate with Sales, Commercial, Operations, Engineering, HR and other functions to improve financial performance.

- Lead and mentor the FP&A team and build a high-performing, data-driven finance organisation.

- Manage relationships with external stakeholders including bankers, consultants, auditors and transaction advisors.

Key Deliverables:

- Accurate and timely annual budgets, forecasts and long-range plans.

- Strong visibility into revenue, EBITDA, margins, OPEX, CAPEX and cash flow.

- High-quality MIS and dashboards for CEO/CFO decision-making.

- Robust financial models for investments, new products, markets and M&A.

- Improved cost efficiency and capital allocation.

- Identification of revenue leakage and profitability improvement opportunities.

- Strong business partnering across commercial and functional teams.

- Automation and continuous improvement of FP&A processes.

Candidate Profile:

We are looking for a finance leader who is commercially minded, analytically strong and comfortable operating at both strategic and execution levels.

Required Experience:

- 12 - 16+ years of relevant experience in FP&A, Corporate Finance, Business Finance, Strategy Finance or CFO Office roles.

- Experience in a high-growth, technology, SaaS, digital or multinational organisation will be preferred.

- Strong experience in budgeting, forecasting, P&L management and management reporting.

- Proven expertise in financial modelling, business case development and scenario analysis.

- Exposure to M&A, financial due diligence and post-merger integration.

- Strong understanding of capital allocation, cash flow and corporate finance.

- Experience partnering with senior business stakeholders and CXO-level leadership.

- Strong presentation and communication skills, with the ability to simplify complex financial information.

Qualification:

- CA / MBA (Finance) / CFA or equivalent qualification.

- Strong proficiency in Advanced Excel and financial modelling.

- Exposure to Power BI, Tableau or other BI/analytics platforms will be an advantage.

Key Competencies:

- Strategic & commercial mindset.

- Financial modelling & analytical thinking.

- Business partnering.

- FP&A and P&L management.

- M&A / Corporate Finance.

- Capital allocation.

- Pricing & profitability analysis.

- Cash-flow management.

- Data analytics & automation.

- Executive communication & presentation.

- Stakeholder management.

- Problem solving and decision orientation.

What Success Looks Like:

The successful candidate will evolve FP&A from a reporting function into a strategic decision-support function, providing the CFO and business leadership with timely insights on growth, profitability, investments, costs, cash and capital allocation.

This is a high-impact role for a finance leader who can combine strong technical finance expertise with commercial understanding, strategic thinking and the ability to influence business decisions.