Sep 23, 2026 10 hr. ago

Director - Financial Planning & Analysis

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Sep 23, 2026 10 hr. ago

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RateGain Director - Financial Planning & Analysis

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Location: Noida / Delhi NCR Function: Finance<h2>About the Role</h2>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.<h2>Key Responsibilities</h2><h3>1. Financial Planning & Analysis</h3><ul><li>Lead the annual budgeting, forecasting and long-range financial planning process across the organisation.</li><li>Own monthly P&L reporting, management reporting and Budget vs. Actual / Forecast vs. Actual analysis.</li><li>Partner with business and functional leaders to drive revenue, EBITDA, margin and cost-efficiency targets.</li><li>Identify key business drivers, risks and opportunities and provide actionable recommendations to the CFO and senior management.</li><li>Monitor departmental OPEX, CAPEX and resource utilisation to ensure adherence to approved budgets.</li><li>Track business performance through relevant financial and operational KPIs.</li></ul><h3>2. Business Finance & Strategic Partnering</h3><ul><li>Act as a strategic finance partner to business heads and leadership teams.</li><li>Support business decisions through market, product, customer and profitability analysis.</li><li>Develop business cases and financial models for new products, markets, investments and strategic initiatives.</li><li>Support pricing strategy, commercial analysis, sales productivity and margin optimisation.</li><li>Evaluate ROI and cost-benefit implications of key business initiatives and investments.</li><li>Translate complex financial information into concise, business-relevant insights for decision-making.</li></ul><h3>3. Financial Modelling & Strategic Finance</h3><ul><li>Build and review sophisticated financial models for business planning, investment decisions and strategic initiatives.</li><li>Conduct scenario analysis, sensitivity analysis and financial impact assessments.</li><li>Support capital allocation decisions and evaluate optimal deployment of company resources.</li><li>Analyse business performance, unit economics, margins and key SaaS/business metrics as applicable.</li><li>Develop dashboards and analytical tools to improve visibility into business performance.</li></ul><h3>4. M&A and Corporate Finance</h3><ul><li>Partner with the M&A / Corporate Finance team on potential acquisitions and strategic transactions.</li><li>Develop financial models and valuation analyses for acquisition targets and new investment opportunities.</li><li>Support financial due diligence, including assessment of revenue, costs, profitability, working capital and business drivers.</li><li>Identify financial risks, revenue leakages and improvement opportunities during due diligence.</li><li>Support post-merger integration through financial planning, reporting, synergy tracking and performance monitoring.</li><li>Work closely with external advisors, bankers and other transaction stakeholders.</li></ul><h3>5. Cash Flow & Capital Management</h3><ul><li>Monitor the company's cash flow position and provide visibility into sources and uses of cash.</li><li>Support working capital optimisation and cash-flow forecasting.</li><li>Analyse capital requirements and support capital allocation decisions.</li><li>Partner with the CFO on fundraising, banking relationships and strategic financing initiatives, where required.</li><li>Maintain strong financial controls and ensure integrity of financial information used for decision-making.</li></ul><h3>6. MIS, Analytics & Automation</h3><ul><li>Own and enhance monthly/quarterly MIS and management reporting for the CFO and CEO.</li><li>Build dashboards and automated reporting solutions using tools such as Power BI, Tableau, Excel or similar platforms.</li><li>Drive the adoption of advanced analytics and automation across FP&A processes.</li><li>Improve reporting accuracy, timeliness and quality through technology and process improvements.</li><li>Establish standardised reporting frameworks and performance dashboards across functions.</li></ul><h3>7. Leadership & Stakeholder Management</h3><ul><li>Work closely with the CFO, CEO, business heads and functional leaders on strategic and financial priorities.</li><li>Present financial insights, forecasts, scenarios and recommendations to senior management.</li><li>Collaborate with Sales, Commercial, Operations, Engineering, HR and other functions to improve financial performance.</li><li>Lead and mentor the FP&A team and build a high-performing, data-driven finance organisation.</li><li>Manage relationships with external stakeholders including bankers, consultants, auditors and transaction advisors.</li></ul><h2>Key Deliverables</h2><ul><li>Accurate and timely annual budgets, forecasts and long-range plans.</li><li>Strong visibility into revenue, EBITDA, margins, OPEX, CAPEX and cash flow.</li><li>High-quality MIS and dashboards for CEO/CFO decision-making.</li><li>Robust financial models for investments, new products, markets and M&A.</li><li>Improved cost efficiency and capital allocation.</li><li>Identification of revenue leakage and profitability improvement opportunities.</li><li>Strong business partnering across commercial and functional teams.</li><li>Automation and continuous improvement of FP&A processes.</li></ul><h2>Candidate Profile</h2>We are looking for a finance leader who is commercially minded, analytically strong and comfortable operating at both strategic and execution levels.<h3>Required Experience</h3><ul><li>12–16+ years of relevant experience in FP&A, Corporate Finance, Business Finance, Strategy Finance or CFO Office roles.</li><li>Experience in a high-growth, technology, SaaS, digital or multinational organisation will be preferred.</li><li>Strong experience in budgeting, forecasting, P&L management and management reporting.</li><li>Proven expertise in financial modelling, business case development and scenario analysis.</li><li>Exposure to M&A, financial due diligence and post-merger integration.</li><li>Strong understanding of capital allocation, cash flow and corporate finance.</li><li>Experience partnering with senior business stakeholders and CXO-level leadership.</li><li>Strong presentation and communication skills, with the ability to simplify complex financial information.</li></ul><h3>Qualification</h3><ul><li>CA / MBA (Finance) / CFA or equivalent qualification.</li><li>Strong proficiency in Advanced Excel and financial modelling.</li><li>Exposure to Power BI, Tableau or other BI/analytics platforms will be an advantage.</li></ul><h2>Key Competencies</h2><ul><li>Strategic & commercial mindset</li><li>Financial modelling & analytical thinking</li><li>Business partnering</li><li>FP&A and P&L management</li><li>M&A / Corporate Finance</li><li>Capital allocation</li><li>Pricing & profitability analysis</li><li>Cash-flow management</li><li>Data analytics & automation</li><li>Executive communication & presentation</li><li>Stakeholder management</li><li>Problem solving and decision orientation</li></ul><h2>What Success Looks Like</h2>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.

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