Job Description
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:
Remote
Designation : FP&A Manager
Reports To:
Fractional CFO Partner
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:
Bachelor’s degree in Finance, Accounting or related field ( CPA, CFA, CMA, or MBA preferred )
Experience:
5+ years of FP&A ( preferred worked in SaaS, E-commerce, inventory based or professional service industries )
Working days: Monday to Friday ( Remote )
Timings: IST 2:30 PM to 1:30 AM ( 9 hrs)
Contact Details:
For more details on this vacancy, contact us at jobs@hiregenie.in
_______________________________
HireGenie
is a premier Finance Recruitment Consultancy, helping companies and startups find top-tier finance professionals. We operate across India, UAE, Saudi Arabia, and South Africa.
Until Then, Let's Stay Connected?
Explore latest finance roles and industry insights by following HireGenie on LinkedIn and Instagram.
You can also join our WhatsApp Channel, where we regularly post latest finance job updates, career advice, and exclusive insights into the finance industry.
