Job Description

• Own and deliver monthly, quarterly, and annual financial reports for senior management review, with commentary on key variances and trends.
• Develop forward-looking analytical frameworks to support strategic and operational decision-making across geographies.
• Review and quality-assure all financial analyses produced by team members before stakeholder submission.
• Design and maintain dashboards that provide real-time visibility into financial performance metrics.

• Lead the annual budgeting process in collaboration with department heads across the US, India, and Philippines offices.
• Build and own rolling forecast models; update assumptions based on business performance and market dynamics.
• Present variance analysis and reforecast recommendations directly to the Finance Manager and relevant BU heads.
• Establish budget governance protocols and hold department owners accountable to financial commitments.

• Act as the primary FP&A business partner for Operations, Sales, and HR functions; provide proactive financial guidance.
• Collaborate with cross-functional leadership across the US, India, and Philippines to align financial strategy with operational goals.
• Translate complex financial data into concise executive narratives for the leadership team and board-level reporting.
• Support the Finance Manager in preparing inputs for investor updates, board packs, and external stakeholder communications.

• Lead the development and maintenance of custom pricing models for new client proposals and contract renewals.
• Analyse market data, client requirements, and internal cost structures to propose pricing strategies that protect margin targets.
• Partner with the Sales and Operations teams to ensure all commercial bids are financially sound and competitively positioned.
• Conduct post-contract performance reviews to validate pricing assumptions against actual profitability.

• Manage, mentor, and develop a team of 1–3 FP&A analysts; assign work, review outputs, and provide structured feedback.
• Build team capability in financial modelling, data interpretation, and business communication.
• Set clear KPIs for team members aligned to departmental objectives and conduct regular performance check-ins.
• Foster a high-accountability, continuous-improvement culture within the FP&A function.

• Identify, design, and implement improvements to financial planning processes, reporting templates, and analytical tools.
• Champion adoption of financial systems, automation tools, and BI platforms to improve reporting accuracy and speed.
• Document and maintain standard operating procedures (SOPs) for all core FP&A processes.
• Evaluate and integrate third-party financial data sources to enrich analytical outputs.

• Ensure all financial reporting and planning activities comply with applicable regulatory requirements across all operating jurisdictions.
• Identify, quantify, and flag financial risks to the Finance Manager; propose mitigation strategies with scenario modelling.
• Coordinate with external auditors, internal audit teams, and compliance functions as required.
• Maintain data integrity and confidentiality across all financial systems and reports.

1. Bachelor's degree in Finance, Accounting, Commerce, or a related discipline. (Required)
2. MBA (Finance), Chartered Accountant (CA), CFA, or CPA qualification strongly preferred.

3. 8–12 years of progressive FP&A experience, with at least 2–3 years in a lead or supervisory capacity.
4. Demonstrated experience in an IT / BPO / KPO / Healthcare RCM environment strongly preferred.
5. Proven track record of managing end-to-end budgeting, forecasting, and management reporting cycles.
6. Prior experience collaborating with multi-geography, cross-cultural teams (US / India / Philippines preferred).

• Advanced financial modelling and analysis skills; Excel proficiency (pivot tables, Power Query, advanced formulas) is mandatory.
• Power BI: proficiency in building interactive dashboards, DAX measures, and management reporting models is required.
• AI Tools: hands-on experience leveraging AI-assisted platforms (e.g., Microsoft Copilot for Finance, ChatGPT / Claude for analytical workflows, AI-powered BI features) to enhance reporting speed, accuracy, and insight generation.
• Working knowledge of ERP systems (SAP, Oracle, or equivalent); experience with financial planning software (Anaplan, Hyperion) is advantageous.
• Strong command of pricing model design and commercial analysis.
• Familiarity with GAAP / IFRS reporting standards.

• Executive presence: ability to communicate financial insights to non-finance stakeholders with clarity and confidence.
• High ownership mindset: takes end-to-end accountability for deliverables without requiring supervision.
• Analytical rigour: digs beneath the numbers to surface root causes and actionable recommendations.
• Collaborative leadership: builds relationships across functions and geographies to deliver results through others.
• Adaptability: thrives in a fast-paced, growth-stage environment with evolving priorities.