Financial Analysis Manager

Job Summary

We are looking for a Manager – Financial Analysis (FA) to lead budgeting, forecasting, financial modelling, management reporting, and strategic financial analysis for US mid-market clients. The role requires close collaboration with CFOs and business leaders to deliver actionable financial insights, support key business decisions, and enhance overall financial performance across multiple client engagements.

Key Responsibilities

Financial Planning & Forecasting:

• Lead the annual budgeting and rolling forecast process, developing driver-based financial models aligned with operational assumptions agreed upon with the CFO.
• Maintain 13-week cash flow forecasts and covenant compliance trackers for clients with lender reporting requirements.
• Perform scenario planning and sensitivity analysis to support capital allocation, capex planning, and M&A evaluations.
• Build and manage integrated three-statement financial models covering Profit & Loss, Balance Sheet, and Cash Flow statements with operational KPI drivers.

Management Reporting & CFO Support:

• Prepare monthly management reporting packages, including variance analysis, KPI dashboards, and bridge analysis tailored for board members and lenders.
• Develop and maintain Power BI and Excel-based dashboards while ensuring data accuracy and timely refresh cycles.
• Support CFOs in preparing board presentations, lender reporting packs, and investor materials.
• Convert financial outcomes into clear business narratives by linking revenue trends, margin movements, and working capital performance with operational decisions.

Business Partnering & Financial Analytics:

• Collaborate with department heads and operational teams to create department-level P&Ls and cost accountability frameworks.
• Conduct pricing analysis and unit economics reviews, including customer profitability, channel performance, and product/SKU margin analysis.
• Lead ad hoc financial modelling initiatives related to acquisitions, market expansion, and restructuring opportunities.
• Proactively identify financial risks and opportunities while maintaining an effective financial early warning system.

Process Improvement & Outsourcing Excellence

• Develop standardized FP&A templates, reporting formats, and process documentation to ensure consistency and efficient knowledge transfer across engagements.
• Coordinate closely with accounting and bookkeeping teams to ensure accurate month-end close data feeds into reporting models.
• Manage client deliverables, monitor timelines, proactively escalate issues, and ensure SLA adherence across projects.
• Contribute to the organization’s internal knowledge repository by documenting sector benchmarks, modelling frameworks, and best practices.

Required Skills and Qualifications

• 7–12 years of experience in FP&A, corporate finance, transaction advisory, or related financial consulting roles.
• Prior experience with Big 4 firms or consulting organizations is highly preferred.
• Strong expertise in building and managing integrated financial models from scratch, including driver-based forecasting models.
• Ability to work directly with CFOs and present complex financial insights in a clear and business-oriented manner.
• Advanced proficiency in Excel-based financial modelling; working knowledge of Power BI or similar BI tools preferred.
• Experience working with US mid-market clients and familiarity with US GAAP reporting standards is an advantage.
• CA, CPA, or MBA (Finance) qualification preferred; however, strong analytical capability and practical experience will be valued equally.
• Self-driven and highly accountable, with the ability to manage multiple engagements in a fast-paced and ambiguous environment.

CTC: 20 to 25 LPA ( Negotiable Based on Experience)