Financial Planning & Analysis Role

This role is with one of our portfolio companies. For this, we are looking for someone working in a startup who has experience in FP&A, along with an investment banking background.

Role Overview: We are seeking a dynamic and detail-oriented FP&A professional. The ideal candidate will have strong financial acumen, hands-on experience with financial modelling, and the ability to work in cross-functional teams to drive strategic financial decisions.

Key Responsibilities:

- Conduct comprehensive financial analysis, including revenue forecasting, cost assessments, and profitability evaluations to support strategic decision-making.

- Collaborate with cross-functional teams to create bottom-up budgets and annual operating plans, ensuring alignment with overall strategic goals.

- Prepare and present Management Information Systems (MIS) reports to Investors & senior leadership, delivering critical financial insights and performance metrics.

- Sales reporting and helping the Founder with any ad-hoc analysis.

- Develop and evaluate business cases for various initiatives, providing recommendations for investment decisions.

- Monitor key performance indicators, identify trends, and provide actionable insights for continuous improvement.

Requirements

- CA or MBA in Finance.

- 2-6 years of experience in FP&A & strategic role.

- Should have worked directly with the Founder or the leadership team.

- Strong proficiency in financial modelling and analysis tools, with advanced knowledge of Excel.

- Excellent communication, presentation, and negotiation skills.

- Ability to work effectively in a fast-paced environment and manage cross-functional teams.