Roundglass - Lead - Financial Planning & Analysis

Role Overview:

As a Lead FP&A, you will be responsible for leading the financial planning, budgeting, forecasting, and analysis activities.

You will provide strategic financial insights to support business decisions and drive performance improvements.

This role requires strong analytical skills, financial acumen, and the ability to collaborate with cross-functional teams.

Responsibilities:

Financial Planning and Analysis (FP&A):

- Lead the annual budgeting and forecasting processes.

- Develop and maintain financial models to support strategic initiatives.

- Analyze financial performance, identify trends, and provide insights to senior management.

- Prepare and present financial reports and presentations to stakeholders.

- Conduct variance analysis and provide recommendations for improvement.

Budgeting and Forecasting:

- Develop and manage the annual budget and rolling forecasts.

- Monitor budget performance and provide regular updates to management.

- Identify and analyze budget variances and recommend corrective actions.

Financial Modeling and Analysis:

- Build and maintain complex financial models for forecasting, scenario analysis, and valuation.

- Conduct financial analysis to support strategic decision-making.

- Evaluate investment opportunities and provide financial recommendations.

Performance Reporting and Analysis:

- Develop and deliver monthly, quarterly, and annual financial reports.

- Analyze key performance indicators (KPIs) and provide insights into business performance.

- Prepare and present financial dashboards and reports to senior management.

Cross-Functional Collaboration:

- Collaborate with various departments to gather financial data and insights.

- Provide financial guidance and support to business partners.

- Participate in strategic planning and decision-making processes.

Process Improvement:

- Identify and implement process improvements to enhance efficiency and accuracy.

- Develop and maintain financial policies and procedures.

- Ensure compliance with financial regulations and standards.

Team Leadership (if applicable):

- Lead and mentor a team of FP&A analysts.

- Provide guidance and support to team members.

- Manage team performance and development.

Qualifications:

Bachelors degree in Finance, Accounting, Economics, or a related field.

8+ years of experience in FP&A or a similar role.

CA/Inter CA qualification (preferred).

Strong financial modeling and analysis skills.

Proficiency in financial planning software and ERP systems.

Excellent knowledge of accounting principles and financial reporting.

Strong analytical and problem-solving skills.

Excellent communication and presentation skills.

Ability to work effectively in a fast-paced environment.

Strong leadership and team management skills (if applicable).

Skills:

Financial Planning and Analysis (FP&A)

Budgeting and Forecasting

Financial Modeling

Variance Analysis

Financial Reporting

Data Analysis

KPI Analysis

ERP Systems

Financial Software

Communication Skills

Leadership Skills (if applicable)

Personal Attributes:

Strong analytical and problem-solving skills.

Excellent communication and interpersonal skills.

Ability to work effectively in a team environment.

Detail-oriented and highly organized.

Proactive and self-motivated.

Ability to manage multiple priorities and meet deadlines.

Strong business acumen and strategic thinking