Manager - Financial Planning & Analysis (2-7 yrs)

Manager - Financial Planning & Analysis

Responsibilities:

Financial Planning, Analysis & Reporting:

- Lead financial forecasting, budgeting, and long-term strategic planning.

- Analyze financial results, trends, and variances, offering actionable insights to drive business decisions.

- Create and maintain financial models that support short-term and long-term business goals.

- Prepare monthly, quarterly, and annual financial reports for senior management and investors.

- Manage financial performance metrics (KPIs) to ensure alignment with growth objectives.

Key Tasks:

- Build and maintain dynamic financial models for P&L, cash flow, and balance sheets.

- Conduct variance analysis (actual vs. budget/forecast) and recommend corrective actions.

- Collaborate with department heads to consolidate budget inputs and track performance.

- Present financial updates and performance insights to the leadership team.

- Regularly update financial dashboards and KPIs for internal and external stakeholders.

Mergers & Acquisitions (M&A):

- Support the evaluation of acquisition targets and strategic partnerships.

- Lead financial due diligence and integration planning for potential M&A transactions.

- Assess synergy opportunities and risks associated with acquisitions or mergers.

- Collaborate with external advisors, legal teams, and internal stakeholders to ensure successful deal execution.

- Monitor post-merger performance and financial integration to ensure alignment with strategic goals.

Key Tasks:

- Conduct financial analysis and modeling to evaluate potential acquisition targets.

- Manage the financial due diligence process for M&A, working closely with internal and external teams.

- Develop financial forecasts and synergy analysis for M&A opportunities.

- Track post-acquisition financial performance and ensure integration of financial systems.

- Report on M&A activity to senior leadership and prepare materials for the board.

Cost Reduction & Efficiency Initiatives:

- Identify areas of cost inefficiency and implement cost-saving strategies across the organization.

- Work with department heads to optimize operational expenses while maintaining growth.

- Review and renegotiate contracts with vendors to ensure the best pricing and terms.

- Analyze and restructure company spending to improve margins and profitability.

- Establish cost monitoring frameworks to ensure ongoing savings.

Key Tasks:

- Conduct comprehensive cost analysis to identify areas for savings and optimization.

- Collaborate with department leads to reduce non-essential expenditures.

- Implement and track cost reduction initiatives and assess their financial impact.

- Lead efforts to renegotiate vendor contracts and improve procurement efficiency.

- Prepare reports on cost optimization results and present them to the leadership team.

Investor Relations:

- Serve as the key point of contact for investor communications and queries.

- Prepare and present financial reports, forecasts, and updates for investors and board members.

- Develop and maintain relationships with investors, providing timely and transparent information.

- Assist in the creation of investor materials, including pitch decks, financial models, and performance summaries.

- Ensure all investor-related queries are answered promptly and comprehensively.

Key Tasks:

- Prepare regular financial updates, including performance reports, for investor distribution.

- Respond to investor inquiries related to financial performance, strategy, and outlook.

- Create detailed financial presentations for investor meetings and board reviews.

- Work with leadership to develop investor communications strategy and materials.

- Track investor feedback and update internal teams on investor concerns or questions.

Strategic Business Partnering:

- Collaborate with key business leaders to provide financial insights that support business strategy.

- Work closely with product, marketing, and operations teams to evaluate the financial impact of key initiatives.

- Provide financial guidance on product launches, new market entries, and pricing strategies.

- Ensure all departments are aligned with financial goals and budget targets.

- Serve as a financial advisor for major strategic projects, offering actionable recommendations.

Key Tasks:

- Partner with product and marketing teams to evaluate the ROI of key initiatives.

- Conduct financial analysis for pricing, product launches, and market expansion strategies.

- Help department heads optimize their budgets and manage financial performance.

- Collaborate with leadership to assess financial impact and feasibility of strategic initiatives.

- Communicate financial insights and recommendations to non-financial stakeholders.