Associate Director-Financial Planning

Designation – Associate Director, Financial Planning & Analysis (FP&A)Location: Gurugram (Preferred) / New Delhi / FaridabadShift Timing: 9:00 AM ISTReports to: Director – Financial Planning & Analysis, IndiaWork Mode: Hybrid (3 Days WFO/2 Days WFH)About the CompanyOur client is a leading global financial services organization with over a century of legacy in helping individuals and businesses achieve long-term financial security and well-being. The company operates across major international markets including Canada, the U.S., Asia, and the U.K., offering insurance, investments, and asset management solutions.With strong values rooted in integrity, collaboration, and client-first philosophy, the organization has over 34,000 employees and more than 100,000 advisors worldwide .Its Global Capability Centres (GCCs) in India and the Philippines have established themselves as strategic hubs for Technology, Business, Finance, Analytics, and Innovation—recognized among top global business services organizations and repeatedly awarded as a Great Place to Work .The India center functions as a Digital & Innovation hub , driving enterprise-wide transformation, superior client experience, and operational excellence.|Role OverviewWe are seeking a dynamic, strategic, and highly analytical individual for the role of Associate Director – FP&A .This is a high-visibility , cross-functional leadership role, designed for a professional who can:Shape financial strategyDrive business insightsLead transformation initiativesStrengthen governance and controlsDeliver end-to-end FP&A and Finance Shared Services (FSS) outcomesThe role combines strategic advisory work , core FP&A responsibilities , project & change management , and oversight of a global finance shared services team . Opportunity to work for a purpose-led global enterprise committed to improving quality of life and financial well-being for its clients. Manage governance around payroll accounting, corporate charges, financial reporting , audits, and compliance.Key Responsibilities1. Strategic Thinking & AdvisoryAct as a strategic advisor to function heads; evaluate risks, opportunities, and business interdependencies.Lead formulation of strategies, OKRs, Balanced Scorecard metrics for business units.Develop impactful storyboards, presentations, workshops , and strategic frameworks.Drive strategic thinking culture across the FP&A and business teams.2. Cross-Functional CollaborationFoster synergy across multiple functions to drive unified portfolio priorities.Promote knowledge-sharing and structured problem-solving across teams.Build strong and trusted stakeholder relationships across geographies.3. Program Governance & Change ManagementDeliver executive-level reporting on portfolio performance, OKRs, risks, and progress .Support and influence enterprise transformation efforts with strong change management discipline.Ensure robust communication and stakeholder governance across initiatives.4. Continuous Improvement & TransformationEnhance portfolio management practices and evolve them for future business needs.Drive Future of Finance transformation: digital interventions, best practices, and automation.Introduce innovative ideas, tools, and process improvements to elevate FP&A capabilities.Country Finance – Core FP&A (70%–80%)Lead strategic FP&A deliverables including planning, forecasting, budgeting, and deep-dive analytics.Develop engaging executive presentations for business partner visits, town halls, and QBRs.Provide business analysis, external market insights, and forward-looking financial guidance.Ensure execution of contract agreements related to FP&A and Finance Shared Services.Handle business partnering, ad hoc analysis, and leadership support.Finance Shared Services (20%–30%)Oversee daily operations of a 3-member Global Finance team .Strengthen service delivery quality and create a top-notch partner experience.Conduct periodic business partner roundtables for feedback and alignment.Lead capacity planning, team resiliency, adherence, and business continuity.Guide, mentor, and coach team members to support capability building.Identify efficiency and effectiveness improvements across shared services processes.Attributes for SuccessStrong strategic mindset with the ability to see the big picture.Ability to translate complex ideas into actionable strategies.High emotional intelligence and ability to engage C-suite leaders.Strong portfolio management, prioritization, and governance skills.Excellent interpersonal skills and ability to influence in a matrix environment.Exceptional storytelling and executive reporting skills.Future-focused thinker with readiness to challenge status quo.Experience & Qualifications13+ years of post-qualification experience (CA / MBA).Experience in FP&A, strategic finance, portfolio management , and GCC environments preferred.Strong experience working with C-suite stakeholders .Proven track record of leading cross-functional initiatives and large enterprise change programs.Strong analytical, organizational, and problem-solving skills.Expertise in SAP, Hyperion, Tableau or similar financial systems preferred.Ability to manage multiple priorities with flexibility and resilience.Strong understanding of digital advancements and industry trends.Work Model: HybridFlexible hybrid work model with a requirement to be in office at least 3 days a week .Designed to promote collaboration, mentorship, innovation, and team culture.Location PreferenceOnly candidates based in / willing to relocate to:Gurugram (Primary)New DelhiFaridabadIf interested share your cv at