Financial Planning and Strategy Leader

12 hours ago

Lucknow, Uttar Pradesh, India beBeeStrategist Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Description

This is a high-impact role with end-to-end ownership across financial planning, business finance, internal controls, compliance, reporting, and taxation.

As the leader of financial planning and budgeting, you will be responsible for:

Main Responsibilities:
  • Leading quarterly and annual budgeting across all functions, aligning with company growth and margin goals using AI-enabled planning tools.
  • Building robust forecasting models for revenue, costs, and cash runway.
  • Tracking key performance indicators—LTV, CAC, NRR, payback period, contribution margins, ROI on marketing spends etc using AI tools for real-time insights.
  • Driving variance analysis, scenario planning, and cost-benefit assessments for strategic decisions.
  • SUPPORTING pricing, hiring, and expansion plans through data-backed financial insights and building playbooks.
  • Developing reporting frameworks and dashboards to deliver actionable insights to leadership and function heads.
  • PROMOTING financial discipline and budgeting ownership across teams through clear planning processes.
  • RESEARCHING on international taxes and advising the business on the same.

You will work directly with leadership, drive strategic initiatives, and build a modern, AI-empowered finance function for scale.

Key Requirements:
  • CA Qualified / MBA (from tier 1 institutions/ B Schools).
  • Prior experience in Business finance is required.
  • EXCELLENT written and oral articulation.
  • HIGHLY competent in working with cross-functional teams.
  • Has great analytical skills and an eye for attention to detail.
  • Has a positive attitude and keen to learn.
  • Experience or strong interest in applying AI in finance workflows.

You will have the opportunity to work closely with leadership and drive strategic initiatives that impact the company's growth and profitability. Your expertise will help build a modern, AI-empowered finance function that drives decision-making and supports business success.

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