Associate Director-Financial Planning

Designation – Associate Director, Financial Planning & Analysis (FP&A)

Location:
Gurugram (Preferred) / New Delhi / Faridabad

Shift Timing:
9:00 AM IST

Reports to:
Director – Financial Planning & Analysis, India

Work Mode:
Hybrid (3 Days WFO/2 Days WFH)

About the Company

Our 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 Overview

We 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 strategy
• Drive business insights
• Lead transformation initiatives
• Strengthen governance and controls
• Deliver end-to-end FP&A and Finance Shared Services (FSS) outcomes

The 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 Responsibilities

1. Strategic Thinking & Advisory

• Act 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 Collaboration

• Foster 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 Management

• Deliver 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 & Transformation

• Enhance 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 Success

• Strong 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 & Qualifications

• 13+ 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: Hybrid

• Flexible 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 Preference

Only candidates based in / willing to relocate to:

• Gurugram (Primary)
• New Delhi
• Faridabad

If interested share your cv