Manager - Financial controller

Job description

Job Summary Evalueserve is seeking an experienced FP&A Specialist to lead and coordinate enterprise-wide financial planning and analysis activities, including budgeting, forecasting, financial modeling, scenario analysis, liquidity planning, financial consolidation, and executive reporting. This role will partner closely with business leaders and cross-functional teams to gather, review, challenge, consolidate, and communicate financial planning inputs that support strategic decision-making. The ideal candidate is a highly analytical finance professional with advanced financial modeling expertise, strong business partnering capabilities, and the ability to deliver Board-ready insights and presentations in a dynamic, multi-stakeholder environment. Key Responsibilities Budgeting & Financial Planning • Define budget guidelines, planning assumptions, and financial forecasting frameworks. • Prepare and distribute budget templates and coordinate planning submissions across business functions. • Lead revenue budgeting activities and ensure alignment with business objectives. • Manage personnel planning, including FTE, compensation, and workforce budgeting. • Drive OPEX budgeting and cost planning initiatives. • Support liquidity planning and cash forecasting activities. • Develop and review CAPEX budgets and investment plans. Consolidation & Reporting • Consolidate, review, validate, and challenge budget inputs received from stakeholders across functions. • Prepare budget presentations and executive reporting materials for Senior Leadership Team and Board of Directors. • Manage budget revisions, updates, and adjustments throughout the planning cycle. • Communicate approved budgets and planning outcomes to business teams. • Support planning system uploads, preparation of input files, and data submissions. Mid-Term Planning & Scenario Analysis • Develop preliminary assumptions for long-range and mid-term financial planning exercises. • Lead headcount and organizational planning discussions with key stakeholders. • Prepare multi-year OPEX and CAPEX projections. • Update financial models and key business drivers to support planning and decision-making. • Develop integrated P&L, Balance Sheet, and Cash Flow projections. • Manage financial plan consolidation, internal reviews, and iteration cycles. • Conduct scenario analysis and assess the financial impact of strategic initiatives and business decisions. • Prepare executive and Board-level presentations to support strategic planning and decision-making. Business Partnering • Collaborate with business leaders and functional teams to collect, review, and validate planning inputs. • Challenge assumptions and recommendations to improve forecast accuracy and decision quality. • Support strategic priorities reviews and evaluation of macroeconomic assumptions. Required Qualifications • Proven experience in FP&A, budgeting, forecasting, and strategic financial planning atleast of 6 Years+ • Strong experience with mid-term planning and scenario analysis. • Advanced Excel financial modeling skills, including integrated P&L, Cash Flow, Balance Sheet, and consolidation models. • Experience in revenue planning, workforce planning, compensation budgeting, OPEX budgeting, and financial consolidation. • Experience designing budget templates and managing multi-functional planning inputs. • Strong understanding of liquidity planning, cash forecasting, and financial performance management. • Experience with ERP systems and data warehouses; exposure to Abacus and DWH environments is advantageous. • Ability to produce Board-standard PowerPoint presentations and executive-level financial reporting. • Strong analytical and problem-solving capabilities with attention to detail. • Excellent stakeholder management and business partnering skills. • Strong interpersonal and communication skills with the ability to work effectively across functions. • Ability to influence and challenge stakeholders constructively. • Critical mindset with the ability to review, question, validate, and challenge assumptions rather than simply consolidate inputs. • Ability to manage multiple priorities and deliver high-quality outputs within tight deadlines. • Strong presentation and storytelling skills for senior leadership audiences. Preferred Qualifications • Experience in Asset Management, Financial Services, or multi-entity organizations. • Exposure to CAPEX planning and strategic business planning processes. • Experience within Asset Management, Banking, Financial Services, Insurance, or other complex multi-entity organizations. • Exposure to capital expenditure (CAPEX) planning and investment analysis. • Experience supporting Board, Executive Committee, or Senior Leadership planning processes. • Professional certifications in Financial Modeling, Corporate Finance, FP&A, or Business Analytics. • Experience working in global or matrixed organizations with multiple stakeholders and business units. • Bachelor’s degree in finance, Accounting, Economics, Commerce, Business Administration, or related quantitative discipline. • MBA (Finance), master’s in finance, CA, ACCA, CPA, CFA, or equivalent professional qualification preferred.