FP&A Manager / Senior Financial Analyst

FP&A Manager / Senior Financial Analyst

Job Description

COMPANY OVERVIEW

CredibleCFO is a fractional CFO and strategic finance advisory firm providing institutional-grade financial leadership to founder-led and growth-stage businesses generating $2M–$50M in annual revenue. We partner with CEOs and leadership teams to move beyond basic reporting into true financial leadership, including profit optimization, cash flow discipline, forecasting rigor, and executive decision support.

We operate as a professional services firm, delivering standardized CFO frameworks across profit architecture, cash flow management, forecasting, and board-level reporting, while tailoring insights to each client’s business model.

JOB DETAILS:

Job Title: FP&A Manager / Senior Financial Analyst.

Reports To: Fractional CFO Partner / Engagement Lead.

Role Type: Full-Time or Contract (Professional Services)

Client Profile: $2M–$50M revenue businesses.

Job Location : Onsite - Udupi

Pay: 10LPA

ROLE PURPOSE:
The FP&A Manager is responsible for transforming financial data into decision-ready insights that enable Fractional CFOs and client executives to make confident, data-driven decisions. This role provides the analytical backbone of Elite CFO Partners’ client delivery model, owning forecasting, modeling, variance analysis, and strategic financial insight generation across multiple client engagements.

CORE ACCOUNTABILITIES:

• Deliver accurate, credible budgets, forecasts, and scenario models

• Provide clear, executive-ready financial analysis and commentary

• Maintain KPI dashboards and performance tracking frameworks

• Support strategic decision-making with rigorous financial insight

• Uphold high standards of analytical accuracy and data integrity

DETAILED RESPONSIBILITIES:

Financial Planning & Forecasting:

• Build and maintain annual budgets, rolling forecasts, and multi-year financial models

• Develop integrated income statement, balance sheet, and cash flow projections

• Partner with CFOs to align financial forecasts with business strategy

• Refresh forecasts regularly to reflect changing assumptions and performance

Budget vs. Actual & Performance Analysis:

• Prepare monthly budget vs. actual variance analysis

• Identify key drivers of performance and root causes of variances

• Translate variances into clear executive-level explanations

• Highlight risks, opportunities, and recommended actions

Scenario & Sensitivity Analysis:

• Build best-case, base-case, and downside scenarios

• Perform sensitivity analysis on revenue, cost, and cash drivers

• Support strategic decisions such as hiring, pricing changes, and investments

• Quantify financial impact of alternative courses of action

KPI & Dashboard Management:

• Design and maintain KPI dashboards aligned to each client’s business model

• Track financial and operational metrics including margins, cash runway, and unit economics

• Identify early warning indicators and performance trends

• Ensure dashboards are accurate, timely, and decision-useful

Unit Economics & Profitability Analysis:

• Analyze product, service line, customer, and channel profitability

• Develop contribution margin and unit economics models

• Support pricing strategy and margin expansion initiatives

• Identify structural profit improvement opportunities

Executive, Board & Investor Support:

• Prepare executive-ready financial presentations and summaries

• Support board and investor reporting packs

• Distill complex financial analysis into clear, concise insights

• Ensure materials are professional, accurate, and defensible

Collaboration & Delivery Support:

• Work closely with Fractional CFOs across multiple client engagements

• Coordinate with Accounting and Bookkeeping teams to ensure data accuracy

• Support consistent delivery standards across Elite CFO Partners

• Contribute to the continuous improvement of FP&A templates and processes

KEY DELIVERABLES:

• Annual budgets and rolling forecasts.

• Multi-scenario financial models.

• Monthly variance analysis reports with commentary.

• KPI dashboards and performance trackers.

• Profitability and unit economics analyses.

• Board, investor, and executive presentation materials.

SUCCESS METRICS:

• Forecast accuracy and credibility.

• Timeliness and quality of deliverables.

• Executive and CFO satisfaction.

• Adoption of insights in decision-making.

• Analytical accuracy and low error rates.

QUALIFICATIONS & EXPERIENCE:

• Bachelor’s degree in Finance, Accounting, Economics, or related field.

• 5–8+ years FP&A, corporate finance, or analytical experience.

• Advanced Excel / Google Sheets modeling skills.

• Experience supporting CFOs or executive teams strongly preferred.

• Exposure to professional services, SaaS, e-commerce, or inventory-based businesses is a plus.

• CPA, CFA, CMA, or MBA preferred but not required.

CORE COMPETENCIES:

• Strong analytical rigor and financial judgment.

• Clear written and verbal communication.

• Business and commercial acumen.

• High attention to detail and precision.

• Ability to manage multiple client engagements.

• Ownership mindset and accountability.

Job Types: Full-time, Permanent, Volunteer

Pay: ₹1,000,000.00 per year

Benefits:

• Health insurance
• Paid sick time
• Provident Fund

Experience:

• FP&A, corporate finance, or analytical : 5 years (Required)

Work Location: In person

Expected Start Date: 01/01/2026