Financial Planning and Analysis Manager

Financial planning & Analysis Manager - Specialist and Luxury Travel Company - Bengaluru

Job Summary:

A luxury travel company is keen to hire a qualified CA / MBA with 7+ years of experience in Financial planning & Analysis. As it is an IC role they will be responsible for financial planning, variance analysis, financial reporting and monthly forecasting. They will be directly working with finance director, stakeholders, group finance for strategic planning, risk mitigation, performance monitoring and consolidations.

About the company:

Our client is a luxury travel company founded in 2004, specialized in crafting tailor-made travel trips for travelers across more than 70 countries. The company has a presence in 17 countries with it's headquarter in UK and currently has a team of over 160 travel experts.

Location: Indira Nagar, Bengaluru

Designation: Finance Planning & Analysis Manager

Reports To: Finance Director

Key Responsibilities:

Weekly Cash Forecasting & Variance Analysis:

• Prepare and maintain a 13-week rolling cash forecast with high accuracy.
• Work with internal finance and operations teams to gather inputs on inflows and outflows.
• Liaise with group finance to address queries on variances and provide reconciliations as required.
• Monitor actual vs. forecasted cash flows and recommend corrective actions where needed.

Month-End Closure & Management Reviews:

• Partner with the Financial Controller and Reporting Manager to validate month-end accounts.
• Review and validate all components of the P&L and balance sheet, including payroll, costs, and revenues.
• Prepare the monthly review deck for the Managing Director and independently present performance results, risks, and insights in monthly review calls.

Monthly Forecasting & Performance Management:

• Prepare the monthly financial forecast, incorporating actuals and aligning assumptions with sales expectations and trading performance.
• Review and manage all P&L line items including marketing spend, distribution costs, payroll, and overheads to ensure alignment with business expectations.
• Partner with functional heads to drive accountability on spending and performance delivery.
• Upload monthly forecasts into HFM and provide supporting commentary for group finance reviews.

Ops & Risk Reporting:

• Build and maintain a comprehensive Ops & Risk Table covering risks and opportunities across EBITDA and cash performance.
• Highlight business risks, such as trading shortfalls or margin pressures, and propose mitigating actions.
• Track opportunities and work with function heads to unlock upside potential wherever possible.

Monthly Financial Reporting & Commentary:

• Independently prepare and deliver the monthly financial pack with accuracy, quality, and timeliness.
• Draft concise commentary to explain performance drivers, risks, and variances.
• Respond to queries from the central finance team related to results and forecasts.
• Prepare presentations and slides for meetings with central finance to review EBITDA, cash performance, and variance explanations.

Strategic Planning (StartPlan) - Annual & Long-Term Planning:

• Lead the preparation, delivery, and submission of the Strategic Plan.
• Build and share templates for capacity planning, travel expenses, and other cost areas with pillar heads and department leaders
• Share input files for Sales and Marketing teams to provide forecasts. Validate submissions and integrate them into the model.
• Perform bottom-up salary calculations to feed into StratPlan for accurate personnel cost planning.
• Consolidate inputs from all business functions and prepare the StratPlan submission for senior management review.
• Upload StratPlan data into the HFM consolidation tool in line with group timelines.
• Collaborate closely with group finance on queries, ensuring accuracy, consistency, and compliance with reporting expectations.

Business Partnering & Stakeholder Engagement:

• Act as a strategic business partner to function and budget owners, providing insightful financial guidance and holding stakeholders accountable.
• Proactively engage with functional leaders to track budgets, marketing spend, capacities, travel costs, and salary trends.
• Collaborate with department heads to identify and communicate opportunities for cost optimization and revenue growth.
• Provide forward-looking analysis to senior management to inform key decisions and mitigate financial risks.

Role Requirements:

• Qualified CA / MBA with minimum 7+ years of experience in FP&A.
• Proven track record in preparing financial forecasts, cash flows, StratPlan submissions, and performance reports.
• Strong knowledge of financial consolidation tools like HFM or similar platforms.
• Advanced proficiency in Excel, data modeling, and variance analysis.
• Exceptional ability to interpret financial results and communicate insights effectively to leadership.
• Exposure to working with global finance teams and group reporting structures.

Education: Qualified CA/ MBA with qualification in Accounting/Finance

Experience: 7+ years of experience in FP&A.

Contact Details: For more details on this vacancy, contact us at

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