Assistant Manager – Financial Planning & Analysis

NEOLYTIXJob Description

Assistant Manager – Financial Planning & Analysis

Department

Finance – Financial Planning & Analysis

Location

Onsite – Gurugram, Haryana

Role Level

Assistant Manager (AM)

Reports To

Finance Manager / Head of Finance

Experience

8 – 12 years

Qualifications

B.Com / BBA / B.Sc Finance | MBA / CA / CFA / CPA preferred

Industry Context

IT / BPO / KPO / Healthcare RCM preferred

Role Overview

The Assistant Manager – Financial Planning & Analysis serves as a key pillar of Neolytix's Finance function, bridging ground-level analytics with strategic decision-making across the organisation's US, India, and Philippines operations. The incumbent will own end-to-end FP&A cycles, lead a small team of analysts, and act as a trusted financial business partner to operations and senior leadership. This role demands a step-change from execution to ownership — moving from contributing to analyses to driving them.

Seniority Benchmark vs. Senior Associate, FP&A

The table below outlines how the Assistant Manager level is differentiated from the Senior Associate role within the same function:

Dimension

Senior Associate, FP&A

Assistant Manager, FP&A

Experience

6–8 years

8–12 years

Scope

Executes analyses; supports processes

Owns FP&A cycles; reviews team output

Team Responsibility

Individual contributor

Leads 1–3 analysts; sets deliverables

Stakeholder Level

Department heads, operations teams

Senior leadership, BU heads, CFO/CEO level

Financial Modelling

Builds and maintains models

Designs model architecture; stress-tests assumptions

Pricing

Supports pricing models

Leads pricing decisions and client proposals

Process Role

Identifies improvement opportunities

Drives implementation; owns SOPs

Decision Impact

Advisory / analytical support

Input to strategic decisions

Compliance

Ensures compliance in own work

Accountable for team compliance posture

Key Responsibilities

• Financial Analysis & Reporting
• Own and deliver monthly, quarterly, and annual financial reports for senior management review, with commentary on key variances and trends.
• Develop forward-looking analytical frameworks to support strategic and operational decision-making across geographies.
• Review and quality-assure all financial analyses produced by team members before stakeholder submission.
• Design and maintain dashboards that provide real-time visibility into financial performance metrics.
• Budgeting & Forecasting
• Lead the annual budgeting process in collaboration with department heads across the US, India, and Philippines offices.
• Build and own rolling forecast models; update assumptions based on business performance and market dynamics.
• Present variance analysis and reforecast recommendations directly to the Finance Manager and relevant BU heads.
• Establish budget governance protocols and hold department owners accountable to financial commitments.
• Business Partnering & Stakeholder Management
• Act as the primary FP&A business partner for Operations, Sales, and HR functions; provide proactive financial guidance.
• Collaborate with cross-functional leadership across the US, India, and Philippines to align financial strategy with operational goals.
• Translate complex financial data into concise executive narratives for the leadership team and board-level reporting.
• Support the Finance Manager in preparing inputs for investor updates, board packs, and external stakeholder communications.
• Pricing Strategy & Commercial Modelling
• Lead the development and maintenance of custom pricing models for new client proposals and contract renewals.
• Analyse market data, client requirements, and internal cost structures to propose pricing strategies that protect margin targets.
• Partner with the Sales and Operations teams to ensure all commercial bids are financially sound and competitively positioned.
• Conduct post-contract performance reviews to validate pricing assumptions against actual profitability.
• Team Leadership & Development
• Manage, mentor, and develop a team of 1–3 FP&A analysts; assign work, review outputs, and provide structured feedback.
• Build team capability in financial modelling, data interpretation, and business communication.
• Set clear KPIs for team members aligned to departmental objectives and conduct regular performance check-ins.
• Foster a high-accountability, continuous-improvement culture within the FP&A function.
• Process Improvement & Systems
• Identify, design, and implement improvements to financial planning processes, reporting templates, and analytical tools.
• Champion adoption of financial systems, automation tools, and BI platforms to improve reporting accuracy and speed.
• Document and maintain standard operating procedures (SOPs) for all core FP&A processes.
• Evaluate and integrate third-party financial data sources to enrich analytical outputs.
• Compliance & Risk Management
• Ensure all financial reporting and planning activities comply with applicable regulatory requirements across all operating jurisdictions.
• Identify, quantify, and flag financial risks to the Finance Manager; propose mitigation strategies with scenario modelling.
• Coordinate with external auditors, internal audit teams, and compliance functions as required.
• Maintain data integrity and confidentiality across all financial systems and reports.

Qualifications & Experience

Education

• Bachelor's degree in Finance, Accounting, Commerce, or a related discipline. (Required)
• MBA (Finance), Chartered Accountant (CA), CFA, or CPA qualification strongly preferred.

Professional Experience

• 8–12 years of progressive FP&A experience, with at least 2–3 years in a lead or supervisory capacity.
• Demonstrated experience in an IT / BPO / KPO / Healthcare RCM environment strongly preferred.
• Proven track record of managing end-to-end budgeting, forecasting, and management reporting cycles.
• Prior experience collaborating with multi-geography, cross-cultural teams (US / India / Philippines preferred).

Technical Skills

• Advanced financial modelling and analysis skills; Excel proficiency (pivot tables, Power Query, advanced formulas) is mandatory.
• Power BI: proficiency in building interactive dashboards, DAX measures, and management reporting models is required.
• AI Tools: hands-on experience leveraging AI-assisted platforms (e.g., Microsoft Copilot for Finance, ChatGPT / Claude for analytical workflows, AI-powered BI features) to enhance reporting speed, accuracy, and insight generation.
• Working knowledge of ERP systems (SAP, Oracle, or equivalent); experience with financial planning software (Anaplan, Hyperion) is advantageous.
• Strong command of pricing model design and commercial analysis.
• Familiarity with GAAP / IFRS reporting standards.

Behavioural Competencies

• Executive presence: ability to communicate financial insights to non-finance stakeholders with clarity and confidence.
• High ownership mindset: takes end-to-end accountability for deliverables without requiring supervision.
• Analytical rigour: digs beneath the numbers to surface root causes and actionable recommendations.
• Collaborative leadership: builds relationships across functions and geographies to deliver results through others.
• Adaptability: thrives in a fast-paced, growth-stage environment with evolving priorities.

About Neolytix

Neolytix is a US-focused healthcare Revenue Cycle Management (RCM) company delivering end-to-end billing, credentialing, and practice management solutions to healthcare providers across the United States. With operations spanning the US, India (Gurugram), and the Philippines, we combine domain expertise with technology-enabled delivery to drive sustainable growth for our clients and our people.

If you are a finance professional who thrives on ownership, cross-functional impact, and building high-performing teams, we invite you to apply for the Assistant Manager – Financial Planning & Analysis role at Neolytix.

Neolytix India Pvt. Ltd. | Gurugram, Haryana | www.neolytix.com