172 Financial Analysts jobs in Ahmedabad
Investment Analysis Associate
Posted today
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Job Details
Job Title: Financial Analyst
Department: Startup Funding Division
Location: B-304, Ganesh Glory 11, Jagatpur, Off SG Highway, Gota, Ahmedabad, Gujarat, .
Job Type: Full-Time, on-site only
Salary: Up To 22K Per Month
Company Name: Start-Up Sahay Private Limited
Website:
About the Company: Start-up Sahay Private Limited is a consultancy services firm that assists businesses with company incorporation, statutory compliances, quality certifications, government registrations, and startup funding support. We aim to simplify the process of starting and scaling a business in India through expert advisory and end-to-end solutions.
About the Role
The Financial Analyst at Start-up Sahay will play a crucial role in the Startup Funding Division.
He/she will be responsible for preparing comprehensive financial projections and forecast models for startups, specifically for their fundraising activities.
This role demands strong financial acumen, the ability to build models from scratch based on real startup metrics (not just historical data), and a deep understanding of startup economics, investor expectations, and valuation techniques.
The candidate will work closely with startup founders, the pitch deck team, and the advisory division to translate business plans into actionable financial numbers and models that can convince investors.
Key Responsibilities
- Develop customized financial projection models for startups using Excel or Google Sheets, based on business plans and industry benchmarks.
- Incorporate and build models on the basis of key startup metrics, such as Customer Acquisition Cost (CAC), Customer Lifetime Value (LTV), Average Order Value (AOV), Burn Rate & Runway, GTM channel costs, Hiring plans and team structure, Capital expenditure & operating expenses, etc.
- Prepare detailed revenue forecasts using Top-Down and Bottom-Up approaches.
- Create unit economics models to analyse profitability at a per-customer/product level.
- Calculate and interpret valuation metrics for startups (Pre-money & post-money valuation, ARR multiples, EBITDA multiples, etc.).
- Prepare integrated financial statements (P&L, Cash Flow, Balance Sheet) linked with assumptions and growth drivers.
- Conduct sensitivity analysis to identify key business drivers impacting financial performance.
- Benchmark startup financials against industry standards and competitor data to validate assumptions.
- Collaborate with the market research analyst team to ensure consistency between financials and business story.
- Present and explain financial models to founders and investors in a clear and investor-friendly manner.
- Stay updated with funding trends, valuation methods, and financial modelling best practices for startups.
Required Skills & Competencies
- Advanced Excel/Google Sheets proficiency – complex formulas, pivot tables, charts, dynamic models.
- Strong understanding of startup financial metrics and SaaS/e-commerce/D2C financial models (depending on the sector).
- In-depth knowledge of financial statements and ability to prepare them from scratch.
- Expertise in financial forecasting and valuation techniques for early-stage and growth-stage startups.
- Ability to translate business plans into realistic financial projections.
- Strong analytical and problem-solving skills with attention to detail.
- Good communication skills to present financial concepts to non-financial founders and investors.
- Knowledge of fundraising stages (Seed, Pre-Series A, Series A, etc.) and respective investor expectations.
Preferred Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA/CA/CFA preferred but not mandatory if skilled).
- 0–3 years of experience in financial modelling, investment banking, startup advisory, or related domains will be a plus.
- Prior experience working with startups or VC-funded companies is a strong plus.
Financial Planning Associate
Posted today
Job Viewed
Job Description
Paraplanner (Australia)
Roles and Responsibilities:
- Perform quality assurance checks to ensure the highest quality of work across the board.
- Drive improvement of the paraplanning process and contribute to a continuous improvement culture
- Contribute to operational processes and quality improvement initiatives
- Liaise with Advisers and communicate case updates and required information
- Provide guidance to junior members of the team and take a mentoring approach to support Junior Paraplanners
- High degree of accuracy and attention to detail
- Follow and adhere to ISO policies.
Requirements
- Strong understanding of key areas such as SOA, ROA, financial projections, and WealthSolver.
- Excellent English communication skills are highly valued, both spoken and written
- High degree of accuracy and attention to detail
- Able to handle multiple priorities and requests with adequate planning
- Confident and pleasant personality to build relationships with clients
- Well-organised and able to work independently with excellent time management skills
- Hands-on experience and confidence with MS Office (Word and Excel)
- Desire to succeed
Academic Qualifications and experience:
MBA Finance or Higher
1+ year of experience in the Paraplanning process
Benefits
- 5 Days Working
- Family Medical Insurance
- Attractive Salary
- Dynamic Work Culture
- 26 Leaves & 10+ Holidays
- Job Timing- 7:30am- 4:30pm (Monday to Friday )
Financial Planning Manager
Posted today
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Job Description
Job Summary:
We are seeking a highly analytical and detail-oriented professional to manage the company’s Management Information Systems (MIS), budgeting and costing processes, and banking operations. The ideal candidate will be responsible for preparing accurate financial reports, analyzing cost data, managing budgets, and maintaining strong banking relationships to support operational efficiency and financial health.
Key Responsibilities:
1. MIS (Management Information System)
- Design, develop, and maintain robust MIS reports for various departments including production, sales, procurement, and finance.
- Ensure timely generation of daily, weekly, and monthly dashboards for senior management.
- Analyze variances between actual and budgeted financial results and present insights.
- Automate and streamline reporting processes for efficiency.
- Coordinate with IT/ERP team for report development and integration into ERP systems.
2. Budgeting
- Lead the annual budgeting process in coordination with department heads.
- Prepare rolling forecasts, long-range plans, and scenario-based financial models.
- Monitor budget utilization across departments and provide variance analysis.
- Identify cost-saving opportunities and support budgetary control initiatives.
- Ensure compliance with internal budgetary guidelines and approval processes.
3. Costing
- Monitor and evaluate product costing, standard cost updates, and variance analysis.
- Analyze raw material, labour, and overhead costs, and suggest cost optimization strategies.
- Support in setting and reviewing product pricing based on cost structures.
- Work closely with production and inventory teams to maintain accurate cost data.
- Conduct periodic cost audits and implement corrective actions.
4. Banking & Treasury Management
- Oversee daily banking operations including fund transfers, LC/BG issuance, bank reconciliations, and payments.
- Maintain strong relationships with banks and financial institutions.
- Prepare & Monitor cash flows, working capital, and optimize fund utilization across units.
- Support loan processing, interest rate negotiations, and compliance with financial covenants.
- Ensure timely submission of required reports and documents to banks.
Qualifications:
- Education: CA / CMA / MBA (Finance) or equivalent.
- Experience: 8–12 years of relevant experience in manufacturing industry.
- Proven expertise in budgeting, costing, MIS reporting, and banking functions.
- Strong working knowledge of ERP systems (SAP) and MS Excel (advanced).
- Experience in managing financial audits, cost control, and financial planning.
Key Skills:
- Financial analysis and reporting
- Budgeting and forecasting
- Cost control and variance analysis
- Cash flow and fund management
- ERP systems & Excel proficiency
- Stakeholder communication
- Attention to detail and problem-solving skills
- Team management and leadership
Personal Attributes:
- Strong analytical mindset and strategic thinking
- Excellent communication and interpersonal skills
- High level of integrity and professional ethics
- Proactive, with a hands-on approach to problem-solving
- Consistently delivers work on time by effectively managing deadlines.
Working Conditions:
- Full-time, on-site role
- May require occasional travel to factory units, banks
- High collaboration with cross-functional teams including Production, Procurement, and Sales
Senior Financial Analyst - Corporate Financial Planning & Analysis
Posted 15 days ago
Job Viewed
Job Description
- Leading the development and maintenance of comprehensive financial models for budgeting, forecasting, and long-range planning.
- Preparing detailed monthly, quarterly, and annual financial reports, including variance analysis and performance commentary.
- Analyzing financial data to identify trends, risks, and opportunities, and providing actionable insights to management.
- Supporting the annual budgeting process, working with various departments to gather inputs and ensure alignment with strategic objectives.
- Performing ad-hoc financial analysis to support new initiatives, investments, and business performance reviews.
- Collaborating with accounting teams to ensure the accuracy and integrity of financial data.
- Developing and automating financial reporting processes to improve efficiency and enhance data visualization.
- Presenting financial information and insights clearly and concisely to both finance and non-finance stakeholders.
- Monitoring key financial performance indicators (KPIs) and providing insights into business performance drivers.
- Assisting in the evaluation of potential mergers, acquisitions, and other strategic investments.
- Staying abreast of accounting standards, regulatory requirements, and industry best practices in financial analysis.
- Contributing to the continuous improvement of financial processes and systems within the remote team.
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or a related field. A Master's degree or professional certification (CPA, CFA) is a plus.
- Minimum of 6 years of progressive experience in financial analysis, FP&A, or corporate finance.
- Advanced proficiency in Microsoft Excel (pivot tables, complex formulas, macros) and financial modeling techniques.
- Experience with financial planning and analysis (FP&A) software (e.g., Hyperion, Anaplan, Adaptive Insights).
- Strong understanding of accounting principles and financial statements.
- Excellent analytical, quantitative, and problem-solving skills.
- Exceptional communication and presentation skills, with the ability to articulate complex financial concepts clearly.
- Proven ability to work independently, manage multiple priorities, and meet deadlines in a remote environment.
- Detail-oriented with a high degree of accuracy.
Financial Planning Support Specialist
Posted today
Job Viewed
Job Description
Paraplanner (Australia)
Roles and Responsibilities:
- Perform quality assurance checks to ensure the highest quality of work across the board.
- Drive improvement of the paraplanning process and contribute to a continuous improvement culture
- Contribute to operational processes and quality improvement initiatives
- Liaise with Advisers and communicate case updates and required information
- Provide guidance to junior members of the team and take a mentoring approach to support Junior Paraplanners
- High degree of accuracy and attention to detail
- Follow and adhere to ISO policies.
Requirements
- Strong understanding of key areas such as SOA, ROA, financial projections, and WealthSolver.
- Excellent English communication skills are highly valued, both spoken and written
- High degree of accuracy and attention to detail
- Able to handle multiple priorities and requests with adequate planning
- Confident and pleasant personality to build relationships with clients
- Well-organised and able to work independently with excellent time management skills
- Hands-on experience and confidence with MS Office (Word and Excel)
- Desire to succeed
Academic Qualifications and experience:
MBA Finance or Higher
1+ year of experience in the Paraplanning process
Benefits
- 5 Days Working
- Family Medical Insurance
- Attractive Salary
- Dynamic Work Culture
- 26 Leaves & 10+ Holidays
- Job Timing- 7:30am- 4:30pm (Monday to Friday )
Financial Planning and Analysis Manager
Posted today
Job Viewed
Job Description
Company Overview:
BrightEdge is a leading enterprise SEO and content performance platform trusted by over 1,500 global brands including Microsoft, Adobe, and Marriott.
What makes BrightEdge special is our innovative technology that transforms complex search data into actionable insights. We're not just another martech company – we literally pioneered the SEO platform category and continue to lead with AI-powered solutions.
Working with us means joining a team that's solving fascinating technical and business challenges at scale. You'll be directly impacting how major brands connect with their audiences online.
We are seeking an experienced FP&A Lead / Manager to join our team and drive strategic financial initiatives while providing critical insights to our executive leadership team.
Position Summary:
We're seeking an experienced FP&A Manager to join our finance team and drive strategic financial planning for our rapidly growing SaaS business. You'll be responsible for forecasting, budgeting, and providing analytical insights to support our ARR growth.
Key Responsibilities:
- Own annual budgeting and quarterly forecasting processes for the entire organization
- Develop and maintain comprehensive SaaS metrics reporting including ARR, churn, LTV/CAC, and unit economics
- Partner with Sales, Marketing, and Customer Success teams to analyze performance and identify growth opportunities
- Prepare monthly board packages and present financial results to executive leadership
- Build financial models to support strategic initiatives, pricing decisions, and investment prioritization
- Lead variance analysis and provide actionable insights to drive business performance
- Support fundraising activities with investor materials and financial due diligence
Required Qualifications:
- 5-10 years of FP&A experience, with 3+ years in SaaS/subscription businesses
- Deep understanding of SaaS metrics (ARR, MRR, churn, LTV/CAC, cohort analysis)
- Advanced Excel/Google Sheets and SQL skills
- Experience with Salesforce, NetSuite, and BI tools (Tableau/Looker preferred)
- Strong analytical and financial modeling skills
- Excellent communication and presentation abilities
- Bachelor's degree in Finance, Accounting, Economics, or related field
Preferred Qualifications:
- MBA or CFA designation
- Experience at high-growth SaaS companies ($10M-$100M ARR)
- Familiarity with revenue recognition standards (ASC 606)
- Experience with planning tools (Adaptive, Anaplan, etc.)
- Python/R programming skills
- Ability to overlap with EST / PST timezones (till 12:30 AM IST)
Interview Process
- Recruiter Screen
- Interview with Director of FP&A
- Assessment - Financial Modeling
- Interview with Head of Finance / Head of Operations / Director - Strategy
- Interview with CEO / CTO
Financial Planning and Analysis Manager
Posted today
Job Viewed
Job Description
Company Overview:
BrightEdge is a leading enterprise SEO and content performance platform trusted by over 1,500 global brands including Microsoft, Adobe, and Marriott.
What makes BrightEdge special is our innovative technology that transforms complex search data into actionable insights. We're not just another martech company – we literally pioneered the SEO platform category and continue to lead with AI-powered solutions.
Working with us means joining a team that's solving fascinating technical and business challenges at scale. You'll be directly impacting how major brands connect with their audiences online.
We are seeking an experienced FP&A Lead / Manager to join our team and drive strategic financial initiatives while providing critical insights to our executive leadership team.
Position Summary:
We're seeking an experienced FP&A Manager to join our finance team and drive strategic financial planning for our rapidly growing SaaS business. You'll be responsible for forecasting, budgeting, and providing analytical insights to support our ARR growth.
Key Responsibilities:
- Own annual budgeting and quarterly forecasting processes for the entire organization
- Develop and maintain comprehensive SaaS metrics reporting including ARR, churn, LTV/CAC, and unit economics
- Partner with Sales, Marketing, and Customer Success teams to analyze performance and identify growth opportunities
- Prepare monthly board packages and present financial results to executive leadership
- Build financial models to support strategic initiatives, pricing decisions, and investment prioritization
- Lead variance analysis and provide actionable insights to drive business performance
- Support fundraising activities with investor materials and financial due diligence
Required Qualifications:
- 5-10 years of FP&A experience, with 3+ years in SaaS/subscription businesses
- Deep understanding of SaaS metrics (ARR, MRR, churn, LTV/CAC, cohort analysis)
- Advanced Excel/Google Sheets and SQL skills
- Experience with Salesforce, NetSuite, and BI tools (Tableau/Looker preferred)
- Strong analytical and financial modeling skills
- Excellent communication and presentation abilities
- Bachelor's degree in Finance, Accounting, Economics, or related field
Preferred Qualifications:
- MBA or CFA designation
- Experience at high-growth SaaS companies ($10M-$100M ARR)
- Familiarity with revenue recognition standards (ASC 606)
- Experience with planning tools (Adaptive, Anaplan, etc.)
- Python/R programming skills
- Ability to overlap with EST / PST timezones (till 12:30 AM IST)
Interview Process
- Recruiter Screen
- Interview with Director of FP&A
- Assessment - Financial Modeling
- Interview with Head of Finance / Head of Operations / Director - Strategy
- Interview with CEO / CTO
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Senior Manager, Financial Planning & Analysis
Posted today
Job Viewed
Job Description
Senior Manager, Financial Planning & Analysis (FP&A)
POSITION REPORTS TO: Chief Finance Officer (CFO)
EMPLOYMENT BASIS: Full-time
LOCATION: Remote (AEST time zone)
TIME COMMITMENT: 5 days per week
Role Description
ATEC exists to decarbonise cooking for all households across the Global South with our smart eCook stoves. 4 billion people across Asia & Africa still lack access to modern cooking - generating 1 gigaton of emissions, more than the global airline industry. ATEC’s patented IoT technology means usage data is converted into 100% data-verified carbon credits - a global first for the sector. ATEC is now expanding across Asia & Africa - working with last-mile distributors and net-zero partners to decarbonise cooking at scale.
The Senior Manager, FP&A will be responsible for delivering robust financial insights, analysis, and reporting to support ATEC’s strategic decision-making and growth. This position will lead budgeting, forecasting, and financial modelling activities, partner with teams inside and outside the organization, and serve as a finance business partner to senior leaders. The Senior Manager, FP&A will also drive process improvements, support resource allocation, and help optimize business performance and operational efficiency.
The role will support the review and enhancement of ATEC’s financial model in order to further ATEC’s strategic mission. This is a hands-on role reporting to the CFO and is part of a small finance team, working closely with the Finance Manager.
Key Responsibilities
Financial Analysis, Modelling and Reporting
- Build and maintain financial models, conduct scenario & variance planning and analyses, translate strategic initiatives into financial terms, identify key financial drivers, and support decision-making across the organization.
- Analyze financial data, KPIs, and trends to provide actionable insights and recommendations for improving business performance and informing strategic discussions.
- Provide financial guidance and support for new projects, investments, and cost-saving initiatives.
- Analyze financial data, key performance indicators, and trends to provide insights and recommendations for improving business performance.
- Prepare and present financial reports (including grant reports), forecasts, budgets, and variance analysis to senior management.
Budgeting, Forecasting & Planning
- Lead the annual budgeting, cash flow planning, and periodic re-forecasting processes in collaboration with department heads and senior leadership.
- Oversee and consolidate quarterly and annual planning cycles, ensuring alignment with organizational goals and timely completion of financial plans.
Stakeholder and Investor Management
- Support the (monthly) financial close process and prepare financial reporting packages for senior leadership, functional units, Board and FRAC Committees.
- Serve as a finance business partner to leaders across functions, building strong relationships to drive financial alignment and accountability.
- Prepare and support the due diligence process for investors, working across teams to collate and prepare responses.
- Design, guide, and streamline the communication between ATEC and its board, investors, and potential future business/finance partners for finance related matters.
- Communicate with internal stakeholders on matters related to budgeting, forecasting and financial planning.
Process Improvement & Data Management
- Identify and implement process improvements to enhance the efficiency and effectiveness of FP&A activities, including automation and digitization of reporting.
- Ensure integrity and accuracy of financial data across systems and reports, creating standardized templates and validation processes.
- Support the integration and optimization of financial systems and business intelligence tools.
- Collaborate with cross-functional and global teams to understand business drivers and support resource allocation.
- Identify opportunities to streamline processes and improve efficiencies within the finance function.
- Develop business cases for proposed process improvements or system enhancements.
- Ensure accuracy and integrity of data used in financial analyses through regular validation processes.
- Create standardized templates for reporting purposes and ensure consistent data collection across the organization.
Special Projects
- Lead or participate in special projects and ad hoc analyses, such as fundraising, grant raising and reporting, or market expansion
Other activities as determined by the CFO
QUALIFICATIONS AND EXPERIENCE
- CA or CPA qualification
- Finance degree or equivalent degree in Statistics or a related field
- Minimum of 3-5 years relevant experience in financial management, budgeting, planning and analysis
- Advanced Microsoft Excel skills
- Business Intelligence experience (desirable)
- Experience working in a distributed team in a regional or global context, within a complex industry
Personal Attributes
- Alignment with ATEC’s core values of One Team, Continuous Learning & Goal-Orientated
- Enjoy working in a fast paced and distributed startup/scaleup work environment
- Comfortable with rapid iteration
- High attention to detail
- Excellent written & verbal communicator, with the ability to translate complex financial concepts into everyday language across languages and cultures
- Resolute in using your skills and experience to make the strongest possible impact in the world
Senior Manager, Financial Planning & Analysis
Posted today
Job Viewed
Job Description
Senior Manager, Financial Planning & Analysis (FP&A)
POSITION REPORTS TO: Chief Finance Officer (CFO)
EMPLOYMENT BASIS: Full-time
LOCATION: Remote (AEST time zone)
TIME COMMITMENT: 5 days per week
Role Description
ATEC exists to decarbonise cooking for all households across the Global South with our smart eCook stoves. 4 billion people across Asia & Africa still lack access to modern cooking - generating 1 gigaton of emissions, more than the global airline industry. ATEC’s patented IoT technology means usage data is converted into 100% data-verified carbon credits - a global first for the sector. ATEC is now expanding across Asia & Africa - working with last-mile distributors and net-zero partners to decarbonise cooking at scale.
The Senior Manager, FP&A will be responsible for delivering robust financial insights, analysis, and reporting to support ATEC’s strategic decision-making and growth. This position will lead budgeting, forecasting, and financial modelling activities, partner with teams inside and outside the organization, and serve as a finance business partner to senior leaders. The Senior Manager, FP&A will also drive process improvements, support resource allocation, and help optimize business performance and operational efficiency.
The role will support the review and enhancement of ATEC’s financial model in order to further ATEC’s strategic mission. This is a hands-on role reporting to the CFO and is part of a small finance team, working closely with the Finance Manager.
Key Responsibilities
Financial Analysis, Modelling and Reporting
- Build and maintain financial models, conduct scenario & variance planning and analyses, translate strategic initiatives into financial terms, identify key financial drivers, and support decision-making across the organization.
- Analyze financial data, KPIs, and trends to provide actionable insights and recommendations for improving business performance and informing strategic discussions.
- Provide financial guidance and support for new projects, investments, and cost-saving initiatives.
- Analyze financial data, key performance indicators, and trends to provide insights and recommendations for improving business performance.
- Prepare and present financial reports (including grant reports), forecasts, budgets, and variance analysis to senior management.
Budgeting, Forecasting & Planning
- Lead the annual budgeting, cash flow planning, and periodic re-forecasting processes in collaboration with department heads and senior leadership.
- Oversee and consolidate quarterly and annual planning cycles, ensuring alignment with organizational goals and timely completion of financial plans.
Stakeholder and Investor Management
- Support the (monthly) financial close process and prepare financial reporting packages for senior leadership, functional units, Board and FRAC Committees.
- Serve as a finance business partner to leaders across functions, building strong relationships to drive financial alignment and accountability.
- Prepare and support the due diligence process for investors, working across teams to collate and prepare responses.
- Design, guide, and streamline the communication between ATEC and its board, investors, and potential future business/finance partners for finance related matters.
- Communicate with internal stakeholders on matters related to budgeting, forecasting and financial planning.
Process Improvement & Data Management
- Identify and implement process improvements to enhance the efficiency and effectiveness of FP&A activities, including automation and digitization of reporting.
- Ensure integrity and accuracy of financial data across systems and reports, creating standardized templates and validation processes.
- Support the integration and optimization of financial systems and business intelligence tools.
- Collaborate with cross-functional and global teams to understand business drivers and support resource allocation.
- Identify opportunities to streamline processes and improve efficiencies within the finance function.
- Develop business cases for proposed process improvements or system enhancements.
- Ensure accuracy and integrity of data used in financial analyses through regular validation processes.
- Create standardized templates for reporting purposes and ensure consistent data collection across the organization.
Special Projects
- Lead or participate in special projects and ad hoc analyses, such as fundraising, grant raising and reporting, or market expansion
Other activities as determined by the CFO
QUALIFICATIONS AND EXPERIENCE
- CA or CPA qualification
- Finance degree or equivalent degree in Statistics or a related field
- Minimum of 3-5 years relevant experience in financial management, budgeting, planning and analysis
- Advanced Microsoft Excel skills
- Business Intelligence experience (desirable)
- Experience working in a distributed team in a regional or global context, within a complex industry
Personal Attributes
- Alignment with ATEC’s core values of One Team, Continuous Learning & Goal-Orientated
- Enjoy working in a fast paced and distributed startup/scaleup work environment
- Comfortable with rapid iteration
- High attention to detail
- Excellent written & verbal communicator, with the ability to translate complex financial concepts into everyday language across languages and cultures
- Resolute in using your skills and experience to make the strongest possible impact in the world
Senior Manager, Financial Planning & Analysis
Posted 2 days ago
Job Viewed
Job Description
Senior Manager, Financial Planning & Analysis (FP&A)
POSITION REPORTS TO: Chief Finance Officer (CFO)
EMPLOYMENT BASIS: Full-time
LOCATION: Remote (AEST time zone)
TIME COMMITMENT: 5 days per week
Role Description
ATEC exists to decarbonise cooking for all households across the Global South with our smart eCook stoves. 4 billion people across Asia & Africa still lack access to modern cooking - generating 1 gigaton of emissions, more than the global airline industry. ATEC’s patented IoT technology means usage data is converted into 100% data-verified carbon credits - a global first for the sector. ATEC is now expanding across Asia & Africa - working with last-mile distributors and net-zero partners to decarbonise cooking at scale.
The Senior Manager, FP&A will be responsible for delivering robust financial insights, analysis, and reporting to support ATEC’s strategic decision-making and growth. This position will lead budgeting, forecasting, and financial modelling activities, partner with teams inside and outside the organization, and serve as a finance business partner to senior leaders. The Senior Manager, FP&A will also drive process improvements, support resource allocation, and help optimize business performance and operational efficiency.
The role will support the review and enhancement of ATEC’s financial model in order to further ATEC’s strategic mission. This is a hands-on role reporting to the CFO and is part of a small finance team, working closely with the Finance Manager.
Key Responsibilities
Financial Analysis, Modelling and Reporting
- Build and maintain financial models, conduct scenario & variance planning and analyses, translate strategic initiatives into financial terms, identify key financial drivers, and support decision-making across the organization.
- Analyze financial data, KPIs, and trends to provide actionable insights and recommendations for improving business performance and informing strategic discussions.
- Provide financial guidance and support for new projects, investments, and cost-saving initiatives.
- Analyze financial data, key performance indicators, and trends to provide insights and recommendations for improving business performance.
- Prepare and present financial reports (including grant reports), forecasts, budgets, and variance analysis to senior management.
Budgeting, Forecasting & Planning
- Lead the annual budgeting, cash flow planning, and periodic re-forecasting processes in collaboration with department heads and senior leadership.
- Oversee and consolidate quarterly and annual planning cycles, ensuring alignment with organizational goals and timely completion of financial plans.
Stakeholder and Investor Management
- Support the (monthly) financial close process and prepare financial reporting packages for senior leadership, functional units, Board and FRAC Committees.
- Serve as a finance business partner to leaders across functions, building strong relationships to drive financial alignment and accountability.
- Prepare and support the due diligence process for investors, working across teams to collate and prepare responses.
- Design, guide, and streamline the communication between ATEC and its board, investors, and potential future business/finance partners for finance related matters.
- Communicate with internal stakeholders on matters related to budgeting, forecasting and financial planning.
Process Improvement & Data Management
- Identify and implement process improvements to enhance the efficiency and effectiveness of FP&A activities, including automation and digitization of reporting.
- Ensure integrity and accuracy of financial data across systems and reports, creating standardized templates and validation processes.
- Support the integration and optimization of financial systems and business intelligence tools.
- Collaborate with cross-functional and global teams to understand business drivers and support resource allocation.
- Identify opportunities to streamline processes and improve efficiencies within the finance function.
- Develop business cases for proposed process improvements or system enhancements.
- Ensure accuracy and integrity of data used in financial analyses through regular validation processes.
- Create standardized templates for reporting purposes and ensure consistent data collection across the organization.
Special Projects
- Lead or participate in special projects and ad hoc analyses, such as fundraising, grant raising and reporting, or market expansion
Other activities as determined by the CFO
QUALIFICATIONS AND EXPERIENCE
- CA or CPA qualification
- Finance degree or equivalent degree in Statistics or a related field
- Minimum of 3-5 years relevant experience in financial management, budgeting, planning and analysis
- Advanced Microsoft Excel skills
- Business Intelligence experience (desirable)
- Experience working in a distributed team in a regional or global context, within a complex industry
Personal Attributes
- Alignment with ATEC’s core values of One Team, Continuous Learning & Goal-Orientated
- Enjoy working in a fast paced and distributed startup/scaleup work environment
- Comfortable with rapid iteration
- High attention to detail
- Excellent written & verbal communicator, with the ability to translate complex financial concepts into everyday language across languages and cultures
- Resolute in using your skills and experience to make the strongest possible impact in the world