- Location
- Gurugram, Haryana
- Workplace
- Onsite
- Type
- Full-time
- Department
- Finance
- Seniority
- Manager
- Education
- Master
- Closing date
- Today
- Source
- ApplyToJob
Description
NEOLYTIX
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.
Job 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
1. 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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).
- 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.
- 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
Skills
OracleExcelSAPPower BIGAAPIFRSRisk ManagementComplianceERPCPACFA
