Assistant Manager – Financial Planning & Analysis

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. 2. 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. 3. 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. 4. 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. 5. 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. 6. 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. 7. 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>