Director of financial planning and analysis

GetixHealth · Bangalore, India

Role Overview

Getix Health is seeking a Director of Financial Planning & Analysis (FP& A) to build and lead a high-impact FP& A function supporting a growing, multi-entity business.

Reporting to the Chief Financial Officer, this individual will act as a strategic partner to executive leadership , driving data-informed decision-making, improving financial performance, and supporting scalable growth.

A key focus of this role will be building client-level P& L visibility across the organization and transforming the forecasting process into a more accurate, scalable, and insight-driven capability .

We are looking for a highly analytical and intellectually curious leader who thrives in complex environments, challenges assumptions, and connects financial insights to business strategy. This role offers the opportunity to establish best-in-class FP& A capabilities and build a high-performing team from the ground up .

Key Responsibilities

Financial Planning & Strategy Lead annual budgeting, rolling forecasts, and long-range planning processes Develop and maintain robust, scalable financial models supporting strategic initiatives and operational decisions Drive the evolution of the forecasting process , improving accuracy, visibility, and responsiveness to business changes Partner with executive leadership to translate financial data into actionable strategy Support scenario planning, sensitivity analysis, and investment evaluation

Client-Level Profitability & Insights (Core Initiative) Design and implement client-level P& Ls across the organization to improve visibility into profitability by customer, service line, and geography Partner with operations and accounting to align revenue, cost allocation, and margin reporting at a granular level Identify profitability drivers, margin leakage, and optimization opportunities Establish ongoing reporting and governance around client-level financial performance

Business Partnership & Insights Serve as a trusted advisor to cross-functional leaders across operations, HR, and accounting Analyze financial performance across multiple lines of business , identifying trends, risks, and opportunities Drive profitability improvement and cost optimization initiatives Deliver clear, concise recommendations that influence decision-making

Reporting & Analytics Own monthly, quarterly, and ad hoc financial reporting for senior leadership Enhance reporting processes, tools, and data accuracy to support real-time decision-making Build dashboards and insights using BI tools (e.g., Power BI or similar)

Systems & Process Excellence Leverage and optimize financial systems (e.g., Net Suite or similar ERP platforms) to improve planning and reporting capabilities Identify opportunities to automate and streamline workflows Support the integration of modern financial technologies , including emerging AI-driven tools

Team Leadership Build, lead, and develop a high-performing FP& A team Establish best practices, standard processes, and a strong analytical culture Mentor team members and promote continuous learning and development

Candidate Profile

Required Experience 7–12+ years of progressive experience in FP& A, corporate finance, or related roles Experience working in a multi-line-of-business, multinational organization Proven track record of supporting executive leadership with financial insights and strategy Strong expertise in financial modeling, forecasting, and performance analysis Hands-on experience with ERP systems (Net Suite or similar) and financial reporting tools

Preferred Qualifications MBA, CPA, CFA, or equivalent advanced qualification Experience working with or supporting US-based companies or global finance teams Background in healthcare, revenue cycle management, or services-based organizations

Key Attributes We’re Looking For Intellectual curiosity – naturally inquisitive, digs into the “why” behind the numbers, and challenges assumptions Strategic mindset – able to connect financial insights to business outcomes Strong business acumen – understands drivers across multiple revenue streams and client segments Advanced analytical capability – translates complex data into clear insights Execution-oriented – able to build and implement new processes (not just analyze) Excellent communication skills – able to influence senior stakeholders

Technology & Innovation Advanced proficiency in Excel and financial modeling tools Experience with Net Suite or equivalent ERP platforms required Familiarity with BI and visualization tools (e.g., Power BI) Nice to have: Exposure to emerging AI tools (e.g., Microsoft Copilot, Claude, or similar) and interest in applying AI to finance workflows

What Makes This Role Unique Opportunity to build FP& A capability from the ground up in India Ownership of a major transformation initiative (client-level P& Ls and forecasting improvement) High visibility and direct collaboration with the CFO and executive team Ability to shape the team, tools, and financial processes Exposure to strategic initiatives across a growing, multi-line-of-business organization