Oaknorth.Ai1mo ago

Financial Planning and Analysis - AVP/DVP

Gurugram · GurugramPermanent - Full Timemid

Finance & AccountingOtherFinancial Planning And AnalysisFinancial Planning

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Requirements Summary

Chartered Accountant or MBA (Finance) from a reputable institution.

Technical Tools

Finance & AccountingOtherFinancial Planning And AnalysisFinancial Planning

At OakNorth, we’re on a mission to empower the UK’s most ambitious businesses. Since 2015, we’ve lent over $18 billion across the UK and US, helped create more than 58,000 new homes and 36,000 new jobs, and supported hundreds of thousands of personal savers — all while fuelling the UK economy.

As a key member of the Bank’s Global Finance team, you will drive a broad range of financial planning, analysis, reporting, and investor relations activities, while acting as a strategic partner to senior leadership and business teams.

Prepare accurate and timely monthly/quarterly MIS, management packs, and board/executive presentations, ensuring financial insights are communicated clearly.

Draft management commentary and narratives that explain performance trends, highlight risks/opportunities, and translate financials into actionable business implications.

Partner with business and functional leaders to manage cost budgets, track headcount, and monitor operating expenses, driving cost discipline and efficiency.

Oversee monthly P&L tracking and closing, working closely with the controllership team to ensure accuracy and insightfulness of reporting.

Engage and communicate effectively with Global CFO and Senior Management, providing clear, concise, and actionable insights that support strategic decisions.

Support in financial planning, forecasting, and scenario analysis, building robust models to support decision-making.

Support the development of annual budgets and multi-year financial plans, including stress testing and scenario planning.

Contribute to external reporting and investor relations, including quarterly results, board materials, fundraising initiatives, and due diligence processes.

Build scalable reporting frameworks, leveraging automation and visualization tools to enhance efficiency and insight delivery.

Experience & Domain Knowledge: Minimum 6-9 years of experience in FP&A and Equity Research Roles (Banking, Fintech experience preferable) with strong understanding of P&L, Balance Sheet, and key business/financial drivers

Financial Planning & Analysis: Proven expertise in budgeting, forecasting, scenario planning, and variance analysis with the ability to link financial results to operational and accounting drivers.

Technical Excellence:

Advanced Excel skills (financial modelling, automated templates; Macros/VBA preferred).

Strong PowerPoint skills to craft compelling and insight-driven presentations.

Hands-on experience with dashboarding and visualization tools (Power BI, Tableau) to translate raw data into actionable insights.

Ability to work with GL/ERP systems (e.g.,Netsuite) and data warehouses to automate and scale reporting.

Familiarity with AI and automation solutions for forecasting, scenario planning, insight generation, and commentary writing, ability to integrate such tools into FP&A workflows.

Communication & Stakeholder Management: Excellent storytelling, influencing, and partnering skills, with the ability to simplify complex analysis into clear business messages for senior leadership.

Strategic Thinking: Capacity to contribute to long-term financial plans, stress testing, scenario modelling, and executive/board reporting.

Qualifications: Chartered Accountant or MBA (Finance) from a reputable institution.