Brief Job Description:

1 . Project Commercials & Margin Tracking

- Track and analyze project margins end-to-end — from order booking through execution and project closure.

- Monitor Costs Incurred vs. Cost to Come at a project level; proactively flag deviations, overruns, and margin risks.

- Prepare and maintain project-level P&L; statements with focus on Gross Contribution (GC%), Net Manufacturing Cost (NMC), and overall project profitability.

- Conduct periodic margin reviews (SO-level / L2-level) and highlight anomalies, margin erosion trends, or unfavorable cost variances.

- Support project teams with commercial insights to drive better decision-making on pricing, cost control, and resource allocation.

Liaise with project managers and operations to validate cost assumptions, forecast completion costs, and maintain up-to-date project financial models.

- 2. Business Intelligence & Dashboard Development

- Design, develop, and maintain BI dashboards (Power BI, AWS QuickSight, or equivalent) providing real-time visibility into project financials, cost performance, and margin trends.

- Create interactive margin waterfall charts, cost variance dashboards, and project health scorecards for leadership reviews.

- Develop MBR / QBR financial decks with clear visualizations of project performance, profitability, and cost exposure.

- Ensure data accuracy, consistency, and timely refresh of all dashboard reports across finance and operations.

Collaborate with IT / data teams for data pipeline reliability and model governance.

- 3. Automation & Process Improvement

- Identify and automate repetitive financial reporting, data consolidation, and reconciliation tasks to reduce manual effort.





- Build automated workflows for margin tracking, cost roll-ups, provision monitoring, and variance analysis using tools such as Excel VBA, Power Automate, or Python.

- Drive continuous improvement in reporting turnaround time, data quality, and analytical accuracy.

- Standardize and document finance processes, templates, and reporting frameworks to ensure scalability.

Evaluate and implement RPA or low-code tools to further streamline Finance operations workflows.

- 4. Communication & Stakeholder Management

- Present financial insights, project health updates, and margin commentary clearly to cross-functional teams and senior management.

- Translate complex financial data into simple, compelling narratives for non-finance stakeholders.

- Collaborate with Project Managers, Procurement, and Operations to align on commercial terms, cost assumptions, and project forecasts.

- Prepare concise and actionable financial summaries for monthly and quarterly business reviews.

Act as the Finance business partner for operational project teams, providing proactive financial guidance.

- 5. Service Operations — Margins & Profitability Analysis

- Perform Entry vs. Exit margin analysis to assess margin leakage, identify root causes (scope changes, cost overruns, pricing gaps),



and report trends to the Management.

- Conduct zone-wise and LOB-wise profitability analysis to identify high-performing and underperforming regions; present comparative P&L; summaries to the Management.

- Track labor efficiency metrics — technician utilization, billable vs. non-billable hours, cost per service call, and manpower deployment patterns.

Prepare and maintain project-level P&L; statements with focus on GC%, NMC, VCM, and overall profitability.

- REQUIRED QUALIFICATIONS & SKILLS

Education

- Inter CA (ICAI) or Inter CMA (ICMAI) — Mandatory qualification

- Graduation in Commerce / Finance — B.Com / BBA or equivalent

Experience

- 3 – 6 years of relevant experience in a manufacturing industry setting

- Hands-on experience in project costing, margin analysis, and commercial finance

- Prior exposure to tracking project-level costs against estimates/budgets — incurred vs. cost to come analysis

- Experience supporting monthly/quarterly business review cycles in a manufacturing or industrial setting

Technical Skills

Domain

Skills & Tools

BI & Analytics

Power BI / AWS QuickSight / Tableau — dashboard creation & data modelling

MS Excel

Advanced — Pivot Tables, XLOOKUP, Power Query, VBA Macros, Dynamic Arrays

Automation

Power Automate, Excel VBA, Python scripting, RPA platforms

ERP Systems

SAP / Oracle (preferred) — data extraction and cost reporting

Financial Modelling

Project P&L;, margin waterfall, variance analysis, 4+8 / 8+4 forecasting

Data Handling

ETL concepts, SQL basics, data validation and transformation

📌 General Finance Specialist (Thane)
🏢 Vertiv
📍 Thane