KEY RESPONSIBILITIES:

1. Business Planning & Strategy

- Lead annual business planning and budgeting.
- Prepare quarterly and monthly business forecasts.
- Develop growth scenarios and strategic business models.
- Support long-term expansion planning.
- Evaluate new business opportunities.
- Conduct market and competitor analysis.
- Build financial and operational business cases for strategic initiatives.

2. Executive Decision Support

Act as a strategic advisor to the Founder and CEO by providing:

- Business insights
- Executive dashboards
- Decision notes
- Risk analysis
- Scenario modelling
- Investment analysis
- Financial impact assessments
- Performance summaries
- Strategic recommendations

3. Financial Planning & Analysis (FP&A;)

Own and continuously improve:

- Revenue forecasting
- Gross margin analysis
- EBITDA analysis
- Department profitability
- Branch profitability
- Project profitability
- Customer profitability
- Product/service profitability
- Budget vs Actual reporting
- Forecast vs Actual reporting
- Cash flow forecasting
- Working capital analysis
- Cost optimization
- Break-even analysis
- Sensitivity analysis

4. Enterprise Business Analytics

Develop meaningful analytics for every major function.

Sales & Business Development

- Sales pipeline health
- Lead conversion
- Order booking
- Sales productivity
- Sales cycle analysis
- Forecast accuracy
- Win-loss analysis
- Customer acquisition trends

Projects

- Cost performance
- Margin tracking
- Billing efficiency
- Collection status
- Delay analysis
- Resource utilization
- Project risk indicators
- Change order tracking

Service

- AMC performance
- Service profitability
- Response times
- Technician productivity
- Renewal rates
- Customer retention
- Revenue leakage analysis

Procurement

- Vendor performance
- Cost trends
- Inventory ageing
- Purchase cycle efficiency
- Material cost variance
- Stock optimization

Human Resources

- Attrition trends
- Productivity metrics
- Recruitment analytics
- Headcount planning
- Training effectiveness
- Employee cost analysis

Marketing

- Lead generation ROI
- Campaign effectiveness
- Website analytics
- Digital funnel performance
- Cost per lead
- Lead conversion

Predictive Analytics





Develop models that help management anticipate:

- Revenue trends
- Cash flow positions
- Project risks
- Margin erosion
- Resource shortages
- Workforce requirements
- Customer demand
- Collection delays
- Business growth opportunities

Diagnostic Analytics

Identify root causes behind:

- Declining profitability
- Cost overruns
- Delayed projects
- Low productivity
- Revenue leakage
- Customer attrition
- Poor collections
- Inventory inefficiencies

Prescriptive Analytics

Recommend actionable improvements for:

- Pricing strategies
- Resource allocation
- Cost optimization
- Margin improvement
- Working capital
- Operational efficiency
- Growth opportunities
- Business process improvements

Business Excellence & Transformation

Lead enterprise-wide initiatives to improve organizational maturity through:

- KPI governance
- Dashboard automation
- ERP reporting enhancements
- Standardized management reporting
- Business process optimization
- Cross-functional performance reviews
- Data quality improvement
- Continuous improvement programs

Executive Dashboard Ownership

Design, maintain and continuously improve dashboards for:

- Founder
- CEO
- Sales Leadership
- Project Leadership
- Service Leadership
- Finance
- Procurement
- HR
- Marketing

Ensure reports move beyond numbers to explain what happened, why it happened, and what should be done next.

LEADERSHIP RESPONSIBILITIES:

- Influence without formal authority.
- Challenge assumptions using data.
- Drive accountability across departments.
- Facilitate monthly business review meetings.
- Build a culture of evidence-based decision making.
- Mentor departments in understanding and using business metrics.

What Success Looks Like

Within the 1st year, you will have:

- Reduced management reporting cycle time.
- Established a company-wide KPI framework.




- Implemented executive dashboards.
- Improved forecast accuracy.
- Enhanced visibility into project profitability.
- Enabled faster and better management decisions.
- Created a culture where decisions are backed by data.

IDEAL CANDIDATE PROFILE:

Experience

- 8–12 years in Business Finance, FP&A;, Business Analytics, Commercial Finance, Finance & Business Planning.
- MUST - Experience in project-driven businesses such as HVAC, MEP, EPC, Construction, Engineering, Infrastructure, or related sectors is strongly preferred.

Qualifications

- MBA (Finance/Business Analytics)
- CA
- CMA
- CFA

Technical Skills:

MUST HAVE ---

- Advanced Microsoft Excel
- Power BI
- ERP reporting
- Financial modelling
- PowerPoint
- AI productivity tools (e.g., ChatGPT, CLAUDE, PERPLEXITY, GEMINI, Microsoft Copilot)
- Power Query
- SQL (preferred)

Behavioural Competencies

We are looking for someone who is:

- MATURE
- Good in Numbers & Commercially sharp
- Pro in Troubleshooting
- SOLUTION oriented
- Highly analytical
- Naturally curious
- Structured in problem-solving
- Comfortable working with senior leadership
- Confident presenting insights
- Hands-on and execution-focused
- Able to simplify complex information into transparent recommendations
- Ethical, trustworthy and LOYAL

What Makes This Opportunity Unique?

This role offers a rare opportunity to work directly with the Founder and CEO in building the management systems that will shape the future of the organization. You will influence strategic decisions, establish enterprise-wide performance frameworks, and play a key role in transforming Duracool into a data-driven, professionally managed company.

RECRUITMENT PARAMETERS

PARAMETER

RECOMMENDATION

Designation

Manager / Senior Manager – Business Planning, Strategy & Analytics

Experience

8–12 Years

Industry

HVAC, MEP, EPC, Construction, Engineering, Manufacturing

Qualification

MBA Finance / CA / CMA / CFA

Reporting

CEO (Founder Interaction)

Team

Initially Individual Contributor; expected to build the function over time

CTC

₹10 – 15 LPA + Performance Bonus

Pay: ₹1,200,000.00 - ₹1,500,000.00 per year

Work Location: In person

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