1. Budgeting & Forecasting

• Prepare annual budgets and quarterly forecasts

• Monitor budget vs actual performance and highlight variances

• Work with department heads to align financial plans with business goals

2. Financial Analysis

• Analyze revenue, cost, margins, and profitability by product, region, and channel

• Identify cost -saving opportunities and efficiency improvements

• Support pricing strategy and margin optimization

3. MIS & Reporting

• Prepare monthly MIS, dashboards, and management reports

• Provide insights on key financial metrics and business trends

• Ensure accuracy and timeliness of reports

4. Business Partnering

• Collaborate with sales, operations, and procurement teams

• Provide financial insights for strategic decision -making

• Support current projects, expansion plans, and investment analysis

5. Cash Flow & Working Capital

• Monitor cash flow, receivables, payables, and inventory cycles

• Improve working capital efficiency

• Assist in fund planning and utilization

6. Financial Modelling• Build and maintain financial models for forecasting and scenario analysis

• Conduct sensitivity analysis for business decisions

7. Process Improvement & Systems

• Improve financial processes and reporting efficiency

• Work on ERP systems (Zoho Books / Inventory or similar)

• Automate reports and dashboards wherever possible

Key KPIs

• Budget vs actual variance (%)

• Gross margin & contribution margin improvement

• Accuracy of forecasts

• Working capital cycle (DSO, DPO, inventory days)

• Timeliness & accuracy of MIS