Role Description:

We are seeking a detail-oriented and analytical finance qualified to join our team, specialising in Management Reporting, Analysis and financial modelling. The ideal candidate will play a critical role in financial data analysis, reporting, and supporting decision-making processes. Proficiency in advanced Excel, data visualisation, and presentation skills is essential for success in this role.

Job Duties and Responsibilities:

- Finance Transformation & Process Optimisation

- Lead and project manage end-to-end delivery of key finance transformation initiatives across the group.

- Redesign and implement improvements to core finance processes to enhance automation, control, and scalability.

- Oversee and drive process improvements through template creations and training across:

- Month-end close

- Purchase ledger

- Order-to-cash

- Expense management

- Approval workflows

- Develop and maintain finance templates, forms, and SOPs.

- Design, structure and help create the investor data room to support audits, fundraising, and due diligence.

- Contribute to project-based financial initiatives with a focus on automation and operational efficiency.

- Standardise and roll out balance sheet reconciliation templates across the group.

- MIS Reporting & Analysis

- Design and roll out maintenance of monthly MIS dashboards to monitor financial performance, KPIs, and business metrics.

- Create the capabilities to analyse and present financial data, including P&L;, budgets, forecasts, and variance reports.

- Project manage and roll out the timeliness of all management reports, dashboards, and presentations.

- Financial Modelling & Data Management

- Build and manage integrated financial models for budgeting, forecasting, scenario analysis and variance analysis.

- Collect, organise, and validate financial and operational data from multiple systems.





- Ensure data integrity and resolve discrepancies effectively.

- Presentation & Visualization

- Prepare clear and compelling templates for presentations using PowerPoint for internal and external stakeholders.

- Visualise complex data for decision-making using charts, graphs, and dashboards.

- Collaboration & Stakeholder Management

- Work closely with finance, operations, and cross-functional teams to enhance data flow and reporting.

- Support audit processes, reconciliation, and other ad-hoc finance projects.

- Upskill and train team members to embed best practices and tools.

- Continuous Improvement

- Identify opportunities for streamlining reporting processes and automating manual tasks.

- Stay updated with financial reporting trends, tools, and best practices.

Desired Professional Traits:

- Proactive and self-motivated with a strong sense of ownership.

- Natural problem-solver who can identify process gaps and drive implementation.

- Collaborative mindset with the ability to work cross-functionally.

- Clear communicator who can translate complex data into actionable insights.

- Adaptable, curious, and eager to adopt new tools and best practices.

Requirements

- CA Certification

- Master’s degree in Finance, Business Analytics, or a related field.

- Additional certification or coursework in Sustainability is a strong plus

- Proven experience in financial reporting, MIS, and transformation in a scaling or tech setting of at least 4 years.

- Advanced proficiency in Microsoft Excel (including pivot tables, formulas, charts, and scenario tools).

- Strong PowerPoint skills for presentation development.

- Familiarity with data visualisation tools like Tableau, Power BI, or Google Data Studio is advantageous.

- Familiarity with accounting software like Tally, Bexio, Zoho Books, and Xero.

- Excellent analytical, problem-solving, and data interpretation skills.

- Strong attention to detail and the ability to manage multiple priorities.

📌 Manager, Finance (Mumbai)
🏢 GIST Impact
📍 Mumbai