JOB DESCRIPTIONPosition: Head – Financial Planning & Analysis (FP&A;)Department: Finance & Accounts

Designation: Head – FP&A;

Experience: 3–7 Years

Qualification: CA – Chartered Accountant

Industry: Construction Equipment Rental / Infrastructure / Heavy Equipment

Location: Chennai / Pan India

Reporting To: CFO / Finance Director / Managing Director

- Job PurposeTo lead the Financial Planning & Analysis function and provide accurate, timely and actionable financial insights to management for effective business decision-making.

The role will be responsible for budgeting, forecasting, financial modelling, MIS, variance analysis, profitability analysis, cash-flow planning and business performance management across the organization's equipment rental, sales and infrastructure operations.

- Key ResponsibilitiesA. Financial Planning & Budgeting
- Lead the annual budgeting and business planning process.
- Prepare annual operating plans, departmental budgets and financial targets.
- Coordinate with Business, Operations, SCM, HR, Commercial and other departments for budget preparation.
- Develop monthly and quarterly rolling forecasts.
- Monitor actual performance against approved budgets and forecasts.
- Identify financial risks, opportunities and deviations and recommend corrective actions.

B. Management Reporting & MIS
- Prepare and review monthly, quarterly and annual management MIS.
- Develop management dashboards covering:
- Revenue
- EBITDA / EBIT
- Gross Margin
- Equipment Utilization
- Rental Yield
- Operating Cost
- CAPEX
- Working Capital
- Receivables / Collections
- Cash Flow
- Present financial performance and key business insights to CFO / Management.
- Provide meaningful commentary on business performance and key variances.

C. Financial Analysis & Business Performance
- Analyze profitability by equipment, project, customer, location and business vertical.
- Monitor equipment-wise revenue, operating cost and contribution margins.
- Analyze rental rates, utilization and asset productivity.
- Identify under-performing assets and business units.
- Support management in improving margins and overall profitability.
- Conduct cost-benefit and ROI analysis for major business initiatives.

D. Financial Modelling & Forecasting
- Develop financial models for:
- New equipment purchases
- Equipment rental projects
- Infrastructure projects
- Branch / location expansion
- CAPEX proposals
- New business opportunities
- Perform sensitivity and scenario analysis.




- Evaluate different business assumptions and their impact on P&L; and cash flow.
- Support management with financial feasibility analysis for new projects.

E. Working Capital & Cash Flow
- Monitor working capital requirements and cash conversion cycle.
- Analyze receivables, payables and inventory trends.
- Coordinate with Commercial / Collections teams to improve cash realization.
- Prepare cash-flow forecasts and liquidity projections.
- Identify working-capital risks and recommend corrective measures.
- Support management in optimizing fund utilization.

F. Business Partnering
- Work closely with Business Heads, Operations, Commercial, SCM and HR teams.
- Act as a Finance Business Partner to operational functions.
- Provide financial insights for pricing, costing and contract decisions.
- Support business teams in achieving financial targets.
- Challenge business assumptions and provide data-driven recommendations.

G. CAPEX & Asset Analysis
- Review CAPEX proposals for construction and heavy equipment.
- Evaluate equipment acquisition decisions based on ROI, payback and utilization.
- Analyze asset lifecycle economics.
- Monitor CAPEX budget versus actual expenditure.
- Support decisions related to equipment purchase, replacement and disposal.

H. Cost Optimization
- Identify opportunities for cost reduction and operational efficiency.
- Analyze fixed and variable costs across locations.
- Monitor equipment operating and maintenance costs.
- Conduct cost benchmarking and trend analysis.
- Support initiatives for improving EBITDA and asset productivity.

I. Consolidation & Management Reviews
- Consolidate financial information across branches / locations / business units.
- Ensure timely closure of monthly MIS.
- Coordinate with Finance & Accounts teams for accurate financial data.
- Prepare management review presentations and business performance packs.
- Support CFO / Management in Board-level financial reporting.

J. Systems, Automation & Analytics
- Improve FP&A; processes through automation and standardization.
- Develop advanced Excel-based financial models and dashboards.
- Use ERP systems such as SAP / Oracle / other financial platforms.




- Develop Power BI / dashboard-based management reporting.
- Improve data accuracy, reporting timelines and analytical capabilities.

3. Key Performance Indicators (KPIs)
- Budget vs. Actual variance
- Forecast accuracy
- Revenue and EBITDA performance
- Gross / contribution margin improvement
- Equipment utilization and rental yield
- Working capital reduction
- Receivables / collection improvement
- Cash-flow forecast accuracy
- CAPEX ROI
- Cost optimization
- Timely submission of MIS
- Accuracy of management reporting
- Business decision support effectiveness

4. Qualification & ExperienceMandatory:

- Qualified Chartered Accountant (CA).
- 3–7 years of post-qualification experience in FP&A; / Corporate Finance / Business Finance / Financial Analysis.
- Strong experience in budgeting, forecasting, MIS and financial modelling.
- Experience in a multi-location / asset-intensive business will be preferred.

Preferred Industry Experience:

- Construction Equipment
- Equipment Rental
- Infrastructure
- Construction
- Manufacturing
- Heavy Engineering
- Logistics / Asset-intensive businesses

5. Required Skills
- Financial Planning & Analysis
- Budgeting & Forecasting
- Financial Modelling
- Management MIS
- Variance Analysis
- P&L; Analysis
- Working Capital Management
- Cash Flow Forecasting
- Cost & Profitability Analysis
- CAPEX / ROI Analysis
- Business Performance Management
- Advanced MS Excel
- Power BI / Data Analytics
- ERP / SAP knowledge
- Strong presentation and communication skills

6. Behavioural Competencies
- Strong analytical and problem-solving ability
- Commercial and business acumen
- Strategic thinking
- Attention to detail
- Strong stakeholder management
- Ability to work with senior management
- Proactive and result-oriented approach
- Ability to convert financial data into actionable business insights
- Strong ownership and accountability

7. Ideal Candidate ProfileA CA with 3–7 years of post-qualification experience who has solid hands-on exposure to FP&A;, budgeting, forecasting, MIS, financial modelling and business performance analysis, preferably from a construction equipment, rental, infrastructure, manufacturing or other asset-intensive organization.

- The candidate should be capable of working independently with business heads and senior management and translating financial information into clear business insights, profitability improvement initiatives and strategic recommendations.

📌 Chartered Accountant Final (Chennai)
🏢 Urmilla Enterprises Private
📍 Chennai