Key Responsibilities

1.

Financial

Planning &

- Forecasting

- Lead corporate financial management activities, including P&L; analysis, cash flow management, forecasting, debt, and investment management

- Develop financial models for business planning and scenario analysis.

- Track actual performance against budgets, forecasts and previous periods.

- Identify financial risks, opportunities and key business drivers.

2. MIS &

- Management Reporting

- Own the monthly/weekly MIS reporting process.

- Prepare management reports covering revenue, profitability, costs, working capital and key business KPIs.

- Develop standardized MIS formats and reporting frameworks for management.

- Present key findings and actionable insights to senior management.

- Ensure accuracy, consistency and timely circulation of MIS reports.

3.

Dashboard

Development &

- Analytics

- Build and maintain financial and business performance dashboards

.

- Develop dashboards using

Power BI, Advanced Excel and/or Tableau

.

- Track KPIs such as revenue, gross margin, EBITDA, OPEX, contribution margin, customer/product profitability and operational metrics.

- Automate manual MIS and reporting processes.

- Integrate data from ERP, CRM and other business systems into reporting dashboards.

- Create dashboards that enable management to monitor business performance in real time.

4. Variance &

- Business Performance Analysis

- Conduct detailed

Actual vs Budget vs Forecast vs Previous Year analysis.

- Identify key drivers behind revenue, cost and profitability variances.

- Analyze business trends and provide recommendations to improve performance.

- Monitor unit economics, margins,



cost efficiency and profitability.

- Partner with business teams to understand operational drivers behind financial results.

5.

Financial

Modelling &

- Decision Support

- Build financial models for recent products, business initiatives and investments.

- Conduct scenario and sensitivity analysis.

- Prepare business cases and ROI analysis for strategic initiatives.

- Provide financial inputs for pricing, expansion, hiring and resource-allocation decisions.

6.

Business

Partnering

- Work closely with Sales, Marketing, Operations, Supply Chain and Business teams.

- Translate operational data into financial insights.

- Participate in monthly/quarterly business reviews.

- Challenge business assumptions and provide data-backed recommendations to leadership.

7.

Process

Improvement &

- Automation

- Identify opportunities to automate recurring reports and MIS.

- Improve data quality, reporting accuracy and turnaround time.

- Standardize dashboards, reporting templates and financial models.

- Drive continuous improvement in FP&A; processes and reporting systems.

Candidate Profile

- 7–14 years of experience in FP&A;, Business Finance, Financial Analysis, MIS or Corporate Finance.

- CA / CMA / MBA Finance preferred.

- Strong experience in

Budgeting, Forecasting, Financial Modelling and Variance Analysis

.

- Hands-on experience in

MIS reporting and dashboard creation

.

- Experience with B2B product or product-services startup preferred.

- Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field required Master’s degree preferred.

- Exposure to SAP / Oracle / NetSuite / other ERP systems preferred.

📌 Financial Planning and Analysis Manager -SAAS -CTC upto 50 LPA (Gurugram)
🏢 Talentiser
📍 Gurugram