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 new 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.
- Solid 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 / Net Suite / other ERP systems preferred.

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