Finance Manager – Financial Planning & Analysis

Company: Otomatiks
Location: Vellore, Tamil Nadu
Employment Type: Full-Time | On-Site
Salary: ₹25,000 – ₹30,000 per month
Experience: 4–8 Years

About the Role

Otomatiks is looking for a Finance Manager – Financial Planning & Analysis to strengthen our financial planning, budgeting, cost control and business decision-making.

This is not a routine accounting or bookkeeping role. The person will work closely with the management team to understand the financial performance of the business, identify areas of unnecessary expenditure, improve cost efficiency, monitor profitability and bring greater financial discipline across the organisation.

The ideal candidate should be highly analytical, commercially aware and capable of converting financial data into clear, practical recommendations for management.

Key Responsibilities1. Financial Analysis & Management MIS

- Analyse monthly revenue, expenses, profitability and cash flow.
- Prepare and present monthly financial MIS for management.
- Analyse financial trends and identify areas requiring attention.
- Track actual performance against business targets.
- Provide actionable insights and recommendations based on financial data.

2. Budgeting & Forecasting

- Prepare annual, quarterly and monthly budgets.
- Monitor actual expenses against approved budgets.
- Analyse budget variances and identify the reasons for deviations.
- Prepare financial forecasts and cash-flow projections.
- Support management in financial planning and business expansion decisions.

3. Cost Control & Cost Optimisation

- Monitor expenses across branches, departments and business activities.
- Identify unnecessary, excessive and avoidable expenses.
- Analyse recurring costs and recommend opportunities for cost reduction.
- Track the financial impact of cost-cutting initiatives.
- Establish appropriate spending controls and approval processes.

4. Profitability Analysis

- Analyse profitability by branch,



program and business activity.
- Identify high-cost and low-margin areas.
- Analyse revenue, operating costs and contribution margins.
- Identify opportunities to improve profitability.
- Support management in pricing and resource allocation decisions.

5. Cash Flow & Working Capital

- Monitor cash inflows and outflows.
- Prepare short-term and medium-term cash-flow projections.
- Monitor receivables and payables.
- Identify potential cash-flow gaps in advance.
- Support efficient working-capital management.

6. Financial Controls & Process Improvement

- Strengthen financial controls and expense-monitoring systems.
- Identify financial leakages and process inefficiencies.
- Ensure expenses are properly authorised and documented.
- Develop simple systems for tracking and controlling expenditure.
- Work closely with the accounts team to ensure accurate and timely financial information.

7. Management & Business Support

- Work directly with management on financial and business decisions.
- Evaluate the financial impact of new projects, programs and investments.
- Prepare financial models and projections when required.
- Provide data-driven recommendations to improve financial performance.
- Support management in creating a financially sustainable and scalable business.

Required Skills

- Strong financial analysis and analytical thinking
- Budgeting and forecasting
- Cost control and cost optimisation
- Profitability analysis
- Management MIS
- Strong understanding of P&L;, Balance Sheet and Cash Flow
- Advanced MS Excel skills
- Financial modelling
- Strong attention to detail




- Good communication and presentation skills
- Ability to interpret financial data and convert it into actionable business insights

Qualifications

- B.Com / M.Com / MBA – Finance / CMA / CA Inter or equivalent
- 4–8 years of relevant experience
- Experience in an SME, education, service, retail, multi-branch or growing business will be an advantage.

Who We Are Looking For

We are looking for someone who can go beyond preparing financial reports and actively help management understand and improve the financial health of the business.

The ideal candidate should be able to look at the numbers and answer questions such as:

- Where are we spending too much?
- Which expenses can be reduced?
- Which branches or programs are profitable?
- Where are we losing money?
- Are our current budgets realistic?
- What can we do to improve margins?
- How can we improve cash flow?
- What financial risks should management be aware of?

Important Note

This is not a bookkeeping-only position.

Candidates whose experience is primarily limited to data entry, Tally operations, routine accounting, GST/TDS filing or bookkeeping, without hands-on experience in financial analysis, budgeting and management reporting, may not be suitable for this position.

What We Offer

- Opportunity to work closely with the management team
- Significant role in shaping the company's financial systems and processes
- Exposure to budgeting, business analysis and strategic financial planning
- Opportunity to contribute directly to cost optimisation and business growth

Salary: ₹25,000 – ₹30,000 per month, based on experience and capability.

Location: Vellore, Tamil Nadu

Job Type: Full time | On-Site

Pay: ₹25,000.00 - ₹30,000.00 per month

Benefits:

- Health insurance
- Internet reimbursement
- Leave encashment
- Paid sick time
- Paid time off

Experience:

- Account analysis: 2 years (Required)

Work Location: In person

📌 Finance Manager – Financial Planning & Analysis (India)
🏢 Otomatiks
📍 India