Key Roles and Responsibilities 1. Financial Planning & Analysis (FP&A;)
• Support the financial planning, budgeting, forecasting, and performance analysis processes across the organization.
• Assist the FP&A; Lead in preparing annual business plans, financial budgets, revenue forecasts, profitability projections, and cash flow forecasts.
• Prepare and analyze monthly management reports, including budget vs. actual performance, revenue trends, profitability, and key financial indicators.
• Conduct financial analysis to identify business risks, opportunities, and areas for improving financial performance.
• Develop financial models and scenario analyses to support strategic planning and management decision-making.
• Monitor financial performance across business units, capabilities, regions, and legal entities, providing actionable insights to senior management.
• Support the Management in financial strategy, resource allocation, pricing decisions, and business expansion initiatives. 2. Proposal Budgeting and Pricing
• Support the financial review and preparation of budgets for consulting assignments, grants, and other business development opportunities.
• Develop and maintain standard pricing models, including card rates, cost-plus rates, personnel costs, overhead recovery, and profit margins.
• Review proposal budgets to ensure appropriate cost allocation, financial viability, profitability, and compliance with client requirements.
• Provide financial guidance to business development and technical teams on proposal structuring, consortium arrangements, subcontracting, and grant budgeting.
• Assess domestic and international tax implications, including GST/VAT, withholding taxes, and cross-border taxation, during proposal preparation and contract negotiations.
• Support commercial negotiations with clients and consortium partners on fee rates, budgets, and financial terms. 3. Project Financial Management and Performance Monitoring
• Monitor project-level financial performance, including revenue recognition, budget utilization, actual expenditure, profitability,



and financial forecasts.
• Prepare and review monthly project profitability reports and capability-wise, country-wise, and organizational financial performance statements.
• Analyze project budgets against actual expenditure and identify variances, cost overruns, and opportunities for improved financial performance.
• Monitor resource utilization, billable hours, staff deployment, and personnel cost recovery across projects.
• Support project managers in financial planning, budget monitoring, milestone tracking, and effective utilization of project resources.
• Develop and strengthen financial reporting and monitoring systems through Zoho Projects, Zoho CRM, Zoho Analytics, and other financial management tools.
• Support the financial closure of projects, including budget reconciliation, profitability assessment, and financial performance reporting.
• 4. Alternative Investment Fund (AIF) Management
• Coordinate operational activities, including documentation, regulatory requirements, and engagement with relevant stakeholders.
• Monitor investor capital commitments, capital calls, contributions, distributions, and outstanding commitments.
• Prepare and maintain fund-level financial models, cash flow projections, investment tracking reports, and capital utilization statements.
• Support the preparation and review of investor reports, fund performance reports, and management information statements.
• Assist in the calculation and review of fund distributions, management fees, carried interest, hurdle rates, and other fund-related financial arrangements in accordance with the fund documents.
• Coordinate with fund managers, investment managers, trustees, custodians,



legal advisors, and other service providers on fund-related financial and operational matters.
• Monitor compliance with applicable SEBI AIF regulations, fund documentation, investor agreements, and other relevant regulatory requirements.
• Support the financial evaluation of investment opportunities, fund structuring, and investment-related transactions, as required. 5. Financial Compliance and Cross-Border Transactions
• Provide financial and regulatory inputs on international transactions, including cross-border service arrangements, foreign investments, and intercompany transactions.
• Review financial implications of FEMA regulations, including Foreign Direct Investment (FDI), Overseas Direct Investment (ODI), and Overseas Portfolio Investment (OPI).
• Assess the implications of international taxation, Double Taxation Avoidance Agreements (DTAA), withholding taxes, and transfer pricing on business transactions.
• Coordinate with internal legal and tax teams and external advisors on complex financial and regulatory matters.
• Support the review of contractual financial provisions, including payment terms, tax clauses, financial obligations, and commercial risks. 6. Management Reporting and Strategic Financial Support
• Prepare financial dashboards, analytical reports, and management presentations for the CFO and senior leadership.
• Provide financial insights and recommendations to support strategic decisions, business growth, and operational efficiency.
• Develop and improve financial planning tools, reporting templates, budgeting frameworks, and internal financial management processes.
• Support the automation and digitization of financial planning, project monitoring, and management reporting processes.
• Undertake financial analysis and special assignments related to organizational restructuring, investments, business expansion, and other strategic initiatives.

Qualifications:
Chartered Accountant with 0-3 years of post-qualification experience

📌 Financial Planning (Lucknow)
🏢 MSC (MicroSave Consulting)
📍 Lucknow