Job Description

:
Job Overview
Driving organisation's financial planning and management reporting (MIS). Play a key part in strategic decision-making by providing accurate financial insights, ensuring robust business planning, enabling performance tracking, and managing communication with internal stakeholders and Senior Management.
Responsibilities
Business Planning & Strategy Support

• Lead the annual operating plan (AOP), budgeting, and rolling forecasts across all business units.
• Develop long-term business projections including 3-5-year strategic plans, scenario planning, and financial modelling.
• Partner with cross-functional teams (Sales, Operations, HR, Marketing) to understand key drivers, risks, and growth initiatives.
• Conduct variance analysis (Actual vs Budget vs Forecast) with root-cause insights and action recommendations.
• Support management in strategic projects-new products, pricing strategies, cost optimisation, expansion plans.
• Partner in Business transformation projects to monitor the key benefit analysis

Management Information System (MIS)

• Design, refine, and implement comprehensive MIS dashboards for business performance tracking.
• Revenue & profitability analytics
• KPI tracking (business-specific & financial metrics)
• Branch/vertical performance reports
• Present insights to CXOs and senior leadership with actionable recommendations.

Investor Relations (IR) & External Stakeholder Management

• Prepare investor presentations, quarterly business updates, performance decks, and board meeting financials.
• Drafting response to investor queries with data / numbers and ensure timely dissemination of relevant information.
• Track competitor performance to support investor relations team.

Financial Modelling & Analytics

• Build dynamic financial models for forecasting, scenario analysis, sensitivity testing, and business valuation.
• Conduct ROA/ROE evaluation for new business opportunities, and product launches.
• Analyse business drivers to provide proactive insights for margin improvement and cost optimisation.

Process & Systems Improvement

• Participation in special projects for process improvement / finance & business transformation
• Drive reporting efficiencies, automation, and standardisation across planning and MIS functions.
• Work with technology/ERP teams to enhance reporting capabilities and data governance.

Other responsibilities :

• Ensure accurate and efficient MIS preparation and timely submission.

Contribute to the effective coordination and management of the accounting function; ensuring all financial processes, systems, and policies are established and adhered to as well as identifying and arresting revenue leakage areas
Desired Experience: Minimum 6 to 8 years in the field. Graduate : Yes
Masters/Postgraduate: Yes
Certifications: CA/MBA/PGDBM Finance

Skills Required