About the Role:
The Assistant Manager/Manager – Finance will primarily support business finance, financial planning & analysis, and investor reporting functions. The role focuses on budgeting, forecasting, MIS reporting, and delivering actionable financial insights to aid decision-making. The individual will work closely with cross-functional teams to track performance, support planning cycles, and ensure timely, accurate reporting for management and investors, while contributing to process improvements and strategic initiatives.
Key responsibilities :-
🔹 Financial Planning, Forecasting & Analysis
- Support the preparation of annual budgets, rolling forecasts, and variance analysis.
- Track actual vs. budgeted expenses and revenue; provide timely insights to management.
- Support financial planning activities and help identify areas for cost optimization.
- Update financial models promptly to reflect the latest actuals and projections, supporting timely and informed decision making.
- Support management with ad hoc financial analysis, scenario modeling, and business cases as needed for decision-making.
🔹 Investor Relations
- Compile, validate, and distribute monthly MIS reports—including P&L, balance sheet, and cash flow summaries—within two business days of month-end close to align with management review cycles.
- Ensure accuracy and completeness of data inputs to avoid delays and ensure reliability of reports as this needs to be shared with the Board of Directors and Investors.
🔹 Month-End Closures
- Coordinate with the accounting team to ensure timely completion of accruals, reconciliations, and journal entries as per the monthly close calendar.
- Validate that all closing activities are completed and financials are review-ready within the prescribed closing window.
🔹 Cross-Functional Collaboration
- Partner with internal, sales, and product teams to gather inputs and validate assumptions early in the planning cycle to prevent last-minute delays.
- Facilitate planning meetings and checkpoints to ensure all stakeholders meet agreed timelines.
🔹 Process Improvement & Automation
- Identify opportunities for process improvement (e.g., centralized templates, automation of data pulls, streamlined workflows) to reduce turnaround time.
- Monitor close cycle KPIs to drive ongoing improvements in efficiency and reporting timelines.
🔹 Ad Hoc Analysis & Special Projects
- Support management with ad hoc analysis, ensuring a quick turnaround without compromising insight quality.
- Contribute to strategic initiatives (e.g., business cases, scenario planning) with well-defined deliverables, schedules, and milestone tracking.
Preferred qualifications:
- Chartered Accountant with 0-2 years of experience with article-ship in either Statutory Audit/ Internal Audit/ Risk Advisory from Big 4 firms.
- Open to consider, CA Internship with Big Four in Taxation (GST), provided strong post qualification experience in FP&A of 2 years. Strong Class X, XII marks and not many attempts to clear CA.
- Excellent MS Excel skills and working knowledge of accounting tools (Zoho/QuickBooks/Tally).
- Strong analytical and problem-solving skills.
- High attention to detail as the individual is expected to work on critical investor/ board queries with a sense of ownership.
- Good verbal and written communication skills. High on energy.
- Ability to work independently and handle multiple tasks under tight timelines.
