AGM-finance Manager-CA

RECEX Pvt. Ltd.; Khordha; On-site; INR 1,800,000 - 3,000,000; Full time

Job summary

RECEX Pvt. Ltd. seeks an AGM-finance Manager to steer budgeting, forecasting and financial planning in a dynamic retail/fintech environment. You will build financial models, analyze variances, and present performance dashboards to senior leadership.

The role involves governance, treasury oversight, and collaboration with Operations, Sales, HR and Legal to drive profitability and risk control. Strong leadership and Excel/ERP skills are essential.

Qualifications

• 10–15 years of progressive experience in Finance & Accounts.
• Strong experience in financial services, NBFC, lending, fintech, retail finance or a similar environment.
• Experience in managing a sizeable finance function and leading teams.

Responsibilities

• Lead annual budgeting, forecasting and financial planning processes.
• Develop financial models, business plans and scenario analyses for strategic decisions.
• Monitor KPIs and financial performance against budgets and forecasts.
• Provide insights to management on revenue, cost, profitability and performance.
• Oversee financial reporting, MIS and timely statutory filings.

Skills

Budgeting & Forecasting

Financial analysis

Stakeholder management

Leadership

MS Excel

ERP systems

Tools

MS Excel

ERP/accounting systems

Job description

AGM-finance Manager

Retail ,Jewelary,any other

1. Financial Planning & Business Finance
   • Lead the annual budgeting, forecasting and financial planning process.
   • Develop financial models, business plans and scenario analysis to support strategic decisions.
   • Monitor business performance against budgets, forecasts and key financial KPIs.
   • Provide actionable insights to management on revenue, cost, profitability and business performance.
   • Evaluate new business initiatives, investments and expansion plans from a financial perspective.

1. Financial Reporting & MIS

• Ensure timely and accurate preparation of monthly, quarterly and annual financial statements and MIS.
• Present financial performance, variance analysis and management dashboards to senior leadership.
• Establish and monitor key financial metrics and performance indicators.
• Ensure adherence to applicable accounting standards, company policies and reporting requirements.

1. Treasury & Cash Flow Management

• Oversee daily cash-flow planning and working-capital management.
• Monitor liquidity, fund requirements, banking relationships and deployment of funds.
• Support effective management of borrowing, interest costs and financing arrangements.
• Ensure optimum utilisation of available financial resources.

1. Statutory Compliance & Taxation

• Ensure compliance with applicable provisions relating to GST, TDS, Income Tax, Companies Act and other statutory requirements.
• Coordinate with tax advisors, statutory authorities and consultants.
• Ensure timely completion of statutory filings, assessments and related documentation.
• Identify and mitigate financial and tax-related risks.

1. Audit & Internal Controls

• Lead coordination with statutory, internal, tax and other auditors.
• Strengthen financial controls, processes and accounting systems.
• Ensure timely closure of audit observations and implementation of corrective actions.
• Develop and monitor robust internal control mechanisms to minimise financial and operational risks.

1. Financial Governance & Risk Management

• Establish strong financial governance across business functions.
• Identify potential financial risks and recommend appropriate mitigation measures.
• Ensure adherence to approved financial policies, delegation of authority and control frameworks.
• Drive process improvements, automation and standardisation within the finance function.

1. Business Partnership

• Act as a strategic finance partner to the business and senior management.
• Work closely with Operations, Sales, HR, Legal, Risk and other functions on financial matters.
• Provide commercial insights to improve profitability, productivity and cost efficiency.
• Support management in evaluating business performance and strategic initiatives.

1. Team Leadership

• Lead, mentor and develop the finance and accounts team.
• Establish clear goals, performance metrics and accountability within the team.
• Build a high-performance finance culture focused on accuracy, compliance and business partnership.
• Identify capability gaps and facilitate training and development.

Candidate Profile

The preferred candidate should have:

• 10–15 years of progressive experience in Finance & Accounts.
• Strong experience infinancial services, NBFC, lending, fintech, retail finance or a similar environment.
• Experience in managing a sizeable finance function and leading teams.
• Strong understanding of accounting, taxation, treasury, financial reporting and internal controls.
• Experience in budgeting, forecasting, MIS and business finance.
• Strong analytical and commercial acumen.
• Excellent communication and stakeholder-management skills.
• High level of integrity, ownership and attention to detail.
• Strong proficiency in MS Excel and ERP/accounting systems.

Preferred Experience

Candidates fromNBFCs, financial services companies, lending businesses, fintech organisations or large retail/consumer finance businesseswould be preferred.

Experience in managing finance operations in a regulated environment and working closely with senior leadership/CFO will be an added advantage.