Executive- Financial planning and Analysis

Neptunus Power; Navi Mumbai; On-site; INR 1,500,000 - 2,300,000; Full time

Job summary

Neptunus Power is seeking an FP&A leader to drive strategic business planning, budgeting, and rolling forecasts while leading the financial aspects of cost control for multiple functions. The role focuses on analytics, dashboards, and governance to support senior management decisions.

You will collaborate with cross-functional teams to analyze financial performance, forecast cash flows, and identify cost savings opportunities. Prior experience with ERP/SAP and finance systems is valued.

Qualifications

• Strong planning and project management capabilities.
• Advanced Excel skills including Pivot Tables, XLOOKUP/INDEX-MATCH, SUMIFS.
• Financial modelling and data-driven insights from large datasets.
• Knowledge of treasury operations and banking relationships.

Responsibilities

• Drive strategic business planning and annual operating plans, including budget prep and rolling forecasts.
• Lead financial cost control and budgeting for departments and units, monitor variances and take action.
• Build review mechanisms for variances, forecast trends, and leadership reporting.
• Develop business dashboards and analytics to support management decisions.
• Provide cost control and efficiency initiatives across processes and projects.
• Support ERP/SAP implementation and finance system processes.

Skills

Planning

Project management

Analytical mindset

Excel advanced

Financial modelling

Treasury ops

ERP/BI reporting

Data analysis

Cross-functional collaboration

Tools

Excel (Pivot Tables)

Job description

Key Results (What will I be accountable for?)

Activities (What will I do?)

Drive strategic Business Planning, Annual Operating Plans

• Drive strategic business planning and annual operating plans through assisting with budget preparation and sign-off; rolling forecast preparation for driving implementation through the organization- Custodian of the Business Planning process.
• Lead the financial aspects of cost control for respective functions/business units, including supporting the development of departmental annual operational and capital expenditure budgets, monitoring income and expenditure and taking appropriate and timely measures to address any variances.

Business & Financial Reporting, Review Mechanism, Governance, MIS, Analytics,

business Dashboards, Risk Management

• Build a strong review mechanism to track, report variances(Actuals v/s Forecast, Budget), analyze the trends and forecast in business performance to enable action planning and implementation.
• Review annual, monthly and weekly financials, oversee the accuracy of the various financial reports to analyze the financial health of the organization and support the management to take the financial / commercial business decisions through financial data and analytics.
• Study and report financial, commercial & business trends (internal as well as external); its impact on business performance and financial health.
• Drive the business dashboards in correlation to the financial performance for the leadership team to enable leadership decision making
• Meaningful profitability analysis by customer, project, vessel / equipment, service line and reconciliations of schedules and balances.
• Forecast cash flow positions, any related borrowing needs, and available funds for investment in relation to the business growth and dynamics.
• Analyze and highlight corrective actions based on project profitability, top expenses, ageing collections and payables.

Assist in Business Programs and Projects towards improvisation of efficiencies, reducing costs across business

• Analyze and drive business efficiency programs/projects towards process improvements and implementation of automations to bring operational efficiency, reducing business operational leakages, reducing costs.
• Provide financial experience and expertise through analytics towards commercial dealings of the organization (dealer/distributor management, partners, customer contracts, etc.
• Provide support towards costing, pricing and analytics towards commercial viability of transactions.
• Track key cost heads and work with relevant stakeholders to identify cost overruns, leakages and savings opportunities.
• Support working capital analysis and monitoring of receivables, payables, inventory / spares and other relevant metrics.
• Actively contribute to various strategic projects driven by the head of Finance, COO or CEO (Example: Business Model, Scaling Strategy and Exit Planning for Overseas Acquisition)

Business processes and accounting policies to maintain and strengthen internal controls, Driving Technology (SAP)

• Developing and deploying strong processes, policies, controls and governance towards managing internal controls across business operations. Identifying the loop-holes for business decisions and ensuring that a cost benefit analysis is driven towards implementation of action.
• Driving the Technology back-bone to automate the various activities, processes for minimization of manual work & build the finance & accounts function efficiency.
• Support implementation and optimisation of ERP / SAP/ finance-system processes, controls and reporting structures.
• Undertake ad-hoc financial analysis and special projects assigned by the Finance Manager.

Knowledge/Skills/Behaviors the Candidate Should Possess:

Knowledge/Skills/Behaviors

Must Have (M)/ Nice to Have(N)

Knowledge (Functional and Non-Technical):

• Strong understanding and 3-5 years experience of creating and analyzing consolidated financial statements, understanding month-end closing processes, Weekly Dashboards (in an FP&A equivalent role)
• Advanced Excel: Pivot Tables, XLOOKUP / INDEX-MATCH, SUMIFS, data validation, conditional logic, charts and financial models.
• Financial modelling and analytical skills with ability to structure large datasets and derive business insights.
• Understanding of treasury operations, including cash management, banking relationships, and financial instruments

Skills (Functional and Non-Technical):

• Organized, process oriented with strong planning, project management and execution skills.
• High level of attention to detail
• Strong ownership and accountability for assigned deliverables.
• Analytical mindset with a natural curiosity to understand the 'why' behind numbers.
• Technology Savvy:
• Experience of working and generating reports from any ERP/BI Tool/ advance excel
• Working with large data on spreadsheets - using formulae, analyzing and interpreting numbers to draw trends.

Behaviors (Technical and Non-Technical):

• Should be good with logical and quantitative abilities to derive information from data.
• Strong interpersonal skills to collaborate with cross-functional teams and senior management.
• Ability to work collaboratively with cross-functional teams.
• Ability to challenge existing processes constructively and suggest practical solutions.