Financial Controller

Institute of Management Accountants, Inc.; Mumbai; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

Institute of Management Accountants, Inc. in Mumbai seeks a Senior Finance Leader to own budgeting, forecasting, and financial planning across units. You will drive AOP, build driver-based models, and partner with leadership to align plans with strategy.

The role requires CA/CMA with 12+ years in financial controllership, US GAAP expertise, and strong analytics. You will lead reporting, cost optimization, and strategic initiatives, advancing data-driven decision making.

Qualifications

• CA/CMA or equivalent financial qualification.
• At least 12 years of experience in financial controllership, statutory reporting and compliance.
• Strong working knowledge of US GAAP, local GAAP, and financial reporting standards.
• Experience in regulatory filings, audits, and compliance frameworks.
• Strong analytical, problem-solving, and stakeholder management skills.
• Proficient in ERP systems and advanced Excel/BI tools; strong communication skills.

Responsibilities

• Lead annual operating plan (AOP), budgeting, and rolling forecasts.
• Build and maintain driver-based financial models.
• Align business unit plans with overall corporate strategy.
• Conduct variance analysis (Actuals vs Budget vs Forecast).
• Track KPIs: revenue, margins, cost ratios, productivity metrics.
• Provide actionable insights to senior leadership.
• Act as a finance partner to business heads/functions.
• Translate financial data into strategic recommendations.
• Support pricing, product profitability, and investment decisions.
• Prepare monthly/quarterly MIS, dashboards, and board decks.
• Present insights to CXOs / senior leadership.
• Automate reporting for efficiency and accuracy.
• Identify cost optimization opportunities.
• Analyze unit economics and segment profitability.
• Monitor ROI on key initiatives/projects.
• Support long-term financial planning (LTP).
• Evaluate business cases, capex proposals, and investments.
• Scenario planning and sensitivity analysis.
• Drive automation (Excel models, BI tools like Power BI/Tableau).
• Improve planning and reporting frameworks.
• Ensure data integrity and governance.

Skills

Analytical thinking

Problem solving

Stakeholder management

Communication skills

Education

Chartered Accountant / CMA or equivalent

Tools

ERP systems

Power BI

Tableau

Advanced Excel

Job description

Job Description:

Role & Responsibilities

Financial Planning & Budgeting

• Lead annual operating plan (AOP), budgeting, and rolling forecasts
• Build and maintain driver-based financial models
• Align business unit plans with overall corporate strategy

Performance Management

• Conduct variance analysis (Actuals vs Budget vs Forecast)
• Track KPIs: revenue, margins, cost ratios, productivity metrics
• Provide actionable insights to senior leadership

Business Partnering

• Act as a finance partner to business heads/functions
• Translate financial data into strategic recommendations
• Support pricing, product profitability, and investment decisions

Management Reporting

• Prepare monthly/quarterly MIS, dashboards, and board decks
• Present insights to CXOs / senior leadership
• Automate reporting for efficiency and accuracy

Cost & Profitability Analysis

• Identify cost optimization opportunities
• Analyze unit economics and segment profitability
• Monitor ROI on key initiatives/projects

Strategic Initiatives

• Support long-term financial planning (LTP)
• Evaluate business cases, capex proposals, and investments
• Scenario planning and sensitivity analysis

Process & Systems Improvement

• Drive automation (Excel models, BI tools like Power BI/Tableau)
• Improve planning and reporting frameworks
• Ensure data integrity and governance

Required Qualifications & Skills

• Chartered Accountant (CA) / CMA or equivalent financial qualification.
• At least 12 years of experience in financial controllership, statutory reporting, concurrent audit and compliance.
• Strong working knowledge of US GAAP, local GAAP, and financial reporting standards.
• Experience in regulatory filings, audits, and compliance frameworks.
• Strong analytical, problem-solving, and stakeholder management skills.
• Proficient in ERP systems and advanced Excel/BI tools; strong communication skills.