Financial Planning & Analysis (FP&A) Sr. Executive CA

MSC (MicroSave Consulting); Uttar Pradesh; On-site; INR 800,000 - 1,200,000; Full time

Job summary

MSC (MicroSave Consulting) in Lucknow, India, seeks a Chartered Accountant with 0-3 years post-qualification experience to support FP&A, budgeting and project finance across the organization.

You will assist in planning, forecasting, reporting and financial modeling, coordinating with cross-functional teams, and ensuring regulatory compliance for domestic and cross-border engagements.

Qualifications

• Chartered Accountant with 0-3 years of post-qualification experience.
• Experience in FP&A, budgeting, forecasting and financial planning.

Responsibilities

• Support FP&A, budgeting, forecasting and performance analysis across the organization.
• Assist FP&A Lead in annual business plans, budgets, revenue forecasts and cash flow projections.
• Prepare monthly management reports including budget vs. actual performance and key financial indicators.
• Conduct financial analysis to identify risks, opportunities and performance improvement.
• Develop financial models and scenario analyses for strategic planning and decisions.
• Monitor financial performance across units, regions and entities to provide actionable insights.
• Support financial strategy, resource allocation, pricing decisions and expansion initiatives.
• Coordinate with stakeholders on fund-related financial reporting and regulatory compliance.
• Oversee AIF management tasks including capital commitments, distributions, and investor reports.
• Ensure compliance with FEMA, DTAA and transfer pricing considerations in transactions.

Skills

Financial planning

Budgeting & Forecasting

Financial modeling

Variance analysis

Management reporting

Regulatory compliance

Cross-border transactions

SEBI AIF regulations

Education

Chartered Accountant

Tools

Zoho Projects

Zoho CRM

Zoho Analytics

Job description

Key Roles and Responsibilities

1. Financial Planning & Analysis (FP&A)

• Support the financial planning, budgeting, forecasting, and performance analysis processes across the organization.
• Assist the FP&A Lead in preparing annual business plans, financial budgets, revenue forecasts, profitability projections, and cash flow forecasts.
• Prepare and analyze monthly management reports, including budget vs. actual performance, revenue trends, profitability, and key financial indicators.
• Conduct financial analysis to identify business risks, opportunities, and areas for improving financial performance.
• Develop financial models and scenario analyses to support strategic planning and management decision-making.
• Monitor financial performance across business units, capabilities, regions, and legal entities, providing actionable insights to senior management.
• Support the Management in financial strategy, resource allocation, pricing decisions, and business expansion initiatives.

2. Proposal Budgeting and Pricing

• Support the financial review and preparation of budgets for consulting assignments, grants, and other business development opportunities.
• Develop and maintain standard pricing models, including card rates, cost-plus rates, personnel costs, overhead recovery, and profit margins.
• Review proposal budgets to ensure appropriate cost allocation, financial viability, profitability, and compliance with client requirements.
• Provide financial guidance to business development and technical teams on proposal structuring, consortium arrangements, subcontracting, and grant budgeting.
• Assess domestic and international tax implications, including GST/VAT, withholding taxes, and cross-border taxation, during proposal preparation and contract negotiations.
• Support commercial negotiations with clients and consortium partners on fee rates, budgets, and financial terms.

3. Project Financial Management and Performance Monitoring

• Monitor project-level financial performance, including revenue recognition, budget utilization, actual expenditure, profitability, and financial forecasts.
• Prepare and review monthly project profitability reports and capability-wise, country-wise, and organizational financial performance statements.
• Analyze project budgets against actual expenditure and identify variances, cost overruns, and opportunities for improved financial performance.
• Monitor resource utilization, billable hours, staff deployment, and personnel cost recovery across projects.
• Support project managers in financial planning, budget monitoring, milestone tracking, and effective utilization of project resources.
• Develop and strengthen financial reporting and monitoring systems through Zoho Projects, Zoho CRM, Zoho Analytics, and other financial management tools.
• Support the financial closure of projects, including budget reconciliation, profitability assessment, and financial performance reporting.

4. Alternative Investment Fund (AIF) Management

• Coordinate operational activities, including documentation, regulatory requirements, and engagement with relevant stakeholders.
• Monitor investor capital commitments, capital calls, contributions, distributions, and outstanding commitments.
• Prepare and maintain fund-level financial models, cash flow projections, investment tracking reports, and capital utilization statements.
• Support the preparation and review of investor reports, fund performance reports, and management information statements.
• Assist in the calculation and review of fund distributions, management fees, carried interest, hurdle rates, and other fund-related financial arrangements in accordance with the fund documents.
• Coordinate with fund managers, investment managers, trustees, custodians, legal advisors, and other service providers on fund-related financial and operational matters.
• Monitor compliance with applicable SEBI AIF regulations, fund documentation, investor agreements, and other relevant regulatory requirements.
• Support the financial evaluation of investment opportunities, fund structuring, and investment-related transactions, as required.

5. Financial Compliance and Cross-Border Transactions

• Provide financial and regulatory inputs on international transactions, including cross-border service arrangements, foreign investments, and intercompany transactions.
• Review financial implications of FEMA regulations, including Foreign Direct Investment (FDI), Overseas Direct Investment (ODI), and Overseas Portfolio Investment (OPI).
• Assess the implications of international taxation, Double Taxation Avoidance Agreements (DTAA), withholding taxes, and transfer pricing on business transactions.
• Coordinate with internal legal and tax teams and external advisors on complex financial and regulatory matters.
• Support the review of contractual financial provisions, including payment terms, tax clauses, financial obligations, and commercial risks.

6. Management Reporting and Strategic Financial Support

• Prepare financial dashboards, analytical reports, and management presentations for the CFO and senior leadership.
• Provide financial insights and recommendations to support strategic decisions, business growth, and operational efficiency.
• Develop and improve financial planning tools, reporting templates, budgeting frameworks, and internal financial management processes.
• Support the automation and digitization of financial planning, project monitoring, and management reporting processes.
• Undertake financial analysis and special assignments related to organizational restructuring, investments, business expansion, and other strategic initiatives.

Qualifications:

Chartered Accountant with 0-3 years of post-qualification experience