General Finance Specialist

Vertiv Co; Thane; On-site; INR 900,000 - 1,350,000; Full time

Job summary

Vertiv Co is seeking a Finance & BI professional in Maharashtra to oversee project commercials, margins, and analytics. You will build dashboards, perform margin reviews, and drive cost control across project teams, with a focus on GC%, NMC, and profitability. Collaboration with operations and leadership is key.

You will automate reporting, validate data quality, and present insights for monthly/quarterly reviews. Prior manufacturing finance exposure is essential.

Qualifications

• Inter CA (ICAI) or Inter CMA (ICMAI) — Mandatory qualification.
• Graduation in Commerce / Finance — B.Com / BBA or equivalent.
• 3–6 years of relevant experience in a manufacturing industry environment.
• Hands-on experience in project costing, margin analysis, and commercial finance.
• Experience tracking project-level costs against estimates/budgets — incurred vs. cost to come analysis.

Responsibilities

• Track and analyze project margins end-to-end — from order booking through execution and project closure.
• Monitor Costs Incurred vs. Cost to Come at a project level; flag deviations and margin risks.
• Prepare project-level P&L statements focusing on GC%, NMC, and overall profitability.
• Design, develop, and maintain BI dashboards (Power BI, AWS QuickSight) providing real-time visibility into project financials.
• Create margin waterfall charts, cost variance dashboards, and project health scorecards for leadership reviews.
• Develop MBR / QBR financial decks with clear visualizations of project performance and cost exposure.
• Automate repetitive financial reporting and data consolidation using Excel VBA, Power Automate, or Python.
• Present financial insights to cross-functional teams and senior management.

Skills

BI & Analytics

MS Excel Advanced

Automation

ERP Systems

Financial Modelling

Data Handling

Education

Inter CA (ICAI) or Inter CMA (ICMAI)

B.Com / BBA or equivalent

Tools

Power BI

AWS QuickSight

Tableau

SAP

Oracle

Job description

Overview

Role focused on project financials, margin tracking, and analytics to support decision-making across project teams, finance, and leadership.

1. Project Commercials & Margin Tracking

• Track and analyze project margins end-to-end — from order booking through execution and project closure.
• Monitor Costs Incurred vs. Cost to Come at a project level; proactively flag deviations, overruns, and margin risks.
• Prepare and maintain project-level P&L statements with focus on Gross Contribution (GC%), Net Manufacturing Cost (NMC), and overall project profitability.
• Conduct periodic margin reviews (SO-level / L2-level) and highlight anomalies, margin erosion trends, or unfavorable cost variances.
• Support project teams with commercial insights to drive better decision-making on pricing, cost control, and resource allocation.
• Liaise with project managers and operations to validate cost assumptions, forecast completion costs, and maintain up-to-date project financial models.

2. Business Intelligence & Dashboard Development

• Design, develop, and maintain BI dashboards (Power BI, AWS QuickSight, or equivalent) providing real-time visibility into project financials, cost performance, and margin trends.
• Create interactive margin waterfall charts, cost variance dashboards, and project health scorecards for leadership reviews.
• Develop MBR / QBR financial decks with clear visualizations of project performance, profitability, and cost exposure.
• Ensure data accuracy, consistency, and timely refresh of all dashboard reports across finance and operations.
• Collaborate with IT / data teams for data pipeline reliability and model governance.

3. Automation & Process Improvement

• Identify and automate repetitive financial reporting, data consolidation, and reconciliation tasks to reduce manual effort.
• Build automated workflows for margin tracking, cost roll-ups, provision monitoring, and variance analysis using tools such as Excel VBA, Power Automate, or Python.
• Drive continuous improvement in reporting turnaround time, data quality, and analytical accuracy.
• Standardize and document finance processes, templates, and reporting frameworks to ensure scalability.
• Evaluate and implement RPA or low-code tools to further streamline Finance operations workflows.

4. Communication & Stakeholder Management

• Present financial insights, project health updates, and margin commentary clearly to cross-functional teams and senior management.
• Translate complex financial data into simple, compelling narratives for non-finance stakeholders.
• Collaborate with Project Managers, Procurement, and Operations to align on commercial terms, cost assumptions, and project forecasts.
• Prepare concise and actionable financial summaries for monthly and quarterly business reviews.
• Act as the Finance business partner for operational project teams, providing proactive financial guidance.

5. Service Operations — Margins & Profitability Analysis

• Perform Entry vs. Exit margin analysis to assess margin leakage, identify root causes (scope changes, cost overruns, pricing gaps), and report trends to Management.
• Conduct zone-wise and LOB-wise profitability analysis to identify high-performing and underperforming regions; present comparative P&L summaries to Management.
• Track labor efficiency metrics — technician utilization, billable vs. non-billable hours, cost per service call, and manpower deployment patterns.
• Prepare and maintain project-level P&L statements with focus on GC%, NMC, and overall profitability.

REQUIRED QUALIFICATIONS & SKILLS

Education

• Inter CA (ICAI) or Inter CMA (ICMAI) — Mandatory qualification
• Graduation in Commerce / Finance — B.Com / BBA or equivalent

Experience

• 3 – 6 years of relevant experience in a manufacturing industry environment
• Hands-on experience in project costing, margin analysis, and commercial finance
• Prior exposure to tracking project-level costs against estimates/budgets — incurred vs. cost to come analysis
• Experience supporting monthly/quarterly business review cycles in a manufacturing or industrial setting

Technical Skills

• BI & Analytics: Power BI / AWS QuickSight / Tableau — dashboard creation & data modelling
• MS Excel: Advanced — Pivot Tables, XLOOKUP, Power Query, VBA Macros, Dynamic Arrays
• Automation: Power Automate, Excel VBA, Python scripting, RPA platforms
• ERP Systems: SAP / Oracle (preferred) — data extraction and cost reporting
• Financial Modelling: Project P&L, margin waterfall, variance analysis, forecasting
• Data Handling: ETL concepts, SQL basics, data validation and transformation