JB001707 MIS, Forecasting & Budgeting Analyst/Manager. Pune ·

Techilaservices; Pune District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Techilaservices in Pune is seeking an experienced MIS/FP&A professional to drive financial planning, budgeting, forecasting, and management reporting. You will develop dashboards, analyze performance, and deliver insights to leadership for strategic decisions.

The role requires CA with 5-7 years of experience in finance analytics, strong Excel skills, and hands-on experience with ERP systems. Collaboration with cross-functional teams and a focus on automation and accuracy are essential.

Qualifications

• CA with 5-7 years of experience in MIS/FP&A, budgeting, forecasting, or financial analysis.
• Experience in IT industry or similar preferred.

Responsibilities

• Prepare and circulate periodic MIS reports.
• Develop dashboards and KPI reports for senior management.
• Analyze financial and operational performance against targets.
• Ensure accuracy, consistency, and timeliness of MIS data.
• Automate reporting processes and improve efficiency.
• Coordinate with cross-functional teams for data collection and validation.
• Lead annual budgeting and business planning processes.
• Coordinate with department heads for budget preparation.
• Consolidate budgets and prepare detailed presentations.
• Monitor budget utilization and variances.
• Support strategic planning through financial analysis.
• Prepare monthly, quarterly, and annual forecasts.
• Perform rolling forecasts and scenario analysis.
• Analyze trends and drivers impacting financial performance.
• Provide revenue, cost, cash flow, and profitability projections.
• Assess risks and opportunities affecting forecast accuracy.
• Conduct variance analysis between Actuals, Budget, and Forecast.
• Perform profitability analysis by unit, customer, product, or project.
• Support management with ad-hoc analytical reports.
• Develop financial models for business decision-making.
• Identify opportunities for cost optimization and performance improvement.

Skills

Excel

Financial Modeling

Budgeting & Forecasting

ERP Systems

MIS Reporting

Business Analysis

Communication

Presentation

Education

CA

Tools

SAP

Oracle

Microsoft Dynamics

NetSuite

Job description

Department

Finance & Accounts

Job Summary

The MIS, Forecasting & Budgeting professional will be responsible for preparing management reports, financial analysis, budgeting, forecasting, and business performance monitoring. The role requires strong analytical skills, financial modeling capabilities, and the ability to provide actionable insights to management for effective decision-making.

Key Responsibilities

1. Management Information System (MIS)

• Prepare and circulate periodic MIS reports.
• Develop dashboards and KPI reports for senior management.
• Analyze financial and operational performance against targets.
• Ensure accuracy, consistency, and timeliness of MIS data.
• Automate reporting processes and improve reporting efficiency.
• Coordinate with cross-functional teams for data collection and validation.

2. Budgeting & Planning

• Lead annual budgeting and business planning processes.
• Coordinate with department heads for budget preparation.
• Consolidate budgets and prepare detailed budget presentations.
• Monitor budget utilization and identify variances.
• Support strategic planning initiatives through financial analysis.

3. Forecasting

• Prepare monthly, quarterly, and annual forecasts.
• Perform rolling forecasts and scenario analysis.
• Analyze trends and business drivers impacting financial performance.
• Provide revenue, cost, cash flow, and profitability projections.
• Assess risks and opportunities affecting forecast accuracy.

4. Financial Analysis

• Conduct variance analysis between Actuals, Budget, and Forecast.
• Perform profitability analysis by business unit, customer, product, or project.
• Support management with ad-hoc analytical reports.
• Develop financial models for business decision-making.
• Identify opportunities for cost optimization and performance improvement.

5. Stakeholder Management

• Work closely with Finance, Sales, Operations, Procurement, and HR teams.
• Present business performance insights to senior management.
• Support leadership in strategic and operational decision-making.

6. Process Improvement & Controls

• Improve reporting frameworks and financial planning processes.
• Ensure compliance with internal controls and reporting standards.
• Drive automation initiatives using Excel, Power BI, ERP systems, and other reporting tools.

Key Performance Indicators (KPIs)

• Timely submission of MIS reports.
• Budget and forecast accuracy.
• Variance analysis turnaround time.
• Management reporting quality.
• Reporting process automation and efficiency improvements.
• Business insights delivered to leadership.

Required Qualifications

• CA
• 5-7 years of experience in MIS, FP&A, Budgeting, Forecasting, or Financial Analysis.
• Experience in IT Industry, or similar industries preferred.

Technical Skills

• Advanced Microsoft Excel (Pivot Tables, Power Query, Macros, VBA preferred).
• Financial Modeling & Business Analysis.
• Budgeting and Forecasting Techniques.
• ERP Systems (SAP, Oracle, Microsoft Dynamics, NetSuite, etc.).
• Strong understanding of financial statements and MIS reporting.

Behavioral Competencies

• Strong analytical and problem-solving skills.
• Attention to detail and accuracy.
• Business partnering mindset.
• Excellent communication and presentation skills.
• Ability to work under deadlines and manage multiple priorities.
• Proactive and result-oriented approach.

Preferred Candidate Profile

• Hands-on experience in FP&A and Management Reporting.
• Strong understanding of business drivers and financial KPIs.
• Exposure to dashboard development and reporting automation.
• Experience working with senior leadership and cross-functional teams.

Experience Range: 5-8 Years