Lead – F&A

Sourceo; Ahmedabad District; On-site; INR 3,000,000 - 4,200,000; Full time

Benefits offered by this job

Salary growth potential

Job summary

Sourceo in India is seeking an experienced FP&A professional to lead monthly/quarterly MIS reporting, budgeting, forecasting and performance analysis. The role requires hands-on SAP ERP and advanced Excel, with strong ability to provide actionable insights to management.

Responsibilities include consolidating financial data, developing annual budgets, monitoring variances, performing financial modeling, and ensuring internal controls across reporting.

Qualifications

• 8 years of professional experience in finance
• 5+ years in finance and accounts in a large organization
• 5+ years in MIS and Planning & Budgeting roles
• Hands-on SAP ERP and advanced Excel/PowerPoint experience

Responsibilities

• Prepare monthly/quarterly MIS reports for management.
• Consolidate and review financial data for decision-making.
• Develop annual budgets and periodic forecast updates.
• Monitor budget adherence and highlight variances with root cause analysis.
• Perform variance analysis between actuals, budgets and forecasts.
• Provide financial modeling and management insights.
• Support governance, controls and internal financial reporting.

Skills

Advanced Excel

Reporting Tools

MS PowerPoint

ERP Systems

Tools

SAP ERP

Job description

• Prepare and present accurate monthly/quarterly MIS reports for management.
• Ensure timely consolidation and review of financial data for decision-making.

Budgeting & Forecasting

• Develop annual budgets and periodic forecast updates.
• Monitor budget adherence and highlight variances with root cause analysis.
• Support business units in aligning financial plans with strategic objectives.

Variance Analysis & Performance Monitoring

• Conduct detailed variance analysis between actuals, budgets, and forecasts.
• Identify trends, risks, and improvement areas to enhance financial performance.
• Review NFAs (New Financial Approvals) and ensure compliance with internal controls.

Data Analysis & Insights

• Perform financial modeling to support business cases and investment decisions.
• Provide key management reporting with actionable insights.
• Support initiatives to improve operational efficiency and profitability.

Governance & Controls

• Ensure accuracy, transparency, and compliance in financial reporting.
• Strengthen internal review mechanisms and financial controls.
• Hands on Experience of SAP ERP and very good in MS Office like Excel and PPT

Technology and IT Enablement

Hands on Experience of SAP ERP and very good in MS Office like Excel and PPT

Experiences:

• 8 years of professional experience
• 5+ years’ experience in finance and accounts in a large organization
• 5+; years’ experience in a MIS and Planning and Budgeting role

Behavioural (Minimum four competencies are required)

• Employee Development
• Outcome Orientation
• Stakeholder Partnering
• Strategic Orientation
• Team Orientation
• Transformation Mind-set

Technical (Minimum four competencies are required)

• ERP Systems & Advanced Excel / Reporting Tools
• Financial Planning, Budgeting & Forecasting