Manager — Financial Advisory

Qualicentric LLP; India; Hybrid; INR 2,500,000 - 4,000,000; Full time

Job summary

Qualicentric LLP is seeking a Manager – FA to lead budgeting, forecasting, financial modeling, and management reporting for US mid‑market clients. You will partner with CFOs and business leaders to deliver actionable insights and drive financial performance across engagements.

The role entails owning end‑to‑end processes, building driver‑based models, maintaining a 13‑week cash flow, and developing KPI dashboards in Power BI and Excel.

Qualifications

• 7–12 years of FP&A, corporate finance, or transaction advisory experience (Big‑4 or consulting background a strong plus).
• Ability to own financial models — with driver‑based forecasts built from scratch.
• Comfortable acting as the primary finance interface with a CFO and framing complex analysis clearly.
• Advanced Excel modeling skills; working knowledge of Power BI or equivalent BI tool.
• Experience with US mid‑market clients or US GAAP reporting environment preferred.
• CA / CPA / MBA (Finance) qualification preferred; strong analytical aptitude valued.
• High ownership mindset — capable of handling multiple engagements with minimal supervision.

Responsibilities

• Own budgeting and rolling forecast process end‑to‑end — driver‑based models linked to CFO agreements.
• Maintain a 13‑week cash‑flow model and covenant tracker for lender reporting.
• Develop scenario analyses to support capex decisions and M&A evaluation.
• Design and maintain three‑statement models with KPI drivers.
• Prepare monthly management reporting packages with variance commentary and dashboards.
• Build Power BI/Excel dashboards and ensure data integrity and cadence.
• Support CFO in board materials, lender reviews, and investor presentations.
• Translate results into clear operational narratives connected to revenue and working capital.
• Partner with department heads to build department‑level P&Ls and cost accountability.
• Identify forecast risks/opportunities and maintain CFO early warning system.
• Design FP&A templates and documentation; ensure knowledge transfer across client portfolio.
• Coordinate with accounting/bookkeeping teams to feed month‑close data into reporting models.
• Manage client deliverable timelines, escalate issues, and maintain SLA across engagements.

Skills

FP&A

Corporate Finance

Forecasting

Financial Modeling

Driver-based Forecasts

Budgeting

Management Reporting

Power BI

Excel

US GAAP (US Mid-Market)

Education

CA / CPA / MBA (Finance) preferred

Tools

Power BI

Excel

Job description

We are seeking a Manager – FA to lead budgeting, forecasting, financial modeling, management reporting, and strategic financial analysis for US mid-market clients. The role involves partnering with CFOs and business leaders to deliver actionable insights, support business decision-making, and drive financial performance across multiple engagements.

Key responsibilities

The work, specifically .

Own the annual budget and rolling forecast process end-to‑end — building driver‑based models linked to operating assumptions agreed with the CFO

Maintain a 13‑week cash‑flow model and covenant compliance tracker for clients with lender reporting obligations

Develop scenario and sensitivity analyses to support capital allocation, capex decisions, and M&A evaluation

Design and maintain integrated three‑statement models (P&L, balance sheet, cash flow) with operating KPI drivers

Management Reporting & CFO Support

Prepare monthly management reporting packages: variance commentary, bridge analyses, and KPI dashboards tailored to the client’s board and lender audience

Build and maintain Power BI / Excel‑based management dashboards; own data integrity and refresh cadence

Support CFO in preparing materials for board meetings, lender reviews, and investor presentations

Translate financial results into clear operational narratives — connecting revenue trends, margin movements, and working capital dynamics to business decisions

Business Partnering & Analytics

Partner with department heads and operations leads to build department‑level P&Ls and cost accountability frameworks

Conduct pricing and unit economics analyses — customer‑level contribution, channel profitability, and product/SKU margin deep‑dives

Identify and flag forecast risks and opportunities proactively; own the CFO’s financial early warning system

Process & Outsourcing Excellence

Design standardized FP&A templates and process documentation to ensure consistency and knowledge transfer across the client portfolio

Work closely with Qualicentric’s accounting and bookkeeping teams to ensure month‑close integrity feeds accurately into reporting models

Manage client deliverable timelines, elevate issues proactively, and maintain SLA compliance across engagements

Actively contribute to Qualicentric’s internal knowledge base — documenting sector‑specific benchmarks, model libraries, and best practices

What you bring

The kind of background that fits.

What you bring

• 7–12 years of FP&A, corporate finance, or transaction advisory experience; Big‑4 or consulting background a strong plus
• Demonstrated ability to own financial models — not just populate templates — with a track record of building integrated driver‑based forecasts from scratch
• Comfortable operating as the primary finance interface with a CFO; able to frame complex analysis in plain business language
• Advanced Excel financial modeling skills; working knowledge of Power BI or equivalent BI tool strongly preferred
• Experience with US mid‑market clients or US GAAP reporting environment preferred
• CA / CPA / MBA (Finance) qualification preferred; strong analytical aptitude considered above formal credentials
• High ownership mindset — comfortable working with ambiguity, managing multiple engagements, and delivering without hand‑holding