Manager – Financial Planning

NLB Services Pvt.Ltd; Dadri; On-site; INR 800,000 - 1,200,000; Full time

Job summary

A financial services company seeks a Manager - Finance to oversee business finance analysis, manage budgets, and ensure financial compliance. The ideal candidate should have an MBA or CA with 3-5 years of experience in business finance, advanced Excel skills, and the ability to communicate effectively with cross-functional teams. This position is located in Noida, Uttar Pradesh.

Qualifications

• 3-5 years of experience in Business Finance.
• Ability to manipulate large volumes of data.
• Strong attention to detail and accuracy.

Responsibilities

• Prepare monthly and annual financial reports.
• Analyze market trends and competitor positioning.
• Facilitate budgeting and forecasting processes.

Skills

Analytical skills

Critical thinking

Communication skills

Excel proficiency

Business Finance reporting

Education

MBA (Finance) or CA

Tools

Excel

PowerPoint

Salesforce

Job description

About the job

• Job Title: Manager- Finance
• Reporting Relationship: Senior Manager Finance
• Location: Noida

Role Summary

• Business Finance is responsible for being objective and strategic business process, leading cross-functional effort to drive relevant, flexible and efficient business analysis that supports our key business decisions.
• Closely tracking Project Expenses
• Financial validation of Bids, Pricing, Profitability of RFP response
• Contract vetting
• Tracking recurring business for early indication of growth / decline.
• Project / Customer and Product Profitability Analysis.
• Evaluating profitability of Proposals.
• Making different business models.
• Analyzes resource management and helps the business to maintain the better utilization.
• Analyzes business trends; leads and aligns business financial forecasts and long-range planning processes with our business leaders.
• Drives business value by providing financial and analytical counsel to facilitate decision-making around strategic business initiatives.
• Prepares monthly financial reporting including variance and financial statement analysis.
• Able to clearly communicate a cohesive and concise story around business drivers behind financial data and potential implications on future results.
• Handles annual budget processes with business heads, incorporating business initiatives, economic trends and operational efficiency.
• Aligns’ budget to business strategies and gains alignment from business partners.
• Conducts sophisticated analysis, synthesizes and summarizes implications to business, influencing business partners using analytics and business understanding.
• Identifies and executes upon operational improvement opportunities.
• Demonstrates proficiency of technical tools and financial systems.
• Serves as an objective financial steward with an enterprise perspective, safeguarding our company’s assets.
• Ensures controls are in place and the company’s intellectual property is protected.
• Facilitate the annual budget and quarterly forecast process, including analysis of consolidated projections and preparing management-level presentations
• Manage departmental cost center budgets and serve as a finance business partner to the respective budget owners
• Develop and deliver robust, consistent and accurate analysis of business performance using KPI dashboards and non-financial data to highlight performance
• Analyze data and facilitate sound management decisions through financial and metric reporting while highlighting material variances, trends, & risks/opportunities, and providing insightful commentary to the business and partners
• Ensuring accurate and timely billing, reconciliations and collections with customers, including proactive engagement with customers and BU teams

Responsibilities

• Is well versed with above mentioned work processes
• Business partnering: partner with leaders to supervise and analyze business performance, find opportunities for improvement, and project future financial performance
• Market analysis: review, analyze, and communicate to leadership market trends, competitor positioning, and market opportunities
• Reporting: prepare monthly/quarterly/annual financial reports, including financial statement, variance analysis, and key business drivers
• Budgeting and forecasting: facilitate the process that aligns with Corporate and business unit guidance and targets, including the impact of market trends, key business initiatives and drivers, and operational dynamics
• Communications: proactively engage, align and support related functions, such as Controllership, management and external reporting, audit, and organizational initiatives
• Operational improvement: identify and execute improvement opportunities that improve the efficiency and effectiveness of the Business process.
• Ability to drive adoption of the standardized and streamlined reporting packs in consultation with business stakeholders
• Policies and procedures: review, monitor and lead all aspects of compliance with finance accounting policies and procedures, including the risk and control environment
• Dynamic environment: exhibit proactive and leadership skills that are flexible and adaptable to a changing business dynamic
• Resource management and track utilization of the team and proactively plan for allocations, trainings & learning sessions.

Prerequisites

• Desired Educational Background: Qualified MBA (Finance)/CA with 3-5 years of experience in Business Finance
• Proficiency in Business Finance reporting and forecasting tools, and Excel/ PowerPoint
• Positive attitude and solutions-oriented approach.
• Ability and desire to be hands on in an entrepreneurial, fast-paced environment
• Ability to manipulate and model large volumes of data, interpret and identify pertinent issues
• Advanced proficiency level in Excel (advanced formulas; pivot tables; modelling, etc.) and PowerPoint (presenting information in a meaningful & concise manner)
• CRM experience; Sales Force experience highly preferred
• Strong analytical skills and critical thinking ability
• Effective interpersonal skills
• Ability to work with and influence non-finance teams based on robust data and analysis
• Ability to maintain a high level of accuracy in performing all essential duties and strong attention to detail
• Should have strong communication skills (Verbal and Written)

Specialization Description

• General Finance Management is responsible for the day-to-day financial activities of the organization including:
• Controlling its financial resources and ensuring that all financial transactions, systems and procedures comply with regulations, accounting principles, and standards
• Financial analysis and reporting, taxation, insurance, credit control, accounts payable and receivable, inventory and costs control, and budgeting and forecasting
• Analyzing the organization’s revenues, liabilities, credit conditions, and other financial indicators to forecast it’s short, medium, and long-term cash flow position
• Evaluating and recommending investments and other financial instruments to meet cash flow needs
• Advising management on financial matters and the impact of laws and regulations on the organization
• Providing expertise and advice to managers to help them develop budgets, understand financial reports, and manage their financial responsibilities
• Presenting findings and recommendations to top executives; preparing financial reports that may include auditor and financial analyst reports, profit and loss, balance sheets, and regulatory reports and filings
• Ensuring all tax returns, declarations, and other required reports are submitted accurately and on time
• Selecting and managing relationships with consultants and advisors to ensure the satisfactory standards of service Specialization Match Note: Para-Professional incumbents compile and maintain financial information