Resource Management / Financial Plannings

Dexian India; Chennai; On-site; INR 600,000 - 1,000,000; Full time

Job summary

A leading financial services firm in Chennai is seeking a detail-oriented Financial Planning Associate to manage project budgets, financial forecasting, and vendor payment processes. The ideal candidate should have strong analytical skills and hands-on experience with financial management tools such as Zoho. This full-time position offers opportunities for growth in the IT services industry.

Qualifications

• 4–7 years of experience in financial planning, budgeting, or project finance.
• Strong knowledge of invoicing and vendor payment processes.
• Excellent skills in financial modeling and variance analysis.

Responsibilities

• Prepare project budgets and financial forecasts.
• Support Finance team in raising invoices and tracking receivables.
• Estimate future revenue and cost projections based on sales pipeline.

Skills

Analytical skills

Structured financial management

Attention to detail

Problem-solving

Communication skills

Education

Bachelor’s degree in Finance/Accounting/Business Administration

MBA/CA/ICWA

Tools

Zoho Books

Zoho Projects

MS Excel

Job description

We are seeking a detail-oriented and proactive Financial Planning to support project and operational finance activities. This role will be responsible for managing project budgets, financial forecasting, invoicing, revenue tracking, and vendor payment processes while ensuring compliance with contractual agreements and internal policies. The ideal candidate will have strong analytical skills, a structured approach to financial management, and hands-on experience with tools like Zoho for vendor and subscription payments.

Key Responsibilities

1. Financial Planning & Budgeting
   • Prepare project budgets, cost baselines, and financial forecasts in alignment with business objectives.
   • Track budget vs. actuals regularly and flag variances early with actionable insights.
   • Collaborate with project managers and stakeholders to optimize cost allocation.
2. Invoicing & Revenue Management
   • Support the Finance team in raising invoices for client projects.
   • Track receivables to ensure timely payments from clients.
   • Manage vendor payments and software subscription payments using Zoho.
   • Maintain accurate records of SOWs, WOs, MSAs, and NDAs for all projects.
   • Track billable vs. non-billable resources to ensure accurate project costing.
   • Oversee timesheet management for consultants and ensure timely submissions.
3. Forecasting & Projections
   • Estimate future revenue and cost projections based on sales pipeline and current utilization.
   • Provide financial insights to support strategic decision-making.
   • Prepare periodic reports on utilization, profitability, and project financial health.

Qualifications & Skills

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field (MBA/CA/ICWA preferred).
• 4–7 years of experience in financial planning, budgeting, or project finance.
• Strong knowledge of invoicing, revenue recognition, and vendor payment processes.
• Proficiency in Zoho Books/Zoho Projects or similar financial/project management tools.
• Excellent skills in MS Excel (financial modeling, projections, variance analysis).
• Strong attention to detail, problem-solving, and communication skills.
• Ability to work cross-functionally with Finance, Operations, and Project Management teams.

Seniority level: Associate

Employment type: Full-time

Job function: Information Technology

Industries: IT Services and IT Consulting