Senior Executive

MicroSave Consulting; Lucknow; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

MicroSave Consulting in Lucknow seeks a qualified FP&A professional to lead budgeting, forecasting, profitability analysis, and strategic financial decision-making within a dynamic international consulting environment.

You will gain exposure to Alternative Investment Fund operations and regulatory frameworks, while developing robust financial models and management reports for senior leadership.

Qualifications

• Expertise in FP&A, budgeting, forecasting and profitability analysis.
• Exposure to AIF fund operations and regulatory frameworks.
• Strong financial modeling and advanced Excel abilities.
• Experience in financial reporting and management dashboards.

Responsibilities

• Support financial planning, budgeting, forecasting and performance analysis.
• Prepare annual business plans, budgets, revenue forecasts and profitability projections.
• Prepare monthly management reports with budget vs actual, revenue trends and profitability indicators.
• Develop financial models and scenario analyses to support strategic planning.
• Monitor financial performance across units and provide actionable insights to senior management.
• Coordinate with stakeholders on fund-related financial and regulatory matters.

Skills

FP&A

Financial Modeling

Advanced Excel

Budgeting & Forecasting

Profitability Analysis

Financial Reporting

AIF Operations

Job description

• Mandatory Skills Financial Planning & Analysis (FP&A)
• City Lucknow
• Country India

About Us

MicroSave Consulting (MSC) is a boutique consulting firm that has, for 25 years, pushed the world towards meaningful financial, social, and economic inclusion. With over 350 staff of different nationalities and varied expertise, we are proud to be working in over 68 developing countries. We partner with participants in financial services, enterprise, agriculture and health ecosystems to achieve sustainable performance improvements and unlock enduring value. Our clients include governments, donors, private sector corporations, and local businesses. We can help you seize the digital opportunity, address the mass market, and future-proof your operations.

Job Description

Join MSC’s FP&A team and gain hands-onexperience in financial planning, budgeting, project profitability analysis,and strategic financial decision-making. The role also offers an opportunity towork on Alternative Investment Fund (AIF) operations, providing exposure toinvestment fund management and regulatory frameworks in a dynamic,international consulting environment.

Financial Planning& Analysis (FP&A)

• Support the financialplanning, budgeting, forecasting, and performance analysis processes across theorganization.
  
• Assist the FP&ALead in preparing annual business plans, financial budgets, revenue forecasts,profitability projections, and cash flow forecasts.
  
• Prepare and analyzemonthly management reports, including budget vs. actual performance, revenuetrends, profitability, and key financial indicators.
  
• Conduct financialanalysis to identify business risks, opportunities, and areas for improvingfinancial performance.
  
• Develop financialmodels and scenario analyses to support strategic planning and managementdecision-making.
  
• Monitor financialperformance across business units, capabilities, regions, and legal entities,providing actionable insights to senior management.
  
• Support the Managementin financial strategy, resource allocation, pricing decisions, and businessexpansion initiatives.
  

Proposal Budgeting andPricing

• Support the financialreview and preparation of budgets for consulting assignments, grants, and otherbusiness development opportunities.
  
• Develop and maintainstandard pricing models, including card rates, cost-plus rates, personnelcosts, overhead recovery, and profit margins.
  
• Review proposal budgetsto ensure appropriate cost allocation, financial viability, profitability, andcompliance with client requirements.
  
• Provide financialguidance to business development and technical teams on proposal structuring,consortium arrangements, subcontracting, and grant budgeting.
  
• Assess domestic andinternational tax implications, including GST/VAT, withholding taxes, andcross-border taxation, during proposal preparation and contract negotiations.
  
• Support commercialnegotiations with clients and consortium partners on fee rates, budgets, andfinancial terms.
  

Project FinancialManagement and Performance Monitoring

• Monitor project-levelfinancial performance, including revenue recognition, budget utilization,actual expenditure, profitability, and financial forecasts.
  
• Prepare and reviewmonthly project profitability reports and capability-wise, country-wise, andorganizational financial performance statements.
  
• Analyze project budgetsagainst actual expenditure and identify variances, cost overruns, andopportunities for improved financial performance.
  
• Monitor resourceutilization, billable hours, staff deployment, and personnel cost recoveryacross projects.
  
• Support projectmanagers in financial planning, budget monitoring, milestone tracking, andeffective utilization of project resources.
  
• Develop and strengthenfinancial reporting and monitoring systems through Zoho Projects, Zoho CRM,Zoho Analytics, and other financial management tools.
  
• Support the financialclosure of projects, including budget reconciliation, profitability assessment,and financial performance reporting.
  
• Coordinate operationalactivities, including documentation, regulatory requirements, and engagementwith relevant stakeholders.
  
• Monitor investorcapital commitments, capital calls, contributions, distributions, andoutstanding commitments.
  
• Prepare and maintainfund-level financial models, cash flow projections, investment trackingreports, and capital utilization statements.
  
• Support the preparationand review of investor reports, fund performance reports, and managementinformation statements.
  
• Assist in thecalculation and review of fund distributions, management fees, carriedinterest, hurdle rates, and other fund-related financial arrangements inaccordance with the fund documents.
  
• Coordinate with fundmanagers, investment managers, trustees, custodians, legal advisors, and otherservice providers on fund-related financial and operational matters.
  
• Monitor compliance withapplicable SEBI AIF regulations, fund documentation, investor agreements, andother relevant regulatory requirements.
  
• Support the financialevaluation of investment opportunities, fund structuring, andinvestment-related transactions, as required.
  

Financial Complianceand Cross-Border Transactions

• Provide financial andregulatory inputs on international transactions, including cross-border servicearrangements, foreign investments, and inter company transactions.
  
• Review financialimplications of FEMA regulations, including Foreign Direct Investment (FDI),Overseas Direct Investment (ODI), and Overseas Portfolio Investment (OPI).
  
• Assess the implicationsof international taxation, Double Taxation Avoidance Agreements (DTAA),withholding taxes, and transfer pricing on business transactions.
  
• Coordinate withinternal legal and tax teams and external advisors on complex financial andregulatory matters.
  
• Support the review ofcontractual financial provisions, including payment terms, tax clauses,financial obligations, and commercial risks.
  

Management Reportingand Strategic Financial Support

• Prepare financialdashboards, analytical reports, and management presentations for the CFO andsenior leadership.
  
• Provide financialinsights and recommendations to support strategic decisions, business growth,and operational efficiency.
  
• Develop and improvefinancial planning tools, reporting templates, budgeting frameworks, andinternal financial management processes.
  
• Support the automationand digitization of financial planning, project monitoring, and managementreporting processes.
  
• Undertake financialanalysis and special assignments related to organizational restructuring,investments, business expansion, and other strategic initiatives.
  

Requirements

Key Skills

• Financial Planning& Analysis (FP&A)
• Financial Modeling & Advanced Excel
• Project Financial Management & Profitability Analysis
• Proposal Budgeting, Costing & Pricing
• Financial Reporting & Analytical Skills
• AIF Fund Operations & Regulatory Knowledg e