Senior Manager Financial Planning Analysis

Tally Solutions Pvt Ltd; Bengaluru; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

Tally Solutions Pvt Ltd in Bengaluru is seeking an experienced FP&A professional to own planning, budgeting and rolling forecasts for a fast-growing tech business. The role requires driver-based models and clear management reporting.

Lead monthly MIS, variance analysis, and budgeting for pricing and resource allocation, partnering with senior leaders to present data-backed narratives. Proficiency in Excel and PowerPoint is essential; familiarity with BI tools and SaaS metrics is a plus.

Qualifications

• 5–7 years in FP&A with ownership of planning and reporting cycles.
• CA or MBA with Finance specialization.
• Advanced Excel and strong PowerPoint/presentation skills; comfortable with BI or planning tools.

Responsibilities

• Own the AOP, monthly/quarterly and rolling forecasts across the company/functions.
• Manage monthly MIS, dashboards and leadership reporting packs with insights beyond numbers.
• Conduct variance analysis, identify risks and opportunities, and explain drivers to leadership.
• Build/models for revenue, cost, headcount and profitability planning; run scenario analyses.

Skills

Financial modelling

Forecasting

Management reporting

Analytics

Education

CA

MBA Finance

Tools

Excel

PowerPoint

BI tools

Job description

At Tally, we are driven by a simple yet powerful philosophy — hire for attitude, train for skills, and develop for leadership. With over 40 years of excellence and a leadership position in the Business Management Software platform leader for SMBs, we continue to innovate at the core of technology.

What sets us apart:

A strong culture of innovation and ownership

Deep investment in foundational technology (including our own database, memory manager, and application language)

A fast-growing global presence

A mission to impact hundreds of millions of businesses worldwide

To know more about us, you can visit: https://tallysolutions.com/

What We're Looking For

• CA / MBA from a Tier 1 institute (Finance specialisation preferred).
• 5-7 years in FP&A, with proven ownership of the planning and reporting cycle.
• Strong experience in financial modelling, forecasting, management reporting and analytics skills.
• Advanced Excel and strong PowerPoint / presentation skills. Also, comfortable to work with BI or planning too.
• Experience in software product companies or tech-enabled startups.
• Familiarity with SaaS metrics (ARR, churn, NRR, CAC, LTV) and planning/BI platforms.

Your Impact at Tally

1. Planning, Budgeting & Forecasting

• Own the AOP, monthly/quarterly and rolling forecasts across the company / business functions.
• Drive a structured, assumption-led planning process linking financial targets to operational drivers.
• Build driver-based forecasting models and stress-test assumptions to keep plans realistic and defensible.

2. Management Reporting & Business Insights

• Own monthly MIS, dashboards and leadership reporting packs — delivering insights, not just numbers.
• Track performance vs. plan, run variance/root-cause analysis, and flag risks and opportunities early.
• Lead monthly/quarterly business reviews covering performance, key drivers and forward-looking recommendations.
• Build and own models for revenue, cost, headcount and profitability planning.
• Run scenario/sensitivity analysis and evaluate investments (NPV, payback, ROI, unit economics).
• Provide ad-hoc analytical support for strategic, pricing and resource-allocation decisions.

4. Cost & Margin Management

• Drive cost visibility and efficiency analytics across functions and spend categories.
• Partner with budget owners to track spend and leakage, and build the analytical backbone for margin improvement.

5. Process, Systems & Data Rigour

• Strengthen FP&A models, templates, dashboards and reporting cadence.
• Drive automation, standardisation and data integrity for a single source of truth.

6. Stakeholder Management & Communication

• Partner with business and finance leaders to align numbers with strategy.
• Convert complex analysis into clear, compelling narratives and presentations for leadership.
• Manage senior stakeholders with data-backed reasoning and presence.

Note: Only shortlisted candidates will be contacted for further steps in the hiring process.