01Overview
Key Responsibilities
Financial Modelling
Develop and maintain complex financial models to support strategic business decisions. Build three-statement financial models (Profit & Loss, Balance Sheet, and Cash Flow). Prepare revenue, cost, profitability, pricing, and investment models. Conduct scenario planning, sensitivity analysis, and what-if analysis. Support business case preparation and financial feasibility studies. Financial Planning & Analysis (FP&A)
Prepare annual budgets, rolling forecasts, and long-term financial plans. Perform variance analysis (Budget vs Actual vs Forecast) and provide actionable insights. Analyze financial and operational KPIs to support business performance. Identify opportunities for cost optimization and revenue enhancement. Partner with business leaders to support strategic planning and financial decision-making. Financial Reporting & MIS
Prepare monthly, quarterly, and annual financial reports. Develop management dashboards and executive presentations. Ensure timely preparation of MIS reports and financial analysis. Present key financial insights and recommendations to senior management. Power BI & Data Analytics (Mandatory)
Design, develop, and maintain Power BI dashboards for financial reporting and business analytics. Build interactive dashboards and reports to monitor financial performance and KPIs. Perform data modelling, data visualization, and report automation using Power BI. Work with multiple data sources to generate meaningful business insights. Utilize DAX, Power Query, and advanced reporting techniques. AI & Digital Finance
Leverage AI-powered tools to enhance financial planning, forecasting, reporting, and analytics. Identify opportunities to automate financial reporting and modelling processes. Drive finance transformation initiatives through AI and digital technologies. Stay updated with emerging AI tools and recommend innovative solutions to improve efficiency. Stakeholder Management
Collaborate with Finance, Business, Sales, Operations, and Leadership teams. Translate financial data into meaningful business recommendations. Support strategic projects, investment decisions, and management presentations. Communicate complex financial information clearly to both finance and non-finance stakeholders.
Required Skills
Financial Planning & Analysis
Financial Modelling Financial Planning & Analysis (FP&A) Budgeting Forecasting Business Planning Financial Planning Revenue Modelling Profitability Analysis Cost Analysis Business Valuation Investment Analysis Variance Analysis Scenario Analysis Sensitivity Analysis Reporting & Analytics
Financial Reporting MIS Reporting KPI Analysis Dashboard Reporting Business Analytics Technical Skills
Power BI (Mandatory) Dashboard Development, Data Visualization, DAX, Power Query, Report Publishing Advanced Microsoft Excel (Mandatory) Pivot Tables, Power Query, Power Pivot, Advanced Formulas, Lookup Functions , Excel Macros & VBA (Mandatory), Dashboard Creation & AutomationERP Systems (SAP / Oracle / Microsoft Dynamics / NetSuite or equivalent) AI & Digital Finance
AI-enabled Financial Planning Finance Automation Predictive Analytics Data Analytics Process Automation AI-powered Reporting Tools Soft Skills
Excellent Communication Skills Presentation Skills Stakeholder Management Analytical Thinking Strategic Mindset Problem Solving Business Partnering Attention to Detail
Preferred Qualifications
CA / MBA Finance / CFA (Preferred). Experience in the IT/ITES or Software industry. Knowledge of IFRS / Ind AS. Experience with financial planning tools such as Anaplan, Oracle Hyperion, Adaptive Insights, or similar platforms. Exposure to AI-enabled finance tools and business intelligence platforms.
Candidate Profile
58 years of experience in Financial Modelling and FP&A within an IT/ITES organization. Proven expertise in financial modelling, budgeting, forecasting, financial analysis, and business planning. Hands-on experience with Power BI is mandatory, including dashboard creation, DAX, Power Query, and financial data visualization. Advanced proficiency in Microsoft Excel and financial reporting. Strong analytical, presentation, and problem-solving skills. Excellent verbal and written communication with the ability to interact confidently with senior leadership. Technology-driven professional with the ability to leverage AI and automation to improve finance processes. Candidates based in Nashik or willing to relocate to Nashik are preferred. Immediate joiners or candidates serving up to 30 days' notice period will be given preference. .
