Job Title: Senior Manager Financial Planning & Analysis

Location: Gurgaon

Job Type: Full Time

Role Summary

The role is responsible for leading FP&A, business finance, budgeting, forecasting, MIS reporting, financial performance analysis, project/tender feasibility assessment and finance transformation initiatives across multiple entities and business units. The position will play a critical role in building robust financial models, standardized templates, management dashboards and data-driven reporting frameworks to support strategic decision-making, performance management and ERP/financial system implementation. The role will also act as the finance coordinator between Finance, IT, Operations, Strategy and other departments for reporting requirements, metrics, data flow and system implementation.

Key Responsibilities

Budgeting, Forecasting & Business Planning

Lead the annual budgeting process for all entities by coordinating with business heads and functional leaders to gather assumptions, operating plans, capex requirements, and cash flow inputs.

Prepare consolidated annual budgets, rolling forecasts, and periodic reforecasts aligned with strategic priorities and evolving business conditions.

Present budget assumptions, scenario analysis, and key planning outcomes to management, and incorporate feedback into final submissions.

Establish budget controls, monitor utilization, and identify financial risks and opportunities during the year.

Standardize budget templates and assumption sheets across entities/business units; maintain a tracker for approved budget, actual spend, committed spend and balance available.

MIS, Financial Reporting & Dashboarding Lead the monthly MIS review process with detailed analysis of actual vs budget vs prior period performance, including variance commentary and action-oriented recommendations. Design and manage financial reporting dashboards for leadership, covering revenue, profitability, cash flow, capex, working capital, and key business KPIs. Develop automated and visually effective dashboard reporting to improve management visibility, business performance tracking, and decision support. Prepare board packs, management presentations, and performance review reports with clear financial storytelling and executive-level insights. Standardize MIS formats and coordinate with operations and other departments to validate non-financial inputs used in dashboards and performance reports.
Financial Modelling, Tenders & Strategic Business Analysis Build and maintain detailed financial models for business opportunities, tenders, new centres, partnerships, acquisitions, expansions, pricing decisions, investments and strategic projects. Develop integrated models covering revenue assumptions, cost structures, capex, funding requirements, profitability, cash flow, and return scenarios. Perform sensitivity analysis, scenario planning, break-even analysis, and risk assessment to support management decisions. Continuously refine models based on business updates, stakeholder feedback, and changes in project scope.
Financial Feasibility of Business Opportunities, Tenders & Projects Assess the financial viability of new business opportunities, tenders, contracts, partnerships, expansions and investment proposals across entities. Conduct cost-benefit analysis, pricing evaluation, margin analysis, cash-flow assessment, working-capital impact and risk-return analysis for proposed engagements. Highlight commercial risks, hidden costs, funding needs, tax/compliance implications, working-capital impact and expected returns to support go/no-go decisions by management.
Data Modelling & Reporting Structure Develop and strengthen data models that support accurate, scalable, and timely financial reporting across entities and business units. Partner with finance, IT, and operations teams to define reporting structures, chart of accounts logic, data mapping, and MIS hierarchies for consistent reporting outputs. Ensure integrity, usability, and standardization of financial and operational data used in dashboards, reports, and planning models. Drive improvements in reporting automation, master data discipline, and data governance to enable better analytics and business intelligence. Define reporting metrics, data owners, data sources, reporting frequency and submission timelines across departments to ensure clean data flow into MIS and dashboards.
SOP Documentation & Process Improvement Drive SOP documentation across finance and cross-functional processes in coordination with internal stakeholders across entities. Map existing workflows, identify control gaps, and standardize processes to improve governance, compliance, efficiency, and accountability. Support continuous improvement initiatives through simplification, automation, and stronger process documentation.
Finance Systems, ERP & IT Integration Act as the finance SPOC for ERP implementation, finance automation initiatives, and system integrations across QMC, ND, and other entities Translate finance and reporting requirements into system specifications for IT teams, implementation partners and external vendors, including budgeting, MIS, dashboards, approvals, cost centres, project codes and management reports. Validate finance workflows, report configurations, dashboard outputs, and system controls during implementation and post-go-live stabilization. Participate in vendor evaluation, demos and fit-gap assessments for ERP/reporting systems; lead finance-side UAT for workflows, reports, dashboards, controls and data migration. Support integration of financial data across systems to improve reporting accuracy, process efficiency, and management visibility

Performance Metrics

Timeliness and accuracy of annual budgets, reforecasts and monthly MIS packs.

Quality of variance analysis, dashboards and management insights.

Commercial relevance of financial models, tender evaluations and feasibility studies.

Improvement in cash flow visibility, fund management, and financial control.

Effectiveness of ERP/reporting automation and reduction in manual reporting effort.

Improvement in data accuracy, reporting discipline and cross-functional data flow.

Candidate Profile

Mandatory Qualifications & Experience

Bachelor s degree in Finance, Accounting, Commerce, Economics or related discipline.

Minimum 6 9 years for Manager level / 8 12 years for Senior Manager level in FP&A, business finance, MIS, financial reporting, commercial finance or corporate finance.

Strong knowledge of IFRS and Indian Accounting Standards is mandatory.

Hands-on experience with ERP systems, Tally, finance-led system implementation projects and finance/reporting requirement definition is required.

Financial modelling experience for tenders, projects, investments, business opportunities or expansion plans is required.

Preferred Qualifications & Experience

CA / CPA / CMA / MBA Finance preferred.

Experience in multi-entity environments is preferred, ideally in retail, travel, hospitality, healthcare, or similarly dynamic sectors.

Technical Skills

Advanced Excel skills with strong capability in financial modelling, scenario analysis, and forecasting.

Strong experience in developing MIS packs, management reports, and financial dashboards.

Solid data modelling and reporting logic skills, including structuring data for dashboards, automated reporting, and decision support.

Good understanding of ERP reporting structures, finance data flows, and process automation.

Strong PowerPoint presentation capability is required; working knowledge of macros and BI/dashboard tools is preferred.

Behavioural Skills

Strong communication and stakeholder management skills with the ability to present insights clearly to senior management.

Ability to manage multiple priorities and work across functions in a fast-paced environment.

Strong process orientation with the ability to enforce compliance and streamline workflows.

Commercial mindset, advisory orientation and ability to challenge business assumptions respectfully.

Team management capability and ability to collaborate effectively across finance,

operations, IT and other cross functional teams.