Financial Analyst

Role Description: Shivalik Group operates across multiple brands, and the Financial Analyst plays a central role in ensuring that each brand's financial performance is tracked accurately, reported on time, and budgeted realistically.

Financial Analyst (Shivalik Group) - Job Overview

The Financial Analyst will support the Finance function of the Shivalik Group with a core focus on Brand-wise Profit & Loss reporting, budgeting, and MIS. Working closely with the Finance Controller and brand teams, the Financial Analyst will be responsible for accurate and timely brand-level financial data, variance analysis, and reporting that enable leadership to track performance and take informed decisions on pricing, cost, and investment.

Job Location: Dehradun / Noida

CTC: 20- 24 lacs per annum (Depending on the Background and Skill level of the Candidate)

Key Responsibilities

1. Brand-wise P&L Reporting & Analysis

•  Prepare and update the monthly Brand-wise P&L for all brands/SBUs, covering revenue, COGS, gross margin, brand-level overheads, and net contribution.

•  Apply the Group's approved allocation methodology for shared costs (rent, salaries, bank charges, etc., overheads) consistently across brands.

•   Track and report Gross Margin %, EBITDA %, and Return on Capital Employed at the brand level.

•   Provide SKU/category-level drill-down analysis to explain key P&L movements.

• Support brand-level profitability review meetings with data packs, trend charts, and variance commentary.

2. Budgeting & Forecasting

•   Coordinate the annual budgeting exercise at brand and Group levels, consolidating inputs from brand heads and the finance team.

•   Build and maintain rolling forecast models (monthly/quarterly) at brand and Group levels.

•   Conduct monthly Actuals vs. Budget vs. Prior Year variance analysis and highlight significant deviations.

•   Track the status of corrective actions arising from budget variance reviews.

3. MIS & Management Reporting

•  Prepare and circulate the monthly Brand P&L dashboard with Actuals vs. Budget vs. Prior Year comparisons.

•   Compile the Group MIS pack covering the Cash Flow Statement, Working Capital Dashboard, and Key Financial Ratios (Current Ratio, Quick Ratio, Debtor Days, Creditor Days, Inventory Turnover).

•   Prepare Channel-wise and Geography-wise revenue split reports.

•  Continuously improve MIS templates and reporting formats to reduce manual effort and strengthen data accuracy.

4. Pricing, Cost & Margin Analysis

•   Track brand-wise operating costs against budget and benchmark against revenue and industry norms.

•   Analyse the impact of pricing, discounts, and trade schemes on brand-level gross margins.

•   Identify cost trends and flag potential efficiency opportunities for Finance leadership's review.

5. Working Capital & Inventory Tracking

•   Monitor brand-wise Debtor Days, Creditor Days, Inventory Days of Stock, and the net working capital cycle.

•   Track inventory ageing and sell-through rates per brand; flag slow-moving or ageing stock for action.

•   Support collection follow-up reporting and monitor adherence to credit policy.

6. Financial Reporting Support

•   Assist in the finalisation of books of accounts by ensuring brand-wise provisions and accruals are accurately captured ahead of the monthly close.

Experience

8+ years of experience in financial planning & analysis, budgeting, or brand/SBU-wise P&L reporting, preferably within distribution, consumer electronics, FMCG, or retail businesses. Strong proficiency in Excel and financial modelling is essential; exposure to ERP and MIS systems will be an advantage. 

About Shivalik

Shivalik Group is a leading sales and distribution organisation in Northern India with a 25-year legacy. The group operates across Smart Communications, Telecom, Pharmaceuticals, IT, and Consumer Electronics, delivering innovative solutions and strong market penetration for its clients. With 24/7 operations, Shivalik supports customers and partners across dynamic industries. Its workforce is spread across Delhi, Uttar Pradesh, Punjab, Jammu, Uttarakhand, and Haryana, reflecting a strong regional presence. The group is committed to operational excellence, long-term partnerships, and sustainable growth.