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Financial Planning Lead
Join the MSME Strategy Consultants team as a Full Time Financial Planning Lead on Erekrut, specializing in Financial Planning Lead in the Business Consulting industry. We are seeking talented individuals with a passion for Financial Service and educational qualifications ranging from 4-6 Years. Apply now on Erekrut to take the next step in your career with a leading global company.
Key Skills: Finance, FP&A, budgeting, forecasting, MIS implementation, manufacturing industry experience, Excel, FP&A
Roles & Responsibilities:
Financial Planning & Analysis (FP&A)
Lead end-to-end FP&A processes for client engagements.
Develop annual operating plans, budgets, rolling forecasts, and long-range financial plans.
Build and maintain detailed financial models for profitability, cash flow, working capital, pricing, and business expansion.
Conduct monthly and periodic variance analysis against budgets and forecasts.
Analyze revenue, margins, overheads, operational efficiency, and business performance drivers.
Support leadership teams with financial insights for strategic and operational decisions.
Prepare board-level and management-level financial presentations and analysis
Manufacturing Finance & Factory Costing
Handle factory costing and manufacturing finance analysis across different industries.
Develop and monitor product costing, BOM-based costing, standard costing, process costing, job costing, and cost-sheet preparation.
Analyze material consumption variances, labor variances, production efficiency, capacity utilization, machine-hour costing, and inventory movement and valuation.
Work closely with plant, procurement, production, and operations teams to improve cost visibility and control.
Support pricing decisions through accurate cost analysis.
Identify cost leakages and recommend corrective actions.
Budgeting, Forecasting & Cash Flow Management
Drive budgeting cycles across departments and business units.
Prepare monthly cash-flow forecasts, fund-flow planning, working capital projections, and scenario-based financial forecasts.
Monitor actual performance against plans and recommend corrective actions.
Support management in liquidity planning and financial decision-making.
Improve forecasting accuracy and reporting timelines.
MIS, Reporting & Dashboards
Design and implement MIS structures for management reporting.
Create dashboards and reporting systems for sales analysis, profitability tracking, department-wise performance, production metrics, cash-flow tracking, receivables/payables monitoring, and KPI monitoring.
Automate reporting processes wherever possible.
Ensure accuracy, consistency, and timeliness of reports.
Develop management reporting frameworks for growing businesses.
Financial Control & Process Improvement
Strengthen financial controls and reporting discipline across organizations.
Improve finance processes, SOPs, and internal reporting mechanisms.
Coordinate with accounting teams to improve data reliability and reporting quality.
Identify process gaps, operational inefficiencies, and financial risks.
Assist in implementation of financial systems and reporting structures.
Support audit readiness and financial governance initiatives.
Business Partnering & Leadership
Work directly with promoters, founders, CXOs, and leadership teams.
Coordinate with cross-functional departments including operations, production, procurement, sales, and accounts.
Translate business problems into financial insights and actionable recommendations.
Lead finance discussions during review meetings.
Manage and guide junior finance team members where required.
