Branch Finance Lead

Budgeting and Forecasting

• Provide strategic planning support by preparing budget/

financial forecasts for the branch

• Prepare annual budget for the Branch and support in

budget preparation

• Conduct sales forecasting and analysis
• Prepare profitability estimates and actual result statements on

monthly and periodic basis

• Conduct detailed business trends and performance analysis

• Advise Branch head on financial status/ performance of the hub

Financial and Business Reporting

• Analyze budget conformance at a Branch level
• Analyze and monitor sales performance data
• Analyze profitability data for clients and provide relevant input to

sales team

• Advise branch head on financial status/ performance of the branch Prepare monthly and periodic MIS statements as required for

internal reporting

Billing, Cash, Accounting and Price Increase Support

• Manage the end-to-end billing process for all clients to

ensure accurate recording and processing of bills/invoices

• Manage budgeted cash at a branch level and handle all petty cash Review reconciliation of hours billed v/s hours paid for all

assignments at a branch level

• Share debtor analysis with Branch Managers to support collection of outstanding amounts from clients
• Support in resolving client queries on invoices and

billing Provide inputs for invoice corrections

• Manage billing amounts for clients linked to Price Increase
• For retrospective Price Increase cases manage recovery

and collection of past dues

• Monitor expenses on uniform, stationery, telephone and

other administrative requirements

• Implement cost control measures to keep overhead costs

under control

• Conduct monthly closing of accounts

Taxation, Compliance and Audit

• Ensure tax filing and organise TDS certificates in a timely

manner Ensure smooth audits and regular interaction with

auditors