Financial Planning and Analysis Manager

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Role Overview

The Accounting & Finance Executive will be responsible for preparing and analyzing periodic financial and sales MIS reports, ensuring accurate accounting across multiple branches, supporting monthly/weekly MIS reporting requirements, preparing Profit & Loss statements, monthly cost budgeting, and assisting in scheme costing and book closure activities. The role requires a strong understanding of accounting principles, financial analysis, and attention to detail.

Key Responsibilities

Management Information System (MIS) Reporting

• Prepare weekly and monthly Sales MIS reports (branch-wise, product-wise, customer-wise as required).
• Generate and maintain Accounting MIS for management review.
• Analyze variances and highlight key trends to management.

Monthly Cost Budgeting & Expense Control

• Prepare monthly cost budgets for regular expenses including:

• Administrative expenses
• Marketing expenses
• Manpower expenses
• Sales scheme costs
• Monitor actual vs. budgeted expenses and provide variance analysis.
• Assist management in planning and controlling costs effectively.

Sales Scheme Costing

• Evaluate the cost and financial impact of various sales schemes and discounts.

• Prepare profitability analysis and scheme effectiveness reports.

Profit & Loss (P&L) Preparation

• Prepare monthly branch-wise and consolidated Profit & Loss Statements.
• Identify deviations from budget and support management in decision-making.

Book Closure & Accounting Control

• Ensure monthly closing of books of accounts is completed on time.
• Review branch accounts and ensure accurate entries, reconciliations, and compliance with accounting standards.
• Coordinate with branch accountants to resolve discrepancies.

Compliance & Internal Controls

• Support statutory compliance requirements (GST, TDS, Income Tax, etc.).
• Ensure adherence to accounting policies and internal controls.

Coordination & Support

• Collaborate with sales, operations, and branch teams for data collection and validation.
• Provide financial insights to management for strategy and decision-making.

Key Performance Indicators (KPIs)

• Timely and accurate preparation of Sales & Accounting MIS.

• Accuracy of monthly branch-wise book closure.

• Quality and timeliness of P&L preparation.

• Effective monthly budgeting and variance analysis of expenses.

• Accuracy in scheme costing and profitability analysis.

• Compliance with accounting standards and policies.

Qualifications & Skills

• Education:

• B.Com / M.Com / MBA (Finance) / CA (Inter)/CA (Semi Qualified) preferred.

• Experience:

• 2–7 years of relevant experience in Finance & Accounts, preferably in multi-branch companies.

• Technical Skills:

• Strong knowledge of accounting standards and financial reporting.

• Proficiency in MS Excel, PowerPoint, Tally/ERP/SAP, or other accounting software.

• Strong analytical and numerical skills.

• Soft Skills:

• Attention to detail and accuracy.

• Strong communication and coordination skills.

• Ability to work under deadlines and handle multiple priorities.