Finance Business Analyst- Strategy and Business Planning (India)

KEY RESPONSIBILITIES: 1. Business Planning & Strategy - Lead annual business planning and budgeting. - Prepare quarterly and monthly business forecasts. - Develop growth scenarios and strategic business models. - Support long-term expansion planning. - Evaluate new business opportunities. - Conduct market and competitor analysis. - Build financial and operational business cases for strategic initiatives. 2. Executive Decision Support Act as a strategic advisor to the Founder and CEO by providing: - Business insights - Executive dashboards - Decision notes - Risk analysis - Scenario modelling - Investment analysis - Financial impact assessments - Performance summaries - Strategic recommendations 3. Financial Planning & Analysis (FP&A;) Own and continuously improve: - Revenue forecasting - Gross margin analysis - EBITDA analysis - Department profitability - Branch profitability - Project profitability - Customer profitability - Product/service profitability - Budget vs Actual reporting - Forecast vs Actual reporting - Cash flow forecasting - Working capital analysis - Cost optimization - Break-even analysis - Sensitivity analysis 4. Enterprise Business Analytics Develop meaningful analytics for every major function. Sales & Business Development - Sales pipeline health - Lead conversion - Order booking - Sales productivity - Sales cycle analysis - Forecast accuracy - Win-loss analysis - Customer acquisition trends Projects - Cost performance - Margin tracking - Billing efficiency - Collection status - Delay analysis - Resource utilization - Project risk indicators - Change order tracking Service - AMC performance - Service profitability - Response times - Technician productivity - Renewal rates - Customer retention - Revenue leakage analysis Procurement - Vendor performance - Cost trends - Inventory ageing - Purchase cycle efficiency - Material cost variance - Stock optimization Human Resources - Attrition trends - Productivity metrics - Recruitment analytics - Headcount planning - Training effectiveness - Employee cost analysis Marketing - Lead generation ROI - Campaign effectiveness - Website analytics - Digital funnel performance - Cost per lead - Lead conversion Predictive Analytics Develop models that help management anticipate: - Revenue trends - Cash flow positions - Project risks - Margin erosion - Resource shortages - Workforce requirements - Customer demand - Collection delays - Business growth opportunities Diagnostic Analytics Identify root causes behind: - Declining profitability - Cost overruns - Delayed projects - Low productivity - Revenue leakage - Customer attrition - Poor collections - Inventory inefficiencies Prescriptive Analytics Recommend actionable improvements for: - Pricing strategies - Resource allocation - Cost optimization - Margin improvement - Working capital - Operational efficiency - Growth opportunities - Business process improvements Business Excellence & Transformation Lead enterprise-wide initiatives to improve organizational maturity through: - KPI governance - Dashboard automation - ERP reporting enhancements - Standardized management reporting - Business process optimization - Cross-functional performance reviews - Data quality improvement - Continuous improvement programs Executive Dashboard Ownership Design, maintain and continuously improve dashboards for: - Founder - CEO - Sales Leadership - Project Leadership - Service Leadership - Finance - Procurement - HR - Marketing Ensure reports move beyond numbers to explain what happened, why it happened, and what should be done next. LEADERSHIP RESPONSIBILITIES: - Influence without formal authority. - Challenge assumptions using data. - Drive accountability across departments. - Facilitate monthly business review meetings. - Build a culture of evidence-based decision making. - Mentor departments in understanding and using business metrics. What Success Looks Like Within the 1st year, you will have: - Reduced management reporting cycle time. - Established a company-wide KPI framework. - Implemented executive dashboards. - Improved forecast accuracy. - Enhanced visibility into project profitability. - Enabled faster and better management decisions. - Created a culture where decisions are backed by data. IDEAL CANDIDATE PROFILE: Experience - 812 years in Business Finance, FP&A;, Business Analytics, Commercial Finance, Finance & Business Planning. - MUST - Experience in project-driven businesses such as HVAC, MEP, EPC, Construction, Engineering, Infrastructure, or related sectors is strongly preferred. Qualifications - MBA (Finance/Business Analytics) - CA - CMA - CFA Technical Skills: MUST HAVE --- - Advanced Microsoft Excel - Power BI - ERP reporting - Financial modelling - PowerPoint - AI productivity tools (e.g., ChatGPT, CLAUDE, PERPLEXITY, GEMINI, Microsoft Copilot) - Power Query - SQL (preferred) Behavioural Competencies We are looking for someone who is: - MATURE .