General Finance Specialist

Job description

Brief Job Description

1 . Project Commercials & Margin Tracking Track and analyze project margins end-to-end — from order booking through execution and project closure. Monitor Costs Incurred vs. Cost to Come at a project level; proactively flag deviations, overruns, and margin risks. Prepare and maintain project-level P&L statements with focus on Gross Contribution (GC%), Net Manufacturing Cost (NMC), and overall project profitability. Conduct periodic margin reviews (SO-level / L2-level) and highlight anomalies, margin erosion trends, or unfavorable cost variances.

Support project teams with commercial insights to drive better decision-making on pricing, cost control, and resource allocation. Liaise with project managers and operations to validate cost assumptions, forecast completion costs, and maintain up-to-date project financial models.

• 2. Business Intelligence & Dashboard Development Design, develop, and maintain BI dashboards (Power BI, AWS QuickSight, or equivalent) providing real-time visibility into project financials, cost performance, and margin trends. Create interactive margin waterfall charts, cost variance dashboards, and project health scorecards for leadership reviews. Develop MBR / QBR financial decks with clear visualizations of project performance, profitability, and cost exposure. Ensure data accuracy, consistency, and timely refresh of all dashboard reports across finance and operations. Collaborate with IT / data teams for data pipeline reliability and model governance.
• 3. Automation & Process Improvement Identify and automate repetitive financial reporting, data consolidation, and reconciliation tasks to reduce manual effort. Build automated workflows for margin tracking, cost roll-ups, provision monitoring, and variance analysis using tools such as Excel VBA, Power Automate, or Python. Drive continuous improvement in reporting turnaround time, data quality, and analytical accuracy. Standardize and document finance processes, templates, and reporting frameworks to ensure scalability. Evaluate and implement RPA or low-code tools to further streamline Finance operations workflows.
• 4. Communication & Stakeholder Management Present financial insights, project health updates, and margin commentary clearly to cross-functional teams and senior management. Translate complex financial data into simple, compelling narratives for non-finance stakeholders. Collaborate with Project Managers, Procurement, and Operations to align on commercial terms, cost assumptions, and project forecasts. Prepare concise and actionable financial summaries for monthly and quarterly business reviews. Act as the Finance business partner for operational project teams, providing proactive financial guidance.
• 5. Service Operations — Margins & Profitability Analysis Perform Entry vs. Exit margin analysis to assess margin leakage, identify root causes (scope changes, cost overruns, pricing gaps), and report trends to the Management.

Conduct zone-wise and LOB-wise profitability analysis to identify high-performing and underperforming regions; present comparative P&L summaries to the Management. Track labor efficiency metrics — technician utilization, billable vs. non-billable hours, cost per service call, and manpower deployment patterns. Prepare and maintain project-level P&L statements with focus on GC%, NMC, VCM, and overall profitability.

REQUIRED QUALIFICATIONS & SKILLS

Education Inter CA (ICAI) or Inter CMA (ICMAI) — Mandatory qualification Graduation in Commerce / Finance — B.Com / BBA or equivalent Experience 3 – 6 years of relevant experience in a manufacturing industry environment Hands-on experience in project costing, margin analysis, and commercial finance Prior exposure to tracking project-level costs against estimates/budgets — incurred vs. cost to come analysis Experience supporting monthly/quarterly business review cycles in a manufacturing or industrial setting

Technical Skills

Domain Skills & Tools BI & Analytics Power BI / AWS QuickSight / Tableau — dashboard creation & data modelling MS Excel Advanced — Pivot Tables, XLOOKUP, Power Query, VBA Macros, Dynamic Arrays Automation Power Automate, Excel VBA, Python scripting, RPA platforms ERP Systems SAP / Oracle (preferred) — data extraction and cost reporting Financial Modelling Project P&L, margin waterfall, variance analysis, 4+8 / 8+4 forecasting Data Handling ETL concepts, SQL basics, data validation and transformation