Senior Role - Financial Planning & Analysis - Logistics Firm - CA/IIM/MDI/FMS

Senior Opportunity-FP& A -Logistics Firm

Primary Finance SPOC for driving financial accountability and end-to-end P&L management. The incumbent will be responsible for Long and Short Range Planning, BI framework for Performance Evaluation, New business evaluation and Analytics/MIS for VC/PE Investors/Board. The role is also responsible for overseeing sanctity of cost allocation Operating Divisions and provide inputs on cost containment/revenue enhancing opportunities.

Key Deliverables

Partner with CFO and Division teams (Business + Finance) to finalize Long range and Annual/ quarterly operating plans and forecasts. Own the entire process end-to-end. Be a trusted advisor to senior leadership team.

Lead BI (Business Intelligence) framework for the organization and its evolution.

Identify key metrics, keep track of financial KPIs and develop financial models along with sharp front-end visualization of the analysis to support strategic initiatives. Be the central owner of organization-wide operating and financial data and KPIs

Advanced Analytics & Benchmarking : Predictive Analysis, external benchmarking within same Sector/ Industry and need to be based advanced analytics. Proactively use benchmarking to ensure resources are optimized and BAU operations are managed tightly while investing in growth initiatives.

Analyze key performance indicators in all areas of revenue, operating costs, fixed expenses and capital expenditures - time series as well as against budgets and forecasts.

Prepare monthly Comprehensive Finance Docket with analytics and identify pockets of operational value and effectively communicate the same to the senior management for action

Allocation of central costs to divisions to ensure holistic performance evaluation. Own the methodology and process, align with key stakeholders and also operationally handle it monthly.

New business financial models

Investor/Board Interface :

a. Be the central figure in the preparation of business plans and dialogue with potential investors for any fund raising. Work closely with CFO/Founders and be accountable for internal dialogues to ensure robustness of plans.

b. Scenario building, stress testing and bringing in clarity of assumptions and key actions needed to make the plan real and participate in business valuation discussions

c. Be the interface with existing VC/PE investors for all MIS - regular as well as ad-hoc

d. Accountable for preparing Founders/CFO for Board discussions on performance

e. Play an active role in due diligence process for Debt and equity funding

Key Indicators of Success

- Feedbacks from Investors, Business Partners and Finance team members

- Timeliness, quality, and accuracy of BI and analytics

- Forecast accuracy

Culture and Behaviors

You have a growth mindset, act as an entrepreneur that drives business impact, and continuously learn and innovate. You have a capability to actively contribute and build a strong collaboration with diverse teams. You are action oriented and able to deliver strong results through others. You are data driven and help the Finance function deepen the use of data through forward-looking insights coupled with sharp front-end visualization. You also engage directly with customers and business partners as needed. You simplify and inspire through storytelling and excellent communication skills. You are focused on both the individuals as well as the team dimension of working in a high growth environment.

Qualification and Experience

- Top quality CA or MBA from Top B-School

- Prior experience of having handled a similar role, especially in a rapidly growing organization

- Preference will be accorded to experience of PE/VC interactions, due diligence, business valuations and supporting new business launches

Skills / Competencies

- High Tolerance for ambiguity and ability to work in relatively unstructured environments; a

- Strong verbal and written communication

- Interpersonal skills; team players with strong leadership and project management capabilities

- Ability to function independently, prioritize on a real-time basis and manage multiple stakeholders

- An excellent sense of finance, planning and accounting principles

- Strong understanding of data analytics and front-end visualization, with drill down on the fly. Knowledge of, or ability to learn new things, including Machine Learning, Big Data analytics, etc