Manager Financial Planning

7 days ago

Mumbai, India Shriram Asset Management Co Ltd Full time

Role & responsibilities

Planning, Budgeting, and Forecasting

  • Prepare annual budget, prepare forecasts, and long-range strategic plans in coordination with business units.
  • Prepare, maintain and refine financial planning models to reflect changes in business dynamics and assumptions.
  • Support department heads with budgetary inputs, expenditure controls, and scenario analysis.

Management Reporting (MIS)

  • Prepare and deliver Monthly MIS reports that provide accurate and timely financial performance summaries for senior management.

  • Highlight key variances in revenue, costs, and margins and provide actionable commentary.

  • Ensure alignment of MIS with financial statements and management expectations.

  • Monitor segment-wise and product-wise profitability (Equity, Debt, Hybrid schemes).

  • Maintain and supervise Branch Level P&L

Cost-to-Income and Ratio Analysis

  • Track and report cost-to-income ratios, expense ratios (TER by fund category), and productivity metrics.

  • Analyze fixed vs. variable cost structures; support initiatives to improve cost efficiency and optimize margins.

Financial Analysis & Insights

  • Provide financial modeling and analysis to support new product launches (e.g., ETFs, passive funds), channel incentive structures, and digital initiatives.

  • Monitor competitor benchmarking (TER, AUM growth, profitability) using AMFI and SEBI disclosures.

Executive Dashboards & Presentations

  • Develop dashboards and presentation decks for senior leadership and board reviews

  • Generate reports on KPIs including AUM growth, channel productivity, cost trends, scheme profitability, and fund manager performance metrics

Process Improvement & Automation

  • Identify opportunities to enhance FP&A processes through automation and system optimization.

  • Lead or support implementation of tools and systems

Cross-functional Collaboration

  • Work closely with Accounting, Treasury, Operations, and HR teams to gather data and ensure cohesive financial strategy.

  • Partner with businessstakeholders to align financial plans with operational realities.

Profitability Monitoring & Analysis

  • Continuously monitor overall and segment-wise profitability, including product lines (Equity, Debt, Hybrid, Passive), distribution channels (Direct, Banks, IFAs,Digital), and client segments (retail, HNI, institutional).

  • Analyze revenue drivers such as management fees, advisory fees, and performance-linked income versus associated costs including trail commissions, marketing spend, and operational overheads.

  • Assess fund-level profitability by linking AUM, TER, and fund expenses to net contribution margins.

  • Prepare profitability dashboards and heat maps to identify underperforming schemes, channels, or geographies, and recommend corrective actions.

  • Track sales productivity vs. cost per acquisition (CPA) and ROI on marketing spends across campaigns and distribution partnerships.

  • Provide insights to management for product rationalization, cost optimization, and strategic allocation of resources based on profitability metrics.

  • Support new initiative evaluation (e.g., launching new funds or entering alternate channels) through contribution margin and break-even analysis.

  • Benchmark internal performance against competitors using AMFI and SEBI filings to identify areas of margin improvement or market share gain.

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