Strategic Financial Planner

16 hours ago

Chennai, Tamil Nadu, India beBeeFinancialPlanning Full time ₹ 12,00,000 - ₹ 15,00,000
Job Overview

We are seeking a detail-oriented and proactive Financial Planning Specialist to support project and operational finance activities.

This role will be responsible for managing financial plans, budgeting, forecasting, invoicing, revenue tracking, and vendor payment processes while ensuring compliance with contractual agreements and internal policies.

Key Responsibilities

  • Create comprehensive financial plans, cost baselines, and forecasts in alignment with business objectives.
  • Regularly track budget vs actuals and flag variances early with actionable insights.
  • Collaborate with stakeholders to optimize cost allocation.

Invoicing & Revenue Management

  • Support the Finance team in raising client invoices.
  • Track receivables to ensure timely payments from clients.
  • Manage vendor payments and software subscription payments using specialized tools.
  • Maintain accurate records of contracts, memorandums of understanding, and non-disclosure agreements for all projects.
  • Track billable vs non-billable resources to ensure accurate project costing.
  • Oversee timesheet management for consultants and ensure timely submissions.

Financial Forecasting & Projections

  • Estimate future revenue and cost projections based on sales pipeline and current utilization.
  • Provide financial insights to support strategic decision-making.
  • Prepare periodic reports on utilization, profitability, and project financial health.

Qualifications & Skills

  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field (MBA/CA/ICWA preferred).
  • 4–7 years of experience in financial planning, budgeting, or project finance.
  • Strong knowledge of invoicing, revenue recognition, and vendor payment processes.
  • Proficiency in specialized financial/project management tools.
  • Excellent skills in Excel (financial modeling, projections, variance analysis).
  • Strong attention to detail, problem-solving, and communication skills.
  • Ability to work cross-functionally with Finance, Operations, and Project Management teams.

About Us

A leading organization seeks a skilled Financial Planning Specialist to join its team.

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