Project Financial Strategist

2 weeks ago

Kolkata, West Bengal, India beBeeFinancialPlanner Full time ₹ 40,00,000 - ₹ 80,00,000
Job Summary

We are seeking a highly skilled and proactive financial planning professional to join our team. The successful candidate will be responsible for managing project finances, ensuring accurate budgeting, forecasting, and reporting.

Main Responsibilities

  1. Financial Planning & Budgeting
  • Develop and maintain comprehensive project budgets and cost baselines in alignment with business objectives.
  • Regularly track budget vs. actuals and provide actionable insights on variances.
  • Collaborate with project managers and stakeholders to optimize cost allocation.
Invoicing & Revenue Management
  • Support the finance team in raising timely and accurate invoices for client projects.
  • Monitor receivables to ensure prompt payments from clients.
  • Manage vendor payments and software subscription costs using Zoho.
  • Maintain accurate records of SOWs, WOs, MSAs, and NDAs for all projects.
  • Track billable vs. non-billable resources to ensure accurate project costing.
  • Oversee timesheet management for consultants and ensure timely submissions.
Forecasting & Projections
  • Analyze sales pipeline and current utilization to estimate future revenue and cost projections.
  • Provide critical financial insights to support strategic decision-making.
  • Prepare periodic reports on utilization, profitability, and project financial health.

Requirements

  • 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 Zoho Books/Zoho Projects or similar financial/project management tools.
  • Excellent skills in MS 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.

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