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Manager Financial Planning
2 weeks ago
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.
