Commercial Finance Manager

Institutional clients include pension funds, endowments and insurance companies. Regulatory oversight is constant, and the compliance department is one of the largest in the company. Family owned and operated since 1976. The office closes early the day before major holidays.

The role:

Indore Wealth Management runs an annual budget with a rolling quarterly reforecast. You will own the model for two business units. Good fit for someone with a few years in FP&A or public accounting who wants to see more of how the business runs. You can work from home anywhere in India. We have no office requirement. Standard office hours, Monday to Friday, with flexibility around them. Reliable internet and a power backup are a must.

Duties:

• Track headcount and payroll costs against plan
• Present monthly results to operating leaders and explain key drivers
• Develop dashboards in Power BI or Tableau for leadership
• Build and maintain the annual budget and quarterly forecast models
• Answer ad hoc questions from the CFO with quick-turn analysis

Qualifications:

• 7+ years of FP&A, corporate finance or public accounting experience
• Experience building budgets and forecasts
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models
• Strong attention to detail in large models
• Working knowledge of accounting and how the three statements connect
• Familiar with an ERP such as NetSuite, SAP or Oracle

Nice to have:

• Adaptive Planning, Anaplan or Planful experience
• SaaS metrics experience (ARR, churn, LTV)
• SQL for pulling your own data
• Power BI or Tableau

Perks and benefits:

• Health insurance for you and your family
• Provident fund
• Paid leave
• Internet reimbursement
• Group term life insurance
• Learning budget

If you are shortlisted, we will reach out to set up a first call.

We look at every application, usually within a week.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Indore Wealth Management.