Assistant Manager / Manager Financial Planning & Analysis (MIS & Budgeting)

Job Description

Colliers is looking for a finance professional to join our team, responsible for financial reporting, planning, and analysis. The role involves managing monthly closures, budgeting cycles, and delivering insights to support business decisions. You will work closely with cross-functional teams and leadership, turning financial data into meaningful insights that drive performance.

Job Location: Mumbai / Bengaluru

Role & responsibilities

Financial Closure & Reporting

• Manage monthly and quarterly closure activities, including books closure and EBITDA calculation
• Finalisation of results and preparation of financial statements
• Prepare MIS reports, income reports (YTD previous month & till date), and monthly commentary
• Develop department-wise P&L and balance sheets (monthly & quarterly)

Planning, Budgeting & Forecasting

• Support annual and 5-year budgeting processes
• Prepare rolling forecasts (including 3-month forecasts)
• Analyse performance vs targets and actuals for business heads
• Forecast cash flows / fund flows

Business Analysis & Insights

• Pipeline collation and analysis across departments
• Income comparison with pipeline
• Revenue trend analysis (service line-wise for last 3 years)
• Perform cost analysis, financial ratio analysis, and variance analysis
• Track unbilled revenue and group statistics
• Support APAC variance submissions

Stakeholder Management & Presentations

• Prepare board meeting review files (quarterly)
• Create presentations for board meetings, leadership reviews, and other forums
• Support EBITDA calls (department-wise)
• Provide finance data and insights to relevant stakeholders
• Design dashboards and reports using Excel and PowerPoint

Compliance & Audits

• Handle debit notes for cost recharges (India)
• Ensure alignment with accounting standards and internal policies
• Manage internal financial control audits
• Handle statutory and internal audits

Qualifications

Preferred candidate profile

• CA with 2 to 3 years post-qualification experience
• Experience in FP&A, MIS, budgeting, or financial reporting
• Strong understanding of accounting principles and financial statements
• Advanced Excel skills (pivot tables, lookups, etc.)
• Proficiency in PowerPoint and financial presentations
• Experience with ERP systems
• Effective communication skills, including the ability to draft, respond to, and manage professional email correspondence.

Additional Information

Why Join Colliers?

• Partner with Business Leaders: Work closely with senior finance and business stakeholders to drive strategic decisions.
• High-Impact Role: Contribute to budgeting, forecasting, and financial insights that influence business growth.
• Continuous Learning: Build expertise in financial analysis, systems, and business partnering.