2+ Financial planning Jobs in Mumbai | Financial planning Job openings in Mumbai

Job Location: Mumbai

Key Responsibilities

1. Financial Strategy & Leadership

Develop and execute financial strategies aligned with company growth objectives

Partner with CEO and leadership team on business expansion, investments, and risk management

Provide financial insights to support strategic decision-making

2. Financial Planning & Analysis (FP&A)

Lead budgeting, forecasting, and financial modeling processes

Monitor project-wise profitability and cost performance

Analyze variances and recommend corrective actions

Drive margin improvement across projects

3. Project Accounting & Cost Control

Oversee project costing, revenue recognition (percentage of completion method), and billing

Ensure accurate tracking of:

BOQs (Bill of Quantities)

Variations and change orders

Material and labour costs

Implement strong cost control mechanisms for facade projects

4. Treasury & Cash Flow Management

Manage cash flow, working capital, and liquidity planning

Oversee banking relationships, including:

Bank Guarantees (BGs)

Letters of Credit (LCs)

Project financing

Optimize fund utilization and reduce finance costs

5. Accounting & Compliance

Ensure accurate and timely financial reporting as per applicable standards

Oversee audits, taxation (GST, Income Tax), and statutory compliance

Maintain strong internal controls and governance frameworks

Ensure compliance with contract terms and financial regulations

6. Risk Management

Identify financial and operational risks in projects and contracts

Evaluate contract terms for financial exposure

Implement mitigation strategies for cost overruns, delays, and claims

7. Commercial & Contract Management

Review contracts for commercial viability and risk

Support negotiation of project terms, payment milestones, and escalation clauses

Monitor receivables and ensure timely collections

8. Team Leadership

Lead and mentor finance, accounts, and commercial teams

Build systems, processes, and SOPs for scalability

Drive automation and ERP implementation (if required)

Key Requirements

Education

CA / CPA / MBA (Finance) or equivalent qualification

Experience

10–18+ years in finance, with at least 5 years in a leadership role

Strong experience in construction, facade, EPC, or project-based industries

Proven expertise in project accounting and contract management

Skills & Competencies

Strong financial acumen and strategic thinking

Expertise in cost control and margin management

Knowledge of BGs, LCs, and project financing

Excellent leadership and stakeholder management skills

High proficiency in ERP systems and financial tools

Key Performance Indicators (KPIs)

Project profitability and margin improvement

Cash flow and working capital efficiency

Reduction in cost overruns

Timely financial reporting and compliance

Receivables cycle and collection efficiency

Company Description

Apollo Finvest is a publicly listed Non-Banking Financial Company (NBFC). Think of us as AWS for Lending. We enable any company to offer fully digital and compliant digital loan products to their end-customers. Built on modern RestFUL API's, we treat the financial services on our platform as building blocks, which our partners can mix and match to create loan products specifically tailored to their business model.

Key Responsibilities

- Oversee Cash flow planning and ensure optimal liquidity and Asset-Liability Management.

- Develop comprehensive treasury strategies aligned with the company’s financial goals, risk and regulatory requirements.

- Execute fundraising opportunities including debt and other financing options.

- Liaising with auditors for the quarterly and annual audit, bankers and statutory auditors

- Ensuring the requirements for the board presentation are delivered.

- Assisting resolve accountant's queries in preparing the quarterly and annual reports and spearhead preparation of AGM.

- Adhering to regulatory and statutory compliance of SEBI/RBI and other regulatory bodies.

- Tracking investments to ensure they meet the internal rate of expected return.

- Oversee and manage partner reconciliation which involves per loan wise principal & income matching and explaining the concepts of reconciliation to the partner like the process of reconciliation, tax-related queries or any other queries.

- Work closely with Credit and Business teams to ensure timely and quality deliverables

To coordinate with the tech team for develop new logics in the LMS and testing the

existing reports.

- To add and represent points of view from the Finance team with all inter-team collaborative tasks.

Qualifications

Chartered Accountant with more than 7 years of experience

Proven experience of minimum 5 years in progressively responsible finance roles within the NBFC sector

Strong expertise in Treasury, Fundraising and FP&A.

Experience with scaling and managing lending products

Attitude to work at lightning fast speed

Well versed with Ind-AS financial preparation and finalization.

Candidates in a Compliance Manager role at NBFC / Banks having experience in handling regulatory compliance, RBI audits, etc. would be preferred.

Experience with managing and leading finance team

Excellent Knowledge of Microsoft Excel

*Compared to what is stated in the job description, the CTC range is higher for this role*