9 Forecasting Jobs in Mumbai | Forecasting Job openings in Mumbai

Responsibilities:

MIS (Internal & External)

1. Collate the incoming revenues through all sources namely sales, renewals, supplement sales, Ecommerce sales and keep the revenue data update on a timely basis. 

2. Collate all the expenses and outgoings in an organised manner. 

3. Ensure that all expenses/outgoings are properly supported by invoices and necessary approvals. 

4. Prepare and maintain Profit and Loss (P&L) accounts and analyze financial performance. 

5. Prepare and publish MIS reports for management, founders, investors and other stakeholders to support decision making. 

Payments & Compliances

6. Ensure timely payouts to Doctors/Vendors. 

7. Ensure timely Statutory payments like TDS, PF, PT and filing of GST /TDS returns etc. 

8. Verify the revenues earned by Sales and Services team for disbursing their incentives. 

9. Advise and ensure legal compliances with respect to Company's business. 

Budgeting and Forecasting

10. Periodically prepare Revenue and Expenses estimates and assist in Budgeting and forecasting. 

11. Conduct Revenue and cost analysis and advise on burn reduction and business process efficiencies. 

Audits

12. SPOC for internal and External audits and ensure correctness of data at all times. 

Dashboards

13. Publish monthly Dashboards for investors founders and marketing team’s review and decision making. 

Vendor & Inventory Management

14. Coordinate with vendors on stock procurement, inventory replenishment, invoice verification, account reconciliations, payment follow-ups, and resolution of inventory and operational issues. 

15. Manage inventory records, monitor stock movements, perform periodic inventory reconciliations, and ensure accurate inventory reporting. 

Miscellaneous

16. SPOC for all Bank related. 

17. Coordinate with external accounting firm, and CA firm. 

18. Will be incharge for all Finance related and such other tasks assigned by the founders. 

Position: Finance Lead

We are a YCombinator, Sequoia & GFC-funded startup building digital solutions for women with chronic health conditions in India. Our mission is to combine the power of medicine, nutrition and telehealth to treat chronic conditions. We've started by treating PCOS, a chronic condition that affects 100 million women in India alone.

Here, you will be working directly with a world-class team (McKinsey, UnitedHealth, GlaxoSmithKline, Accenture, Wharton alumni) to improve lives for millions of women. Most of all, you will be part of a mission-driven company that believes in providing equal access to high-quality healthcare for those traditionally underserved. As a Finance Lead, you will be expected represent the company’s financial statements in the most accurate manner for taking appropriate marketing decisions and understanding the P&L status of the organisation

Responsibilities:

MIS (Internal & External)

1. Collate the incoming revenues through all sources namely sales, renewals, supplement sales, Ecommerce sales and keep the revenue data update on a timely basis.
2. Collate all the expenses and outgoings in an organised manner.
3. Ensure that all expenses/outgoings are properly supported by invoices and necessary approvals.
4. Prepare and maintain Profit and Loss (P&L) accounts and analyze financial performance.
5. Prepare and publish MIS reports for management, founders, investors and other stakeholders to support decision making.

Payments & Compliances

1. Ensure timely payouts to Doctors/Vendors.
2. Ensure timely Statutory payments like TDS, PF, PT and filing of GST /TDS returns etc.
3. Verify the revenues earned by Sales and Services team for disbursing their incentives.
4. Advise and ensure legal compliances with respect to Company's business.

Budgeting and Forecasting

1. Periodically prepare Revenue and Expenses estimates and assist in Budgeting and forecasting.
2. Conduct Revenue and cost analysis and advise on burn reduction and business process efficiencies.

Audits

1. SPOC for internal and External audits and ensure correctness of data at all times.

Dashboards

1. Publish monthly Dashboards for investors founders and marketing team’s review and decision making.

Vendor & Inventory Management

1. Coordinate with vendors on stock procurement, inventory replenishment, invoice verification, account reconciliations, payment follow-ups, and resolution of inventory and operational issues.
2. Manage inventory records, monitor stock movements, perform periodic inventory reconciliations, and ensure accurate inventory reporting.

Miscellaneous

1. SPOC for all Bank related.
2. Coordinate with external accounting firm, and CA firm.
3. Will be incharge for all Finance related and such other tasks assigned by the founders.

Qualifications:

• BCom is mandatory. MCom will be preferred
• At least 3 of experience corporate experience
• Proficient in Excel, knowledge of CRM tools
• Keeping abreast of all relevant taxation related rules
• Experience of working in startups would be preferred Top of Form Bottom of Form

What we Offer:

At one of India's fastest growing healthtech companies, you will:

• Accelerate your career by working in a fast-paced environment with the freedom to take on a range of different responsibilities.
• Competitive salary in a rapidly growing VC-funded startup
• Work closely with passionate team members who have worked at some of the best healthcare and consumer organizations in the world. We are driven to succeed but also caring colleagues who value and care for each other.
• Opportunity to craft the early vision and growth of a first-of-its-kind, cutting-edge, consumer healthcare brand.
• Work towards a deeper mission of improving access and quality of healthcare for women, a massively underserved market.

Position: Finance Lead

Remote role

Responsibilities:

MIS (Internal & External)

1. Collate the incoming revenues through all sources namely sales, renewals, supplement sales,

Ecommerce sales and keep the revenue data update on a timely basis.

2. Collate all the expenses and outgoings in an organized manner.

3. Ensure that all expenses/outgoings are properly supported by invoices and necessary

approvals.

4. Prepare and maintain Profit and Loss (P& L) accounts and analyze financial performance.

5. Prepare and publish MIS reports for management, founders, investors and other

stakeholders to support decision making.

Payments & Compliances

6. Ensure timely payouts to Doctors/Vendors.

7. Ensure timely Statutory payments like TDS, PF, PT and filing of GST /TDS returns etc.

8. Verify the revenues earned by Sales and Services team for disbursing their incentives.

9. Advise and ensure legal compliances with respect to Companys business.

Budgeting and Forecasting

10. Periodically prepare Revenue and Expenses estimates and assist in Budgeting and

forecasting.

11. Conduct Revenue and cost analysis and advise on burn reduction and business process

efficiencies.

Audits

12. SPOC for internal and External audits and ensure correctness of data at all times.

Dashboards

13. Publish monthly Dashboards for investors founders and marketing teams review and

decision making.

Vendor & Inventory Management

14. Coordinate with vendors on stock procurement, inventory replenishment, invoice

verification, account reconciliations, payment follow-ups, and resolution of inventory and

operational issues.

15. Manage inventory records, monitor stock movements, perform periodic inventory

reconciliations, and ensure accurate inventory reporting.

Miscellaneous

16. SPOC for all Bank related.

17. Coordinate with external accounting firm, and CA firm.

18. Will be incharge for all Finance related and such other tasks assigned by the founders.

Qualifications:

• BCom is mandatory. MCom will be preferred

• At least 3 of experience corporate experience

• Proficient in Excel, knowledge of CRM tools

• Keeping abreast of all relevant taxation related rules

Experience of working in startups would be preferred

Position: Procurement Engineer

Experience: 2 - 5 years  

Location: Mumbai  

Industry: Interior Design / Architectural Products  

Company: Yantra Windows – Bespoke Fenestration & Skylight Systems  

Job description  

Yantra Aluminium Window Systems Pvt. Ltd. is a specialist in turnkey aluminium window solutions – offering end-to-end services including design, fabrication, and installation for high-performance aluminium doors, windows, and façade systems. With a strong emphasis on quality, precision, and timely execution, Yantra caters to leading architects, developers, and interior designers across India.  

Role Overview:  

To manage and streamline the procurement of all materials required for the execution of turnkey window fabrication and installation projects, ensuring quality compliance, cost control, and on-time delivery.  

Key Responsibilities:  

1. Strategic Procurement:  

•       Understand project BOQs, shop drawings, and material specifications.  

•       Plan and execute purchase of aluminium profiles (locally sourced or imported), glass, hardware (handles, locks, rollers), gaskets, sealants, fasteners, etc.  

•       Ensure material availability aligns with project timelines and production schedules.  

2. Vendor & Supply Chain Management:  

•       Identify, evaluate, and onboard reliable suppliers for various material categories.  

•       Negotiate pricing, payment terms, and delivery conditions.  

•       Monitor supplier performance (quality, delivery, service) and maintain strong relationships.  

3. Cost & Quality Control:  

•       Work closely with estimation and project teams to manage procurement within budgets.  

•       Compare vendor quotes and ensure cost-effectiveness without compromising quality.  

•       Coordinate with QA/QC for incoming material inspections.  

4. Documentation & Systems:  

•       Issue purchase orders, track deliveries, and maintain procurement records.  

•       Manage GRNs, supplier invoices, and coordinate with accounts for timely payments.  

•       Use Excel-based tools to monitor and report procurement status.  

5. Coordination Across Teams:  

•       Liaise with project managers, factory teams, and logistics for scheduling and planning.  

•       Provide inputs on alternate materials, lead times, and urgent procurement needs.  

•       Support in managing dispatches to multiple site locations across regions.  

Qualification & Skills  

Education: Diploma / BE / B.Tech in Mechanical Engineering. (Supply chain management preferred)  

Experience: 2–5 years in a purchase/procurement role, ideally in the aluminium window/facade/glazing industry.  

Technical Knowledge:  

•       Aluminium systems  

•       Understanding of shop drawings and fabrication detailing  

•       Awareness of standard installation accessories and site coordination needs  

Tools: MS Excel  

Key Competencies:  

•       Strong negotiation and vendor handling skills  

•       Planning and time management  

•       Attention to detail and quality orientation  

•       Ability to work under pressure and across multiple project timelines 

•       Good communication and documentation ability  

Financial Business Partner

Job Location: Mumbai

Experience: 5-12 yrs relevant Experience (Mandatory)

Job Type: FTE

Education : CA - completed (Mandatory)

Job Description:

Mandatory skills :

FP&A (Financial Planning & Analysis), Budgeting & Forecasting, Business Partnering, Variance Analysis, Advanced Excel, MIS Reporting, Contract Negotiation Support. Financial Controls & Compliance.

Good to have skills :

Sap, Hedging & Treasury, Dashboard Reporting, Vendor Management, Presentation Skills (PPT, Waterfall Charts)

Role and responsibilities :

• Support budgeting, forecasting, and financial planning activities.

• Analyze business performance, profitability, revenue, and costs.

• Partner with business stakeholders to provide financial insights and support decision-making.

• Prepare management reports, dashboards, presentations, and financial models.

• Drive cost optimization, performance improvement, and ensure compliance with financial policies.

ROLES AND RESPONSIBILITIES:

You will be responsible for serving the needs of the existing customers and closing sales deals to create new customers.

KEY RESPONSIBILITIES:

• Prepare for the sales calls including conducting research and building sales decks
• Leading the prospective client calls, sending pitches, and closing new deals.
• Presenting company's products as a solution to the prospective client’s business challenge/needs
• Manage the full sales cycle from prospecting to closing for new customers
• Should be flexible working in shifts or in different time zones
• Excellent communication and interpersonal skills.
• Develop a pipeline of qualified opportunities and consistently maintain an accurate forecast
• Liaise and partner with other internal departments to manage complex sales opportunities

IDEAL CANDIDATE:

• Graduate/Postgraduate or equivalent
• 8-10 years of SaaS sales experience required
• Ability to hunt new business and manage a pipeline
• Great team player
• Strong analytical, communication, and writing skills
• Entrepreneurial spirit highly encouraged
• Enjoy working in small, fast-paced teams where you can take initiative and accountability, and generate results every day
• Great listening skills and a desire to learn proper consultative selling techniques
• High-energy and positive attitude
• Attention to detail and the ability to multitask while maintaining a high quality of work
• Confidence to overcome objections and convert interest into qualified

PERKS, BENEFITS AND WORK CULTURE:

A wholesome opportunity in a fast-paced environment that will enable you to juggle between concepts, yet maintain the quality of content, interact and share your ideas and have loads of learning while at work. Work with a team of highly talented young professionals and enjoy the comprehensive benefits that company offers.

Position: Business Development Executive

Company: Enpointe.io

Location: Andheri (Oshiwara), Mumbai

Employment Type: Full-time

About Enpointe.io:

Enpointe.io is a technology-driven company delivering innovative web solutions to enhance digital experiences. As we grow, we are seeking a proactive Inside Sales Executive to help generate leads, connect with potential clients, and support business growth through effective communication and documentation.

Role Overview:

The Business Development Executive will focus on generating and nurturing leads, setting up meetings for the co-founder, preparing proposals, and maintaining proper sales documentation. The role requires excellent communication skills, attention to detail, and a goal-oriented approach.

Key Responsibilities:

• Generate new business leads through research, calls, and online outreach.
• Connect with potential clients via phone, email, and professional networks.
• Schedule and coordinate meetings with the co-founder for qualified prospects.
• Prepare pre-meeting presentations and relevant briefing materials.
• Create professional proposals and share them with clients.
• Maintain accurate documentation of leads, follow-ups, and client interactions.
• Collaborate with internal teams to ensure client needs are met effectively.

Required Skills & Qualifications:

• 1+ year of experience in inside sales, lead generation, or business development (preferred).
• Excellent verbal and written communication skills.
• Ability to build rapport with clients and present ideas confidently.
• Proficiency in MS Office, Google Suite, and basic presentation tools (PowerPoint, Canva).
• Strong organizational and documentation skills.
• Self-motivated with the ability to work independently.

Preferred Qualifications:

• Experience in IT services, web development, or digital marketing sales.
• Familiarity with CRM tools like Zoho, HubSpot, or similar.

A Financial Research Analyst is responsible for gathering, analyzing, and interpreting financial data to support investment decisions, business strategies, or financial forecasting. Their primary role is to provide insights and recommendations based on their research to help guide the organization or clients in making informed financial decisions.

Key Responsibilities:

Data Collection & Analysis:

• Gather financial data from various sources (e.g., financial statements, market reports, industry trends, etc.).
• Analyze financial information, including profit and loss statements, balance sheets, and cash flow reports.

Market and Industry Research:

• Research industry trends, economic conditions, and market conditions to identify investment opportunities or risks.
• Track competitor performance and benchmarking.

Financial Modeling and Forecasting:

• Build and maintain financial models to project future performance, such as forecasting revenue and expenses.
• Use quantitative tools to evaluate investment options and potential financial outcomes.

Report Creation:

• Prepare detailed reports summarizing findings, analyses, and recommendations for internal stakeholders or clients.
• Present research findings to management, clients, or investors in a clear and concise manner.

Investment Recommendations:

• Provide recommendations for investment opportunities, such as stocks, bonds, or alternative investments.
• Assist with the evaluation of portfolios and asset management strategies.

Risk Assessment:

• Assess financial risks related to investments, projects, or business decisions.
• Recommend risk management strategies based on data analysis.

Collaboration & Communication:

• Work closely with other teams, such as investment managers, accountants, or business strategists, to align research with broader business objectives.
• Communicate findings and insights clearly to both financial and non-financial stakeholders.

• Cross-functional coordination of digital marketing programs.
• Ability to convey the power of the company platform, by defining customer lifecycle journeys and assets to facilitate program execution.
• Engage our customers in a human, meaningful, and value-driven manner. Define and execute customer lifecycle adoption and engagement programs in accordance with digital strategy and execution plan.
• Leverage engagement capabilities to reach thousands of customers based on targeted, segmented approaches.
• Monitor and report on metrics associated with program execution.
• Ability to leverage data and analytics to expand and optimize programs.
• Accountability for adoption, renewal, and churn improvement goals.

Requirements

• 4+ years of industry experience; 2+ years in a related domain. Experience in successful multi-channel enterprise SaaS digital engagement and adoption programs is a strong plus.
• Bachelor’s degree; advanced degree in a business, marketing or technical field preferred.
• Demonstrate being data-driven: continuously test, measure, and improve programs and tactics.
• Possess expertise in the use of various content types and engagement methods, such as video, chat, social media, mobile, email to execute digital programs.
• Knowledge of Google Analytics / Gainsight / Marketo / Optimizely / Pendo / Salesforce / Tableau, etc. to get the data and insights you need to successfully design, execute and monitor programs.
• Prior experience as a customer lifecycle marketer, growth product manager/marketer, product marketing manager, or digital customer success manager.
• Excellent communication - verbal and written.
• Display effective leadership skills, team collaboration, and executive presentation skills