Sr. Executive – Business Finance, Tender Strategy & MIS
Position Title-Sr. Executive – Business Finance, Tender Strategy & MIS
Department-Accounts & Finance (Business Finance / FP&A)
Location-Surat, Gujarat
Reporting To-Group Finance Controller / Head – Accounts & Finance
Employment Type-Full-time, on-roll
Experience-2–4 years in Finance, FP&A, Commercial or Costing roles
Key Responsibilities
1. Tender Costing & Commercial Evaluation
- Study tender documents (RFQs, EOIs, RFPs) and extract the commercial, financial and eligibility requirements.
- Build tender costing models and pricing strategies — direct cost, overheads, escalation, contingencies and target margin.
- Coordinate inputs from technical, operations, procurement, HR, legal and finance teams to complete bids on time.
- Analyse bid profitability and flag commercial risks (payment terms, penalties, price variation, working-capital impact) before submission.
- Prepare bid comparison statements and ensure all commercial conditions are met before the bid goes out.
2. Cost Analysis & Project Profitability
- Prepare detailed project-wise and vertical-wise costing.
- Track direct and indirect costs and carry out margin / contribution analysis (project-wise and client-wise).
- Monitor live project profitability against the bid assumptions and highlight variances.
- Identify cost-optimisation and savings opportunities across operations.
3. Budgeting & Forecasting
- Prepare the Annual Operating Budget and department / vertical-wise budget allocation.
- Drive monthly revenue, cost and cash-flow forecasting.
- Support working-capital planning and CAPEX budgeting.
- Prepare Budget vs Actual variance analysis with clear reasons for deviation.
4. MIS & Management Reporting
Own the group's finance MIS at the right cadence — not every report every day, but the right report at the right frequency:
Frequency-Focus
Daily-Cash & bank position, collections, critical receivables, key sales / billing.
Weekly-Receivables & payables ageing, working-capital snapshot, tender pipeline status.
Monthly-Revenue & cost analysis, gross margin, EBITDA, Budget vs Actual, department / vertical profitability, project profitability, client-wise revenue.
Quarterly / Annual-Financial ratio analysis, business-vertical performance review, KPI dashboards and board / management presentation packs.
- Build and maintain Excel-based dashboards; develop Power BI reports where possible.
- Continuously improve MIS automation and ensure accuracy and timeliness of every report.
5. Business Planning & Financial Modelling
- Support management in preparing annual business plans and revenue projections.
- Build financial models and feasibility studies for new business opportunities, services and laboratories.
- Evaluate ROI for capital expenditure and new-project proposals.
- Track relevant market and competitor trends to support pricing and expansion decisions.
6. Strategic & Management Support
- Prepare monthly management and board presentation reports; present business performance to senior management.
- Conduct periodic business performance reviews across verticals.
- Provide financial analysis to support mergers, acquisitions, partnerships and new pricing strategies as required.
- Use financial analytics to improve business processes and financial discipline across the group.Qualifications & Experience
Education
- CA / CMA / MBA (Finance) — qualified. (Inter-CA / Inter-CMA with strong relevant experience may be considered.)
Experience
- 2–4 years of experience in Finance, Business Finance / FP&A, Commercial, Costing or Business Planning.
- Hands-on experience in tender management and commercial bidding is mandatory.
- Experience in NABL laboratories, Testing & Inspection, Environmental Services, Infrastructure, EPC, Logistics or Industrial Services will be strongly preferred.
- Skills & Competencies
Technical / Functional
- Financial Planning & Analysis (FP&A) and financial modelling.
- Tender costing, commercial evaluation and contract awareness.
- MIS reporting, budgeting, forecasting and cost control.
- Advanced Microsoft Excel; Power BI preferred.
- Working knowledge of ERP systems (SAP / Tally / equivalent).
- Financial reporting and business analytics.
Behavioural
- Strong analytical and problem-solving ability with attention to detail and accuracy.
- Good communication and stakeholder-management skills — this role works across technical, operations, procurement, HR, legal and finance teams.
- Ability to work to tight tender deadlines and manage multiple priorities.
- Ownership mindset, commercial acumen and high integrity.
Pay: ₹600,000.00 - ₹700,000.00 per year
Benefits:
- Health insurance
- Life insurance
- Paid time off
- Provident Fund
Work Location: In person
