Senior Manager Financial Planning Analysis

Why Tally /Why Join Us

At Tally, we are driven by a simple yet powerful philosophy — hire for attitude, train for skills, and develop for leadership. With over 40 years of excellence and a leadership position in the Business Management Software platform leader for SMBs, we continue to innovate at the core of technology.

What sets us apart:

A strong culture of innovation and ownership

Deep investment in foundational technology (including our own database, memory manager, and application language)

A fast-growing global presence

A mission to impact hundreds of millions of businesses worldwide

To know more about us, you can visit: https://tallysolutions.com/

What We're Looking For

CA / MBA from a Tier 1 institute (Finance specialisation preferred).

5–7 years in FP&A, with proven ownership of the planning and reporting cycle.

Strong experience in financial modelling, forecasting, management reporting and analytics skills.

Advanced Excel and strong PowerPoint / presentation skills. Also, comfortable to work with BI or planning too.

Experience in software product companies or tech-enabled startups.

Familiarity with SaaS metrics (ARR, churn, NRR, CAC, LTV) and planning/BI platforms.

Your Impact at Tally

1. Planning, Budgeting & Forecasting

• Own the AOP, monthly/quarterly and rolling forecasts across the company / business functions.

• Drive a structured, assumption-led planning process linking financial targets to operational drivers.

• Build driver-based forecasting models and stress-test assumptions to keep plans realistic and defensible.

2. Management Reporting & Business Insights

• Own monthly MIS, dashboards and leadership reporting packs — delivering insights, not just numbers.

• Track performance vs. plan, run variance/root-cause analysis, and flag risks and opportunities early.

• Lead monthly/quarterly business reviews covering performance, key drivers and forward-looking recommendations.

3. Financial Modelling & Decision Support

• Build and own models for revenue, cost, headcount and profitability planning.

• Run scenario/sensitivity analysis and evaluate investments (NPV, payback, ROI, unit economics).

• Provide ad-hoc analytical support for strategic, pricing and resource-allocation decisions.

4. Cost & Margin Management

• Drive cost visibility and efficiency analytics across functions and spend categories.

• Partner with budget owners to track spend and leakage, and build the analytical backbone for margin improvement.

5. Process, Systems & Data Rigour

• Strengthen FP&A models, templates, dashboards and reporting cadence.

• Drive automation, standardisation and data integrity for a single source of truth.

6. Stakeholder Management & Communication

• Partner with business and finance leaders to align numbers with strategy.

• Convert complex analysis into clear, compelling narratives and presentations for leadership.

• Manage senior stakeholders with data-backed reasoning and presence.

Note: Only shortlisted candidates will be contacted for further steps in the hiring process.