Budgeting & Forecasting Lead

About the job

ana Department: Finance Reporting To: Head – Finance Employment Type: Full-time Role Purpose The Budgeting & Forecasting Lead will be responsible for driving the organization’s financial planning, budgeting, forecasting, and performance analysis processes. The role ensures financial discipline, accurate projections, and actionable insights to support strategic decision-making and sustainable business growth. Key Responsibilities • Budgeting & Planning - Lead the annual budgeting process across departments, ensuring alignment with business strategy and goals - Develop detailed operating budgets, capital expenditure budgets, and cash flow projections - Coordinate with business heads to gather inputs, validate assumptions, and finalize budgets - Monitor budget adherence and recommend corrective actions where required • Forecasting & Financial Modeling - Prepare rolling forecasts (monthly/quarterly) to reflect changing business conditions - Develop financial models for revenue projections, cost optimization, and scenario planning - Analyze variances between actuals, budgets, and forecasts, and present insights to management • Performance Analysis & Reporting - Prepare MIS reports, dashboards, and management presentations highlighting key financial metrics - Track KPIs, margins, cost drivers, and profitability at product, project, or business-unit level - Provide data-driven insights to support strategic and operational decisions • Business Partnering - Act as a finance business partner to leadership and cross-functional teams - Support new initiatives, investments, pricing decisions, and expansion plans with financial analysis - Assist in evaluating risks and opportunities from a financial perspective • Process & Controls - Strengthen budgeting and forecasting processes, tools, and internal controls - Ensure data accuracy, consistency, and timely reporting - Support audits and compliance requirements related to financial planning Qualifications & Experience • Chartered Accountant (CA) / CMA / MBA (Finance) preferred • 6–10 years of relevant experience in budgeting, forecasting, and financial planning • Experience in digital, technology, manufacturing, or fast-growing organizations preferred • Strong exposure to MIS, financial modeling, and variance analysis Skills & Competencies • Strong analytical and financial modeling skills • Advanced proficiency in MS Excel; working knowledge of ERP systems (SAP / Oracle / Tally / similar) • Excellent presentation and communication skills • Ability to work cross-functionally and manage multiple stakeholders • High attention to detail with a strategic mindset Behavioral Attributes • Ownership-driven and result-oriented • Strong planning and problem-solving ability • Integrity, confidentiality, and professional judgment • Ability to work in a fast-paced and evolving business environment Why Join Yogiji Digi Ltd • Opportunity to work closely with leadership on strategic financial initiatives • Dynamic work environment with scope for learning and growth • Platform to build and scale robust financial planning systems

Requirements

• Budgeting
• Forecasting
• Financial Planning
• Performance Analysis
• Data Analysis
• Communication Skills

Qualifications

• Chartered Accountant
• CMA
• MBA (Finance) Preferred

Preferred Technologies

• Budgeting
• Forecasting
• Financial Planning
• Performance Analysis
• Data Analysis
• Communication Skills