CA/CA Inter- Budget Specialist

This role is for one of the Weekday's clients

Salary range: Rs 1100000 - Rs 1500000 (ie INR 11-15 LPA)

Min Experience: 8 years

Location: Mumbai

JobType: full-time

Experience: 8–16 Years

• CA Qualified: Minimum 6+ years of post-qualification experience
• CA Inter: Minimum 10+ years of relevant experience

Requirements:
Job Overview

We are seeking a highly experienced Budget Specialist with a strong background in financial planning, budgeting, forecasting, and cost control. The ideal candidate will be a CA-qualified professional or CA Inter with extensive hands-on experience in managing end-to-end budgeting processes for mid-to-large organizations. This role requires deep analytical expertise, strong stakeholder management skills, and the ability to translate financial data into actionable business insights.

As a Budget Specialist, you will work closely with senior leadership, finance teams, and business heads to drive financial discipline, ensure optimal resource allocation, and support strategic decision-making through robust budget planning and variance analysis.

Key Responsibilities

• Lead the annual budgeting and periodic forecasting process, ensuring alignment with organizational goals and strategic priorities.
• Prepare, review, and consolidate departmental budgets, ensuring accuracy, completeness, and adherence to financial guidelines.
• Perform budget vs. actual analysis, identify variances, highlight risks, and provide clear explanations and corrective action recommendations.
• Develop and maintain detailed financial models to support budgeting, forecasting, and long-term planning.
• Monitor cost controls and expense optimization initiatives, working with cross-functional teams to improve financial efficiency.
• Support management reporting, including MIS dashboards, budget presentations, and financial performance summaries for senior leadership.
• Ensure compliance with accounting standards, internal controls, and regulatory requirements relevant to budgeting and financial planning.
• Collaborate with internal stakeholders to understand business drivers and translate them into realistic and achievable budgets.
• Assist in strategic planning exercises, scenario analysis, and sensitivity analysis to support business growth and risk management.
• Continuously improve budgeting processes through automation, standardization, and best practices.

Key Skills & Competencies

• Strong expertise in budgeting, forecasting, and financial planning.
• Excellent understanding of cost structures, P&L, and cash flow management.
• Advanced proficiency in MS Excel (complex formulas, pivot tables, financial models); exposure to ERP systems is preferred.
• Strong analytical, problem-solving, and data interpretation skills.
• Ability to communicate complex financial information clearly to non-finance stakeholders.
• High attention to detail with strong ownership and accountability.

Qualifications

• Chartered Accountant (CA) with 6+ years of relevant post-qualification experience
OR
• CA Inter with 10+ years of relevant budgeting and financial planning experience
• Overall experience range: 8–16 years