Job Description

Own end-to-end project delivery while driving financial ownership at both project and BU level, including annual budget planning, P&L management, and revenue forecasting. Along with Delivery, the role requires close collaboration with Sales, Account Management, and Finance to ensure predictable revenue, cost control, and margin optimization.

Basic Function

Implementation and Delivery Focus

1. Project Delivery Management

• Lead end-to-end project execution across scope, schedule, quality, and stakeholder management

• Drive governance (status reporting, RAID, change management, transitions)

• Ensure alignment with client expectations and contractual commitments

1. Project Financial Management

• Manage project budgets including revenue baseline, cost estimates, and profitability

• Track actuals, burn rate, and forecast remaining costs

• Identify risks to budget, margin, and delivery and drive mitigation actions

1. Change & Commercial Governance

• Manage change requests and quantify impact on revenue, cost, and margins

• Ensure proper approvals and incorporation into forecasts and budgets

BU Focus Areas

1. Revenue Forecasting & Sales Collaboration

• Collaborate closely with Sales and Account teams to translate pipeline into delivery forecasts

• Provide inputs to monthly/quarterly revenue forecasts at project and BU level

• Ensure alignment between SOW assumptions, delivery plans, and financial forecasts

• Strengthen pre-sales to delivery handover for financial assumptions

1. Annual Budget Planning

• Lead annual budget planning for the Business Unit in coordination with Finance and Leadership

• Translate pipeline, ongoing projects, and strategic initiatives into budget assumptions

• Build cost and revenue projections across projects, accounts, and delivery units

• Identify investment areas, cost optimization levers, and growth opportunities

1. P&L Management

• Own and track Business Unit P&L across revenue, cost, and margins

• Monitor actuals vs budget and drive corrective actions for variances

• Partner with Finance to ensure accuracy in revenue recognition, cost allocation, and margins

• Provide visibility into margin improvement opportunities

7. Reporting & Governance

• Prepare executive dashboards for delivery health and financial performance

• Support leadership reviews with insights on revenue, cost, risks, and opportunities

• Drive structured cadence for financial and delivery governance

Essential Functions

• High sense of ownership and ability to be proactive
• Strong organizational and multitasking abilities.
• Excellent communication and negotiation skills.
• Proficiency in JIRA and Microsoft Office Suite.
• Excellent ability to drive discussions and track items to closure
• Ability to work under pressure and meet tight deadlines.
• Strong attention to detail and accuracy.
• Excellent problem-solving skills.
• Experience in the software delivery industry.
• Familiarity with agile project management methodologies.

Primary Internal Interactions

• Life and Annuities Platform Leadership
• Project Managers
• Finance and Financial Planning and Analysis teams
• Client Partners, Sales and Account Managers

Primary External Interactions

• None

Organizational Relationships

Reports To : SENIOR ASSISTANT VICE PRESIDENT Supervises : N/A

Skills
Key Skills

Required Skills

• Clear oral and written communication
• High attention to detail
• Ability to work under indirect supervision
• Flexible in a fast-paced dynamic environment with shifting roles and responsibilities
• Highly motivated and is at ease with handling or managing multiple workstreams at any one time
• Ability to work independently and collaboratively in a fast-paced environment.
• Excellent analytical, communication, and storytelling skills.
• Strong proficiency in the following:
  • Excel for number crunching
  • PowerPoint for presentations
  • Data visualization tools (e.g., Power BI, Tableau).
  • Experience with SQL, Python, or other data tools is a plus.
• Good understanding of implementation projects, SDLC, agile practices, hosting, deployments
• Excellent understanding of how financials are derived for delivery projects would be ideals (Revenue, COGS, BOI, Margin etc)

Process Specific Skills

Soft skills (Desired)

• Good listening and consultative skills.
• Good communication to be able to drive meetings with stakeholders and articulate action items

Soft Skills (Minimum)

• Good analytical skills.
• Excellent communication skills- oral and verbal
• Strong Team player & ability to build & sustain the team
• Excellent ability to follow through items for which data is required or needs to be corrected
• Effective interpersonal skills and collaborative management style to include teamwork and team building ability
• Craft agendas to drive meetings, document action items and diligently follow up on their closure

Essential Functions

• High sense of ownership and ability to be proactive
• Strong organizational and multitasking abilities.
• Excellent communication and negotiation skills.
• Proficiency in JIRA and Microsoft Office Suite.
• Excellent ability to drive discussions and track items to closure
• Ability to work under pressure and meet tight deadlines.
• Strong attention to detail and accuracy.
• Excellent problem-solving skills.
• Experience in the software delivery industry.
• Familiarity with agile project management methodologies.

• Bachelors degree in Business, Finance, Economics, Engineering, or related field (MBA preferred).
• 10-12 years of total experience in software service industry, with a minimum of 4 years experience in strategy, business planning, financial analysis, project management or MIS roles.