Senior Relationship Manager

A Senior RM is responsible for developing, analyzing, and maintaining financial plans that support the company’s business objectives. The role involves budgeting, forecasting, financial modeling, and strategic analysis to guide decision-making and ensure sustainable growth.

• Key ResponsibilitiesDevelop short-term and long-term financial plans aligned with business goals
• Prepare annual budgets, rolling forecasts, and variance analysis
• Build and maintain financial models to evaluate business scenarios and investments
• Analyze financial performance and provide actionable insights to management
• Support strategic initiatives such as expansion, cost optimization, and pricing decisions
• Collaborate with cross-functional teams (sales, operations, marketing) to align financial plans
• Monitor key financial KPIs and recommend corrective actions when needed
• Assist in cash flow planning and working capital management
• Prepare management reports and presentations for senior leadership
• Required Skills & QualificationsBachelor’s degree in Finance, Accounting, Economics, or Business (MBA preferred)
• Strong knowledge of financial planning, budgeting, and forecasting
• Proficiency in Excel and financial modeling tools (ERP/BI tools are a plus)
• Solid analytical, problem-solving, and numerical skills
• Ability to translate complex financial data into clear business insights
• Strong communication and stakeholder management skills
• Experience2–5 years of experience in financial planning, business planning, or FP&A
• Experience in corporate finance, consulting, or strategic planning is an advantage
• Key CompetenciesStrategic thinking
• Attention to detail
• Business acumen
• Time management and prioritization
• Confidentiality and ethical judgment