Management Trainee, Finance

About the Role

Neolytix is a US-headquartered healthcare managed services organization. As a Management Trainee in the Finance and Accounts team, you will work directly under the Senior Manager, Finance on Financial Planning and Analysis (FP&A) activities. This is a hands-on role where you will contribute to financial reporting, variance analysis, and planning cycles from your first month.

Key Responsibilities

• Financial Planning & Budgeting Support
• Assist in compiling annual and quarterly budget templates by gathering inputs from department heads
• Track budget submissions, flag inconsistencies, and follow up on missing data
• Prepare actuals vs budget comparison reports and highlight key variances for review
• Reporting & MIS
• Prepare monthly MIS reports and financial dashboards for management review
• Assist in building P&L summaries, cost-centre reports, and expense trackers
• Maintain and update financial reporting templates in Excel, ensuring accuracy and consistency
• Forecasting & Variance Analysis
• Support the rolling forecast process by collecting data inputs and updating financial models
• Perform variance analysis (actual vs budget vs forecast) and write clear summaries of key findings
• Help identify cost drivers and revenue trends from operational and financial data
• Month-End Close Support
• Support the month-end close process: accruals, provisions, and expense reconciliations
• Coordinate with accounts payable and receivable teams to collect required data inputs
• Compliance & Data Management
• Maintain documentation and audit trails for all finance activities
• Maintain accurate financial records and ensure data integrity across reports and trackers
• Ensure adherence to company financial policies and internal control procedures
• Support internal and external audit requirements

What You Will Learn

• FP&A workflows: budgeting, forecasting, and variance analysis in a live business environment
• Advanced Excel for finance: pivot tables, dynamic dashboards, formula-based financial models, and data reconciliation techniques
• US healthcare business context: how revenue cycle operations generate financial data and what drives performance
• Professional finance reporting: structuring numbers into actionable insights

Requirements & Tech Stack

• Must-Have
• MBA with Finance as the primary or first specialization
• 12th in the Commerce stream (CBSE, ICSE, or equivalent board)
• Strong academic record
• Working knowledge of MS Excel
• Strong numerical aptitude and attention to detail
• Good written and spoken English
• Strong Preference
• Basic understanding of financial statements (P&L, Balance Sheet, Cash Flow)
• Internship or project work involving financial analysis, MIS, budgeting, or accounts
• Familiarity with variance analysis or management reporting concepts
• Nice-to-Have
• Exposure to ERP or accounting software (e.g., Tally, SAP, QuickBooks)
• Basic awareness of financial modeling or data analysis tools

Qualifications

• Education: MBA in Finance (primary specialization) and 12th in Commerce stream are mandatory.
• Academic Record: Strong, consistent academic background. 70% or above in both 12th and graduation is preferred.
• Batch: Freshers and recent graduates. Up to 1 year of experience (including internships) is acceptable.

Location & Shift

• Location: Gurugram (Onsite)
• Shift: 1:30 PM – 10:30 PM IST (5 days a week)