270 Financial Analyst Jobs - Page 2

At Amazon, were working to be the world s most customer-centric company. Driving innovation on behalf of customers is core to our mission. This is an exciting opportunity to join one of the most strategic, impactful, and fastest growing areas within Amazon. The Manager FinOps AP will be responsible for service delivery of our Accounts Payable/Receivable functions for a specific geo / country and will partner with a diverse set of stakeholders within the Finance Shared Service Organization as well as the business. A key responsibility will be to deliver existing services at a high degree of accuracy, timeliness and controllership, besides supporting the growth in business. This role requires one to be a self-starter with strong business modeling skills, keen attention to detail and good track record of collaborating with diverse stakeholders. This role has regular interaction with senior leadership and stakeholders across Amazon and requires strong verbal and written communication skills. The candidate will need to be capable of operating with a high degree of autonomy and hence needs to demonstrate a high degree of comfort with ambiguity besides holding a high bar on performance. The candidate will need to have a proven track record for hiring, developing and retaining the best talent. Management responsibilities 1. Performs autonomously, initiates and manages complex, departmental and/or crosscompany work. 2. Managing group workload and establishing priorities. 3. Is expected to set and improve policies and procedures, maintaining full compliance, implementing best practices. 4. Focus is broad, will serve as a consultant or lead on projects and areas of finance or support of a business. 5. This position will also act as an escalation point in resolving complex outstanding issues with internal and external business partners. 6. Significantly participates in recruiting efforts. Continually raises the bar. 7. Significant role in career development of the team. 8. Drives execution of vision and goals for the team. 9. Responsible for developing and communicating team or department vision and goals. 6+ years of Accounts Receivable or Account Payable experience 2+ years of applying key financial performance indicators (KPIs) to analyses experience Experience using data to influence business decisions Experience demonstrating problem solving and root cause analysis Experience in Excel (macros, index, conditional list, arrays, pivots, lookups) Knowledge of Six Sigma defect reduction techniques (Lean, etc.) Bachelors degree in finance, accounting or related field 2+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience

At Amazon, were working to be the world s most customer-centric company. Driving innovation on behalf of customers is core to our mission. This is an exciting opportunity to join one of the most strategic, impactful, and fastest growing areas within Amazon. The Manager FinOps AP will be responsible for service delivery of our Accounts Payable/Receivable functions for a specific geo / country and will partner with a diverse set of stakeholders within the Finance Shared Service Organization as well as the business. A key responsibility will be to deliver existing services at a high degree of accuracy, timeliness and controllership, besides supporting the growth in business. This role requires one to be a self-starter with strong business modeling skills, keen attention to detail and good track record of collaborating with diverse stakeholders. This role has regular interaction with senior leadership and stakeholders across Amazon and requires strong verbal and written communication skills. The candidate will need to be capable of operating with a high degree of autonomy and hence needs to demonstrate a high degree of comfort with ambiguity besides holding a high bar on performance. The candidate will need to have a proven track record for hiring, developing and retaining the best talent. Management responsibilities 1. Performs autonomously, initiates and manages complex, departmental and/or crosscompany work. 2. Managing group workload and establishing priorities. 3. Is expected to set and improve policies and procedures, maintaining full compliance, implementing best practices. 4. Focus is broad, will serve as a consultant or lead on projects and areas of finance or support of a business. 5. This position will also act as an escalation point in resolving complex outstanding issues with internal and external business partners. 6. Significantly participates in recruiting efforts. Continually raises the bar. 7. Significant role in career development of the team. 8. Drives execution of vision and goals for the team. 9. Responsible for developing and communicating team or department vision and goals. 6+ years of Accounts Receivable or Account Payable experience 2+ years of applying key financial performance indicators (KPIs) to analyses experience Experience using data to influence business decisions Experience demonstrating problem solving and root cause analysis Experience in Excel (macros, index, conditional list, arrays, pivots, lookups) Knowledge of Six Sigma defect reduction techniques (Lean, etc.) Bachelors degree in finance, accounting or related field 2+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience

At Amazon, were working to be the world s most customer-centric company. Driving innovation on behalf of customers is core to our mission. This is an exciting opportunity to join one of the most strategic, impactful, and fastest growing areas within Amazon. The Manager FinOps AP will be responsible for service delivery of our Accounts Payable/Receivable functions for a specific geo / country and will partner with a diverse set of stakeholders within the Finance Shared Service Organization as well as the business. A key responsibility will be to deliver existing services at a high degree of accuracy, timeliness and controllership, besides supporting the growth in business. This role requires one to be a self-starter with strong business modeling skills, keen attention to detail and good track record of collaborating with diverse stakeholders. This role has regular interaction with senior leadership and stakeholders across Amazon and requires strong verbal and written communication skills. The candidate will need to be capable of operating with a high degree of autonomy and hence needs to demonstrate a high degree of comfort with ambiguity besides holding a high bar on performance. The candidate will need to have a proven track record for hiring, developing and retaining the best talent. Management responsibilities 1. Performs autonomously, initiates and manages complex, departmental and/or crosscompany work. 2. Managing group workload and establishing priorities. 3. Is expected to set and improve policies and procedures, maintaining full compliance, implementing best practices. 4. Focus is broad, will serve as a consultant or lead on projects and areas of finance or support of a business. 5. This position will also act as an escalation point in resolving complex outstanding issues with internal and external business partners. 6. Significantly participates in recruiting efforts. Continually raises the bar. 7. Significant role in career development of the team. 8. Drives execution of vision and goals for the team. 9. Responsible for developing and communicating team or department vision and goals. 6+ years of Accounts Receivable or Account Payable experience 2+ years of applying key financial performance indicators (KPIs) to analyses experience Experience using data to influence business decisions Experience demonstrating problem solving and root cause analysis Experience in Excel (macros, index, conditional list, arrays, pivots, lookups) Knowledge of Six Sigma defect reduction techniques (Lean, etc.) Bachelors degree in finance, accounting or related field 2+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience

Education Qualification : M.Com Skills : Primary -> Functional | Basic Accounting Principles | Expenses and Revenues | 2 - Knowledgeable Primary -> Functional | Basic Accounting Principles | Entries to Journals and Ledgers | 2 - Knowledgeable Details: 1. Review and verify invoices and check requests and set invoices up for payment 2. Enter and upload invoices into system 3. Post transactions to journals, ledgers and other records 4. Reconcile accounts payable transactions 5. Prepare analysis of accounts and monthly provisions 6. Monitor accounts to ensure payments are up to date 7. Research and resolve invoice discrepancies and issues 8. Maintain vendor files vendor reconciliations 9. Correspond with vendors and respond to inquiries 10. Produce monthly reports and assist with month end closing 11. Provide supporting documentation for audits 12. 1-3 years accounts payable or general accounting experience 13. Knowledge of accounts payable 14. Knowledge of general accounting procedures 15. Knowledge of PeopleSoft accounting software 16. Proficient in data entry and management

We are hiring for our esteemed client, a leading U.S.-based financial planning company. If you are passionate about financial advisory and client servicing, heres your chance to build a rewarding career! Job Details: Location: Gurugram & Noida (Hybrid NCR candidates only) Shift: Night Shift (8:00 PM 4:30 AM) Mode: Full-time Eligibility Criteria: Education: B.Com, BBA (Finance), MBA (Finance), M.Com (BE/B.Tech or any other technical degree candidates are NOT eligible) Experience: 1--6 years in International BPO (Voice Process) can be considered Freshers: Eligible if they have excellent spoken English & financial knowledge Skills Required: Excellent verbal communication (mandatory) Strong understanding of Financial Planning concepts, Wealth Management, Mutual Funds, and related components Compensation & Benefits: Take Home Salary: 44,317 + 6,000 (Night Shift Allowance) = 50,317 Fixed CTC: 6,47,000 (includes Night Shift Allowance) Total CTC: 6,83,000 (includes Fixed + Annual Bonus + Night Shift Allowance) Joining Bonus: 1.5 Lakhs (paid over 18 months with repayment clause of 24 months) Other Benefits: Medical coverage of 5 Lakhs 2-way cab pickup & drop facility Walk-in Drive: 9th September 2025 Dont miss the opportunity Apply now! How to Apply: Email your resume to: rajveer@expertstaffingsolutions.in WhatsApp your resume at: Raj 8377002002

Education Qualification : M.Com Skills : Primary -> Functional | Basic Accounting Principles | Expenses and Revenues | 2 - Knowledgeable Primary -> Functional | Basic Accounting Principles | Entries to Journals and Ledgers | 1 - Aware Details: 1. Will be responsible to have knowledge of all financial data and prepare accurate statements for our company. 2. This role involves responsibilities include budgeting, managing tax payments and performing internal audits and act as a consultant for senior managers, conducting cost and revenues analyses. 3. To be qualified for this role, you should have a degree in Accounting and relevant work experience. 4. Preparing the monthly profit and loss, and balance sheet reports 5. Tax reporting and inventory processing 6. Collecting and analyzing data, which is then used in the preparation of weekly and monthly estimates 7. Advising on estimates for project funding 8. Preparing weekly cash flow statements, and controlling expenditure and cash flow 9. Assisting with the preparation of year-end accounts and statutory accounts 10. Responding to financial inquiries by gathering and interpreting data 11. Conducting internal audits such as wage reviews 12. Examining financial records to check for accuracy 13. Managing and training staff when necessary

The candidate will be a part of Operations Finance team and would be working with key stakeholders of multiple cross functional teams The Intern analyst will support the Finance team by producing and delivering financial analysis that would facilitate corrective actions and right decision making About the team The team partners with operations to manage Fulfillment Center and Delivery station in the most cost efficient manner. Experience using data to influence business decisions Knowledge of financial controls and procedures Must be under-going CA articleship (preferably from Big 4 accounting firms) Should have 12 months of internship / articles-hip left from the date of joining Experience in TM1, Data Warehouse and SQL Advanced user of excel

The role of this job is to build and nurture strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. As the ideal candidate, you are required to have a deep understanding of financial markets, investment products, and a dedication to delivering exceptional client service. In addition to client management, you will also be responsible for business development, portfolio performance analysis, portfolio modeling, portfolio management, business analytics, financial analysis, and wealth management. Your main accountabilities will include client acquisition and relationship management, where you will address the investment requirements of HNI clients by offering a range of financial products such as debt products, structures, equities, mutual funds, real estate products, and other investment products. You will be responsible for acquiring and managing a group of HNI clients, profiling customers, cross-selling to mapped broking clients, and enhancing customer profitability by capturing a larger share of the wallet. It will be your responsibility to ensure the profitability of the portfolio by generating high income per customer and acquiring new customers through cross-referral and networking initiatives. Furthermore, you will be involved in marketing and business development by assisting in the development and implementation of marketing plans for acquiring new customers in the corporate space. Your role will focus on acquiring B2C or B2B clientele, building a portfolio, and executing successful micro-events for client acquisition. You will collaborate with internal teams to ensure the delivery of accurate and compliant investment solutions to clients. As a financial and product expert, you are required to stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients" financial positions. The ideal candidate for this role should have a postgraduate or graduate degree in any discipline. This job offers you the opportunity to work with high-net-worth clients, provide expert financial advice, and contribute to business growth targets through client acquisition and relationship management, marketing, and business development initiatives. If you are passionate about wealth management, financial analysis, and client service, this role is ideal for you.,

The job aims to establish and maintain strong, enduring relationships with high-net-worth clients, offering expert financial guidance and tailored wealth management solutions. A profound comprehension of financial markets, investment products, and a dedication to delivering top-notch client service are essential for this role. Responsibilities include Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management, and Business Analytics, Financial Analyst, Wealth Management. Key responsibilities: Client Acquisition and Relationship Management: - Engage with HNI clients to address their investment needs by providing a range of exclusive products and high-quality services tailored to help clients achieve their short and long-term investment objectives. - Manage a group of HNI (High Net Worth Exclusive) Clients and offer suitable financial products based on customer profiling. - Cross-sell to existing broking clients and provide services based on customer requirements to deepen the relationship. - Enhance customer profitability by maximizing the share of the wallet and generating high income per customer. - Acquire new customers meeting product criteria through cross-referral and expand the client base through active networking and referrals. Marketing and Business Development: - Contribute to the development and execution of marketing plans to acquire new customers in the corporate sector. - Focus on acquiring B2C or B2B clientele and building a diversified portfolio. - Collaborate with internal teams to ensure the delivery of accurate and compliant investment solutions to clients. - Assist in organizing micro-events for new client acquisition. Financial and Product Expertise: - Maintain portfolio profitability by generating high income per customer. - Stay informed about industry trends, economic changes, and regulatory updates that may impact clients" financial positions. Qualifications & Experience: - Minimum Degree: Postgraduate/ Graduate in any discipline. - Minimum Experience: 3-6 years of relevant experience. Leadership Competencies: - Ownership - Speed - Passion - Boundaryless Behaviour - Meritocracy - Customer Focus - Tech Quotient - Cost Consciousness - Adaptive - Empathetic - Collaborative - Analytical - Compliance - Resilient,

Analyze financial data including balance sheets, income statements, and cash flow reports. Prepare financial models and forecasts to support business decisions. Conduct market research and trend analysis to identify investment opportunities. Assist in budgeting and variance analysis. Evaluate financial performance and provide actionable insights. Support portfolio management and investment analysis. Collaborate with cross-functional teams to gather and interpret financial data. Prepare reports and presentations for senior management Leadership Capabilities: Not applicable

Were Hiring: Financial Analyst You’ll work closely with senior finance leaders, manage financial models, dashboards, and P&L consolidation, and provide insights that shape critical business decisions. Location: Bangalore / Mumbai / Gurgaon (Remote, Hybrid option available) Shift: 5:00 PM – 2:00 AM IST (aligned to U.S. team hours) Duration: 12 Months | Level: II (3+ years experience) What You’ll Do Drive financial analysis, budgeting, forecasting & month-end reporting Consolidate revenue, headcount, and expenses into a P&L view Build & maintain dashboards (Power BI / Tableau) for leadership insights Prepare executive-ready presentations with data-driven storytelling Partner with U.S.-based leadership to deliver timely insights & variance analysis What We’re Looking For 3+ years of FP&A / financial analysis experience in an MNC Advanced Excel (financial modeling & large datasets) Strong skills in PowerPoint; SQL/Presto/Oracle EPM preferred Analytical thinker with attention to detail & ability to meet tight deadlines Collaborative team player with excellent communication skills Why Join Us? We believe in doing our best work where it works best for us. This role gives you the flexibility to work remotely or in-office (hybrid), while being part of a fast-paced, global finance team shaping the future of our business. Apply now and be part of a team that’s changing the way the world works! If interested, Please share me your updated resume to rama.c@acesoftlabs.com Regards, Rama CH Key Account Manager (KAM) Acesoft Labs

Job Description 11101 Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management . Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. . Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. . Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients . Profiling Customers and provide financial products to meet customer needs . Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs . To Enhance & Retain customer profitability by capturing larger share of Wallet . Ensure profitability of the portfolio: Generate high Income per Customer . Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

Are you obsessed with data, partner success, taking action, and changing the game? If you have a whole lot of hustle and a touch of nerd, come work with Pattern! We want you to use your skills to push one of the fastest-growing companies in the US to the top of the list. We need an Financial Analyst to join our Finance team and assist with operations finance reporting and analysis. This is an exciting, full-time opportunity to join a dynamic, fast-paced team and make key contributions to Pattern s success. Roles & responsibilities Prepare and distribute operations financial analysis and reporting packages by gathering and analyzing information related to current performance Summarize Operational data and metrics into daily, weekly, and monthly updates Dig into detailed transactions in accounting and finance software to identify variances against plan and draw out insights for leadership Develop detailed operations and financial forecasts including profit and loss, cost per unit calculations and other operational metrics Decision support for business stakeholders through financial and operational ad hoc reporting and analysis \Prepare sensitivity analysis impact on revenue, expenses, and profitability by modeling changes in key variables Assist in evaluating new business opportunities and growth initiatives by developing financial projection models Technical Qualification Exp - 3 to 5 years MBA (finance) Pattern offers big opportunities to make a difference in the ecommerce industry! We are a company full of talented people that evolves quickly and often. We set big goals, work tirelessly to achieve them, and we love our Pattern community. We also believe in having fun and balancing our lives, so we offer awesome benefits including paid holidays, paid time off, unemployment insurance, pension, and more.

Hyderabad, Telangana Full time Opening on: Aug 27 2025 In Office Add to favorites Favorited View favorites Roles & Responsibility: Complete a variety of tasks as per processes assigned within specified parameters of the client/admin/support team. Responsible for performing various processes like loans, distributions, census, trust accounting, packaging, 5500, valuation imports based on the admin/client support team requirement. Functions include only processing the above-mentioned processes. Delivering the set expectations in terms of key business metrics like productivity, volume count and quality. Apart from processing, the team member should be able to Review Process. Ability to accurately process high volume within the specified time frame. Identify the issues/problems related to processes if any and cascade to the respective team lead. Candidate description: Financial analyst requires should possess brief understanding of financial services industry, specifically focusing on 401(K) plan administration, should be avid learner willing to adapt and work in a team environment. Education and experience: Graduate / Postgraduate in Finance/Accounting background Proven track record of working effectively in flexible work environment in a result-oriented approach Skill Requirement: Good communication skills and Good Problem solving and analytical skills Should be a Self-Learner Basic MS Office knowledge and preference to good working knowledge of Excel Flexibility in work culture (She/he should be flexible in Day/Night shift based on business requirement) Good Knowledge in Reconciliation concepts Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for a better future through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity housed within our Core Values: People Matter. Quality First. Integrity Always. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ( Protected Status ). Tweet

Good communication required Analyzes financial status by collecting, monitoring, and studying data; recommending actions Maintains database by entering, verifying, and backing up data 2025 graduate Can also apply Please apply for the job in Naukri.com. We will check & will update you. Do not search the number in Google and do not call us. The requirements are not yet active from Client's side.

As a Finance Manager with Treat Hotels & Resorts, a Hospitality division of Mundra Group, based in the Western Part of India, you will play a crucial role in maintaining the financial health of our organization. With 4 years of experience in the Hotel/Hospitality industry, you will provide valuable financial insights and recommendations to our managerial staff. Your responsibilities will include generating financial reports, analyzing costs and pricing, advising on investment activities, and developing trends and projections for the firm's finances. You will work closely with auditors to ensure the proper monitoring of company finances and collaborate with various departments to align on future paths and company plans. To excel in this role, you must have proven experience as a Financial Manager, with a background in the financial sector and a solid understanding of financial trends and accounting principles. Proficiency in finance software, strong interpersonal skills, and the ability to lead and guide employees in financial processes are essential. A degree in Finance, Accounting, or Economics is required. Join our team if you have a passion for hospitality sales and a track record of success in the industry. In addition to a competitive salary, we offer benefits such as Provident Fund, Computer Assistance, Official Sim, Food, Accommodation, Paid sick time, and a Yearly bonus. If you meet the requirements and are ready to contribute to the financial success of our organization, we look forward to hearing from you. This is a full-time position with a day shift schedule, located in person. Contact us at +91 9313046803 to speak with the employer. #Hotelindustry #Hospitality ,

Job Description 11100 Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management . Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. . Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. . Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients . Profiling Customers and provide financial products to meet customer needs . Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs . To Enhance & Retain customer profitability by capturing larger share of Wallet . Ensure profitability of the portfolio: Generate high Income per Customer . Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

Job Description 11101 Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management . Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. . Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. . Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients . Profiling Customers and provide financial products to meet customer needs . Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs . To Enhance & Retain customer profitability by capturing larger share of Wallet . Ensure profitability of the portfolio: Generate high Income per Customer . Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

Create engaging graphics for social media, email campaigns, blog posts, and educational content that simplify financial concepts and highlight the startup s offerings. Design print materials such as business cards and brochures, along with event collaterals including invites, standees, and banners. Incorporate feedback from users, stakeholders, and team members to refine designs, prioritizing clarity, usability, and user trust. Stay updated on design trends in fintech and personal finance to keep the brand simple, honest, and premium. Ensure a consistent visual identity is maintained across all platforms.

Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate, and Conduct thorough analysis of clients financial situations, covering income, expenses, assets, liabilities, and investment portfolios. Take joint responsibility with the Principal Wealth Advisor for managing client relationships, deeply understanding their financial needs, and providing holistic solutions. Implement action plans in coherence with the financial plan of the clients to achieve financial objectives. Offer continuous support to the clients throughout the year, addressing any questions, concerns, or inquiries they may have.

Provide end-to-end financial planning that helps individuals and families toward smarter financial decisions through personalized, goal-based planning. About The Financialist The Financialist is strategically backed by Zerodha. We are building India s best Personal Finance Wealth Management platform. We deliver comprehensive financial planning services aimed at enhancing clients financial planning needs. Our team comprises Chartered Accountants, Chartered Financial Analysts, and Investment Bankers who are committed to providing unbiased financial advice. We adhere to a strict "No Commission, No Brokerage" policy, ensuring that our recommendations prioritize clients best interests. Our subscription model is designed to align with clients income levels, making our services accessible to a broad audience. Role Description: The job entails being a part of the advisory team that provides comprehensive financial planning to clients regarding their overall financial well-being needs. The advice should be coherent with the principles of financial planning, keeping the clients risk profile, goals, and milestones in mind. Principal wealth advisors assess a client s financial needs, including retirement, saving for education, home buying, vacation planning, budgeting, debt reduction, or wealth maximization among other goals. Experience: We re open to candidates across experience levels if you bring the right skills, mindset, and passion for the role, we d love to hear from you. Roles Responsibilities: Work with wealth advisors to execute the operations. Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate, and tax planning, while ensuring coherence with each clients risk profile. Conduct thorough analysis of clients financial situations, covering income, expenses, assets, liabilities, and investment portfolios. This will primarily entail reviewing work performed by Wealth Advisors. The Principal Wealth Advisor along with the advisory team will be responsible for managing client relationships, deeply understanding their financial needs, and providing holistic solutions. Implement action plans in coherence with the financial plan of the clients to achieve financial objectives. Offer continuous support to the clients throughout the year. Qualifications Requirements: Academic background: Work Experience: Relevant work experience with wealth/ financial planning products or in client-facing wealth management Ability to operate in a team-oriented and collaborative environment Self-motivated, flexible, and adaptable in an ever-changing environment Excellent interpersonal and communication skills Commitment to personal and professional development Principal Wealth Advisor Application First Name * Last Name * Email * Phone * Address LinkedIn URL * CV/Resume Link Current CTC Expected CTC What is your current notice periodIs it negotiable Are you comfortable working from office in Kandivali * Why do you want to work at The Financialist *

Equal Opportunity Statement Maxion Wheels maintains a written and widely distributed policy on equal employment opportunity. The Company recruits, hires, trains, promotes, administers policies, bases decisions and conducts all personnel activities without regard to race, color, religion, gender, sexual orientation, age, national origin, disability (to the extent an undue hardship is not imposed), status as a covered veteran or other legally protected status, in accordance with applicable federal, state and local laws. For our Finance Department in Kalyani Maxion Wheels Pvt, Ltd.,, Pune Chakan - India, we are looking for a Financial Analyst Responsible for managing the Finance and accounts function at the plant level (all 3 plants) ensuring compliance with all stake holders like auditors, internal compliance , management and corporate policies. Your future role Treasury /Account payables Tasks Maintain Bank statements, trackers to ensure accurate vendor payments and accounting in SAP. Liaison with bank for LC, BG, Import & Export payments, GR waivers, etc - Documentation and compliance. Post Employee travel & sundry expense vouchers and subsequent payments Advance payments Capex, Revenue, Employee. Reports Daily Bank position, Weekly Cash report, Biweekly Direct cash flow statement and assignments given by management. Daily bank reconciliation (BRS) for main banks. Ensure all banks BRS signoff monthly. Prepare Stock Statement, FFR, Upload DIPP data, Price data upload, Revaluation, Insurance claim. Responsible for Month end MIS closing entries and provisions Account Receivables (Debtors) Prepare Month end Sales file (Qty and Value) along with GL reconciliation. Ensure correct and timely Posting of Account receivable bank receipts, Scrap, IOC, Debit and credit notes in SAP. Ensure Invoice clearing and follow up with marketing to close open debits / issue. Responsible for Selling price/rate change working calculation and posting in SAP. Responsible for tracking collection target, periodic AR reconciliation and weekly/Monthly AR ageing circulation. Maintain and Update Customer Credit limits and ensure required approvals. Ensure Intercompany accounting and matching on Imax. Other Processes Prepare, upload and track CER (Capital expenditure request) on Imax, etc. Upload Monthly TDS challans and File Quarterly TDS return. Share GL reconciliations and reports with Statutory/Tax/Internal/SOX auditors. Support month end / quarter end closing by late sitting if required. Any additional assignment / responsibility as decided by HOD. Your profile B.Com/M.Com equivalent experience 5 years experience in manufacturing organizations Statistical Process Compliance with legal and other requirements. Strong English communication Understands complex concepts and the relationships between issues or problems Effectively communicates across organization and is confident in interacting with senior leadership team Possesses intellectual agility; readily accepts the challenges of unfamiliar tasks About Maxion Wheels As the largest manufacturer of wheels for the global marketplace, Maxion Wheels is continually seeking motivated individuals who have what it takes to make a positive impact on our business and our customers. Our long history, and our products, internationally recognized for their quality and innovation, make us one of the most respected OEM suppliers in the automotive industry.

KPMG India is looking for Analyst - Finance Advisory to join our dynamic team and embark on a rewarding career journey. Financial Analysis and Reporting:Conduct comprehensive financial analysis, including financial statement analysis, variance analysis, and trend analysis Develop financial models, forecasts, and projections to assess the financial impact of various scenarios and business initiatives Prepare and present financial reports, dashboards, and performance metrics to senior management and stakeholders Analyze key financial indicators and provide insights into financial performance, profitability, and cash flow management Financial Planning and Budgeting:Assist in the development and implementation of financial planning processes, including annual budgeting, forecasting, and long-term financial planning Collaborate with business units to gather financial data, validate assumptions, and align financial plans with strategic objectives Evaluate and provide recommendations on cost-saving opportunities, revenue enhancement strategies, and resource allocation Monitor and track financial performance against budgets and targets, identifying variances and proposing corrective actions Financial Strategy and Advisory:Provide financial advisory services to clients or internal stakeholders, offering insights and recommendations on financial decisions and strategies Assess financial risks, evaluate investment opportunities, and support business cases for new projects or initiatives Conduct feasibility studies, financial due diligence, and financial modeling to support decision-making processes Collaborate with cross-functional teams, such as operations, marketing, and legal, to ensure financial considerations are integrated into strategic plans Regulatory Compliance and Risk Management:Stay updated with relevant financial regulations, accounting standards, and tax laws Assess the impact of regulatory changes on financial operations and provide guidance on compliance requirements Identify and evaluate financial risks, including credit risk, market risk, and operational risk Develop and implement risk mitigation strategies and controls to safeguard financial assets and ensure regulatory compliance Stakeholder Management and Collaboration:Build and maintain relationships with clients, senior management, external partners, and other stakeholders Collaborate with internal teams, such as accounting, treasury, and legal, to ensure accurate and timely financial reporting and compliance Support finance-related projects and initiatives, providing financial expertise and guidance Serve as a subject matter expert on financial matters, providing training and support to junior team members as needed

Financial Analyst Job type - Full time/Permanent Location - Bangalore Job shift: 12pm - 9pm Work mode - Hybrid Some of the things you will be doing: As Financial Analyst- Capital Markets Services, you play a critical role in the success of our business and you are a link between clients, advisors and other relevant parties. Your typical day will see you working on wide range of diverse and dynamic projects Developing and creating investor reports for the relevant stakeholders in the securitisations Performing and analyzing waterfall and derivatives/swap calculations Ensuring investor reports and calculations are in compliance with transaction documentation and market standards Developing and creating balance sheets, profit-and-loss accounts and (audited) annual reports for the SPV s Analyzing financial data to create both internal and external financial reports and statements Acting as the client s first contact with regard to administration and reporting Developing and maintaining an excellent relationship with clients Ensuring all relevant (ISAE 3402 type II) procedures are being followed Working closely with our Financial Account Managers and Company Lawyers as well as with internal departments, external accountants, law firms, tax advisors Required Skills and Qualifications: Bachelor or Master s Degree in Finance, Accounting, Economics or equivalent Minimum of 2-3 years of relevant professional experience, preferably structured finance experience within a financial institution or corporate service provider Excellent analytical and commercial skills Able to work accurately with eye for detail Effective communication skills

Value-In-Kind Operations - Review and analyze contracts to ensure all information is accurate, complete, and policies are followed with proper documentation Collaborate with various internal stakeholders to align on Client Incentive funds Coordinate with Legal team to ensure they have visibility to Client contracts for execution Validate all project details and documentation in the system are correct prior to submission Act as the SME for Value-In-Kind projects/process and provide guidance to the business and stakeholders when needed Assist with revenue recognition by ensuring it s done timely in our financial system Govern controls around revenue recognition, expense and other accounting policy around VIK Provide strong and timely customer service to the business functions supported Execute standard reporting and data sharing within the team and leadership This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager. Minimum 3 years of finance or accounting experience (required) CA,MBA or CPA equivalent with clear progressive professional accounting experience, preferably in a publicly-traded company and/or with a public accounting firm Excellent communication and interpersonal skills with strong commitment to customer service Proficient requirement with MS Office: Word, PowerPoint, Outlook, Excel (pivot-tables, v-lookups, formulas) Independent and self-motivated - ability to work with little or no direct supervision Strong problem solving and organizational skills Detail-oriented Deadline driven Multitasking Positive attitude under pressure Desire to improve process and willingness to question status quo