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3.0 - 6.0 years

0 - 0 Lacs

bangalore

On-site

Hirinf for AML Min exp-3-6yrs Location-Bangalore Ctc upto-5.5lpa SKILLS:-AML transaction Monitoring, Screening,KYC,CDD,EDD,Financial crime, Retail banking **walking interview in jp nager** For more details 9205018536(prabhsimer) prabhsimer.imaginators@gmail.com

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3.0 - 8.0 years

3 - 8 Lacs

Remote, , India

On-site

Accountabilities: Support FP&As and Country FD in the annual financial plan and quarterly forecasts by being the centre of expertise in developing and preparing relevant best practice templates for input Manage financial systems submissions of financial data and ensure data is captured accurately and reconciled to templates post submission Provide APAC & Country weekly and monthly financial reports on Sales, Margin, inventory, OpEx to Finance and business stakeholders. Work directly with FP&As and Country FD in the preparation of the monthly closing process on sales and Operational Expenditure (OpEx) and provide relevant support for data reconciliations as well as act as point of resolution for system related challenges Lead tracking of key strategic opex initiatives including development of reports for stakeholders Assist the FP&As in the analysis of performance trends or any ad hoc analysis on sales and OpEx, investigating significant variance to plan. Provide on-going user assistance and training on financial systems to new joiners Define in collaboration with APAC HQ and Country FD new financial reports to track performance and roll out training to internal customers and business stakeholders. Key participant in APAC KPI Dashboard Development, including the preparation of quarterly KPIs through collaboration with APAC HQ and Country Stakeholders Participate as a key player in new developments and the finance transformation project with a focus on implementation of new SAP Provide key financial support to Country and APAC FP&A creating strong trust relationship with all the stakeholders. Team Role (Team Member) Contribute to the overall achievement of team goals Contribute to the teams overall development Follow relevant quality procedures in order to deliver quality products and services and identify and support the implementation of continuous improvement. Contribute ideas on systems and process methods to improve deliverables Work safely, complying with all safety procedures, rules and instructions; and reporting workplace hazards, incidents or injuries to manager.

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5.0 - 7.0 years

7 - 11 Lacs

Bengaluru, Karnataka, India

On-site

WHAT WILL YOUR MAIN RESPONSIBILITIES BE Coordinate with BU Finance, SCFS team, O2C team and business owners to gather inputs for updating in forecasting tool for reporting Generation of reports compatible with other planning tools. Review/ensure that master data in Unilever systems is accurately captured in forecasting system (E.g.: Price Masters, Product Hierarchies, Allocation Rules) Supporting Demand Planners in volume upload into forecast system Managing forecast input providers and budget owners and ensuring process discipline to deliver timely and accurate monthly rolling forecast Running forecast process within agreed timelines through the use of forecasting system and delivering dashboards & analytics Providing technical advice / guidance to BU Finance team, clarifications etc Assisting on forecast system changes to enable simplification / automation of dashboards, changing analytics / dashboards based on evolution of business requirements Preparation of standard Perf Mgt Deck which covers actuals, forecast, analytics of financial data Supporting finance master data related changes Supporting review of financial risks & controls relating to Group Management reporting Ensuring timely delivery of month end activities with support of outsourced third-party service providers Maintain a comprehensive issue log, documenting all reported issues with clear details such as descriptions, priorities, and statuses. Communicate unresolved or escalated issues to relevant leadership or stakeholders. Recommend process in monthly Governance meetings. WHAT YOU WILL NEED TO SUCCEED Experiences & Qualifications Qualified Accountant or an equivalent Business Management degree in finance and accounts with 5-7 years of overall experience in Financial planning & Budgeting and Analytics / Forecasting & Reporting Ability to network and influence cross functional stakeholders Strong problem-solving abilities with a keen eye for detail. Excellent communication skills to present data-driven stories effectively. Basic understanding in forecasting tools Excellent communication skills to present complex data in a clear and concise manner Go-getter attitude with an assertive leadership style Knowledge in understanding Unilever Master Data Business Unit Hierarchy, Product Hierarchy etc Skills Ability to manage varied stakeholders including third party service providers for effectively running operations Ability to work cross functionally across Comex service lines finance, GCAD ,GPM , IT etc Solid working knowledge in various business processes & strong finance knowledge Ability to create impact with governance & communication Risk management knowledge to spot the possible risks and proactively mitigate them. Ability to sharply articulate risks and propose solutions to mitigate potential delays, opportunity to demonstrate agility Strong communication and interpersonal skills to build effective relationships with senior stakeholders, extended teams and external parties Experience and awareness of working in a global role, demonstrate awareness and empathy to cultural diversity Ability to work under pressure and at times in ambiguous situations Comfortable to stretch /work in nights shifts for the critical submission days Leadership You are an inclusive motivator of people. Your team deliver with real passion, growing and learning from each other whilst delivering quick wins. You are still responsible for your own results, you also need to motivate others to deliver with passion, creating an inclusive and engaging climate around you. You can balance challenge with support and coaching. You understand the wider business context and you are emotionally intelligent enough to motivate people to deliver what is needed. Critical Behaviors Deliver with excellence: Takes personal responsibility and accountability for execution and results. Generates intensity and focus to motivate people to deliver results at speed. Care Deeply: Brings the voice of the consumer into everything we do, always. Stay three steps ahead : Able to understand the impact of actions being performed. Planning for the best outcome considering all possible scenarios. Focus on what counts : Being laser focused on delivering committed targets with right prioritization among conflicting priorities

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6.0 - 11.0 years

6 - 9 Lacs

Bengaluru, Karnataka, India

On-site

Roles and Responsibilities Manage a team of credit analysts and underwriters to ensure efficient processing of auto loans, commercial vehicle loans, used car loans, and other types of vehicle finance products. Conduct regular reviews and appraisals to assess credit risk and identify potential issues. Develop and implement effective strategies for managing portfolio performance, reducing defaults, and improving collections. Collaborate with sales teams to develop targeted marketing campaigns for new customers. Ensure compliance with regulatory requirements and internal policies.

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7.0 - 9.0 years

0 Lacs

Hyderabad, Telangana, India

Remote

Working with Us Challenging. Meaningful. Life-changing. Those aren&apost words that are usually associated with a job. But working at Bristol Myers Squibb is anything but usual. Here, uniquely interesting work happens every day, in every department. From optimizing a production line to the latest breakthroughs in cell therapy, this is work that transforms the lives of patients, and the careers of those who do it. You&aposll get the chance to grow and thrive through opportunities uncommon in scale and scope, alongside high-achieving teams. Take your career farther than you thought possible. Bristol Myers Squibb recognizes the importance of balance and flexibility in our work environment. We offer a wide variety of competitive benefits, services and programs that provide our employees with the resources to pursue their goals, both at work and in their personal lives. Read more careers.bms.com/working-with-us . At Bristol Myers Squibb, we are creating innovative medicines for patients who are fighting serious diseases. We are also nurturing our own team with inspiring work and challenging career options. No matter our role, each of us makes a contribution. And that makes all the difference. The Senior Manager, FP&A will be a highly collaborative Finance business partner. This exceptional leader will act as a player-coach, overseeing and supporting execution of FP&A activities for the team in BMS&aposs Hyderabad Hub and demonstrate the following attributes Exceptional expertise in financial planning, forecasting, budgeting, and financial modelling Outstanding ability to forge strong partnerships with fellow Hub team members and broader Finance colleagues to provide high quality services in a timely fashion Open communication and cooperation to ensure the FP&A Hub in Hyderabad remains an integral part of the local FP&A teams, aligned to broader vision and strategy, and contributes to the overall success of the Finance function and BMS Successful candidates will possess excellent leadership skills, inspiring and motivating team members to deliver exceptional results. A Minimum Of 7-9 Years Of Experience Is Required. The position will be based in BMS&aposs Hyderabad Location (expected 50% in-person) with minimal travel expected. Key Responsibilities And Major Duties FP&A activities Leads team and supports execution of cost center management and alliance management activities for business unit FP&A COE and senior management consumption Builds and reviews budget and projections for supported business units Provides effective analyses to clearly highlight key trends / variances and rationale Prepares presentations for budget & projection reviews; updates forecast templates as needed Prepares analysis of monthly actual variances vs. budget / projection in alignment with standard framework and templates Manages and executes special projects, ad-hoc analysis to ensure highly effective outcomes Process standardization and improvement Support the development and execution of a global strategy for policies, processes, and technologies Define and establishing consistent end to end process and collaborate with data owners / stewards to align on process and data issues Propose forecasting improvement projects with a focus on delivering key business outcomes Develop the business case for process improvement decisions and tracks actuals against the plan to validate execution and improve future plans Participate in process governance Identify, design and incorporate industry leading practices into standard operations within the Hyderabad Hub necessary to identify and raise/resolve issues involving tradeoffs, especially around cost, quality, and customer service Maintain to a culture of continuous improvement at all levels of the organization and foster a business-oriented culture; continuously monitor the needs of the business Solicit feedback from internal customers to determine the best response to continually improve process performance and year-over-year cost reductions Ensure and continually validate operating procedures that are established and documented to support execution and are maintained to align with process changes Relationship management and teaming Interacts with business unit FP&A COE and serves as an inspirational and engaging leader who motivates and engages through clear articulation of FP&A priorities for the business unit Shares leading practices and learning with other Hub sub-tower teams and collaborates to drive process standardization and innovation Assists in recruiting, hiring, and retaining of strong local team members as well as training and upskilling Holds self and others to timelines, quality, and accuracy If you come across a role that intrigues you but doesn&apost perfectly line up with your resume, we encourage you to apply anyway. You could be one step away from work that will transform your life and career. Uniquely Interesting Work, Life-changing Careers With a single vision as inspiring as Transforming patients' lives through science , every BMS employee plays an integral role in work that goes far beyond ordinary. Each of us is empowered to apply our individual talents and unique perspectives in a supportive culture, promoting global participation in clinical trials, while our shared values of passion, innovation, urgency, accountability, inclusion and integrity bring out the highest potential of each of our colleagues. On-site Protocol BMS has an occupancy structure that determines where an employee is required to conduct their work. This structure includes site-essential, site-by-design, field-based and remote-by-design jobs. The occupancy type that you are assigned is determined by the nature and responsibilities of your role Site-essential roles require 100% of shifts onsite at your assigned facility. Site-by-design roles may be eligible for a hybrid work model with at least 50% onsite at your assigned facility. For these roles, onsite presence is considered an essential job function and is critical to collaboration, innovation, productivity, and a positive Company culture. For field-based and remote-by-design roles the ability to physically travel to visit customers, patients or business partners and to attend meetings on behalf of BMS as directed is an essential job function. BMS is dedicated to ensuring that people with disabilities can excel through a transparent recruitment process, reasonable workplace accommodations/adjustments and ongoing support in their roles. Applicants can request a reasonable workplace accommodation/adjustment prior to accepting a job offer. If you require reasonable accommodations/adjustments in completing this application, or in any part of the recruitment process, direct your inquiries to [HIDDEN TEXT] . Visit careers.bms.com/ eeo -accessibility to access our complete Equal Employment Opportunity statement. BMS cares about your well-being and the well-being of our staff, customers, patients, and communities. As a result, the Company strongly recommends that all employees be fully vaccinated for Covid-19 and keep up to date with Covid-19 boosters. BMS will consider for employment qualified applicants with arrest and conviction records, pursuant to applicable laws in your area. If you live in or expect to work from Los Angeles County if hired for this position, please visit this page for important additional information https //careers.bms.com/california-residents/ Any data processed in connection with role applications will be treated in accordance with applicable data privacy policies and regulations. Show more Show less

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5.0 - 7.0 years

0 Lacs

Bengaluru, Karnataka, India

On-site

This job is with Kyndryl, an inclusive employer and a member of myGwork the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Who We Are At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl We are always moving forward - always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities. The Role Within our Asset Management team at Kyndryl, you&aposll be a master of managing and administering the backbone of our technological infrastructure. You&aposll be the architect of the system, shaping the base definition, structure, and documentation to ensure the long-term success of our business operations. Your expertise will be crucial in configuring, installing and maintaining database management systems, ensuring that our systems are always running at peak performance. You&aposll also be responsible for managing user access, implementing the highest standards of security to protect our valuable data from unauthorized access. In addition, you&aposll be a disaster recovery guru, developing strong backup and recovery plans to ensure that our system is always protected in the event of a failure. Your technical acumen will be put to use, as you support end users and application developers in solving complex problems related to our database systems. As a key player on the team, you&aposll implement policies and procedures to safeguard our data from external threats. You will also conduct capacity planning and growth projections based on usage, ensuring that our system is always scalable to meet our business needs. You&aposll be a strategic partner, working closely with various teams to coordinate systematic database project plans that align with our organizational goals. Your contributions will not go unnoticed - you&aposll have the opportunity to propose and implement enhancements that will improve the performance and reliability of the system, enabling us to deliver world-class services to our customers. Your Future at Kyndryl Every position at Kyndryl offers a way forward to grow your career, from Junior Administrator to Architect. We have training and upskilling programs that you won&apost find anywhere else, including hands-on experience, learning opportunities, and the chance to certify in all four major platforms. One of the benefits of Kyndryl is that we work with customers in a variety of industries, from banking to retail. Whether you want to broaden your knowledge base or narrow your scope and specialize in a specific sector, you can find your opportunity here. Who You Are You&aposre good at what you do and possess the required experience to prove it. However, equally as important - you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused - someone who prioritizes customer success in their work. And finally, you&aposre open and borderless - naturally inclusive in how you work with others. Required Technical and Professional Expertise 5+ years of experience in IT Asset Management(HAM/SAM) Domain & overall 8+ years of experience in IT Operations. Understanding various licensing models (perpetual, subscription, user/device-based, etc.) for vendors like Microsoft, Adobe, Oracle, SAP, IBM, etc. Expertise in tracking software installations, usage, and license entitlements. Familiarity with ITSM frameworks like ITIL for asset lifecycle management. Knowledge of SaaS, IaaS, and PaaS licensing models for platforms like AWS, Azure, Google Cloud, and virtualized environments (VMware, Citrix). Proficiency in managing the entire lifecycle of IT assets from procurement to disposal. Experience with IT asset management (ITAM) tools and Strong Excel Knowledge and Basic BI. Skills in budgeting, cost analysis, and financial planning related to IT assets. Ability to collaborate with various stakeholders, including IT teams, finance, procurement, and senior management. Bachelor s degree in computer science, Software Engineering, or related field. Preferred Technical And Professional Experience Relevant certifications (e.g., Certified Asset Management Assessor (CAMA), Certified in Production and Inventory Management (CPIM)). Experience with specific industry regulations and compliance requirements related to asset management. Experience with data analytics and visualization tools. Project management experience. Experience in implementing and managing asset tracking technologies (e.g., RFID, barcode). Being You Diversity is a whole lot more than what we look like or where we come from, it&aposs how we think and who we are. We welcome people of all cultures, backgrounds, and experiences. But we&aposre not doing it single-handily: Our Kyndryl Inclusion Networks are only one of many ways we create a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into our company means that Kyndryl gives you - and everyone next to you - the ability to bring your whole self to work, individually and collectively, and support the activation of our equitable culture. That&aposs the Kyndryl Way. What You Can Expect With state-of-the-art resources and Fortune 100 clients, every day is an opportunity to innovate, build new capabilities, new relationships, new processes, and new value. Kyndryl cares about your well-being and prides itself on offering benefits that give you choice, reflect the diversity of our employees and support you and your family through the moments that matter - wherever you are in your life journey. Our employee learning programs give you access to the best learning in the industry to receive certifications, including Microsoft, Google, Amazon, Skillsoft, and many more. Through our company-wide volunteering and giving platform, you can donate, start fundraisers, volunteer, and search over 2 million non-profit organizations. At Kyndryl, we invest heavily in you, we want you to succeed so that together, we will all succeed. Get Referred! If you know someone that works at Kyndryl, when asked &aposHow Did You Hear About Us' during the application process, select &aposEmployee Referral' and enter your contact&aposs Kyndryl email address. Show more Show less

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6.0 - 8.0 years

0 Lacs

Hyderabad, Telangana, India

Remote

Company Description HSO, a trusted advisor since 1987, assists companies in modernizing business operations and adopting intelligent automation to accelerate digital transformation. As one of the world&aposs top business solution and implementation partners, HSO specializes in Microsoft technology with extensive global delivery capabilities. Our dedicated Microsoft practices and 33+ offices across the Americas, Europe, and Asia ensure that we offer comprehensive cloud solutions. HSO International provides expert worldwide support for Microsoft Dynamics implementations, and HSO Global Managed Services offers 24/7 proactive support and maintenance for international business applications. Role Description This is a full-time hybrid role located in Hyderabad with some work from home flexibility. As a Senior D365 Finance Consultant, you will be responsible for implementing and optimizing Microsoft Dynamics 365 Finance solutions. Day-to-day tasks include consulting with clients on financial system requirements, conducting financial planning, analyzing financial data, and providing expert guidance on accounting practices. You will also be involved in troubleshooting issues, ensuring system integrity, and delivering training sessions to end-users. Qualifications Expertise in Finance and Financial Planning with min 6 year of D365 Finance Consulting experience . Strong Analytical Skills and experience in Consulting Proficiency in Accounting and understanding of financial principles Excellent written and verbal communication skills Ability to work independently and collaboratively in a hybrid environment Experience with Microsoft Dynamics 365 Finance solutions is highly desirable Bachelor&aposs degree in Finance, Accounting, Business, or related field Show more Show less

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3.0 - 7.0 years

0 Lacs

karnataka

On-site

As a leading consulting firm, we are currently seeking Professionals in OneStream practice to join our dynamic team. This role is ideal for an experienced Professional who is eager to make a significant impact by enhancing and optimizing financial planning, forecasting, and business processes through the power of OneStream. You will play a key role in OneStream model solutioning and implementations, optimizing business planning processes, and collaborating with stakeholders to deliver effective planning solutions. This position offers hands-on experience and opportunities for professional growth in the enterprise performance management (EPM) and planning ecosystem. Location: PAN India Responsibilities: - Implement OneStream Solutions covering Requirements and Design, Development, Testing, Training, and support. - Assist in pre-sales meetings with prospective clients, including supporting client demos and proof-of-concept projects. - Collaborate seamlessly with internal and client-side resources and effectively communicate across various audiences. - Demonstrate proficiency in Anaplan, understanding of multi-dimensional modeling, and basic knowledge of Excel, data integration tools, or ETL processes is a plus. - Approach problems creatively and utilize technology to solve business challenges. - Adhere to clients" delivery methodology and project standards, ensuring timely completion of project deliverables. - Thrive in a fast-paced, dynamic environment and navigate ambiguity. - Embrace the culture of "All Business is personal" and take full ownership of tasks by adopting an outcome-driven strategy. Qualifications: - Educational Background: Bachelor's degree in finance, Accounting, Business, Computer Science, or a related field, or Chartered Accountant / MBA Finance. - 3+ Years of OneStream experience and a total of 5+ Years of EPM implementations. - Certified OneStream Professional. - Proficiency in OneStream, understanding of multi-dimensional modeling, and basic knowledge of Excel, data integration tools, or ETL processes is a plus. - Good understanding of financial and accounting processes (account reconciliations, intercompany eliminations, currency translation, allocations, and top-side adjustment), including proficient experience with financial close, consolidations, financial reporting, FP&A. - Experience with data integration between different systems/sources, REST API as an added advantage. Preferred Skills: - Strong client-facing skills, organizational, and detail-oriented. - Excellent communication and interpersonal skills. - Proven ability to work in a demanding, fast-paced environment and manage a high workload. - Familiarity with data visualization tools like Oracle. - Experience with data visualization tools like Tableau or PowerBI.,

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5.0 - 9.0 years

0 Lacs

hyderabad, telangana

On-site

As a Senior Relationship Manager at Maxiom Wealth, a leading fintech company revolutionizing wealth management with AI and ML technologies, you will play a vital role in our team based in Hyderabad and Bangalore (WFO). We are seeking an experienced professional to engage with high-net-worth clients, providing tailored financial advice and exceptional service utilizing our cutting-edge AI-powered platform. Your primary responsibilities will include nurturing strong relationships with affluent clientele, offering personalized financial plans and investment recommendations in alignment with their goals and risk appetite. Leveraging advanced AI analytics, you will design optimized investment portfolios to drive asset growth through client acquisition and retention. Staying abreast of market dynamics and industry best practices, you will proactively monitor and enhance client portfolios with regular reviews. The ideal candidate for this role should possess at least 5 years of wealth management experience, emphasizing client relationship management. A comprehensive understanding of financial products, investment strategies, and market trends is essential. Excellent communication, interpersonal, and presentation skills are crucial, along with the ability to analyze client data to provide data-driven recommendations. A strong grasp of the wealth management industry and regulatory framework is required, supported by NISM V-A and NISM XXI A certifications. By joining our high-growth startup, you will have the opportunity to contribute to the future of wealth management. We offer a competitive compensation package with an attractive incentive structure, enabling significant growth within our dynamic team. Additionally, you can benefit from our ESOP program, becoming a stakeholder in our success. If you are enthusiastic about delivering exceptional client experiences and fostering growth in the fintech sector, we invite you to apply for this exciting opportunity. Immediate to 1-month joiners are preferred. For further details, interested candidates can contact hr@jamawealth.com.,

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3.0 - 7.0 years

0 Lacs

haryana

On-site

The ideal candidate for this Full-Time position based in Gurugram will be responsible for maintaining books of accounts, filing income tax and TDS returns, preparing financial statements, budgets, and financial planning. You will also be coordinating with team members and consultants, preparing various reconciliation statements, and monitoring debit and credit notes. Additionally, you will handle audits in direct coordination with Chartered Accountants or Certified Public Accountants. To excel in this role, you should have at least a B.Com Hons. degree (M.Com and MBA Finance preferred) along with excellent communication skills, especially in English. A deep understanding of accounting, taxation, and experience in finalizing accounts is essential. Proficiency in ERP systems and accounting software like Tally, Quickbooks, Zoho, etc., is required. You should also have expertise in day-to-day accounting and a minimum of 3 to 7 years of experience post-qualification, including team management. Knowledge of GST and Registrar Of Companies (ROC) compliance is crucial for this role. If you meet these requirements and are looking to take on end-to-end accountancy responsibilities in a challenging environment, we encourage you to apply for this position.,

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0.0 - 4.0 years

0 Lacs

nashik, maharashtra

On-site

The role highlights include building and managing HNI Client Database for outreach and lead generation, organizing Financial Fitness Sessions with FinFit experts, scheduling One-on-One Meetings with doctors/ other professionals for FinFit discussions, partnering with various Associations for webinars, events, and collaborations, collaborating with Top Hospitals (100+ beds) and other Commercial Associations to promote financial wellness, hosting Webinars & Events to educate clients on financial planning, and attending & organizing Focused Events to spread financial awareness.,

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5.0 - 15.0 years

0 Lacs

haryana

On-site

A company specializing in enterprise workspace solutions is seeking a skilled and experienced analytical and strategic FP&A professional to lead and drive financial planning, budgeting, forecasting, and performance management processes. This role partners closely with business and functional leaders to deliver insights, enable strategic decisions, and drive operational and financial excellence. The role of Deputy General Manager (DGM) is located in Gurugram and comes with a set of key responsibilities: Financial Planning & Budgeting: Lead annual budgeting, quarterly forecasting, and long-range financial planning processes in partnership with business units. Financial Modeling & Analysis: Build and maintain robust financial models to support investment decisions, scenario planning, cost analysis, and profitability management. Reporting & Insights: Deliver high-quality financial reports, dashboards, and variance analysis with actionable insights for executive stakeholders. Business Partnering: Collaborate with functional leaders on cost optimization, capital allocation, pricing strategies, and operational efficiency. Performance Management: Track KPIs, evaluate financial performance, and recommend performance improvement initiatives. Process & System Improvement: Enhance FP&A tools, systems (e.g., Anaplan), and reporting processes to increase agility, accuracy, and scalability. Team Leadership: Mentor and develop FP&A analysts, fostering a high-performance, collaborative culture. Governance & Compliance: Ensure adherence to internal controls, corporate policies, and financial governance standards. Innovation & Technology: Support digital transformation and automation of the FP&A function, leveraging EPM tools and data-driven insights. Preferred Skills & Experience: Education: Bachelors degree in finance, Accounting, Economics, or related field. Masters degree or advanced certifications (e.g., CFA, MBA Finance, CA) preferred. Experience: 8 to 15 years of post-qualification experience including at least 5 years in financial planning and analysis, with proven expertise in Excel. Experience with EPM tools such as Anaplan, Hyperion, or similar is highly desirable. Technical Skills: Strong command of Excel (including VBA, pivot tables, and advanced formulas). Familiarity with SQL and basic database management skills would be advantageous. Soft Skills: Excellent analytical, problem-solving, and communication skills. Must be detail-oriented with a capability to work under pressure and meet deadlines. Other: Proven ability to manage projects and work collaboratively across teams. Eagerness to learn new tools and technologies in finance.,

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12.0 - 16.0 years

0 Lacs

haryana

On-site

As a part of the Management Company team within the Finance department of KKR in Gurugram, you will serve as a thought leader and engaged manager in the day-to-day operations of the Management Company Controllership Finance team. Your responsibilities include leading the identification, analysis, and implementation of automation solutions to streamline key business processes, overseeing the centralization of key operations, and optimizing team workflows to increase overall productivity. You will be responsible for managing, reviewing, and overseeing the local Gurugram Management Company Finance team, serving as the main liaison between the offshore and onshore functions. Your role will involve working closely with the global teams to ensure timely and accurate reporting of financial results, managing monthly and quarterly closes of books, and providing guidance and oversight on various tasks including financial statement line items, expense allocations, and project accounting. Additionally, you will be required to mentor, develop, and manage a team of professionals, collaborate with auditors for financial statement audit requests, and develop relationships within the Gurugram office to increase cross-functional collaboration. Your role will also involve proactively supporting internal/external clients, embracing a team player approach, and implementing value-added solutions that align with the Firm's long-term goals and objectives. To qualify for this role, you should have at least 12 years of experience in Financial Services, be a Qualified Chartered Accountant, and possess strong decision-making, critical thinking, and project management skills. You should also be technology-savvy, have excellent verbal and written communication skills, and be able to work effectively in a team environment that reflects the Firm's core values and principles. Your planning and organizational skills should be highly developed, allowing you to manage a high volume of work and prioritize tasks according to urgency while adapting to new challenges and maximizing resources towards common objectives.,

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10.0 - 14.0 years

0 Lacs

chennai, tamil nadu

On-site

As a Finance Process & Ops Assoc Manager at Accenture, you will be responsible for determining financial outcomes through the collection and analysis of operational data and reports. Your role will involve conducting financial planning, reporting, variance analysis, budgeting, and forecasting to support the organization's major business decisions and future financial health. You will act as a subject matter expert in the implementation of an FP&A system, providing actionable business intelligence to management. Your responsibilities will include developing and preparing financial and KPI reporting for executives, investors, and regulators, as well as partnering with key departmental stakeholders to offer financial and analytical support. Additionally, you will work on maintaining dynamic business plans and financial forecasts, collaborating with Accounting and Treasury functions, creating budgets and forecasts, and performing GAAP reporting. To excel in this role, you should have experience in FP&A and/or Strategic Finance, a bachelor's degree in finance or a related discipline (a master's degree is preferred), and a strong work ethic with a focus on complex financial problems. Experience with data management and financial information systems, as well as knowledge of Netsuite, Tableau, and Anaplan, would be advantageous. Proficiency in Excel, PowerPoint, Google Sheets, Docs, and Slides is essential, along with a solid understanding of financial theory, forecasting, and financial accounting. You will be expected to be a team player with a flexible workflow and schedule to contribute to achieving greater team goals. In this role, you will analyze and solve moderately complex problems, create new solutions, and adapt existing methods and procedures as necessary. You should have an understanding of the strategic direction set by senior management, interact with peers and management levels, and require minimal guidance when determining methods and procedures for new assignments. Your decisions may impact the team you work with and occasionally other teams, and you may manage medium-small sized teams or work efforts. Please note that this role may require you to work in rotational shifts.,

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12.0 - 16.0 years

0 Lacs

tamil nadu

On-site

The Business Controller is responsible for managing, controlling, and continuously improving the financial performance of a business organization. This role involves financial planning and analysis, as well as identifying and monitoring risks and opportunities. It is essential to ensure compliance with Nokia's accounting principles, internal controls policies, reporting procedures, and external regulations. In this role, you will drive business performance and provide resolutions to business managers. You will be responsible for financial planning, reporting, and statistics for the respective business organizations. Identifying risks, exposures, and opportunities, and taking necessary actions are crucial aspects of the job. Additionally, you will work towards reducing working capital needs and maintaining compliance with Nokia's accounting guidelines and internal controls. As a Business Controller, you will be expected to communicate effectively with senior management, possess strong problem-solving skills, and be fluent in English. Experience with SAP, Excel, Power BI, and PowerPoint will be beneficial. The ability to work with individuals across different time zones and cultures is also essential. A Master's degree in finance or accounting, along with at least 12 years of experience in Opex and balance sheet control and reporting, is required for this role. Customer service orientation, experience in a multinational environment, and expertise in financial planning and forecasting are desirable qualities. Nokia is committed to fostering innovation and technology leadership in mobile, fixed, and cloud networks. Working at Nokia offers continuous learning opportunities, well-being programs, and a supportive environment. The company values inclusion, diversity, and equal opportunities for all employees. Join the team at Nokia and be part of a company that encourages authenticity, risk-taking, and empowerment in the workplace. The Nokia Business Services (NBS) organization consists of around 2,000 professionals dedicated to providing technology-enhanced services and thought leadership to Nokia's business groups and corporate functions. NBS offers a wide range of services related to People, Finance, Sales, and Corporate functions, contributing to the company's growth and success.,

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2.0 - 6.0 years

0 Lacs

karnataka

On-site

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team. As a Financial Analyst in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will be responsible for partnering across the firm to provide financial and strategic analysis, Timesheet automation & reporting, and Headcount reporting. You will be responsible for a wide range of activities including Process Design & Excellence, PXT Reporting & Insight GM/ Interim Automation & Visualization, Expense Transparency, Tools Transformation. You will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed. Support all financial processes and reporting including month end, actuals, budget, forecast of various financial and headcount/resourcing metrics and scenarios/views, and variance analysis for the P&A function of the Technology business. Create financial review decks for senior management that clearly articulate the financial story/strategy to the F&BM and technology stakeholders. Identify and leverage best practices from other tech F&BM groups. Create dynamic financial management reporting and partner with Finance & Business Management teams to track and report various financial results and metrics. Provide ad-hoc analysis to senior management on a frequent basis. Identify opportunities and recommend improvements for increased process and reporting efficiencies. Ensure data integrity, accuracy, and timeliness in all financial/headcount reporting and presentations. Adhere to internal compliance policies and other business reporting requirements. Required qualifications, capabilities, and skills: Chartered Accountant/CFA/MBA (Finance) (or similar educational background) with 2+ years of post-qualification experience. Experience in planning and analysis/financial management/accounting environment. Experience partnering in either a Finance and/or Business Management capacity and providing insights/recommendations to senior management. Ability to present information in a clear and concise manner that tells the story behind financials in a compelling way. Confident and personable attitude with the ability to face off with senior management at all levels, influence/handle difficult messages, problem solve, and resolve conflicts. Detail-oriented individual capable of completing reporting and analytics accurately, on a timely basis, and in a presentable manner. Excellent written and verbal communication skills a must. Individual must be able to work independently as well as in a team situation. Preferred qualifications, capabilities, and skills: Excellent time management skills and ability to multitask and handle competing priorities under pressure. Self-motivated individual to go beyond immediate responsibilities. In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable. In-depth knowledge and experience preferred with visualization and reporting tools such as Tableau, Alteryx.,

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5.0 - 9.0 years

0 Lacs

jaipur, rajasthan

On-site

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. You should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients. Support investment professionals to cultivate client relationships. Prepare financial plans and check their accuracy. Qualifications Bachelor's degree in Finance or related field. 5+ years of industry experience. Strong understanding of the investment business. Excellent interpersonal skills.,

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7.0 - 11.0 years

0 Lacs

surat, gujarat

On-site

As a Financial Sales Executive at Krishna Investments in Surat, you will play a vital role in expanding our reach and delivering personalized financial solutions to clients. Join our team to contribute to our mission of building wealth with clarity and care. Your primary responsibilities will include client acquisition through field sales activities. You will be required to identify and approach prospective clients, including HNIs, salaried professionals, and business owners. Attending meetings, networking events, and conducting in-person consultations will be crucial in establishing strong client relationships. Utilizing solution-based selling techniques, you will present mutual funds, SIPs, and insurance products as tools for financial planning. Your role will involve recommending customized investment solutions tailored to individual goals and financial needs. Client relationship management is a key aspect of this role. You will be expected to provide strong after-sales support, guiding clients on portfolio diversification and performance tracking. Additionally, achieving monthly sales targets, maintaining a sales pipeline, and updating daily activity reports will be essential tasks. We are seeking candidates who are graduates or post-graduates with excellent communication and interpersonal skills. While 6-8 months of experience in field sales is preferred, exceptional freshers are also welcome to apply. Strong problem-solving abilities, relationship-building skills, and negotiation expertise are desired, along with an eagerness to learn financial planning concepts and market trends. A proactive, client-first attitude is essential for success in this role. In return, you can expect a competitive fixed salary with no bar for the right candidate, performance-based commissions, and incentives. Additionally, petrol reimbursement as per company norms will be provided. You will have the opportunity to receive mentorship under industry-leading advisors with over two decades of experience. To apply for this exciting opportunity, please email your resume to hitesh.gatiwala@krishnainvestments.co.in or gatiwala.wealth@krishnainvestments.co.in. You can also contact us at +91 98251 00921 or +91 63548 21454. Join us at Krishna Investments to help people plan better, invest smarter, and grow stronger together. #NowHiring #SuratJobs #FinancialPlanning #MutualFunds #InsuranceSales #ClientAdvisory #FieldSales #KrishnaInvestments #SalesJobs #WealthManagement,

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5.0 - 9.0 years

0 Lacs

dehradun, uttarakhand

On-site

You will be joining Nuvama Wealth Management as a Senior Manager in Dehradun, where you will lead the wealth management operations. Your responsibilities will include supervising a team of wealth partners, formulating wealth management strategies, conducting client meetings, and ensuring adherence to financial regulations. To excel in this role, you should possess expertise in Wealth Management, Financial Planning, and Investment Management. Strong Leadership, Team Management, Client Relationship Management, and Communication skills are essential. Additionally, a good understanding of Financial Regulations and Compliance, Budgeting, Financial Analysis, Strategic Planning, and Decision-Making is required. To qualify for this position, you must hold a Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field.,

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5.0 - 9.0 years

0 Lacs

tamil nadu

On-site

The Business Controller plays a crucial role in managing, controlling, and enhancing the financial performance of a business organization. Your responsibilities will involve financial planning, problem-solving, risk identification, and opportunity monitoring. It is essential to ensure the compliance of all related activities with Nokia's accounting guidelines (IFRS16 - real estate lease accounting), internal controls policies, and reporting procedures, as well as external rules and regulations. In this role, you will collect, consolidate, and input financial information using appropriate tools. Your tasks will include assessing data in accordance with requirements, defining targets within your area, ensuring the accuracy and timeliness of activities, and performing preventative quality controls. Additionally, you will prepare dashboards and reports to aid decision-making processes and contribute to maintaining compliance with Nokia's accounting principles, internal controls policies, and external regulations. Effective cooperation with internal and external stakeholders to resolve issues promptly is crucial. Moreover, mentoring and training less experienced personnel and guiding small projects with limited risks and resource needs are part of your responsibilities. To be successful in this role, you should possess a Master's degree in finance or accounting, along with at least 5 years of experience in Opex & balance sheet control and reporting. Strong communication skills with senior (non-financial) management, proficiency in English, a problem-solving mindset, and experience with SAP, Excel, PBI, and ppt are required. The ability to work effectively with individuals in different time zones and diverse cultures is essential. Customer service orientation, experience in a multinational environment, and expertise in financial planning and forecasting are advantageous. Nokia is dedicated to innovation and technology leadership in mobile, fixed, and cloud networks. Working here will impact people's lives positively and contribute to building a more productive, sustainable, and inclusive world. We foster an inclusive work environment where new ideas are welcomed, risks are embraced, and employees are encouraged to bring their authentic selves to work. Nokia provides continuous learning opportunities, well-being programs to support mental and physical health, access to employee resource groups and mentoring programs, and a diverse team with an inclusive culture where individuals thrive and feel empowered. As an equal opportunity employer, Nokia is committed to inclusion and respect, striving to create a culture where every individual feels included and empowered to succeed. The Nokia Business Services (NBS) team comprises approximately 2,000 professionals offering technology-enhanced, in-house services and thought leadership to Nokias business groups and corporate functions. NBS aims to maintain economies of scale, reduce bureaucracy, increase flexibility, and create more value and impact for the business. As a global capability center, NBS provides a wide range of People, Finance, Sales, and Corporate services to the entire company.,

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3.0 - 7.0 years

0 Lacs

chennai, tamil nadu

On-site

As a quantitative Financial Analyst at our Fortune Global 500 organization, you will be responsible for supporting general accounting activities while adhering to our defined strategies, policies, and procedures. Your key role will involve playing the central part in preparing and presenting financial data to management for informed decision-making. Additionally, you will create financial models and pro-formas, develop supporting tools, carry out operational reporting, and conduct trend analysis to aid in strategic planning. Your responsibilities will also include actively supporting Financial Planning and Analysis (FP&A) activities such as budgeting, forecasting, variance analytics, and reporting. You will be tasked with conducting detailed variance analysis to compare actual performance against budget/forecast and identifying trends and key drivers. Tracking and reporting on key performance indicators (KPIs) like revenue growth, gross margin, operating expenses, and working capital will be an essential aspect of your role. Furthermore, you will collaborate with cross-functional teams, including finance, sales, and operations, to provide valuable financial insights for decision-making purposes. Your role will also involve supporting month-end close activities, including accrual calculations, journal entries, and reconciliations. Strong proficiency in MS Excel, including pivot tables and formulas, is a must, along with the ability to work with PowerPoint, Word, and other Microsoft Office Applications to create documents, reports, and presentations. Prior experience in financial analysis and reporting, coupled with a Bachelor's degree or MBA in Accounting, Finance, or Commerce, is required for this position. Being well-versed in BI tools like Power BI, dashboarding, and report preparation will be an added advantage. The ideal candidate for this role should possess strong written and verbal communication skills, be comfortable communicating with senior stakeholders, and demonstrate a high level of energy, self-motivation, and the ability to work independently to achieve set goals and targets within specified deadlines. Adaptability to flexible working shifts is also necessary to meet the demands of the role. As a permanent employee at our organization, you will be part of a culture committed to providing a workplace free of discrimination, harassment, and retaliation. If you are ready to embrace this challenging yet rewarding opportunity, we invite you to explore your potential with us at UPS.,

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8.0 - 12.0 years

0 Lacs

pune, maharashtra

On-site

Are you ready to build something extraordinary from the ground up We are seeking a driven and visionary experienced professional to take on the ambitious challenge of establishing a mid-segment PCB fabrication unit from the start. This is an unparalleled opportunity to spearhead the launch of a new venture in an industry where we are newcomers. If you thrive on turning ideas into reality, solving complex challenges, and leading transformative projects, this role is for you. As the expert we need, you'll play a pivotal role in designing and implementing the plant layout to maximize efficiency and scalability. You will advise on and source the ideal machinery, weighing cost-benefit analyses of various equipment and plant capacities. Additionally, you will be strategizing and planning the financial, operational, and technical blueprint for the unit's success. Remuneration: We could initially agree on a consulting fee and later discuss a salary to manage the plant. Location: We are based in Mumbai and would prefer locations like Pune and Gujarat. We envision working together on a consulting basis to begin with. If you prove to be the visionary leader we're looking for, there will be an opportunity to transition into managing and running the plant full-time once it's operational, with terms and salary to be negotiated. This is more than a jobit's a chance to leave a lasting legacy by building something from the ground up. Are you ready to take on this bold challenge ,

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3.0 - 7.0 years

0 Lacs

vadodara, gujarat

On-site

As a Costing Manager at Jewel Consumer Care Pvt Ltd, your primary responsibility will be to calculate costs for all customers, including Multinationals, and to handle budgeting, forecasting, and financial planning. You will collaborate closely with various departments to enhance cost efficiency and boost profitability. Your qualifications for this role include expertise in cost working for both continuous and new customers, as well as proficiency in monthly and annual budgeting. You must possess exceptional attention to detail and analytical skills, along with excellent communication and interpersonal abilities. Proficiency in MS Excel and financial software is essential for this position. Ideally, you should hold a Bachelor's degree in Finance, Accounting, or a related field. Join us at Jewel Consumer Care Pvt Ltd in Vadodara for this full-time on-site opportunity to contribute to our mission of providing high-quality Oral Care and Household Cleaning Products to customers worldwide.,

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5.0 - 9.0 years

0 Lacs

karnataka

On-site

The Treasury Officer position in the Accounts and Finance department involves managing and optimizing the company's liquidity, funding, and financial risk. Your key responsibilities will include overseeing cash management, maintaining banking relationships, managing foreign exchange exposure, and ensuring compliance with financial regulations. Your critical insights will aid in financial decision-making and efficient management of company funds. You will be responsible for monitoring daily cash balances, preparing cash flow forecasts, and optimizing cash utilization to ensure sufficient liquidity for day-to-day operations. Additionally, you will manage banking relationships, negotiate terms of banking facilities, and maintain proper management of bank accounts. In terms of foreign exchange and risk management, you will monitor the company's exposure, implement hedging strategies, and ensure compliance with risk management policies. Your role will also involve managing short and long-term investments, evaluating funding options, and supporting financial planning and budgeting with treasury-related insights. Furthermore, you will prepare periodic treasury reports, ensure compliance with regulations and internal policies, and provide strategic input for business planning. Strong communication skills will be essential for interacting with senior management, banks, and stakeholders, as well as for preparing and presenting reports effectively. The ideal candidate will hold a Bachelor's degree in finance, Accounting, Economics, or a related field, with a minimum of 5 years of experience in treasury management or a corporate finance environment. Proficiency in Microsoft Excel, financial modeling, and financial management tools is required, along with strong analytical and problem-solving skills. Knowledge of Indian tax laws, banking regulations, and financial compliance will be beneficial for this role. If you possess strong organizational skills, the ability to handle multiple tasks, and meet tight deadlines, along with a keen understanding of financial markets and risk management practices, you are encouraged to apply for this full-time, permanent position. The work location is in person, and benefits include health insurance and Provident Fund, with bonuses based on performance and yearly evaluations.,

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10.0 - 14.0 years

0 Lacs

karnataka

On-site

As a Finance Transition Svcs Specialist at Accenture, you will be responsible for managing Finance Transition Services deals, both organic and inorganic. You will work on contract portfolios, gather business case assumptions, establish work plans, and design financial processes. Your role will involve supporting senior team members, leading work efforts on less complex projects, and driving change management. Additionally, you will be expected to provide financial analysis, budgeting, revenue recognition, and support financial integration activities on Ventures and Acquisitions/Divestitures. To excel in this role, you must have a Master of Business Administration qualification with 10 to 14 years of experience. Your expertise should include Financial Planning and Analysis, budgeting, written and verbal communication, Financial Consolidation & Close Operations, and Pricing & Profitability Optimization. You should be able to manage multiple stakeholders and possess the ability to assess materiality and volatility of financial statement line items using financial ratios to determine the financial health of the company. In this position, you will design and implement tools and processes to enable clients to perform financial analysis of their statements. You will establish appropriate hierarchy structures for contracts in Accenture's ERP, implement standard digital financial toolsets, and define best practice financial processes. Furthermore, you will provide leadership in new business processes, manage corporate forecasting activities, and ensure compliance with global and local statutory, tax, Internal Controls, and US GAAP requirements. If you are a results-driven professional with a strong background in Finance Transition Services, Financial Planning and Analysis, and stakeholder management, and are looking to contribute to complex financial projects, we invite you to explore this opportunity at Accenture.,

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Exploring Financial Planning Jobs in India

Financial planning is a crucial aspect of personal and corporate finance management in India. With the growing economy and increasing focus on financial literacy, the demand for skilled financial planners is on the rise. If you are considering a career in financial planning in India, this article will provide you with valuable insights to help you navigate the job market.

Top Hiring Locations in India

Here are 5 major cities in India actively hiring for financial planning roles: - Mumbai - Delhi - Bangalore - Chennai - Hyderabad

Average Salary Range

The salary range for financial planning professionals in India varies based on experience levels. On average, entry-level financial planners can expect to earn between INR 3-5 lakhs per annum, while experienced professionals can earn upwards of INR 15 lakhs per annum.

Career Path

In the financial planning field, a typical career progression may look like: - Financial Analyst - Senior Financial Analyst - Financial Planner - Senior Financial Planner - Financial Planning Manager - Director of Financial Planning

Related Skills

In addition to financial planning expertise, professionals in this field are often expected to have skills in: - Financial analysis - Investment management - Risk assessment - Tax planning - Communication skills

Interview Questions

Here are 25 interview questions you may encounter for financial planning roles: - What is your understanding of financial planning? (basic) - How do you stay updated with the latest trends in finance? (basic) - Can you explain the importance of setting financial goals? (basic) - How do you approach risk management in financial planning? (medium) - Share a challenging scenario you faced in financial planning and how you resolved it. (medium) - What tools and software do you use for financial planning? (basic) - How do you handle clients with different risk appetites? (medium) - What is your experience with retirement planning? (medium) - How do you approach tax planning for your clients? (medium) - Can you walk us through a financial planning case study you worked on? (advanced) - How do you prioritize financial goals for your clients? (medium) - What are the key components of a comprehensive financial plan? (basic) - How do you assess the liquidity needs of a client? (medium) - What is your experience with estate planning? (medium) - How do you handle conflicts of interest in financial planning? (medium) - Explain the concept of time value of money. (basic) - How do you determine the appropriate asset allocation for a client? (medium) - Share a successful financial planning strategy you implemented for a client. (medium) - How do you evaluate the performance of investment portfolios? (medium) - What is your approach to continuous professional development in financial planning? (basic) - How do you handle client objections in financial planning discussions? (medium) - What regulatory guidelines do you follow in financial planning? (basic) - How do you ensure client confidentiality in financial planning engagements? (basic) - Can you explain the impact of inflation on financial planning? (medium) - How do you communicate complex financial concepts to clients with limited knowledge? (medium)

Closing Remark

As you explore opportunities in financial planning in India, remember to showcase your expertise, experience, and passion for helping individuals and organizations achieve their financial goals. Prepare thoroughly for interviews and demonstrate your ability to provide valuable insights and solutions in the dynamic field of financial planning. Best of luck in your job search journey!

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