8904 Financial Planning Jobs

GENERAL DUTIES & RESPONSIBILITIES Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institutions high-value customers Addresses inquiries and performs account maintenance on deposits and money market accounts Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function Interfa...

About the Department The Financial Strategy Associate is a multi-faceted role that primarily focuses on financial analysis, MIS reporting and strategic projects. It involves overseeing deliverables across corporate strategy, business performance review, analysis of business and operating models, firmwide budgeting and cost controls, and acquisition screening and industry & competitor analysis. The Associate is expected to manage a team of Analysts and report to seniors on day-to-day operations. Roles & Responsibilities Leading, training, and mentoring a team of Analysts Serving as an integral part of the management team to support the creation of value Providing critical information and anal...

Were Hiring | Analyst – Enterprise Performance Management (EPM) Location: Delhi NCR | Mumbai | Bangalore | Hyderabad Experience: 2–6 Years Education: MBA (Finance) / CA / CMA Join a leading Big 4 Consulting firm and be part of our Finance Transformation – EPM team, delivering cutting-edge solutions in planning, budgeting, and forecasting. Role Overview: We are looking for EPM professionals experienced in implementing Enterprise Performance Management tools and driving financial planning and analysis (FP&A) transformations. Key Responsibilities: Design and deliver EPM solutions for Planning, Budgeting & Forecasting Conduct client workshops and translate business needs into technical designs L...

Hiring CEO to lead MW/Ground Mounted solar projects, manage overall operations, strategy, business growth, project execution, stakeholder management, and ensure timely delivery of high-value renewable energy projects. Required Candidate profile Graduate/Postgraduate with 15+ years’ experience in solar/EPC, MW/Ground Mounted projects, or renewable energy. Strong leadership, strategic planning, project management, and stakeholder handling

1. Invoice Processing and EDI Perform the invoice validation and registration activity Three way and Two-way matching of invoices and error handling Handling queries from internal and external stake holders 2. Payments: Performing Payment Proposal Handling exceptions 3. PARMA Creation of Vendor accounts Modification of existing accounts Pre-requisites : Working knowledge in MS office Problem solving skills Effective communication skill both written and verbal Good knowledge on accounting concepts Open for any shift Team player Highly trustworthy & professional attitude. Quick learner Good To have Skills: Knowledge on SAP/Oracle would be an added advantage Education : Graduation in Commerce /...

o Perform the regular invoice preparation, scanning and registration activity o Invoice registration and error handling (matching) Must To have Skills o Working knowledge in MS office o Problem solving skills o Effective communication skill both written and verbal Good To have Skills: o SAP knowledge with prior transition experience would be an added advantage Education : Graduation in Commerce or business degree (i.e. B .COM , BBA)

As a Relationship Manager HNI within Kotak Private Banking, you will play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (HNIs). This role demands a deep understanding of financial markets, investment products, and client relationship management. You will be responsible for delivering customized financial solutions, driving asset growth, and ensuring exceptional client service. The ideal candidate will be entrepreneurial, self-driven, and passionate about wealth management. As a Relationship Manager HNI, your core responsibility is to manage and grow a portfolio of High Net-Worth Individuals by offering personalized financial solutions and delivering excep...

KKR Finance supports the strategic direction of the Firm by ensuring efficient and effective financial planning, analysis, budgeting, reporting, compliance, accounting, and stewardship of financial risks and controls. By doing so, the teams produce accurate financial information for decision making, ensure compliance with financial regulations and policies, and provide leadership for operational improvements, cost savings and strategic investments that align with the Firm s culture and long-term goals. POSITION SUMMARY KKR Insurance Finance is seeking a candidate to support the accounting for its strategic investments, including but not limited to real estate and renewable energy which entai...

The Portfolio PMO plays a pivotal role in enabling program success by driving governance, compliance, stakeholder engagement, and operational excellence across portfolios. This role ensures alignment with central PMO standards, facilitates effective communication, and supports project teams in delivering value through structured processes and continuous improvement. Roles and Responsibilities: Stakeholder Management : Identify and analyze stakeholders, develop engagement strategies, maintain communication channels, and manage expectations through active listening and feedback mechanisms. Governance and Compliance : Ensure readiness for stage gate reviews, maintain up-to-date documentation, a...

An FP&A (Financial Planning & Analysis) role involves creating financial forecasts, budgets, and models to guide strategic decision-making for senior leadership. Key responsibilities include performing variance analysis, tracking key performance indicators (KPIs), building financial models for investments, and communicating financial insights to various departments. FP&A professionals require strong analytical skills, proficiency in Power BI and Microsoft Excel, PowerPoint and effective communication and business partnering abilities to translate complex data into actionable strategies. Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health an...

We re looking for Associate Director with expertise in Corporate Finance to join EY-VME (Valuation, Modelling and Economics). Our corporate finance consultants help corporates, private equity, governments, sovereign wealth funds, private and family businesses, and educational institutions with their key financial issues. From portfolio review and capital allocation processes to financial planning analytics and decision support, we support our clients with their capital allocation decisions. This is a fantastic opportunity to be part of a leading firm and develop your career through a broad scope of engagements, mentoring, and learning & development. Specifically, you will be a part of the te...

In Oracle enterprise performance management at PwC, you will specialise in providing consulting services for enterprise performance management solutions using Oracle technologies. You will collaborate with clients to assess their performance management needs, design and implement Oraclebased solutions for budgeting, forecasting, financial consolidation, and reporting. Working in this area, you will also provide training and support for seamless integration and utilisation of Oracle enterprise performance management tools, helping clients improve their financial planning and analysis processes and achieve their performance objectives. Responsibilities Technical Requirements EPBCS/PBCS, Essbas...

At PwC, our people in people operations primarily focus on managing the people lifecycle and the daytoday operational tasks related to managing employees This includes activities such as employee onboarding, offboarding, payroll and benefits administration, absence management, employee recordkeeping, compliance with labour laws and regulations, and managing employee inquiries and issues These individuals enable HR processes and systems to run smoothly in order to efficiently support our workforce Those in compensation at PwC will focus on developing, implementing, and administering various aspects of compensation, aligned to existing compensation strategies to attract and retain top talent Y...

At PwC, our people in finance focus on providing financial advice and strategic guidance to clients, helping them optimise their financial performance and make informed business decisions These individuals handle financial analysis, budgeting, forecasting, and risk management In financial operations at PwC, you will focus on managing financial processes and confirming compliance with regulations You will handle tasks such as financial reporting, budgeting, and risk management Why PWC At PwC, you will be part of a vibrant community of solvers that leads with trust and creates distinctive outcomes for our clients and communities This purposeled and valuesdriven work, powered by technology in a...

Guhring India Pvt Ltd is looking for Manager - Finance & Controlling to join our dynamic team and embark on a rewarding career journey Delegating responsibilities and supervising business operations Hiring, training, motivating and coaching employees as they provide attentive, efficient service to customers, assessing employee performance and providing helpful feedback and training opportunities. Resolving conflicts or complaints from customers and employees. Monitoring store activity and ensuring it is properly provisioned and staffed. Analyzing information and processes and developing more effective or efficient processes and strategies. Establishing and achieving business and profit objec...

The Government and public sector transactions services is part of EYs Government & Public Sector (GPS) Services which is a network of highly skilled professionals from assurance, tax, transaction and advisory services, devoted to serving the government and public sector organizations and institutions. The practice combines private sector leading practice with an understanding of the public sector s diverse needs, focused on delivering improved public services. Government and public sector transactions services, sits under EY s Transaction Advisory Services practice, a market-leading, multi-disciplinary team, working with leading businesses across a range of industries. This practice is in a ...

Experienced Accounts Executive skilled in managing financial transactions, overseeing A/P & A/R, ensuring compliance, and supporting financial planning, budgeting, and forecasting with accuracy. Required Candidate profile 5+ yrs exp, Bachelor's/Master’s in Finance/Accounting, proven Accounts Exec role, strong in financial principles, proficient in SAP/ERP, MS Office, esp. Excel

Roles and Responsibilities Oversee finance control processes such as general ledger maintenance, accounts payable/receivable management, and inventory valuation. Conduct budget preparation, forecasting, and variance analysis to ensure accurate financial planning. Prepare monthly financial statements, including balance sheet, profit & loss account, cash flow statement, and trial balance. Ensure compliance with tax regulations. Develop MIS reports using SAP system for senior management review. Desired Candidate Profile CA /ICWA - Qualified with Senior level experience in manufacturing. Strong knowledge of financial accounting principles, budgeting techniques, and taxation laws. Proficiency in ...

Microland Limited is looking for Associate SME - Cloud to join our dynamic team and embark on a rewarding career journey Processing requisition and other business forms, checking account balances, and approving purchases. Advising other departments on best practices related to fiscal procedures. Managing account records, issuing invoices, and handling payments. Collaborating with internal departments to reconcile any accounting discrepancies. Analyzing financial data and assisting with audits, reviews, and tax preparations. Updating financial spreadsheets and reports with the latest available data. Preparation of operating budgets, financial statements, and reports. Reviewing existing financ...

Creatabar is looking for Finance Manager to join our dynamic team and embark on a rewarding career journey Perform a variety of advanced financial analyses to determine present and forecasted financial health of the company Use financial modeling to simulate financial scenarios Present potential scenarios and outcomes to management team Manage the preparation and publication of departmental and organization financial documents Collaborate with management on development and execution of funding strategies Examine financial and legal documents to verify accuracy and adherence to financial regulations and acceptable financial principles Develop or recommend solutions for problems or situations ...

Job Role :As part of Credit Team for Home Finance Managing team of Credit Managers Underwriting & making proposals of home Finance ( Fund & Non Fund based ) Under writing cases with desired level of quality and enabling achievement of branch business target by proper training Visiting customers for personal discussions and deal structuring Studying monitoring reports & keeping track of portfolio quality Taking necessary steps to ensure that the required quality levels are maintained To evaluate proposals of customers for Home Loans, Loan against Property Decision making within defined TAT Understanding of property related aspects (like legal title and market value of the property) is an adde...

Responsibilities Financial Analyst for IFS IPT Team Job Title: Financial Analyst Experience: 2 3 Years Business Unit: ITES Location: Pune Role Overview: We are seeking a Financial Analyst who can work independently while collaborating with internal stakeholders to deliver high-quality results The ideal candidate should demonstrate strong attention to detail, be proactive in addressing tasks, and take ownership of responsibilities They must be able to address questions/issues related to applications as a Subject Matter Expert and effectively communicate with stakeholders The candidate should also have a positive attitude, strong reasoning and communication skills, and be a team player Good an...

This position supports the IRS 1099k backup withholding and remittance systems and procedures relating to the company payment settlement activities. The position will determine and initiate backup withholding and IRS remittance, perform payment research, and perform daily reconciliation of payment information to various systems. Reviewing the work of the accounting staff supporting the high-volume platforms Reconciliation of Backup Withholding reporting between TIMS, Thompson Reuters, Cash and Business Unit accounting (used for 945 IRS and states reporting) 1099k backup withholding process over various high volume settlement platforms Level 3 escalated abnormal research and approval recommen...

Financial Planning & Analysis: Develop, maintain, and improve financial models to support budgeting, forecasting, and long-term planning. Analyze variances between actuals and forecasts/budgets and provide insightful explanations. Reporting: Prepare and deliver timely and accurate financial reports, dashboards, and presentations for management and stakeholders. Data Analysis: Gather, validate, and analyze large data sets from multiple sources to identify trends, risks, and opportunities. Business Partnering: Work closely with business units and leadership teams to understand financial drivers, track KPIs, and support strategic initiatives. Process Improvement: Identify and implement process ...

Financial Planning & Analysis: Develop, maintain, and improve financial models to support budgeting, forecasting, and long-term planning. Analyze variances between actuals and forecasts/budgets and provide insightful explanations. Reporting: Prepare and deliver timely and accurate financial reports, dashboards, and presentations for management and stakeholders. Data Analysis: Gather, validate, and analyze large data sets from multiple sources to identify trends, risks, and opportunities. Business Partnering: Work closely with business units and leadership teams to understand financial drivers, track KPIs, and support strategic initiatives. Process Improvement: Identify and implement process ...