15509 Financial Planning Jobs

Purpose/Objective The main purpose of this role is to coordinate project financing, working with prepare to handle a client's ventures beyond the duties of the prepares. You should prepare file - related information, the more in - depth, the manage handle things like deadlines. You should be able to recommend best cash flow planning that ensures project timelines, comply with laws and promote our company's financial well - being. You should execute the key initiatives taken for the project within timelines Key Responsibilities of Role - Day to day Cashflow / Fund flow planning and managing the daily Payments. - Managing day to day Import / Inland LC / BG opening. - Managing day to day to MIS...

Purpose/Objective The main purpose of this role is to coordinate project financing, working with prepare to handle a client's ventures beyond the duties of the prepares. You should prepare file - related information, the more in - depth, the manage handle things like deadlines. You should be able to recommend best cash flow planning that ensures project timelines, comply with laws and promote our company's financial well - being. You should execute the key initiatives taken for the project within timelines. Key Responsibilities of Role - Day to day Cashflow / Fund flow planning and managing the daily Payments. - Managing day to day Import / Inland LC / BG opening. - Managing day to day to MI...

Role: FP&A Manager (6+ years) leading financial planning, analysis, and strategic decision support with strong influence on senior leadership. Key Focus: Deliver executive-level financial reporting, insights, and recommendations Lead forecasting, budgeting, variance, and trend analysis Build and own complex financial models and budgetary controls Act as a trusted finance partner on major business decisions Drive FP&A process and system improvements Mentor junior team members Must-Have Skills: 6+ years in FP&A / corporate finance Strong financial analysis, forecasting, budgeting, variance analysis Advanced Excel and SAP Excellent stakeholder management and executive communication Why It Matte...

Transaction Processing & Record Management Process accounts payable, accounts receivable, and other financial transactions promptly and accurately. Maintain organized and up-to-date financial records in line with internal policies and regulatory standards . Treasury & Cash Management Assist in managing daily cash flows, liquidity, and banking relationships to ensure optimal cash balances and timely payments. Support execution of treasury activities, including cash forecasting, payment processing, and monitoring of investments . Financial Planning & Forecasting Provide data and analytical support for budgeting, forecasting, and variance analysis. Assist in preparing financial reports and pres...

As an Accountant at DESENO MEDIA AGENCY Pvt. Ltd., a fast-growing creative agency in Nashik, you will play a crucial role in contributing to our continued success. Your responsibilities will include: - Managing day-to-day accounting operations using Zoho Books - Accurately preparing and filing GST returns - Ensuring TDS filings are handled properly - Meeting all statutory compliance requirements - Supporting in the preparation of documents required for annual audits - Reconciling bank statements regularly - Assisting in budgeting and financial planning activities - Coordinating with vendors for necessary financial data and documentation - Generating and presenting monthly financial summaries...

As a Sr Manager - Finance at Shalby Hospitals in Jaipur, you will have a crucial role in overseeing financial planning, monitoring financial performance, managing budgets, and ensuring compliance with financial regulations. Your responsibilities will include financial reporting, analyzing financial data, and providing strategic recommendations to senior management. - Oversee financial planning and budget management - Monitor financial performance and analyze financial data - Ensure compliance with financial regulations - Provide strategic recommendations to senior management - Manage budgets effectively - Bachelor's degree in Finance, Accounting, or a related field - Strong Accounting, Finan...

Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having an AUM => INR 20 Million through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality Treasures clients in the branch location areas Engage with existing customers to deepen the wallet share through retention and growth of AUM. Acco...

To manage end to end financial operations, budgeting, forecasting, cost control, and financial reporting. Focuse on Capex and Opex management, governance, and providing financial insights to drive performance and profitability. Required Candidate profile KRA's Management of Capex and Opex spends Accurate and timely financial closure with balance sheet integrity Compliance, assurance, and control effectiveness Looking into AOP, PL

You will be joining Hexacareers, a dynamic career development and training organization dedicated to empowering professionals and job seekers. As a Business Coach, your role will involve conducting one-on-one and group coaching sessions for clients, entrepreneurs, and professionals. You will analyze client needs and create personalized coaching plans to enhance their business skills and performance. Guiding clients in strategic planning, goal setting, productivity, and team leadership will be crucial. Additionally, you will provide expert advice on marketing, sales growth, operations, and financial planning for business owners. Your responsibilities will also include delivering workshops and...

As a Financial Analyst, your role involves analyzing current and past trends in key performance indicators, overseeing Budgeting and Financial Forecasting, and providing financial recommendations to support strategic initiatives. You will be responsible for implementing Business Intelligence tools, conducting Ad-Hoc Reporting and Analysis, and supporting the Senior Management Team with in-depth analysis. Key Responsibilities: - Analyze trends in revenue, cost of sales, expenses, and capital expenditures - Monitor performance indicators and analyze causes of unexpected variance - Develop Budgeting, Financial Forecasting, Operating Plan, and Modeling tools - Generate Quarterly and Monthly Fina...

As a Cost Accountant at Siemens Gamesa, your role involves allocating and analyzing costs, including direct and indirect costs to products and services. You will be developing variance analysis reports, pricing new products, and actively participating in cost optimization measures. Your contribution to budgeting, forecasting, cost analysis, and cost modeling will be crucial to support Nacelle Operations. Furthermore, you will provide financial and commercial guidance to the Nacelle Team. Key Responsibilities: - Nacelle product costing, cost center controlling, and reporting - Assisting in financial planning by projecting costs and identifying areas for optimization - Evaluating material, lab...

As a BFSI - Agency Partner / Financial Planning Advisor at loadncode in Pune - PCMC, you will be part of a contract hybrid position that offers flexibility for remote work. Your primary responsibilities will revolve around financial planning, LA / LI Agency partnerships, recruitment, and advisory services. This role not only provides varied day-to-day tasks but also brings forth a direct employment and career opportunity with BFSI Giants in the industry. - Conduct daily meetings and calls, and ensure timely updates to customers on financial products. - Manage KPI/KRA effectively to drive performance. - Utilize previous experience in cold calling and marketing BFSI products to your advantage....

As a candidate for this position, you will be responsible for assisting in developing and managing the overall budget, ensuring alignment with project goals and objectives. You will also prepare financial plans, forecasts, and resource allocation strategies. Monitoring and tracking expenditures to ensure adherence to the allocated budget will be a key part of your role. Additionally, you will be expected to generate financial reports, including variance analysis and expenditure tracking, and ensure compliance with financial regulations. Supporting the implementation of financial policies and procedures for effective financial management will be essential. Providing financial insights to proj...

The Vice President – Accounts & Controls will be a key strategic leader responsible for overseeing the entire Accounting, including project budgets, controls, accounting, taxation, audits, compliance, financial planning, treasury and loan management Required Candidate profile Loan Structuring & Debt Management Cost Control and Management Financial Modelling & Project Appraisal Cash Flow & Treasury ManagementCost and Management Accountant (CMA)/Chartered Accountant (CA)

Role Overview: As the Financial Planning and Analysis Manager, you will be responsible for leading the financial planning, budgeting, and forecasting processes. You will also play a crucial role in financial analysis, reporting, business partnering, and providing strategic and commercial support to various teams within the organization. Key Responsibilities: - Lead the annual budgeting, periodic forecasting, and long-range financial planning processes - Prepare and analyze monthly, quarterly, and annual financial performance reports - Perform variance analysis and provide actionable insights for improved decision-making - Develop and maintain financial models for business planning and invest...

Ready to shape the future of work? At Genpact, we don’t just adapt to change—we drive it. AI and digital innovation are redefining industries, and we’re leading the charge. Genpact’s AI Gigafactory, our industry-first accelerator, is an example of how we’re scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI, our breakthrough solutions tackle companies’ most complex challenges. If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team that’s shaping the future, this is your moment. Genpact (NYSE: G) is anadvanced technology servi...

Hiring for FPNA - Assistant Manager - Bangalore ( CA / CMA / MBA ) CA & CMA - 5+ Years Upto = 20 LPA MBA - 7+ Years Upto = 20 LPA Bangalore Location / WFO / Both Side Cabs / UK Shifts

Role & responsibilities Provides administrative support and conducts simple finance reconciliations and reporting for the financial planning and analysis department. Prepares financial planning information and reports by collecting, analyzing, and summarizing data and trends. Brings inconsistencies and problems to the attention of management, along with proposals for resolution. Assists in the preparation of financial presentations using a variety of formats, displays, reproduction of charts, graphs, and econometric models. Protects organization value by keeping information confidential and cautions others regarding potential breaches. Preferred candidate profile The Trainee, TIAA India prov...

Financial Advisor Job Name: Financial Advisor Job Location:Udaipur (Rajasthan)Industry:Banking, FinanceJob Type:PartTime Skills:Strong communication Education:Any Graduate About The Role :: Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. Answering client questions about financial plans and strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. Reviewing client accounts and plans on a regular basis to understand if life or econ...

Your future role Take on a new challenge and apply your treasury and financial expertise in a dynamic and innovative field. Youll work alongside collaborative and detail-oriented teammates. You''ll play a key role in ensuring efficient treasury operations and financial planning across the APAC region. Day-to-day, youll work closely with teams across the business (Cluster Treasurers, Central Treasury Team, Business Finance Team), support cash flow planning for APAC countries, and ensure compliance with internal treasury guidelines, and much more. Youll specifically take care of bank guarantee issuance processes and cash flow budget compilation, but also support hedge accounting for foreign ex...

Overview Provide support in financial planning & program management activities for the newly created ESG regulatory team. The role will monitor actuals each month and reconcile variances vs. forecast / plan as needed. In addition, the candidate will consolidate financial reports, AOP and forecasts, liaising with key stakeholders and vendors for timely submission of invoices or any other Accounts Payable (P2P)-related queries. Responsibilities Manage the Monthly Forecast, period close, and periodical AOP processes for ESG Regulatory team Consolidate Financial reports, AOP and forecasts Monitor actuals each month and reconcile variances vs. forecast/plan and review key variances with leadershi...

Chartered Accountant Job Name: Chartered Accountant Job Role: CA IndustryMedical/Health Care Job LocationBarmer (Rajasthan) Experience1to 3 Year SalaryBest in The Industry EducationCA Responsibilities: continuous management of financial systems and budgets; providing financial advice.In commerce and industry, and the public and not-for-profit sectors, work involvespreparing financial management reports, including financial planning and forecasting; advising on tax and treasury issues;negotiating terms with suppliers.liaising with internal and external auditors and dealing with any financial irregularities as they arise; producing reports and recommendations following internal audits or publi...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...

Position - Executive / Sr. Executive / Associate / Senior Associate - IFD / IFA Channel 1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs ...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) Monitoring &...