15575 Financial Planning Jobs - Page 16

As an experienced Finance Lead at Evernorth, you will partner with key Enterprise shared service organizations to drive financial planning, analysis, and strategic decision support. Your role will be crucial in aligning financial strategies with business growth, digital transformation, and innovation priorities. **Key Responsibilities:** - Lead financial planning, budgeting, and forecasting for certain Shared Services functions such as Technology, Marketing, and Clinical areas. - Provide data-driven insights to guide investment decisions, portfolio prioritization, and resource allocation in collaboration with business leaders. - Manage variance analysis, performance tracking, and financial r...

As part of the Finance Leadership Development Program at Eaton, based in India, you will have the opportunity to develop into a future finance leader and gain a comprehensive understanding of accounting, finance, and Eaton's various businesses. The program is structured to provide you with two years of development assignments, including a one-year assignment in a combination of Manufacturing, Professional Services, and Corporate Entity to equip you with hands-on experience to kickstart your career. Throughout the program, you will work on various finance domain areas such as financial analysis, capital allocation decision support, cost accounting, consolidated financial reporting, and intern...

Job Description You will be a Wealth Management Advisor based in Bhubaneswar, with opportunities to work remotely when necessary. Your responsibilities will include providing personalized financial planning services, advising on investment strategies, and assisting clients with retirement planning. Additionally, you will deliver wealth management services, analyze financial data, and offer tailored recommendations to help clients meet their financial goals. Key Responsibilities - Proficient in Financial Planning and Retirement Planning, including assessing client needs and developing comprehensive plans - Knowledge of Investments and Finance to advise clients on strategic portfolio managemen...

As an Investment Counsellor at HSBC International Wealth and Premier Banking (IWPB), your role is to provide financial analysis and investment recommendations to customers with Funds under management of greater than INR 10M. Your responsibilities include: - Strengthening HSBC's image as a leading wealth provider by providing clients with access to advanced technical product expertise. - Supporting PRMs to gain more clients' confidence and trust in HSBC capabilities, increasing the effectiveness and quality of needs fulfilled for target clients. - Assisting PRMs in deepening and growing client relationships by identifying client needs, recommending relevant wealth solutions, and providing tec...

As a PRM & SPRM at HSBC, your role involves being a client-facing professional playing an integral part in the Premier Banking offering. Your responsibilities include growing and nurturing HSBC Premier relationships, achieving business targets, providing banking/financial advisory services, and ensuring high-quality customer service in line with Global Premier Service Standards. You are expected to identify opportunities for wealth reviews, deliver wealth solutions, and maintain the highest standards of integrity towards the bank, clients, and regulatory requirements. Key Responsibilities: - Maximize profit and achieve growth of Premier clients portfolio - Achieve agreed financial targets by...

Role Overview: As an experienced and empathetic Debt Counsellor at Freed India Pvt. Ltd., your role will involve developing customized and sustainable debt management plans for clients, educating them on budgeting and responsible credit use, ensuring compliance with regulations, maintaining accurate client records, providing continuous financial counseling and support, and staying updated on industry best practices. Key Responsibilities: - Develop customized and sustainable debt management plans based on clients individual needs. - Educate clients on budgeting, responsible credit use, and long-term financial planning. - Ensure compliance with internal guidelines and relevant financial regula...

As an Investment Counsellor at HSBC within the International Wealth and Premier Banking team, your primary role will be to provide financial analysis and investment recommendations to customers with Funds under management of greater than INR 10M. Your responsibilities will include: - Strengthening HSBC's image as a leading wealth provider by providing clients with access to advanced technical product expertise. - Supporting Private Relationship Managers (PRMs) to gain more clients' confidence and trust in HSBC's capabilities and increase the effectiveness and quality of needs fulfilled for target clients. - Assisting PRMs in deepening and growing client relationships by identifying client ne...

As a key commercial finance partner to the India shared services organization, your role will involve driving financial planning, pricing, and performance insights to support strategic and operational decision-making. You will lead rate card development, support new business proposals, manage end-to-end P&L analysis, and ensure accurate revenue and cost reporting. Collaboration with the Head of Finance, Head of Operations, and Operations Lead will be essential to optimize performance and achieve financial targets. Your primary roles and responsibilities will include: - Prepare, maintain, and update rate cards for shared services/GCC - India delivery. - Provide financial input for new busines...

You will be a strategic Co-Founder (with Investment) at an early-stage startup with a scalable, tech-driven product and strong market potential. Your role will involve actively contributing capital and leadership to accelerate growth. **Key Responsibilities:** - Act as a founding leader and key decision-maker - Help define long-term vision, goals, and company direction - Participate in board-level and high-impact strategic decisions - Build company culture and leadership standards - Drive business development, partnerships, and revenue strategy - Identify growth opportunities and go-to-market plans - Support fundraising, investor relations, and pitch presentations - Validate market assumptio...

As a Wealth Manager at DBS India, your main role is to deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients with a total relationship value of 6cr INR & above. Your strong background in wealth management, exceptional leadership capabilities, and proven track record in business development will be crucial for success. **Key Responsibilities:** - Establish, manage, and grow the TRV of Treasures Private Client segment by acquiring and nurturing clients with AUM > INR 6cr - Acquire new promoters in small, mid, and large corporate segments, family office, and HNI to improve overall AUM - Identify and secure new clients to increase AUM...

We are hiring a pre-sales executive (Alliance Specialist) for our Bhuj branch to Connect with doctors, HNI clients, and commercial associations. If you enjoy networking, organizing events, and helping people plan their financial future, this role is for you! You will work with professionals like doctors and business owners, set up webinars/meetings, and partner with local hospitals or associations to spread financial awareness. About Finnovate: Finnovate is India's first financial planning company dedicated to making every Indian financially fit. Through our FinFit Model, we offer smart financial advice (not product selling) for budgeting, taxes, investments, insurance, and estate planning. ...

Skill required: Financial Planning & Analysis - Financial Planning and Analysis (FP&A) Designation: Financial Plan & Analysis Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the world's largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clie...

Company Description Unien Financial Services is dedicated to shaping the future of wealth management through innovative technology and strategic partnerships. Our best-in-class platform allows us to provide tailored financial strategies, empowering clients to achieve their aspirations with confidence. With a team of experienced Wealth Managers, we deliver proactive and effective financial guidance to ensure superior outcomes. Unien Financial Services specializes in distributing a range of financial products, including Mutual Funds, Portfolio Management Services, Alternative Investment Funds (AIFs), Private Equities, Structured Debts and Direct Bonds. Role Description This is a full-time, on-...

Company Description Incorporated in 2007, Canara HSBC Life Insurance Company Limited is a joint venture supported by Canara Bank, HSBC Insurance (Asia Pacific) Holdings Limited, and Punjab National Bank, along with other public shareholders. Headquartered in Gurugram, Haryana, the company has a robust presence across India with over 100 branch offices and a strong bancassurance network. Canara HSBC Life Insurance provides a comprehensive portfolio of life insurance solutions, including life, term plans, retirement solutions, credit life, and employee benefit segments. The company emphasizes trust, market knowledge, and simplifying insurance processes while ensuring efficient claim settlement...

Designation- Financial Planner Job Description 1. Regular Portfolio review of client 2. Preparing new portfolio of client 3. Assessing there risk & goals 4. Advising investment Instrument as per there need 5. Focusing on core product like ( Insurance, Mutual fund, PMS & Corporate FD) Desired Candidate profile- Candidate must have minimum 2 to 5 years of experience into Investment Advisory & Financial Planning Location- Gurgaon & Nehru place Interested Candidate can mail there resume to [HIDDEN TEXT]

Job Summary We are seeking an experienced Finance Manager to oversee financial planning, reporting, compliance, and cash flow management across our IT services, staffing, and GCC operations. The role requires strong financial control, strategic thinking, and hands-on execution to support business growth and profitability. Key Responsibilities Financial Management & Reporting Manage monthly, quarterly, and annual financial closing Prepare and review P&L, Balance Sheet, Cash Flow statements Ensure accurate MIS reporting for leadership and stakeholders Monitor budgets, forecasts, and variance analysis Compliance & Statutory Ensure compliance with Indian statutory & regulatory requirements GST, ...

Head Finance Job Role & Synopsis The Head Finance is responsible for planning, directing, and controlling all financial activities of the hospital to ensure financial sustainability, regulatory compliance, cost optimization, and support for strategic growth. Roles & Responsibilities Financial Leadership & Strategic Thinking Ability to align financial strategy with hospital vision and growth plans Long-term financial planning for capacity expansion and service lines Decision-making based on financial and operational data Budgeting, Cost Control & Profitability Zero-based and activity-based budgeting skills Cost optimization without compromising patient care quality Department-wise profitabili...

Company Description SilicOcean LLP is an independent distributor specializing in Semiconductor ICs, Passives, Interconnects, Microchips, Microprocessors, and Computer Components. With a commitment to delivering best-in-class services and competitive pricing, we serve diverse global markets. Our focus is on providing high-quality products to meet the dynamic demands of the electronics industry. For any inquiries, feel free to reach out to our sales team at [HIDDEN TEXT]. Role Description This is a full-time onsite position as a Cost Specialist located in Indore. The Cost Specialist will be responsible for managing cost analysis, budgeting, and financial planning processes. Day-to-day tasks in...

Job Description Evaluates data and performs analysis to determine present and future financial performance. Gathers, analyzes, prepares and summarizes recommendations for financial plans, acquisition activity, customer deals, trended future requirements and operating forecasts. Develops, implements and monitors financial performance metrics, including existing and projected profit and sales drivers. Research economic progressions to support financial planning and decision making. Creates financial models of what if scenarios for future business planning in areas such as new product development, new marketing strategies, etc. Responsibilities Supports Finance teams in the development and meas...

Role & responsibilities MIS & Reporting Prepare and circulate daily, weekly, monthly MIS reports (P&L, cash flow, working capital, variance analysis). Develop and maintain financial dashboards for management review. Ensure accuracy and consistency of financial data across reports. Automate MIS processes to improve efficiency and reduce manual errors. Financial Analysis Perform budget vs actual analysis and highlight deviations. Analyze costs, margins, profitability, and operational KPIs. Provide actionable insights to improve financial performance. Support strategic planning and forecasting activities. Budgeting & Forecasting Assist in annual budgeting and periodic forecasting exercises. Tra...

we are looking for a candidate with good hands-on experience in FP&A & Due-diligence and Private Equity investment Required Skills and Qualifications Qualification : MBA in Finance / ICWA / CA (optional ). 10+ years of experience working directly within the manufacturing, industrial, or operations finance sector, with strong knowledge of cost accounting principles. Prior experience in a Private Equity-backed company or a high-volume, rapid-change manufacturing environment is a significant advantage. The FP&A will be the dedicated financial partner to the Operations and Supply Chain leadership teams, as well as the Executive team and PE sponsor. This role is crucial for linking operational pe...

Responsible for financial analysis, budgeting, forecasting, MIS reporting, general ledger, reconciliations, asset , stock management, balance sheets preperation, P&L statements. Manages audits, resolves discrepancies, compliance issues, tax returns. Required Candidate profile Preparing Central, state, local, and special tax returns. Working knowledge of tax laws lie GST, TDS, Personal Income Tax, Corporate Tax. Working knowledge of PF & ESI, Payroll

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 cash flow planning, reconciliations, budgeting & MIS etc. You should prepare file - related information, the more in - depth, the manage handle things like deadlines. You should be able to recommend best practices that ensures timely analysis, 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 - Preparation of Monthly MIS, Reporting, Audit Schedules - analyzing and preparing rationale for variances. - Cash flow Planning to effect all payments on time for projects. - Annual Budgeting exercise - Reconciliati...

Job Title: Project Officer (Monitoring) Location: New Delhi Salary Range: ?1518 LPA Minimum Qualification: Full-time regular Master's degree in a relevant discipline / MBA / M.Tech or an equivalent qualification from a recognized university or institution. Minimum Experience: Minimum 8 years of relevant professional experience in project management, monitoring, and evaluation (M&E) functions, including at least 3 years of experience working with Central Government, State Government, or related Government Departments / Agencies . Key Responsibilities & Skills Required: Provide overall leadership and coordination for monitoring activities, ensuring projects are implemented as per defined objec...