2259 Financial Planning Jobs - Page 18

This role requires a fund-raising professional who has raised at least 100 crores of funds in their career. Please do not apply if you have not raised at least 100 crores of funds. The responsibilities include: 1) Understanding the organization to represent it appropriately to investors 2) Reach out to potential investors to pitch to them 3) Create the collateral that will be presented 4) Identify potential investors 5) Streamline the finance department 6) Provide strategic recommendations to the management to make the organization more attractive to investors 7) Regularly update the forecasts, valuations and presentations.

Financial Planning: Prepare monthly Forecasts & Actuals as well as annual Budgets on various P&L as well as other KPIs lines, followed by system upload and checks. Financial Reporting: Prepare and distribute regular financial reports, dashboards, and commentaries to management, highlighting key performance metrics and trends (variance vs. Budget / Forecast; YoY or sequential evolution; relational ratios, Business Mix etc.) Financial Analyses: Conduct variance analysis between actual results/latest forecast and budget/previous forecast and provide explanations for key variances. Provide analytical support to management for strategic initiatives and operational improvements. Data Management: Ensure accuracy and integrity of financial data through validation and reconciliation processes. Event Support: Support other events like Business Reviews, 3 Year Plans OR any other ad-hoc requirements to address specific business questions or challenges. Cross-functional Collaboration: Interact & collaborate with different upstream & downstream teams within Finance as well as other functions like Sales, Operations, HR, etc., for various data inputs, clarifications as well as reconciliations. Governance and Compliance: Ensure adherence to internal controls & other governance aspects (like updated SOPs, validation checks in reports). Transformation: Drive Process improvements, Digitization & Automation to improve efficiency & value-added offerings to stakeholders. Stakeholder Engagement: Engage with stakeholders to reflect on different aspects of Delivery as well as People topics, set expectation & future planning. Works in the area of Software Engineering, which encompasses the development, maintenance and optimization of software solutions/applications.1. Applies scientific methods to analyse and solve software engineering problems.2. He/she is responsible for the development and application of software engineering practice and knowledge, in research, design, development and maintenance.3. His/her work requires the exercise of original thought and judgement and the ability to supervise the technical and administrative work of other software engineers.4. The software engineer builds skills and expertise of his/her software engineering discipline to reach standard software engineer skills expectations for the applicable role, as defined in Professional Communities.5. The software engineer collaborates and acts as team player with other software engineers and stakeholders. Professional Skills Strong working knowledge of accounting concepts as well as Reporting & Analytics techniques. Working knowledge of Financial Processes & financial statements. Understanding of P&L and various KPI levers impacting P&L. Hands-on experience with Microsoft Office tools, specifically MS Excel, MS PowerPoint. Experience of working in a large-scale ERP like Oracle, SAP, HFM is preferred. Understanding Internal Control Principles and Processes is preferred. Experience of working in Service industry or IT industry Data Analytics & Visualization as well as Data Story telling skills is preferred. Skills (competencies) Verbal Communication

Unique and exciting opportunity to work with a worldwide leader in Media & Entertainment. Based in Orlando, US this premier entertainment company has operations around the globe and creates, distributes, markets and licenses all forms of entertainment from feature films to television, home video/DVD, international cinema, and broadcasting. In this key role you will be responsible for ensuring the accuracy of Financials of R2R/A2R/Tax processes being performed out of the delivery centre. You will be required to interface directly with the customer on the financial reporting. Primary Function: - This position is required to do a detailed review of work performed on the Financial Statements, including the Balance Sheet, Trial Balance, cause of change, account reconciliations, Material Journals, and Reporting before it is reviewed by client. Also to oversee the A2R and Tax functions Review of existing control mechanism and identifying better controls to ensure quality output to client. Primary Skills List the essential functions (i.e. key responsibilities with expected end results) which must be accomplished in order to fulfill the purpose of your position as described above. Responsible for Close Processes across the delivery centre for the accuracy of financial statements Responsible for Trial Balance and Balance Sheet reviews Responsible for Preparing and Reviewing Monthly, Quarterly and Annual reporting package of the financials Responsible for SOX compliance, carrying out the Audit and ensuring that the internal controls are working Responsible for the Cause of Change analysis with comments on the reasons for the changes Responsible for enforcing the accounting policy across the business and legal entities, any exception to be approved by the controller Working closely with the client on preparation of management rep letter Working closely with the Internal and External auditors on audit related queries Responsible for approving material items (journals and reports) Managing the team of legal entity controllers to ensure that the quality of deliverables is high from the delivery centre Train and manage the team of controllers on latest accounting and policy updates, also train the delivery team on certain updates impacting the processes being performed Driving controllership as a function in the delivery centre. Working closely with the client controllers on process related issues and being the first point of contact to address any escalations. Provide excellent service to customers of the delivery Centre and ensure high level of customer satisfaction. Works with other engagements on initiatives pertaining to Record to Report and controllership function. Secondary Skills Qualified Chartered Accountant/ CPA/ Management Accountant Prior experience working on US customer, exposure to US GAAP Strong accounting and controllership knowledge Strong Quality audit/ review skills especially with complex engagements. Good Analytical & Problem-solving skills apart from an understanding of business numbers and accounting Critical thinking is a must Excellent communication skills, both verbal and written English. Ability to speak to Senior Management team at the client side Flexible about work content, timings and location. Proficient in the use of desktop and workflow management tools. General knowledge of SAP/R3 applications. 15+ years of R2R/GL experience

Unique and exciting opportunity to work with a worldwide leader in Media & Entertainment. Based in Orlando, US this premier entertainment company has operations around the globe and creates, distributes, markets and licenses all forms of entertainment from feature films to television, home video/DVD, international cinema, and broadcasting. In this key role you will be responsible for ensuring the accuracy of Financials of R2R/A2R/Tax processes being performed out of the delivery centre. You will be required to interface directly with the customer on the financial reporting. Primary Function: - This position is required to do a detailed review of work performed on the Financial Statements, including the Balance Sheet, Trial Balance, cause of change, account reconciliations, Material Journals, and Reporting before it is reviewed by client. Also to oversee the A2R and Tax functions Review of existing control mechanism and identifying better controls to ensure quality output to client. Primary Skills List the essential functions (i.e. key responsibilities with expected end results) which must be accomplished in order to fulfill the purpose of your position as described above. Responsible for Close Processes across the delivery centre for the accuracy of financial statements Responsible for Trial Balance and Balance Sheet reviews Responsible for Preparing and Reviewing Monthly, Quarterly and Annual reporting package of the financials Responsible for SOX compliance, carrying out the Audit and ensuring that the internal controls are working Responsible for the Cause of Change analysis with comments on the reasons for the changes Responsible for enforcing the accounting policy across the business and legal entities, any exception to be approved by the controller Working closely with the client on preparation of management rep letter Working closely with the Internal and External auditors on audit related queries Responsible for approving material items (journals and reports) Managing the team of legal entity controllers to ensure that the quality of deliverables is high from the delivery centre Train and manage the team of controllers on latest accounting and policy updates, also train the delivery team on certain updates impacting the processes being performed Driving controllership as a function in the delivery centre. Working closely with the client controllers on process related issues and being the first point of contact to address any escalations. Provide excellent service to customers of the delivery Centre and ensure high level of customer satisfaction. Works with other engagements on initiatives pertaining to Record to Report and controllership function Secondary Skills Experience Requirements: - Qualified Chartered Accountant/ CPA/ Management Accountant Prior experience working on US customer, exposure to US GAAP Strong accounting and controllership knowledge Strong Quality audit/ review skills especially with complex engagements. Good Analytical & Problem-solving skills apart from an understanding of business numbers and accounting Critical thinking is a must Excellent communication skills, both verbal and written English. Ability to speak to Senior Management team at the client side Flexible about work content, timings and location. Proficient in the use of desktop and workflow management tools. General knowledge of SAP/R3 applications. 15-18 years of R2R/GL and Tax experience Key accountabilities and responsibilities include: o Delivery management o Client satisfaction o Client relationship (at a Delivery level) o Account business planning and strategy o Financial performance o Transformation & Industrialised Innovation o Supporting Growth o Contract Compliance Acts as a single point of contact for the client organization in troubleshooting and resolving all issues arising from delivery-related account activities. Understands what it takes to manage a business and uses the insights to gain better understanding of a clients need and to position the right CG offerings in conjunction with the Practice to bring value to the client Ensure implementation of best practices in the areas of People, Process, Technology and Controls in conjunction with the Practice Teams (Process and Technology). Working closely with the Practice teams to deliver all Transformation & Innovation projects as agreed. Working closely with the Practice & Practice Delivery team to arrive at new opportunities for better efficiency to the client using Capgeminis ESOAR methodology underpinned by 5 Senses of Intelligent Automation. Working closely with the Practice and Practice delivery teams to implement relevant Technology platforms as well drive RPA Adoption across the processes Manages contractual re-negotiations to protect business interests while at the same time maintaining customer satisfaction Manage the talent pipeline within the team in conjunction with the Practice to ensure organisation resilience on a short, medium, and long- term basis. Support Account Development

Financial Planning: Prepare monthly Forecasts & Actuals as well as annual Budgets on various P&L as well as other KPIs lines, followed by system upload and checks. Financial Reporting: Prepare and distribute regular financial reports, dashboards, and commentaries to management, highlighting key performance metrics and trends (variance vs. Budget / Forecast; sequential evolution; relational ratios, Business Mix etc.) Financial Analyses: Conduct variance analysis between actual results/latest forecast and budget/previous forecast and provide explanations for key variances. Provide analytical support to management for strategic initiatives and operational improvements. Data Management: Ensure accuracy and integrity of financial data through validation and reconciliation processes. Event Support: Support other events like Business Reviews, 3 Year Plans OR any other ad-hoc requirements to address specific business questions or challenges. Cross-functional Collaboration: Interact & collaborate with different upstream & downstream teams within Finance as well as other functions like Sales, Operations, HR, etc., for various data inputs, clarifications as well as reconciliations. Governance and Compliance: Ensure adherence to internal controls & other governance aspects (like updated SOPs, validation checks in reports) Primary Skills 1 to 4 years of core experience in Finance Planning & Analysis (FP&A) Budgeting, Forecasting, Variance Analysis, P&L management Basic knowledge of Financial Processes & financial statements Basic understanding of P&L and various KPI levers impacting P&L Good working knowledge of Microsoft Office tools, specifically MS Excel, MS PowerPoint Willing to work in UK/ afternoon shift (IST 12pm to 9.30pm) Secondary Skills Excellent communication, articulation & presentation skills. Growth mindset & problem-solving attitude. Pro-active & flexible approach - adaptive to work with different scenarios & people.

Key Responsibilities - Responsibility and full ownership of financial statements, company audits, compliance, and bank relationships for the group - Responsible for financial planning, budgeting, forecasting and analysis - Ensuring smooth execution of accounting and finance operations on a day to day basis. - Support business development activities to drive business growth and provide sound advice on accounting impact of acquisitions and divestments activities. - Monthly on-time accounting closures for MIS preparation - MIS preparation; and managing & providing details for internal, tax and statutory audits for the same - Ensuring tax (Direct and indirect) compliance at all times - Oversee Accounts Payable and Accounts Receivable - Track the company''s financial status and performance to identify areas for potential improvement - Help drive process improvement and efficiency across finance processes - Keeping a close track on regulatory developments impacting the industry and company and ensuring adherence to the same - Build and maintain healthy working relationship with the consultants - Oversee the performance of team members (3 in nos.) Qualifications - Qualified Chartered Accountant - Excellent Accounting skills - Proficiency in Indian GAAP - Prior experience in services industry (financial services preferable) Skills - Team player - Self driven - Good analytical skills - Flexible to adapt to changing environment -5 day working (work from office)

The Business Intelligence Analyst for Client Acquisition plays a crucial role in driving our firm's growth by leveraging data analytics and business intelligence to identify, evaluate, and engage potential clients. This position demands a blend of analytical prowess, innovative thinking, and strategic outreach capabilities. Key Responsibilities: - Data Analysis and Insight Generation: Analyze market trends, client data, and competitive landscapes to identify opportunities for client acquisition and business growth. - Strategic Planning: Collaborate with the client acquisition and marketing teams to develop data-driven strategies for targeted outreach, campaigns, and events aimed at attracting new clients. - Client Segmentation and Targeting: Utilize advanced analytics to segment potential clients based on various criteria, including financial potential, investment preferences, and risk profiles. - Reporting and Performance Monitoring: Create regular reports detailing the outcomes of client acquisition efforts, highlighting successes, areas for improvement, and recommendations for future strategies. - Collaboration and Communication: Work closely with cross-functional teams, including marketing, sales, and product development, to ensure alignment on client acquisition objectives and strategies. - Market Research: Conduct comprehensive market research to understand client needs, industry trends, and emerging opportunities. - Technology Utilization: Leverage the latest in analytics and CRM tools to enhance the effectiveness of client acquisition strategies.

Key Responsibilities: Prepare and maintain accurate financial records, including ledgers, balance sheets, and profit-and-loss statements. Handle accounts payable and receivable processes, ensuring timely payments and collections. Reconcile bank statements and resolve discrepancies promptly. Prepare and submit tax filings, including GST, TDS, and income tax returns. Conduct regular audits to ensure compliance with internal controls and statutory regulations. Assist in budgeting and forecasting to support financial planning. Collaborate with management to prepare financial reports and analyze financial data. Monitor and ensure compliance with accounting standards and company policies. Manage payroll processing and employee expense reimbursements. Liaise with external auditors, banks, and regulatory authorities as needed.

Key Responsibilities: - Lead the execution of M&A, equity financing, and other strategic advisory services within the sector. - Build and maintain strong client relationships, acting as a trusted advisor to senior executives and decision-makers. - Develop and execute business development strategies to expand the firm's presence and services in targeted sectors. - Oversee the creation of financial models, valuation analyses, and client presentations, ensuring accuracy and strategic alignment. - Mentor and develop team members, fostering a culture of excellence, collaboration, and continuous learning. - Collaborate with other departments and teams to cross-sell services and provide comprehensive solutions to clients. - Stay abreast of industry trends, regulatory changes, and competitive landscape to inform strategic decisions and advisory services. Qualifications: - Minimum of 7+ years of investment banking experience. - Demonstrated success in leading and closing transactions, with a robust network of industry contacts. - Strong leadership skills and experience managing teams in a high-pressure, fast-paced environment. - Exceptional financial modeling, analytical, and problem-solving skills.

Responsibilities: 1. Assist in the preparation of financial statements, reports, and budgets. 2. Analyze financial data and trends to provide insights and recommendations to management. 3. Support the month-end and year-end close processes, ensuring accuracy and compliance with accounting standards. 4. Coordinate with internal departments to gather financial information and ensure alignment with organizational goals. 5. Assist in developing financial models and forecasts to guide strategic decision-making. 6. Review and reconcile accounts, identifying discrepancies and resolving issues in a timely manner. 7. Assist in implementing financial policies, procedures, and controls to ensure compliance with regulations and best practices. 8. Collaborate with auditors and regulatory agencies during audits and examinations. 9. Provide support and guidance to finance team members, fostering a collaborative and productive work environment. 10. Stay updated on industry trends, regulations, and best practices in finance and accounting. Requirements: 1. Master's degree in Finance, Accounting, or related field; MCom is preferred. 2. Proven experience (5 years) in finance, accounting, or related field, preferably in a managerial or supervisory role. 3. Strong understanding of financial principles, regulations, and best practices. 4. Proficiency in financial software and Microsoft Excel; experience with ERP systems is a plus. 5. Excellent analytical skills with the ability to interpret complex financial data. 6. Exceptional attention to detail and accuracy in financial reporting and analysis. 7. Effective communication and interpersonal skills, with the ability to collaborate across departments. 8. Ability to prioritize tasks and work efficiently in a fast-paced environment. 9. Strong problem-solving skills with the ability to think strategically and propose practical solutions. 10. Commitment to integrity, ethics, and professionalism in financial management.

Key Responsibilities - Responsibility and full ownership of financial statements, company audits, compliance, and bank relationships for the group - Responsible for financial planning, budgeting, forecasting and analysis - Ensuring smooth execution of accounting and finance operations on a day to day basis. - Support business development activities to drive business growth and provide sound advice on accounting impact of acquisitions and divestments activities. - Monthly on-time accounting closures for MIS preparation - MIS preparation; and managing & providing details for internal, tax and statutory audits for the same - Ensuring tax (Direct and indirect) compliance at all times - Oversee Accounts Payable and Accounts Receivable - Track the company''s financial status and performance to identify areas for potential improvement - Help drive process improvement and efficiency across finance processes - Keeping a close track on regulatory developments impacting the industry and company and ensuring adherence to the same - Build and maintain healthy working relationship with the consultants - Oversee the performance of team members (3 in nos.) Qualifications - Qualified Chartered Accountant - Excellent Accounting skills - Proficiency in Indian GAAP - Prior experience in services industry (financial services preferable) Skills - Team player - Self driven - Good analytical skills - Flexible to adapt to changing environment

Key Responsibilities: - Lead the execution of M&A, equity financing, and other strategic advisory services within the sector. - Build and maintain strong client relationships, acting as a trusted advisor to senior executives and decision-makers. - Develop and execute business development strategies to expand the firm's presence and services in targeted sectors. - Oversee the creation of financial models, valuation analyses, and client presentations, ensuring accuracy and strategic alignment. - Mentor and develop team members, fostering a culture of excellence, collaboration, and continuous learning. - Collaborate with other departments and teams to cross-sell services and provide comprehensive solutions to clients. - Stay abreast of industry trends, regulatory changes, and competitive landscape to inform strategic decisions and advisory services. Qualifications: - Minimum of 12+ years of investment banking experience. - Demonstrated success in leading and closing transactions, with a robust network of industry contacts. - Strong leadership skills and experience managing teams in a high-pressure, fast-paced environment. - Exceptional financial modeling, analytical, and problem-solving skills.

- Provide support in regulatory reporting and documentation. - Assist in developing and delivering compliance training programs for employees. - Collaborate with different departments to ensure compliance with anti-money laundering (AML), Know Your Customer (KYC), and other regulatory requirements. - Maintain accurate records and documentation related to compliance activities. - Stay updated with industry trends and best practices in compliance. Requirements: - Qualified Company Secretary with a valid membership. - Minimum of 2 years of experience in compliance, legal, or regulatory roles in the financial services industry, preferably in an investment bank. - Strong understanding of relevant laws, regulations, and industry standards. - Excellent analytical skills with the ability to interpret complex regulations. - Detail-oriented and organized approach to work. - Strong communication and interpersonal skills. - Ability to work effectively in a fast-paced and dynamic environment. Benefits: - Competitive salary and benefits package. - Opportunities for professional growth and development. - Exposure to diverse compliance challenges in the financial services sector. - Collaborative and supportive work environment.

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA. Location - Delhi, Nasik, Coimbatore,Hyderabad,Aurangabad,Kochi.

Locations: Mumbai, Pune, Nasik & Ahmedabad. Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness - Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling - Formulate outbound and inbound sales plans to acquire new HNI Clients to increase customer base of the portfolio - Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile - To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: - Ability to use & analyze data tools related to wealth products - Benchmarking Peers/ Execution on Key Initiatives/Management - Discussion/ MIS Review - Maintaining external network i.e. maintaining contact with the customers - Attitude to service clients by providing them with smooth and superior service delivery - Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization - Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills - Decision-making skills with a strong sense of ownership and ability to work under pressure - Ensure compliance with key regulatory and organization-level requirements - Our commitment to Diversity, Equity and Inclusion - The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work Experience: - 5 to 15 years relevant experience in Investment Advisory Wealth management - MBA CA or equivalent from a premium institute - Relevant certifications Desired Knowledge Skills: - Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations - Ability to think and execute strategically, prioritize and resolve complex problems - Detail-oriented with superior organizational and time management skills, including delegation of work - Team player with the ability to collaborate with others - Ability and interest to work in a fast-paced, evolving environment

Key Responsibilities of the role holder: A fantastic opportunity has arisen for an ambitious and experienced professional to jump start business development and client acquisition for our Client. In this key role, the incumbent will act as an experienced and trusted representative of our Client to its clients and deliver a range of bespoke services to high profile and successful HNWs and UHNWs through meaningful Product differentiation and Advisory services. Key responsibilities include: - Use financial acumen and investment expertise to review a client''s information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients'' portfolios. - Focus on business development and achieve growth in relationship value, revenues & improve client stickiness - Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling - Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio - Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile - To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: - Ability to use & analyse data tools related to wealth products - Benchmarking Peers/ Execution on Key Initiatives/Management - Discussion/ MIS Review - Maintaining external network i.e. to maintain contact with the customers - Attitude to service clients by providing them smooth and superior service delivery - Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization - Aptitude towards delivering high quality customer service with good organizational and interpersonal skills - Decision making skills with strong sense of ownership and ability to work under pressure - Ensure compliance with key regulatory and organization level requirements Our commitment to Diversity, Equity and Inclusion The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work experience: - 08-18 years Relevant experience in Investment Advisory Wealth management - MBA CA or equivalent from a premium institute - Relevant certifications Desired Knowledge Skills: - Strong industry and product knowledge, including understanding of applicable compliance rules and regulations - Ability to think and execute strategically, prioritize and resolve complex problems - Detail-oriented with superior organizational and time management skills, including delegation of work - Team player with the ability to collaborate with others - Ability and interest to work in a fast-paced, evolving environment

Key Responsibilities: - Lead the execution of M&A, equity financing, and other strategic advisory services within the sector. - Build and maintain strong client relationships, acting as a trusted advisor to senior executives and decision-makers. - Develop and execute business development strategies to expand the firm's presence and services in targeted sectors. - Oversee the creation of financial models, valuation analyses, and client presentations, ensuring accuracy and strategic alignment. - Mentor and develop team members, fostering a culture of excellence, collaboration, and continuous learning. - Collaborate with other departments and teams to cross-sell services and provide comprehensive solutions to clients. - Stay abreast of industry trends, regulatory changes, and competitive landscape to inform strategic decisions and advisory services. Qualifications: - Minimum of 7+ years of investment banking experience. - Demonstrated success in leading and closing transactions, with a robust network of industry contacts. - Strong leadership skills and experience managing teams in a high-pressure, fast-paced environment. - Exceptional financial modeling, analytical, and problem-solving skills.

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA. Location - Delhi, Nasik, Coimbatore,Hyderabad,Aurangabad,Kochi.

Experience: 7 plus years of Investment Banking experience in the relevant sector Deal closure experience is must. Qualifications/Requirements: - MBA CA - Strong financial modelling skills and maturity to understand critical deal terms. - Experience at an investment bank with solid transaction experience across a range of transaction types who can independently lead transaction execution including investor reach out and pitches, negotiation of terms working with vendors, and advising and finalizing definitive documents and closing. - Deal closure experience. - Demonstrated experience in managing day-to day aspects of client relationships and transactions with superior attention to detail and quality deliverables. - Develop valuation for complex transactions across a variety of sectors. - Impeccable research, quantitative and analytical skills, especially in explaining market events. - Ability to independently lead sector coverage and garner new business. The candidate will need to develop deep understanding of the sectors we work. - Monitor & mentor junior teammates and ensure their growth within their roles. - Manage execution of transactions by coordinating diligence and presentations across multiple stakeholders. - Demonstrated experience in managing day-to-day aspects of client relationships and transactions with superior attention to detail and quality deliverables. - Strong networking with VC & PE ecosystem in India & overseas. - Strong communication skills and ability to work with tight deadlines. - Willingness to travel .

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA. Location - Delhi, Nasik, Coimbatore,Hyderabad,Aurangabad,Kochi.

Qualifications/Requirements : - MBA/CA - Minimum one deal closure experience. - Strong financial modelling skills and maturity to understand critical deal terms. - experience at an investment bank solid transaction experience across a range of transaction types. - Develop valuation for complex transactions . - Impeccable research, quantitative and analytical skills, especially in explaining market events. - Demonstrated experience in managing day-to-day aspects of client relationships and transactions with superior attention to detail and quality deliverables. - Experience with networking with VC & PE ecosystem in India & overseas. - Strong communication skills and ability to work with tight deadlines. - Willingness to travel

Key Responsibilities: - Lead the execution of M&A, equity financing, and other strategic advisory services within the sector. - Build and maintain strong client relationships, acting as a trusted advisor to senior executives and decision-makers. - Develop and execute business development strategies to expand the firm's presence and services in targeted sectors. - Oversee the creation of financial models, valuation analyses, and client presentations, ensuring accuracy and strategic alignment. - Mentor and develop team members, fostering a culture of excellence, collaboration, and continuous learning. - Collaborate with other departments and teams to cross-sell services and provide comprehensive solutions to clients. - Stay abreast of industry trends, regulatory changes, and competitive landscape to inform strategic decisions and advisory services. Qualifications: - Minimum of 7+ years of investment banking experience. - Demonstrated success in leading and closing transactions, with a robust network of industry contacts. - Strong leadership skills and experience managing teams in a high-pressure, fast-paced environment. - Exceptional financial modeling, analytical, and problem-solving skills.

Responsibilities: 1. Assist in the preparation of financial statements, reports, and budgets. 2. Analyze financial data and trends to provide insights and recommendations to management. 3. Support the month-end and year-end close processes, ensuring accuracy and compliance with accounting standards. 4. Coordinate with internal departments to gather financial information and ensure alignment with organizational goals. 5. Assist in developing financial models and forecasts to guide strategic decision-making. 6. Review and reconcile accounts, identifying discrepancies and resolving issues in a timely manner. 7. Assist in implementing financial policies, procedures, and controls to ensure compliance with regulations and best practices. 8. Collaborate with auditors and regulatory agencies during audits and examinations. 9. Provide support and guidance to finance team members, fostering a collaborative and productive work environment. 10. Stay updated on industry trends, regulations, and best practices in finance and accounting. Requirements: 1. Master's degree in Finance, Accounting, or related field; MCom is preferred. 2. Proven experience (5 years) in finance, accounting, or related field, preferably in a managerial or supervisory role. 3. Strong understanding of financial principles, regulations, and best practices. 4. Proficiency in financial software and Microsoft Excel; experience with ERP systems is a plus. 5. Excellent analytical skills with the ability to interpret complex financial data. 6. Exceptional attention to detail and accuracy in financial reporting and analysis. 7. Effective communication and interpersonal skills, with the ability to collaborate across departments. 8. Ability to prioritize tasks and work efficiently in a fast-paced environment. 9. Strong problem-solving skills with the ability to think strategically and propose practical solutions. 10. Commitment to integrity, ethics, and professionalism in financial management. Full-time work from an office, 6days working

Looking for a CA who will play a crucial role in ensuring compliance, maintaining robust internal controls, and supporting business growth with timely financial insights. We're looking for a highly motivated CA to join our team and contribute

We are Adnet Global - a flagship Media Services Company of the Advani Group of Companies. Adnet Global was founded in 2004 to partner with global media companies in the digitization, restoration, and discoverability of their visual analog libraries. Our passion for the visual is embedded in every area of our business, thanks to the talent and creativity of our people. By leveraging technology and offering services for the unmet needs of many of our Fortune 500 clients, we have become a global leader in the fast-moving world of visual content and storytelling. Job Overview: We are seeking a highly skilled Financial Planning & Analysis (FP&A) candidate to join our dynamic finance team. The incumbent will be responsible for budgeting, forecasting, management reporting, and financial analysis, including financial modeling and pricing. This role requires a deep understanding of financial statements, strong analytical skills, and the ability to communicate effectively with stakeholders. Key Responsibilities: 1.Financial Planning & Analysis: Develop, monitor, and maintain the company's annual budget and financial forecasts. Track and report on budget variances, providing actionable insights to management. Conduct in-depth financial analysis to support strategic decision-making. 2. Management Reporting: Prepare and analyze financial statements, including profit and loss (P&L) reports. Generate detailed variance analysis reports and present findings to senior management. Create and maintain financial models to support various business initiatives. 3. Financial Analysis: Perform ratio analysis, trend analysis, and cost-benefit analysis to evaluate business performance. Provide recommendations based on financial data to improve profitability and efficiency. 4. Pricing: Develop and maintain a comprehensive pricing matrix for the companys services. Collaborate with cross-functional teams to assess pricing strategies and their impact on the business. 5. Financial Modeling: Build, maintain, and update financial models to support business planning and scenario analysis. Use financial models to simulate various business scenarios and predict future financial outcomes Note: This job description outlines the primary duties and responsibilities associated with this position, but additional tasks may be assigned as needed to support the organization's goals and objectives. Key Skills & Qualifications: Bachelors degree in finance, Accounting. MBA or relevant certification is a plus. Strong understanding of financial statements and accounting principles. Proficient in financial modeling and Excel, with experience in building complex financial models. Knowledge of various pricing methods and the ability to develop pricing matrices. Strong analytical skills with the ability to perform ratio analysis, trend analysis, and cost-benefit analysis. Excellent communication skills with the ability to convey financial information to non-financial stakeholders. Ability to work independently and manage multiple tasks in a fast-paced environment. Experience: Minimum 10 years of experience in financial planning and analysis, management reporting, or related fields. Proven experience in budgeting, forecasting, and financial modeling. Prior experience in developing and implementing pricing strategies is highly desirable.