4682 Financial Planning Jobs - Page 2

As a Sales Operations Analyst specializing in Supply Planning and Demand Planning, you will play a crucial role in transforming sales into a future-ready and digital B2B revenue engine. Your responsibilities will include providing backend support for sales operations, including license, training, pricing, budgeting, and negotiation. You will equip sales teams with the necessary content, training, and data to drive sales activities effectively. To excel in this role, you should have at least 2 years of experience in demand planning, supply chain, or sales operations. Proficiency in forecasting tools such as SAP IBP, Oracle Demantra, and Kinaxis is essential. Additionally, you should be adept in using Excel, Power BI, and ERP systems like SAP and Oracle. Experience with Sales & Operations Planning (S&OP) processes and cross-functional collaboration will be beneficial. Strong analytical, leadership, and communication skills are also required. Your primary responsibility will be to lead the end-to-end demand and supply planning process, ensuring product availability, optimizing inventory levels, and aligning supply with market demand. This will involve close collaboration with various departments including Sales, Marketing, Finance, and Operations. It is essential that you have experience with Integrated Business Planning (IBP) platforms such as SAP IBP and Kinaxis RapidResponse. Knowledge of advanced forecasting techniques like machine learning and regression models will be an advantage. Familiarity with inventory optimization, network planning, global trade compliance, logistics, and distribution models is crucial. Experience in change management, process transformation, and digital supply chain technologies like IoT, blockchain, and digital twins will set you apart. Furthermore, a strong understanding of financial planning and budgeting in the context of supply chain operations is necessary. Experience working with contract manufacturers, vendors, and third-party logistics providers, as well as familiarity with scenario planning and risk mitigation strategies, will be highly valued. Holding certifications such as APICS CPIM/CSCP, SCOR-P, Lean Six Sigma, or PMP will be a plus for this role.,

As the Strategic Financial Planning and Analysis lead at our organization, you will be responsible for spearheading the development of annual business plans for designated CRISIL businesses. Your key focus will be on driving strategic growth and profitability through meticulous planning and analysis. You will play a crucial role in developing and maintaining monthly rolling forecasts for multiple business units. Your attention to detail will ensure accurate and timely financial projections, enabling the organization to make informed decisions based on reliable data. Collaboration with senior management is vital in this role, as you will be tasked with preparing quarterly and annual board presentations. Your ability to provide insightful financial analysis and recommendations will be instrumental in shaping the strategic direction of the business. Designing and implementing Key Performance Indicators (KPIs) to measure business performance will be part of your responsibilities. Tracking progress and identifying areas for improvement will help in enhancing overall business efficiency and effectiveness. Analyzing financial data in multiple currencies will be a key aspect of your role. Understanding the impact of foreign exchange movements on business performance will enable you to provide valuable insights to the management team. Your strong analytical skills will be put to good use in identifying trends, drivers, and opportunities within the business. Developing actionable insights to inform key business decisions will be essential in driving the organization towards its goals. Effective communication of complex financial information to non-financial stakeholders will be another crucial aspect of your role. Presenting data in a clear and concise manner will ensure that all stakeholders have a thorough understanding of the financial landscape. Building strong partnerships with business leaders and stakeholders will be essential. Providing proactive support in business planning, forecasting, and decision-making will help in aligning financial goals with overall business objectives. Ensuring timely and accurate financial information is provided to management will be a priority. This will enable data-driven decision-making and drive positive business outcomes. Driving process automation initiatives within the finance function will be part of your mandate. Improving efficiency and reducing manual errors through automation will help in streamlining financial processes. Overall, your role will be critical in ensuring the accurate and timely preparation, analysis, and upload of monthly operating results and estimates into the global financial system. Your dedication to excellence and attention to detail will be key in driving the financial success of the organization.,

As a Senior Officer in the DSF department at our Kurukshetra location, your primary responsibility will be to provide direct customer service and sales to our existing MLI customers by focusing on relationship building. You will be working closely with the Branch Relationship Manager and will have access to the existing customer database known as the Book of Relations (BoR). Your key responsibilities will include: - Establishing and strengthening relationships with the allocated customer base. - Ensuring the retention of customers in your assigned Book of Relations. - Acting as a single point of contact for customers for any queries or complaints. - Identifying the financial goals of customers and providing them with financial planning assistance. - Conducting competition analysis to offer professional advice to customers. - Scheduling self-appointments daily from the provided customer database according to the campaign. In terms of sales, you will be required to focus on cross-selling and up-selling opportunities within your allocated customer base. It is essential to successfully complete licensing as per MLI standards. Your success in this role will be measured by: - Timely updating of the system (CRM Next) as per TAT adherence. - Achieving cross-sell/up-sell business goals on a monthly basis. - Resolving customer complaints and ensuring customer satisfaction. - Meeting retention targets. - Conducting at least 45 unique customer meetings per month. - Maintaining an attendance rate of over 90% of total working days. - Attaining a score of 80% or higher in the Functional Trainings provided. Key relationships in this role include internal interactions with HR, trainers, supervisors, and peers, as well as external interactions with customers. Key competencies and skills required for this position include: - Process and result orientation. - Customer centricity and relationship building. - Basic computer knowledge. - Strong communication skills in English and the regional language. Desired qualifications and experience for this role include: - 0 to 1.5 years of experience in sales of Insurance, Mutual Fund, CASA, Investments, Loans, or Real Estate. - Age bracket of 20-25 years. - Ownership of a conveyance. - Good communication skills are essential for effective performance. If you meet these requirements and are ready to take on this challenging yet rewarding role, we look forward to receiving your application.,

As a Senior Associate FP&A at Carelon Global Solutions India, you will be responsible for end-to-end accounting and reporting processes. Your primary duties will include conducting forecasting, budgeting, and variance analysis for specific towers, identifying trends, risks, and opportunities to enhance financial outcomes. You will validate purchase requisitions/purchase orders in alignment with approved budgets, guide business towers with appropriate cost center & GL account information, and generate monthly management reports on financial performance by department and region. Additionally, you will provide detailed expense reports and trends to cost center owners, facilitate financial reviews with business stakeholders, identify cost optimization opportunities, and ensure effective monitoring of financial key performance indicators. To qualify for this role, you must hold a degree in CA/MBA/ICWI from a recognized university and possess at least 4 years of experience in Financial Planning and Analysis. Strong analytical and quantitative skills, advanced proficiency in Microsoft Excel (including pivot tables, macros, VLOOKUP), experience with financial modeling and forecasting techniques, high attention to detail, accuracy, problem-solving, and critical thinking abilities are essential for success in this position. Key skills and competencies required include excellent MS Excel skills, knowledge of PowerPoint for report submissions, and familiarity with financial software such as Oracle, Oracle EPM, QuickBooks, NetSuite, data visualization tools like Tableau and Power BI, ERP systems like Oracle Fusion, Workday, Microsoft Dynamics, and productivity/automation tools including Microsoft Office Suite, Python, SQL, and OracleSQL. At Carelon Global Solutions, we offer a world of limitless opportunities to our associates, emphasizing growth, well-being, purpose, and a sense of belonging. Our culture is built on innovation, creativity, and freedom, with extensive focus on learning and development, comprehensive rewards, competitive health insurance coverage, and best-in-class amenities and workspaces. As an equal opportunity employer, we celebrate diversity and provide reasonable accommodations to empower all associates to deliver their best work. If you require accommodation due to a disability, please request the Reasonable Accommodation Request Form to ensure a supportive interview format tailored to your needs. Join us at Carelon Global Solutions India and be part of a dynamic team dedicated to simplifying healthcare operations and improving lives and communities.,

You will be responsible for driving advanced financial data analysis and analytical modeling to support key operational areas, while reinforcing robust data governance, analytical control frameworks, and strategic decision-making support across the organization. Your role will involve acquiring, structuring, analyzing, and translating complex financial and operational data sets into actionable insights to drive data-informed business strategies. Additionally, you will support the Business Unit in Advanced Analytics, Financial Planning and Analysis (FP&A), including tasks related to Planning, Reporting, scenario modeling, and Financial Analysis. Your primary responsibilities will include developing and maintaining dynamic revenue and expense models, and analytical tools to identify trends, early indicators for both risks/opportunities, and predicting performance outcomes. You will emphasize reporting on Business Unit performance, focusing on revenue and applying statistical methods to interpret underlying business drivers. You will also architect and execute data-driven analysis on the annual budget, provide regular updates through monthly and quarterly analyses like Outlook and Latest Estimates (LEs), and contribute to the 3-year Vision and Strategy Plan (VSP). Furthermore, you will support the month-end financial reporting process, including generating reports to ensure accurate closing of monthly financials and conducting in-depth financial reporting and variance analysis. You will provide operational and business insight for key metrics across multiple functional areas and deliver technical insights and analytical support across functional domains by identifying trends, correlations, and causal relationships in key business metrics. Your role will involve leading initiatives to automate data collection, optimize the design of analytics infrastructure, tools, and visualizations, and drive strategic initiatives that promote growth and operational improvements. Key Responsibilities: - Revenue Management: Evaluate and monitor revenue across product segments using advanced analytics and data modeling. Apply statistical analysis and data science techniques to assess volume trends, customer usage behavior, and market dynamics to forecast revenue and pinpoint opportunities for optimization. Collaborate with sales, product management, and finance teams to align revenue and sales goals with business strategies. - Analytical Forecasting & Planning: Develop robust forecasting models using historical patterns, vendor invoices, and volume trends; apply predictive analytics, AI/ML-based forecasting to monitor variance and how actuals are tracking to proposed forecasts. Manage and analyze the cost structure and budget for the product management function by forecasting personal costs, overseeing 3rd party spend, and identifying budget risks and opportunities using sensitivity analysis and what-if modeling. - Business Intelligence and Performance Optimization: Contribute to identifying business unit opportunities and challenges for enhanced performance. Collaborate with leaders to identify and quantify performance drivers, business models, and gaps through advanced data analytics; identify new business models and workflows, contributing to building business cases for necessary investments and strategic plans. Collaborate with sales and business leaders to drive strategic goals and benchmarks through analyzing, forecasting, and identifying risks and opportunities within the sales to revenue generation of our transactional products. Education: - Minimum: Bachelor's degree in finance, accounting, data analytics/data science, or economics. - Preferred: Master's Degree/MBA in finance, Data Science, or economics. Experience, Knowledge, and Tools: - 4 years of experience in an analytical finance, data science, or business intelligence role. - Minimum Experience/Knowledge: Finance, Data Science/Analytics, or consulting experience, including proven experience in financial and data analytics, with exposure to predictive modeling, scenario planning, and performance measurement. Ability to meet tight deadlines and deliver quality results. Preferred Knowledge: Technical Skills: - Proficiency working with large, structured and unstructured datasets. - Advanced Excel modeling (nested logic, array functions, statistical formulas). - Strong skills in querying and scripting (SQL, Python) and familiarity with data pipelines and AI/ML based forecasting. Tagetik, PowerBI, and Great Plains experience is a plus. Soft Skills: - Self-motivated, works independently, and manages deadlines. - Comfortable with ambiguity and open to potential role changes. - Strong written and verbal communication skills, able to write documents seen at the highest levels of the company. Strong grammar, spelling, and general ability to write bullets is a must.,

The Chief Financial Officer (CFO) holds the responsibility of overseeing the financial well-being of the company, which includes budgeting, forecasting, and financial reporting. This pivotal role involves active participation in strategic planning, risk management, and ensuring adherence to regulatory standards. You will be tasked with developing and executing financial strategies that align with the company's overarching business objectives. This involves analyzing market trends, business performance, and competitive landscapes to establish financial targets and strategies. Additionally, you will be responsible for formulating and supervising the implementation of both short-term and long-term financial plans. Managing, monitoring, and analyzing the company's budget and forecasts will be a crucial aspect of your role. This includes ensuring financial discipline, efficient resource allocation, and making necessary adjustments to budgets and forecasts based on variances. As the CFO, you will oversee the preparation of financial statements, reports, and other financial documents. By analyzing financial data, you will identify trends, opportunities, and potential risks, and effectively communicate the financial performance to stakeholders, including the board of directors, investors, and senior management. Identifying and evaluating financial risks such as market volatility, currency fluctuations, and credit risk will be imperative. You will develop and implement strategies to mitigate these risks and uphold the financial stability of the company. Ensuring adequate cash flow to meet operational needs and financial obligations will also fall under your purview. Regulatory compliance is a key responsibility, requiring you to ensure adherence to all relevant financial regulations and reporting requirements. Remaining informed about changes in financial regulations and implementing necessary adjustments is essential for compliance. Building and leading a proficient finance team will be part of your role, including providing guidance, support, and fostering a culture of collaboration, innovation, and continuous improvement. Embracing new technologies to enhance financial processes and decision-making, as well as leveraging data analytics and automation for improved efficiency and insights, will be crucial. Effective communication with investors, analysts, and stakeholders regarding the company's financial performance and strategy is essential. Developing strong relationships with key stakeholders will be instrumental in this role. The ideal candidate for this position should possess expertise in budgeting, forecasting, capital structuring, and aligning finance strategy with business goals. Knowledge of taxation, corporate governance, and statutory requirements is essential, along with proficiency in financial risk management, internal controls, and audit frameworks. The ability to lead multidisciplinary teams with integrity and strategic vision, understanding of operations, market dynamics, and stakeholder management, as well as clear and persuasive reporting skills are required. The qualifications and experience sought for this role include being a Qualified CA with 15-20 years of experience in reputable organizations, preferably in the ISP/Telecom industry, with a minimum of 5 years in leadership roles. This is a full-time position with health insurance benefits, requiring in-person work at the specified location.,

As the Head of Finance for Digital Energy Solutions at our organization, you will play a pivotal role in leading the financial operations of our rapidly growing business unit. Your expertise and guidance will be essential in shaping our long-term financial goals and driving performance in the dynamic Energy and Utilities sector. Your responsibilities will include defining and implementing financial strategies to support growth, innovation, and profitability. You will be leading budgeting, forecasting, and long-range financial planning efforts, as well as optimizing cost structures and enhancing financial efficiency across our digital initiatives. Additionally, timely and insightful financial reports and performance analysis will be key deliverables in this role. Collaboration will be a crucial aspect of your work, as you will partner with senior leadership, operations, technology, and commercial teams to align financial plans with our business objectives. Ensuring compliance with regulatory standards, managing financial risks, and supporting audits will also be within your purview. To be successful in this role, you should hold a CA or MBA (Finance) from a reputable institution and have a minimum of 5 years of experience in a senior finance leadership position, preferably within IT, IoT, or digital-focused organizations. Your strong commercial acumen, proficiency in financial systems and ERP tools, and data-driven decision-making skills will be highly valuable. A solid understanding of accounting standards, compliance, and risk management in emerging tech landscapes, along with excellent analytical, leadership, and stakeholder communication abilities, will set you up for success in this exciting opportunity.,

As a top company in the engineering field dedicated to achieving excellence in everything we do, we are looking for a Head of Costing to join our team in Ponneri, Chennai. In this role, you will lead our costing team, managing and analyzing costs, creating budgets, and identifying opportunities to save money. To succeed in this position, you should be a strategic thinker with strong financial skills. Your key responsibilities will include creating and implementing strategies to control costs for all projects, analyzing costs and budgets to identify savings and address financial risks, and preparing detailed cost estimates. You will work closely with senior management to develop annual budgets and financial plans, track budget performance, and report on any variances, offering solutions to rectify issues. Additionally, you will be responsible for preparing and presenting reports on costs and financial performance to management, ensuring accuracy and timeliness in all cost data reporting. In addition to managing the costing team to ensure high performance and providing training for skill improvement, you will review and enhance costing processes for improved accuracy and efficiency while maintaining compliance with industry standards and regulations. Collaboration with project managers, procurement teams, and other departments on cost-related matters will be essential, along with offering expert financial advice and strategies. To qualify for this role, you should have a CMA certification, along with 5-10 years of experience in cost control, budgeting, and financial planning. Your strong knowledge in these areas will be crucial to your success as the Head of Costing.,

You will be joining Muralidharan Dhiyanesh & Co, an esteemed Chartered Accountancy firm known for providing a wide range of financial services, including auditing, taxation, and consultancy. Our dedicated team of experienced professionals is committed to delivering customized solutions to businesses, ensuring adherence to regulations and optimizing financial efficiency. Our primary focus is on upholding excellence and ensuring client satisfaction, with the ultimate goal of becoming your dependable partner in navigating intricate financial terrains. As a Senior Account Executive in our Hosur office, your role will encompass the management of client accounts, execution of financial audits, preparation of tax returns, and provision of strategic financial guidance. Your responsibilities will extend to guaranteeing regulatory compliance, conducting financial analysis, and advising clients on their financial planning needs. Effective communication with clients and seamless collaboration with internal teams will be essential in providing top-notch service. To excel in this role, you should demonstrate proficiency in financial auditing, accounting, and taxation, along with experience in client account management and consultancy. Strong skills in financial analysis and financial planning are crucial, as well as excellent written and verbal communication abilities. The role demands the capacity to work autonomously and as part of a team, while also necessitating knowledge of regulatory compliance and financial regulations. Proficiency in accounting software and the Microsoft Office Suite is expected, in addition to holding a Bachelor's degree in Accounting, Finance, or a related field. CA certification is a mandatory requirement, and experience in the financial services industry would be advantageous.,

At EY, youll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. We're looking for a Senior Consultant with expertise in Tagetik Techno functional to join the leadership group of our Consulting Team. This is a fantastic opportunity to be part of a leading firm while being instrumental in the growth of a new service offering. Your key responsibilities include supporting client needs by delivering Tagetik consolidation or Planning modules, integrating Tagetik with multiple source systems, merging, customizing, and deploying Tagetik as per client business requirements. You should have experience working with clients throughout various parts of the implementation lifecycle, be proactive with a solution-oriented mindset, and be ready to learn new technologies for client requirements. To qualify for the role, you must have 6-9 years of relevant experience in implementation planning and consolidation modules, with 2-4 years in Tagetik products. You should have a good understanding of Tagetik functionality and setup, hands-on experience in AIH and predictive analytics, familiarity with FST definition, MDM calculations, Smart now modules, ETL, and mapping and calculations. Additionally, you should be able to develop and maintain solid knowledge on consolidations in Tagetik, design workflow and metadata in Tagetik, and provide system solutions to Tagetik issues and enhancements. Ideally, you'll also have a strong understanding of the data close process, be proficient in building and extending metadata functionalities, and be able to prioritize deliveries in conjunction with the implementation team. What we look for in candidates is the ability to drive Tagetik technical and functional assignments, and an opportunity to be a part of a market-leading, multi-disciplinary team of 10,000+ professionals. Working at EY offers support, coaching, feedback, opportunities to develop new skills, progress in your career, freedom, and flexibility to handle your role in a way that's right for you. As a global leader in assurance, tax, transaction, and consulting services, EY is dedicated to building a better working world. If you meet the criteria mentioned above, we encourage you to apply and join us in building a better working world at EY.,

As a Cluster Head at YES SECURITIES, based in Kanpur, you will play a crucial role in overseeing the sales of Yes securities Product from the Yes Bank channel. Your main objective will be to ensure the achievement of business targets by effectively managing branch staff, nurturing client relationships, devising strategies to meet financial goals, and collaborating with senior management to align branch activities with company objectives. To excel in this role, you should possess strong leadership and team management skills, along with proficiency in financial planning, analysis, and investment advisory. Excellent communication and interpersonal abilities are essential for fostering client relationships, while experience in managing a Bank branch channel and strong customer relationship management skills will be advantageous. Your strategic planning and business development competencies will be put to the test as you work towards achieving the company's objectives. With a minimum of 5 years of experience in the financial services or banking sector, a Bachelor's degree in Finance, Business Administration, or a related field is required. Possessing advanced degrees or certifications such as CFA will be considered a plus. Preference will be given to candidates with experience in Broking and Wealth Management. If you believe you are the right fit for this challenging yet rewarding role, please send your CV to 8400584442 or at siddharth.tandon@ysil.in. Join us at YES SECURITIES and be part of a team dedicated to helping clients achieve their financial goals efficiently and effectively.,

As a Chartered Accountant at Sanjay S Rathi & Co ("SSR in short"), Chartered Accountants, you will be an integral part of our leading firm with offices in Pune and Sangamner. Our firm specializes in providing comprehensive professional services such as Audit, Direct Tax Consultancy, Indirect Tax Consultancy, NRI Services, Accounting, and other Regulatory Compliances. Established by CA Sanjay Rathi in 1989, our constant endeavor is to create a premier focused professional practice that offers high-quality services and integrates value-added knowledge for our people, clients, and society as a whole. In this full-time on-site role located in Sangamner, you will be responsible for managing financial records, preparing tax returns, conducting audits, and providing financial advice. Your duties will include ensuring compliance with accounting standards and regulations, analyzing financial reports, and assisting in financial planning and budgeting. Additionally, you will work closely with clients and team members to provide financial insights and solutions. Furthermore, you will oversee the Sangamner office operations. To excel in this role, you should possess a strong knowledge of accounting principles, financial reporting, and auditing. Experience in tax preparation, financial planning, and budgeting is essential. Proficiency in accounting software and MS Office is required. Excellent analytical, problem-solving, and organizational skills are necessary, along with strong attention to detail and accuracy. Good communication and interpersonal skills are important as you will collaborate with clients and team members. The ability to work independently and as part of a team is crucial. A Chartered Accountant (CA) certification is mandatory, and experience in industry-specific accounting practices is a plus. Join our team of 4 Chartered Accountants and contribute to our mission of providing top-notch professional services while upholding the highest standards of integrity and quality.,

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

As a strategic and results-driven Project Manager with expertise in Project Management Office (PMO) leadership, you will play a crucial role in driving finance-related projects for Canada Finance. Your responsibilities will include leading cross-functional teams, defining project goals, establishing PMO governance frameworks, and managing project plans, budgets, and resource allocations. Additionally, you will facilitate workshops, monitor project health, and mentor team members to foster continuous improvement. To excel in this role, you must possess an MBA or Post Qualification degree, hold a PMP certification or equivalent, and have at least 12 years of project management experience, with a minimum of 4 years in a PMO leadership position. Your track record should demonstrate success in managing finance-related projects such as ERP implementations and financial reporting automation. Strong communication, stakeholder management, and change leadership skills are essential, along with proficiency in project management tools. Preferred qualifications include experience in a matrixed or global organization, Agile and hybrid project delivery environments, and a deep understanding of finance functions. You should have strong problem-solving and analytical skills, the ability to manage conflicts and competing priorities, and a talent for influencing without authority. Excellent verbal and written communication skills, attention to detail, and time management are also key attributes for success in this role. As the role may evolve based on business needs, flexibility to work on projects in other functional areas such as Technology, Operations, Knowledge Services, Support & Enablement is required. If you are a self-starter with a proven track record of delivering tangible results, able to work independently in a cross-cultural environment, and thrive in managing changing priorities, we encourage you to apply for this challenging and rewarding opportunity.,

As a Financial Planning and Analysis (FP &A) Assistant Manager at Cprime, you will play a crucial role in supporting Finance and the Business stakeholders within Cprime. This role is an Individual contributor role. You will be responsible for management reporting to various stakeholders including Investors. Your tasks will involve analyzing the trends of key performance indicators (KPIs), especially relating to financial metrics such as sales, expenses, and profit margin. It will be your duty to monitor KPIs and identify the cause of any unexpected variances. Additionally, you will be required to develop and continually improve budgeting, financial projections, and operating forecasts. Ad-hoc business performance reporting will also be part of your responsibilities. You will implement additional dashboard reports and control reports as needed, develop financial models, and analyze them to support strategic initiatives. Moreover, you will support the management team and Department Leaders with data-driven analysis. Qualifications and Skills required for this role include: - Overall 6+ years of experience with a minimum of 3 years in a financial planning and analyst role. - Experience in the FP&A function in the IT & consulting Industry handling management reporting. - Qualified Chartered Accountant (CA) with 6 to 8 years of experience post qualification. - First attempt CA Holders are preferred. - Must have achieved a minimum of 80% marks in both 10th and 12th grade examinations. - Advanced MS Excel knowledge and hands-on experience in Automation and data analytics. - Knowledge and experience using Power BI. - Excellent verbal and written communication skills with strong presentation skills. - Extensive knowledge of ERP systems (SAP/Oracle/Sage). In this role, you will have the opportunity to contribute significantly to the financial planning and analysis function and play an essential role in supporting the overall financial health and strategic decision-making within Cprime.,

As a Semi-Qualified Chartered Accountant or Cost Management Accountant, you are being sought after to join a reputable company in Coimbatore or Trichy with a focus on Treasury, Cash Flow, AP, AR, and Bank Reconciliation Experience. Your educational background as a Chartered Accountant (CA) Inter/Final is preferred for this role. The ideal candidate should possess a minimum of 10-15 years of experience in accounting, AR/AP, and treasury functions, with a specific emphasis on 6-9 years in cash flow and treasury management. As the General Manager of Accounts, AR/AP & Treasury, you will be responsible for a variety of key tasks. This includes leading bank and inter-company reconciliations, as well as handling global netting and consolidated reporting. You will also be tasked with managing Treasury & Cash Flow, where you will be expected to forecast accurately, manage FX hedging, stabilize outflows, and optimize working capital. Additionally, you will play a crucial role in compliance and controls, ensuring adherence to policies, accounting standards, and statutory requirements while implementing standardized AP/Treasury processes. To excel in this role, you should have a background as a Chartered Accountant (CA) Inter/Final, along with extensive experience in Accounts, AR/AP & Treasury, particularly in treasury and cash flow management. Your expertise should extend to working capital management, FX risk management, and a strong grasp of accounting principles. Proficiency in ERP systems such as Oracle/SAP, coupled with advanced Excel skills, is essential. Furthermore, experience in process standardization and financial planning will be beneficial. By joining this company, you will have the opportunity to lead the finance strategy for a group-wide portfolio, work on global-level reconciliations and treasury operations, and play a pivotal role in ensuring business stability and growth. If you believe you are the right fit for this position or know someone who fits this description, we encourage you to apply now or refer a suitable candidate. Apply now and take the next step in your career towards a rewarding opportunity in Finance!,

You will be responsible for managing financial records, conducting audits, and ensuring compliance with regulations. Your role will involve preparing financial statements, analyzing financial data, and providing insights for budgeting, forecasting, and financial planning. Attention to detail and accuracy are essential qualities for this position. You should possess strong analytical and problem-solving skills to excel in this role. A Bachelor's degree in Accounting, Finance, or a related field is required. Proficiency in Tally and Microsoft Office is also necessary for this position.,

You will be responsible for financial planning and budgeting by developing and designing effective budget models for departments and the entire company. You will prepare and manage budgets to ensure alignment with organizational goals. Additionally, you will contribute to the financial planning and forecasting process of the unit. Your role will involve financial reporting where you will submit accurate Quarterly, Half-yearly, and Annual Financials, Annual Budget, and other pre-defined reports. You will present annual budgets to senior managers for review and approval, as well as monitor and report on the financial performance of the unit. Furthermore, you will be expected to provide timely and accurate analysis of budgets and financial reports to senior management. You will also report on internal financial controls to enhance fraud risk management. In addition to the above responsibilities, you will provide support in matters of audit and other ad hoc requirements. To be successful in this role, you should have a qualification such as CA, MBA Finance, or CMA. You should have 2-6 years of overall experience in the accounting function, preferably in an FMCG setup, with at least 1 year in MIS preparation with a manufacturing unit. Your experience should include expertise in budgeting, budgetary control, budget preparation, management action, cost control, master budget, price and quantity variance, responsibility centers, and zero-based budgeting. Experience with SAP is a must, along with knowledge of GAAP and a fundamental or general understanding of financial concepts. Desired skills for this role include analytics and business reporting, financial acumen for understanding business performance and budgets, and advanced proficiency in Microsoft Excel.,

You will be joining as a Senior Business Partner with a wealth of experience ranging from 10 to 15 years. In this role at a leading NBFC located in Delhi or Kolkata, you will be responsible for serving as a trusted advisor to both existing clients and potential Wealth Management prospects. Your primary task will be to identify and capitalize on new opportunities, providing tailored financial planning assistance and asset allocation recommendations through our Investment Advisory services. By understanding and addressing the unique needs of each customer, you will play a crucial role in enhancing customer relationships and increasing the share of wallet from existing High Net Worth Individuals (HNIs). Moreover, your role will also involve acquiring new clients for the firm and expanding into new territories. Ideal candidates for this position are those with backgrounds in Private Banking and NBFC, particularly those who bring along their own portfolio of clients. The compensation package for this position is competitive and promises to be the best in the industry.,

You will play a crucial role as a Junior Accountant within our team by assisting in managing day-to-day accounting and finance tasks. Your attention to detail and motivation will be key in supporting the finance team with various responsibilities, such as data entry, financial report preparation, bank statement reconciliation, and ensuring the accuracy of financial records. Your main responsibilities will include helping in the preparation of financial statements and reports, maintaining precise financial transactions, reconciling bank statements and ledger accounts, organizing financial documents, and contributing to monthly, quarterly, and annual closings. Additionally, you will assist in budget preparation, financial planning processes, and ensure compliance with accounting standards and regulations while collaborating with other departments to facilitate financial operations. To excel in this role, you should hold a Bachelor's degree in Accounting, Finance, or a related field, along with a minimum of 2 years of relevant accounting experience. A basic understanding of accounting principles such as GAAP or IFRS is required, as well as proficiency in MS Excel and accounting software like QuickBooks, Tally, or SAP. Your strong attention to detail, organizational skills, and ability to work both independently and collaboratively will be essential. Moreover, possessing strong analytical and problem-solving skills will contribute to your success in this position. Preferred qualifications include prior internship or training experience in an accounting role, showcasing your willingness to learn and grow within the finance function. In return, we offer a competitive salary, health and wellness benefits, opportunities for professional development, and a supportive and collaborative work environment. This position is available as full-time, permanent, fresher, or internship, with a contract length of 12 months. The work location is in Bangalore, Karnataka, and requires in-person attendance. Join us and be part of our dynamic finance team, where a flexible schedule and educational support await you.,

As the Manager, Financial Planning & Analysis (FP&A), you will play a crucial role as a strategic partner to senior leadership, facilitating financial clarity and promoting quicker, more informed business decisions. Your responsibilities will involve spearheading the transformation of the organization's planning processes, resource allocation methods, and responses to a dynamic market landscape. Your leadership will be instrumental in overseeing the end-to-end planning, budgeting, and forecasting procedures, incorporating insights derived from data and fostering digital innovation within the company's financial framework. In addition to ensuring operational excellence, you will drive the evolution of the FP&A function, advocating for strategic financial endeavors, nurturing a culture of continuous enhancement, and equipping teams with the necessary tools and skills to unlock value. Through your guidance, the business will be empowered to anticipate opportunities, mitigate risks, and facilitate growth confidently. Key Responsibilities: - Lead Financial Planning Cycles: Take charge of and enhance the annual budgeting, quarterly forecasting, and long-range planning processes to align them with strategic goals. - Deliver Strategic Insights: Offer impactful financial analysis, scenario modeling, and performance metrics to guide executive decision-making and influence business outcomes significantly. - Transform FP&A Capabilities: Promote the advancement of FP&A through automation, predictive analytics, and digital tools that enhance speed, precision, and flexibility. - Drive Strategic Finance Projects: Lead cross-functional endeavors focused on cost optimization, investment prioritization, and enterprise-wide performance enhancement. - Foster Innovation & Digital Fluency: Cultivate a forward-thinking FP&A culture by advocating for the usage of advanced analytics platforms (e.g., Power BI, Tableau, Anaplan) and promoting continuous learning. - Collaborate Across the Business: Engage with key stakeholders in Operations, Commercial, and Technology to ensure that financial strategies are integrated and actionable. Qualifications And Experiences: Education & Certifications: - Bachelor's or Master's degree in Finance, Accounting, or a related field. - Possession of a professional certification such as CPA, CMA, or equivalent is highly preferred. Technical Proficiency: - Proficiency in financial systems and tools, including ERP platforms like Epicor, SAP, ORACLE, or similar. - Proficient in BI tools and advanced financial planning systems. - Advanced skills in Microsoft Excel, encompassing complex modeling and data analysis. Process & Systems Optimization: - Demonstrated capability to drive process enhancements, automation, and operational efficiencies within FP&A. - Experience in designing and implementing robust, dynamic forecasting models that incorporate scenario planning, predictive analytics, and real-time data insights. Strategic Financial Leadership: - Proven track record of enhancing decision support through data-driven financial strategies. - Ability to translate intricate financial data into clear, actionable recommendations for senior leadership.,

As a Financial Accountant, you will be responsible for preparing and analyzing financial statements to ensure accuracy and compliance. You will manage general ledger accounts and oversee timely reconciliations. Additionally, you will assist in financial planning, budgeting, and cost analysis. Tax compliance, including VAT, GST, and corporate tax filings, will also be a key part of your responsibilities. In this role, you will coordinate audits and collaborate with external auditors and regulatory bodies. Developing and implementing accounting policies and procedures to enhance efficiency will be crucial. You will also provide support during month-end and year-end close processes. This is a full-time, permanent position with benefits including health insurance and Provident Fund. The work location is in person.,

The Head of Finance and Accounting position is a full-time on-site role located in Madurai. You will be responsible for overseeing financial operations, budgeting, financial planning, and reporting. Your duties will include managing accounting functions, ensuring compliance with financial regulations, analyzing financial data to support decision-making, and leading the finance team to achieve organizational goals. To excel in this role, you should have proven experience in financial planning, budgeting, and financial reporting. A strong knowledge of accounting principles and practices is essential. Excellent analytical and problem-solving skills will be crucial for success. Experience with financial software and ERP systems is required. Additionally, you must possess strong leadership and team management skills. Excellent written and verbal communication skills are necessary for effective interaction with stakeholders. Attention to detail and a high level of accuracy in financial matters are expected. A Bachelor's degree in Finance, Accounting, or a related field is required. Professional certifications such as CPA or CFA are considered advantageous. Experience in the professional services industry is preferred for this role.,

You will be joining Lalit S Samar & Co., a distinguished Chartered Accountancy firm situated in Udaipur, Rajasthan. With a track record spanning over two decades, we have been providing top-notch financial services encompassing accounting, auditing, taxation, litigation services, and financial planning to both businesses and individuals. At our firm, our seasoned team is wholly devoted to assisting our clients in accomplishing their financial goals through tailor-made solutions. Our unwavering commitment to keeping abreast of the latest industry trends and technologies ensures exceptional outcomes for our clients. As an Article Trainee in a full-time on-site capacity based in Udaipur, your primary responsibilities will revolve around supporting accounting and bookkeeping tasks, participating in audits, preparing tax returns, and contributing to litigation and financial planning activities. This role necessitates close collaboration with senior personnel, conducting financial data research, compiling reports, and ensuring adherence to pertinent regulations and standards. Through this position, you will acquire valuable hands-on experience across a spectrum of financial and accounting functions. We are seeking individuals with the following qualifications: - Fundamental understanding of Accounting and Bookkeeping - Familiarity with Auditing principles and procedures - Proficient in the preparation of Tax Returns and associated documentation - Interest in Financial Planning and Analysis - Strong analytical prowess and adept problem-solving abilities - Meticulous attention to detail and adept time management skills - Basic proficiency in accounting software and MS Office - Exceptional written and verbal communication capabilities - Preferably, a relevant academic background or coursework in Chartered Accountancy - Eagerness to learn and thrive in a dynamic work milieu If you are looking to embark on a rewarding journey in the realm of finance and accounting, where learning opportunities abound and individual growth is nurtured, we invite you to consider joining our team at Lalit S Samar & Co.,

As a Finance Manager at our company, you will be responsible for various key aspects of financial management to support the organization's overall financial health and strategic decision-making. Your primary responsibilities will include: Financial Planning and Analysis: - Developing and monitoring budgets and forecasts for all departments. - Analyzing financial data to identify trends, assess financial performance, and make informed business decisions. - Preparing financial models and conducting cost-benefit analyses to support strategic initiatives. - Monitoring key performance indicators (KPIs) related to financial performance. Accounting and Reporting: - Maintaining the general ledger. - Preparing and analyzing financial statements (income statement, balance sheet, cash flow statement). - Ensuring compliance with all applicable accounting standards (e.g., GAAP, IFRS). - Preparing and filing tax returns (federal, state, and local). Cost Control: - Analyzing production costs and identifying opportunities for cost reduction. - Implementing cost-saving measures across all departments. - Monitoring and controlling inventory levels to minimize carrying costs. Treasury Management: - Managing cash flow and ensuring sufficient liquidity to meet operational needs. - Overseeing banking relationships and managing cash balances. - Managing debt and equity financing. Risk Management: - Identifying and assessing financial risks (e.g., credit risk, market risk, operational risk). - Implementing controls to mitigate financial risks. Internal Controls: - Implementing and maintaining strong internal controls to safeguard company assets. - Conducting regular internal audits to ensure compliance with financial policies and procedures. Qualifications: Education: Bachelor's degree in Accounting, Finance, or a related field. MBA or Master's in Finance preferred. Experience: 6+ years of experience in a finance management role within a manufacturing or industrial environment. Technical Skills: Strong understanding of accounting principles and financial reporting standards. Proficiency in using ERP systems (e.g., SAP, Oracle) and financial modeling software (e.g., Excel). Analytical Skills: Strong analytical and problem-solving skills with the ability to analyze complex financial data. Communication Skills: Excellent written and verbal communication skills. Ability to communicate financial information effectively to both financial and non-financial audiences. Other Skills: Strong organizational and time-management skills. Detail-oriented and accuracy-focused. Ability to work independently and as part of a team.,