2259 Financial Planning Jobs - Page 21

Akanksha Foundation is looking for Senior Associate - Impact & Research to join our dynamic team and embark on a rewarding career journey Assisting with the preparation of operating budgets, financial statements, and reports. Processing requisition and other business forms, checking account balances, and approving purchases. Advising other departments on best practices related to fiscal procedures. Managing account records, issuing invoices, and handling payments. Collaborating with internal departments to reconcile any accounting discrepancies. Analyzing financial data and assisting with audits, reviews, and tax preparations. Updating financial spreadsheets and reports with the latest available data. Reviewing existing financial policies and procedures to ensure regulatory compliance. Providing assistance with payroll administration.

DP World is looking for Manager - Finance - SCO to join our dynamic team and embark on a rewarding career journey Delegating responsibilities and supervising business operations Hiring, training, motivating and coaching employees as they provide attentive, efficient service to customers, assessing employee performance and providing helpful feedback and training opportunities. Resolving conflicts or complaints from customers and employees. Monitoring store activity and ensuring it is properly provisioned and staffed. Analyzing information and processes and developing more effective or efficient processes and strategies. Establishing and achieving business and profit objectives. Maintaining a clean, tidy business, ensuring that signage and displays are attractive. Generating reports and presenting information to upper-level managers or other parties. Ensuring staff members follow company policies and procedures. Other duties to ensure the overall health and success of the business.

At Lowes India, we are the enablers who help create an engaging customer experience for our nearly $90 billion home improvement business at Lowes. Our 3100+ associates work across technology, analytics, business operations, finance & accounting, product management, and shared services. We leverage new technologies and find innovative ways to ensure Lowes has a strong competitive edge in the market. Lowe s India is certified as a Great Place to Work by the Great to Place to Work Institute, India, and has been recognized as one of Economic Times Best Brands for 2020. Our Technology team supports E-commerce, Mobile, IT & Cloud Infrastructure, and Corporate Systems at Lowes India, enabling various functions such as supply chain, merchandising, distribution, corporate services, etc. The Data & Analytics teams help make data-driven decisions in merchandising, store operations, finance, and supply chain. The Business Services team builds business services capabilities across Merchandising, Marketing, Supply Chain, Store Operations, Enterprise Item Content, and Private Brands. The Finance and Accounting team manages Transaction Accounting, Customer and Inventory Accounting, Margin and Cost Accounting, Financial Planning and Analysis, Business Finance support, Tax and Enterprise Strategic Sourcing for the U.S. and Canada business. The Product Management team builds and manages tech products and solutions for our stores and online channels. And Lastly, our Shared Services team empowers other groups to do their job well. To know more about Lowe s India, visit www.lowes.co.in Job Summary: Manages Store specific Planogram building and execution with a goal to delivery quality output within prescribed timelines II. Roles & Responsibilities: Core Responsibilities: Responsible for developing store specific adjacency plans & pogs by leveraging execution guidelines Leverage data to allocate right space for right category/assortment Acquire business context to assign right category adjacencies & Pogs leveraging customer decision tree, customer insights context & presentation architecture Leverage data and context to make store/pog specific decisions with minimal guidance Deliver projects within prescribed timelines with expected level of quality Seamless interaction/communication and work closely with Project leads locally/globally Work in a team environment with focus on achieving team goals vs individual goals

Career Opportunities Position AM/ DM- Department Customer Advisory Team Reporting to Branch Relationship Management JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Assistant Manager - Customer Advisory Team 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-30 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language Career Opportunities Position AM/ DM- Department Customer Advisory Team Reporting to Branch Relationship Management

Internal Firm Services Industry/Sector Management Level Senior Associate & Summary . . At PwC, you will be part of a vibrant community of solvers that leads with trust and creates distinctive outcomes for our clients and communities. This purposeled and valuesdriven work, powered by technology in an environment that drives innovation, will enable you to make a tangible impact in the real world. We reward your contributions, support your wellbeing, and offer inclusive benefits, flexibility programmes and mentorship that will help you thrive in work and life. Together, we grow, learn, care, collaborate, and create a future of infinite experiences for each other. Learn more about us . & Summary A career in Finance, within Internal Firm Services, will provide you with the opportunity to help PwC in all aspects of our Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. You ll focus on recording and analysing financial transactions, paying and receiving invoices, maintaining financial statement ledger accounts, and preparing analysis and reconciliations of bills to detect fraud. Our Internal Tax team provides internal services related to financial services, treasury and taxation. As part of our team, you ll help the team provide a full range of taxation services to PwC related to complex financial reporting, cost management, tax planning, investment management and transaction processing. Ensuring Timely compliance with accuracy to regulatory requirements applicable to Indian entities in overseas countries, tax assessments and Statutory Audit. Developing the Tax position paper on the overseas country tax law including corporate tax, personal tax and indirect tax and other regulations like foreign exchange, immigration laws and signoff from stakeholders. Tax guidelines on country tax position ( Tax SoP) and Operations guidelines to educate the business teams to ensure tax compliances in overseas countries. Leading the discussions with tax consultants and in house Cross Border Engagement Advisor to understand the overseas tax laws. Research on tax laws of overseas countries impacting the tax positions and creating a taxable presence from corporate tax and indirect tax point of view. Leading the communication with business teams and conducting sessions to guide on tax positions to CBEA and business teams. Advising on the international tax implication on overseas contracts and transactions and guiding the business team on the potential tax implication based on the Firm s tax position. Analyse the impact on the transactions with respect to tax treaty India has with other countries, overseas country indirect tax law, other regulations like foreign exchange, immigration laws and analyse the impact of India withholding and GST. Drive tax cost efficiency with analysis of various data, leading discussions with various stakeholders to ensure zero tax leakage. Ensuring adherence to tax accounting and provision, Tax Control Framework and zero finding during internal audit. Ensuring timely update of accounting manual and process SoP. Review of various processes for overseas tax compliances and deliverables of the process. Reporting to various stakeholders on compliance status, various analytics on risk categorisation of countries. Maintaining connect with Global Mobility team for various data points and ensuring deliverable Owner of Tax Documentation and Data management. Educating various teams in finance and business to ensure compliances, tax payments and accounting and technology team for various data inputs and integration of different reports. Reviewing to ensure data quality in various reports. Leading the efficiency mapping and enhancing by standardising the process, gap analysis and enhancement of applications. Mandatory skill sets International Taxes, Foreign Tax, Cross Border Taxation, Overseas tax Preferred skill sets Tax Law, US Tax, VAT, UK tax Years of experience required 5+ years of experience Education qualification CA Education Degrees/Field of Study required Chartered Accountant Diploma Degrees/Field of Study preferred Required Skills Foreign Tax Tax Filings No

Internal Firm Services Industry/Sector Management Level Specialist & Summary At PwC, our people in finance focus on providing financial advice and strategic guidance to clients, helping them optimise their financial performance and make informed business decisions. These individuals handle financial analysis, budgeting, forecasting, and risk management. In financial operations at PwC, you will focus on managing financial processes and confirming compliance with regulations. You will handle tasks such as financial reporting, budgeting, and risk management. Why PWC At PwC, you will be part of a vibrant community of solvers that leads with trust and creates distinctive outcomes for our clients and communities. This purposeled and valuesdriven work, powered by technology in an environment that drives innovation, will enable you to make a tangible impact in the real world. We reward your contributions, support your wellbeing, and offer inclusive benefits, flexibility programmes and mentorship that will help you thrive in work and life. Together, we grow, learn, care, collaborate, and create a future of infinite experiences for each other. Learn more about us . & Summary A career in Finance, within Internal Firm Services, will provide you with the opportunity to help PwC in all aspects of our Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. You ll focus on recording and analysing financial transactions, paying and receiving invoices, maintaining financial statement ledger accounts, and preparing analysis and reconciliations of bills to detect fraud. Responsible for the daytoday activities assigned transaction processing for a specific process or group of processes with the teams. Meeting the SLA s and assigned volume on daily basis Ensuring compliances/ adherence to internal policies as per Internal Controls Understand the overall ERP system and Shared services system interfaces and processes, suggesting improvements in the existing system and processes Ensure successful delivery of the services and confirm the qualityofservice delivery Discuss operational concerns (if any) with the team leader Maintaining a good level of relationship, education, and resolution of issues Mandatory skill sets Accounts receivable, accounts payable, excel, generation of invoices. Preferred skill sets Finance, accounts Years of experience required 01 year Education qualification B.Com, BBA, MBA, M.Com, PGDM Education Degrees/Field of Study required Bachelor in Business Administration, Master of Business Administration, Bachelor of Commerce Degrees/Field of Study preferred Required Skills Accounts Payable (AP) Accepting Feedback, Accepting Feedback, Accounting Policies, Accounting Practices, Active Listening, Balance Sheet Analysis, Budgetary Management, Cash Flow Analysis, Communication, Emotional Regulation, Empathy, Escalation Management, Financial Budgeting, Financial Close Process, Financial Data Mining, Financial Forecasting, Financial Management, Financial Policy, Financial Reporting, Financial Statement Analysis, Generating Financial Reports, Inclusion, Intellectual Curiosity, Internal Controls, Key Performance Indicators (KPIs) {+ 4 more} No

Direct customer service and sales to existing MLI customers through relationship building. Exisitng customer database will be provided by company. Key responsibilities Service through relationship management Establishing and strenghthening relationship with the allocated customer base. Ensure retention of his / her allocated "Book of Relations" (existing customer database). Act as single point of contact for customers walk in / query / complaint. Identify financial goals of customers and providing financial planning assistance. Competition analysis for giving professional advice to customer. Fix self appointments every day from the given customer database as per the campaign. Sales Focus on cross sell and up sell opportunity in allocated customers and walk ins. MEASURES OF SUCCESS TAT adherence for updating system CSG Successful completion of cross sell / up sell Business goals month on month Collection of payment / premium from 91-180 days due policies Complaint Resolution / Customer satisfaction Achivement of retention targets More than 90% attendance (of total working days) Successfully score =>80% in the functional training imparted DESIRED QUALIFICATIONS AND EXPERINCE Graduate with 1-3 year experince in sales of insurance / mutual fund/ CASA/ Investment / Loan / Real estate. minimum 6 month exposure of life insurance age bracket 25-32 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & result orientation Customer centricity & relationship building Basic computer knowledge Good communication skill english and regional language JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Exisitng customer database will be provided by company. Key responsibilities Service through relationship management Establishing and strenghthening relationship with the allocated customer base. Ensure retention of his / her allocated "Book of Relations" (existing customer database). Act as single point of contact for customers walk in / query / complaint. Identify financial goals of customers and providing financial planning assistance. Competition analysis for giving professional advice to customer. Fix self appointments every day from the given customer database as per the campaign. Sales Focus on cross sell and up sell opportunity in allocated customers and walk ins. MEASURES OF SUCCESS TAT adherence for updating system CSG Successful completion of cross sell / up sell Business goals month on month Collection of payment / premium from 91-180 days due policies Complaint Resolution / Customer satisfaction Achivement of retention targets More than 90% attendance (of total working days) Successfully score =>80% in the functional training imparted DESIRED QUALIFICATIONS AND EXPERINCE Graduate with 1-3 year experince in sales of insurance / mutual fund/ CASA/ Investment / Loan / Real estate. minimum 6 month exposure of life insurance age bracket 25-32 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & result orientation Customer centricity & relationship building Basic computer knowledge Good communication skill english and regional language JOB SUMMARY

JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins MEASURES OF SUCCESS TAT adherence for updating System - CSG Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins MEASURES OF SUCCESS TAT adherence for updating System - CSG Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having an AUM => INR 20 Million through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality Treasures clients in the branch location areas Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of the elite Treasures Client segment by acquiring and nurturing the client having AUM => INR 10 M Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients. Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Provide feedback on market, competition and products, suggest innovations & ideas for continuous product and service improvements. Keep attuned to the current economic and financial markets to be current and proficient to ensure effective engagement with the elite segment of Treasures customers. Coordinate and work closely with CBG Relationship Manager peer groups and colleagues, Service teams, Product specialist at branches to ensure that team objectives are met through an environment that nurtures harmony and collaboration through team work Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish DBS as a primary banker for clients and as a prominent wealth management provider in India. Organize exclusive lifestyle, sports , music and such other elite engagement events and activities for prospect generation , entrench existing relationship and reinforce the DBS brand in the Private Wealth management space Requirements Minimum 10 years of experience in HNI Sales / Wealth Management / Private Banking segment. Sound understanding of financial planning and wealth management products in India In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage Education / Preferred Qualifications Graduate / Post Graduate with MBA in relevant field Core Competencies Effective probing and listening skills. Strong Relationship Management and influencing skills Self-driven and ambitious. Good written and verbal communication skills Results-orientated & the ability to deliver results under pressure Understanding of competitive positioning Strong service orientation, customer-centric behavior. Focused on developing image and good will of the brand Creative, inquisitive mind with problem solving abilities. Ability to deliver results within tight timelines. Attention to details, analyzing abilities. Technical Competencies Understanding of HNI Sales/ wealth management product suite, platforms and operational procedures Understanding of banking and para-banking guidelines issued by RBI (local regulations in India) and local laws and regulations that impact businesses in general. Understanding of KYC requirements & Anti-money Laundering Policies. Knowledge of financial markets and products to assist in meaningful engagement with clients. Work Relationship Management of clients and prospects for acquisition and deepening of wallet share. Close interaction with Treasures Elite Team Leader, City / Cluster Head, Branch Service and Operations team to ensure consistent delivery of volume and revenue targets. Close and regular interaction with Branch Product specialists for effective skill / knowledge development of self and explore potential in existing book through joint engagement with clients. Mandatory Training GCAP (Group Customer Acceptance Policy) BCAP (Business Customer Acceptance Policy) AML (Anti Money Laundering) and KYC Guidelines PIP (Personal Investment Policy) ORM (Operational Risk Management) Information Security Policy DBS India - Culture & Behaviors Performance through Value Based Propositions Ensure customer focus by delighting customers & reduce complaints Build pride and passion to protect, maintain and enhance DBS image and reputation Enhance knowledge base, build skill sets & develop competencies Execute at speed while maintaining error free operations Maintain the highest standards of honesty and integrity Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements .

Transport is at the core of modern society. Imagine using your expertise to shape sustainable transport and infrastructure solutions for the future? If you seek to make a difference on a global scale, working with next-gen technologies and the sharpest collaborative teams, then we could be a perfect match. What you will do At (ENTITY) you will contribute to the transformation of our company, the transport industry and society at large. You will: List here the main mission and responsibilities. Describe the context of the role in one sentence. Give the candidates a broad understanding of what they would do and deliver. No need to be exhaustive, focus on what s new, different, or exciting about this role and describe it with strong action verbs (e.g. leading, overseeing, developing, creating). Give a taste of the projects they ll be working on and who they ll collaborate with. Your future team Describe your team in a sentence or two: number of members, roles, backgrounds, team culture in other words, your team selling points. As an option, you can include here a photo or a video of your team welcoming candidates or describing what they like best working here. You can do that with your own phone, as a team building exercise. It will guarantee you great attention! Who are you? Do you dream big? We do too, and we are excited to grow together. In this role, you will bring: List here the job requirements in terms of skills, knowledge, and experience but also mindset and motivation. Separate between essential requirements (4 to 6 maximum) which would disqualify any candidate, and nice to have characteristics. Ask yourself if your expectations are inclusive of all possible candidates in terms of gender, nationality, personality etc. What s in it for you? We offer a solid package of compensation and benefits, plus you will enjoy: This bullet-pointed section should answer the following questions. You may ask team members what they enjoy. Describe how you care for people and value their wellbeing. Talk about the atmosphere in the team together with the flexible arrangements and work life balance you offer. Highlight the opportunities to develop, build a career and work globally or cross-functionally. Relate to location, physical work environment and services on site when they are selling points. Ready for the next move? Select one of these calls to action or mix them or phrase your personal invitation: If you are curious to explore how we put our words into actions, follow us on LinkedIn and volvogroup.com. If you want to make a real impact in your career, the transportation business is where you want to be. We look forward to meeting you. Are you excited to bring your skills and disruptive ideas to the table? We can t wait to hear from you. Apply today! Come join us for a cup of coffee or a call. We ll discuss how we can help each other on our journey together. Here are our contact details / Send us a text message on XXX / Connect with me on LinkedIn. Accountant - Accounts Payable (JL2) Should be a commerce graduate/MBA (Finance) At least 2 Year to 3 years of experience in accounts payable process. Good experience in handling invoices in SAP is a must. Good knowledge on accounting concepts Effective communication skill both written and verbal Should be open for any shifts Processing all kind of invoices like PO invoice, Non PO invoice, Credit Note, Debit Note. Analysing and resolving the blocked invoice. Interacting with the client/internal people query and resolve it. Preparing Report on daily basis like daily report Follow-ups to finish the pending documents for payment. Problem solving skills Must be well organized and a self-starter Must be able to follow standard filing procedures Detail oriented, professional attitude, reliable We value your data privacy and therefore do not accept applications via mail. Who we are and what we believe in We are committed to shaping the future landscape of efficient, safe, and sustainable transport solutions. Fulfilling our mission creates countless career opportunities for talents across the group s leading brands and entities. Applying to this job offers you the opportunity to join Volvo Group . Every day, you will be working with some of the sharpest and most creative brains in our field to be able to leave our society in better shape for the next generation. We are passionate about what we do, and we thrive on teamwork. We are almost 100,000 people united around the world by a culture of care, inclusiveness, and empowerment. Group Finance contributes to realizing the vision of the Volvo Group by developing and providing a wide range of expert services from financial planning to accounting, business controlling, M&As, financial reporting and investor relations. With Volvo Group Finance you will be part of a global and diverse team of highly skilled professionals who work with passion, trust each other and embrace change to stay ahead. We make our customers win.

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.

Roles & Responsibilities: Financial Strategy & Planning Develop and execute financial strategies to drive business growth. Oversee budgeting, forecasting, and financial planning processes. Support strategic initiatives with financial insights and analysis. Regulatory Compliance & Governance Ensure compliance with SEBI, NSE, and BSE regulations. Maintain strong relationships with regulatory bodies Stay updated on changes in financial and brokerage regulations. Financial Operations & Reporting Manage day-to-day financial activities, including cash flow and liquidity management. Oversee financial reporting and ensure accuracy in financial statements. Implement strong internal controls and risk management frameworks. Leadership & Team Management Lead and mentor the finance team to ensure operational efficiency. Foster a high-performance culture and drive financial best practices. Collaborate with leadership to align financial goals with business strategy. Audit & Risk Management Implement and monitor internal controls to prevent financial risks. Coordinate audits and ensure timely financial reporting. Identify financial risks and develop mitigation strategies. Stakeholder & Investor Relations Manage relationships with investors, financial institutions, and key stakeholders. Present financial reports and strategies to the board and executive team. Qualifications: CA (Chartered Accountant) preferred or CFA/MBA in Finance. Prior experience in top Indian retail broking firms. Strong understanding of SEBI, NSE, and BSE regulations and compliance requirements. Proficiency in financial software, and data-driven decision-making. Bangalore-based candidates preferred or individuals with a strong willingness to relocate.

Roles and Responsibility Managing financial transactions, including budgeting and forecasting. Preparing and reviewing financial reports, such as balance sheets and income statements. Developing and implementing financial strategies to achieve business objectives. Analyzing financial data to identify trends and areas for improvement. Ensuring compliance with financial regulations and laws. Maintaining accurate and up-to-date financial records and accounts. Job Requirements Strong knowledge of financial concepts, including accounting, taxation, and auditing. Excellent analytical and problem-solving skills with attention to detail. Ability to work independently and as part of a team. Effective communication and interpersonal skills. Proficient in financial software and systems, including Excel and QuickBooks. Ability to meet deadlines and work under pressure.

SUMMARY FP&A Analyst / Sr. Analyst / Manager Experience: 6+ Years Location: Chennai Work Arrangement: On-site RESPONSIBILITIES: This position offers a unique opportunity to support our Corporate FP&A team. You will be instrumental in maintaining data integrity, conducting financial reporting and analysis, and ensuring efficient process execution. Your role will be pivotal in upholding the accuracy of essential data resources that contribute to all FP&A reports and processes. The ideal candidate for this role will: Take charge of administrative operational cadences and have the potential to enhance existing processes, which includes organizing static meetings, managing communications related to scenario updates, and conducting daily validation checks of data. Create standard template views utilized by the Global FP&A teams to deliver key results and performance insights, such as ensuring all Anaplan GSheet saved views are up to date and refreshing, and sending the monthly Close review excel template to Int’l at the beginning of each month. Preserve and generate source of truth materials to maintain data integrity and alignment of results across the broader FP&A team, achieved by maintaining monthly validation files and collaborating with the US based Corporate FP&A analyst to create the quarterly E-Binder TOC for the earnings team to reference in SmartSheets. Conduct preliminary forecast/trend analysis and schedule creation for processes driven by the Corporate FP&A team, including rolling forward and refreshing all Earnings P0/P1 schedules and driving the quarterly EBITDA, SBC, Gains/Losses forecasts through partnership with Accounting. Serve as the initial point of contact for all Earnings, BOD, and annual Operating Plan deck summaries, including staging the first pass proposals for all decks and managing all processes associated with final touches. Requirements Requirements: Bachelor’s degree in Finance, Accounting, Business, or related field Demonstrated experience in financial planning and analysis Proficiency in data analysis and financial modeling Strong communication and presentation skills Advanced proficiency in Microsoft Excel and other financial software Ability to thrive in a fast-paced, dynamic environment Strong attention to detail and accuracy Relevant certifications (e.g., CFA, CPA) preferred

Compiling financial reports & supervising month-end processes Managing & monitoring metrics, KPI tracking, reports for the financial department Review of budgets vs actuals, variance analysis for all heads of spends Required Candidate profile Min 2 to 5yrs exp Day to day operational reporting Perform data analysis for generating reports on periodic basis. COGS analysis - SKU wise costing – component wise+ with variance report

Distributor Claim Management Review and validate distributor claims (eg, secondary scheme claims, breakage/expiry claims, freight reimbursements) Coordinate with sales, supply chain, and commercial teams to ensure accurate claim processing Ensure timely settlement of claims in line with company policies and accounting standards Support audits and compliance reviews related to claim management Financial Planning & Analysis Support the month-end closing process related to supply chain financials Analyse cost drivers across logistics, procurement, warehousing, and distribution Budgeting & Forecasting Cost Management & OptimizationTrack and control procurement costs, freight & logistics expenses, and inventory holding costs Work closely with procurement, logistics, warehouse, and distribution teams to provide financial insights Candidate Profile Strong analytical and financial modelling skills. Knowledge of distributor and channel finance processes. Ability to manage large datasets and draw actionable insights. MBA/B.Tech Food Technology

Armanino is proud to beamong the top 20 Largest Firms in the United States of Americaand one of theBest Places to Work. Armanino has more than 2500 employees across the USA and more than 20 offices in different states across the USA. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you dont check-out of life when you check-in at work. Thats why weve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. This open position is for Armanino India LLP, which is located in India. Armanino India LLP is a fully owned subsidiary of Armanino. Job Responsibilities Leadership and Team Management: Lead and mentor a team of outsourcing professionals, including managers, senior accountants, and support staff from accounting, finance and human resources. Foster a collaborative, high-performance culture with an emphasis on professional development and continuous improvement. Conduct regular performance evaluations, provide feedback, and identify growth opportunities for team members. Along with the US leadership, supervise the execution of teams to ensure alignment with company goals and objectives. Operational Management: Manage day-to-day process operations to ensure efficient service delivery to customers. Strategy and Improvement: Develop and implement strategies for process improvements, cost reduction, and enhanced revenue thru increased utilization of India resources. Identify process bottlenecks, inefficiencies, and areas for optimization through data analysis, root cause analysis, and feedback mechanisms. Compliance and Client Satisfaction: Ensure compliance (wherever applicable and directed) to engagement requirements. Maintain high levels of US team/ client satisfaction. Team and Work Environment: Foster a collaborative and inclusive work environment that promotes teamwork, innovation, and accountability. Significant focus on employee retention and managing attrition by developing a high level of team camaraderie and effective interaction. Strategic Planning: Where requested, develop and implement strategic plans and activities to meet operational, financial, and growth objectives. 12+ years of progressive experience in accounting, with at least 7 years in a leadership role. B.Com degree in Accounting, Finance, or related field; M. Com and Chartered Accountant, or equivalent qualification, preferred. Proven track record of building, training and growing a team. Experience working with a U.S. team and U.S. clients. Detailed understanding and experience in U.S. GAAP accounting, accounts payable processing, payroll and finance. Demonstrated success in influencing and leading cross-functional / sophisticated change. Profound consultative skillsstorytelling, executive presence, stakeholder management. Good analytical skills; ability to use and visualize data inspire change. Excellent organization; balance multiple priorities while delivering high level, impactful results. Exceptional communication skills, especially listening Comfortable leading in constantly evolving, ambiguous, and entrepreneurial environment. Very good interpersonal skills for remote partnership and virtual leadership in a global context. High degree of collaboration and persuasion skills. Demonstrable experience delivering internal projects with quantifiable and sustained change. Passionate about coaching and mentoring others to develop themselves and their careers. Previous customer or employee experience management experience is a great value to the role. Self-motivated, perseverant, professional, and inclusive. Compensation and Benefits CompensationCommensurate with Industry standards Other BenefitsProvident Fund, Gratuity, Medical Insurance, Group Personal Accident Insurance etc. employment benefits depending on the position. Armanino is the brand name under which Armanino LLP, Armanino CPA Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall,transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

Armanino is proud to beamong the top 20 Largest Firms in the United States of Americaand one of theBest Places to Work. Armanino has more than 2500 employees across the USA and more than 20 offices in different states of the USA. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you dont check-out of life when you check-in at work. Thats why weve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. This open position is for Armanino India LLP, which is located in India. Armanino India LLP is a fully owned subsidiary of Armanino (USA). In this role, you will primarily support clients in the Manufacturing & Consumer Business, Professional Services, and Technology sectors, helping drive their financial performance through meaningful insights and analysis. Responsibilities Develop and maintain sophisticated financial models for forecasting, budgeting, and scenario analysis. Lead the preparation of cash forecasting models, including liquidity and cash flow analysis to support financial stability. Develop and enhance management financial reporting packages, used to present to internal & external stakeholders Analyze financial performance against budgets and forecasts, identifying key variances and providing actionable insights. Prepare and present monthly, quarterly, and annual financial reports to the client's management team. Conduct in-depth analysis of revenue, expenses, and profitability, providing recommendations for improvement. Calculate performance metrics and company analytics as necessary. Anticipate client needs, delivering proactive, high-impact financial insights and solutions. Collaborate with cross-functional teams at Armanino to ensure exceptional, integrated service delivery Drive continuous improvement in financial reporting, analysis, and forecasting processes to enhance efficiency, accuracy, and scalability. Develop and standardize documentation for financial processes, ensuring consistency and compliance with industry standards. Stay at the forefront of industry trends, emerging technologies, and best practices in financial management, advising clients on innovative solutions Bachelors degree in Accounting, Finance, or a related field; MBA or advanced degree preferred. CPA, CFA, or equivalent designation strongly preferred. 5+ years of progressive experience in financial planning and analysis Advanced proficiency in financial modeling, scenario analysis, and Excel; familiarity with VBA or Python is a plus. Extensive experience with financial planning and reporting platforms (e.g., Adaptive Insights, Hyperion, Anaplan, etc.). Exceptional communication, presentation, and interpersonal skills, with a proven ability to engage with C-suite stakeholders. Demonstrated leadership in managing complex projects, cross-functional teams, and client relationships. Strong attention to detail, with the ability to prioritize and manage multiple high-stakes deliverables. Compensation and Benefits CompensationCommensurate with Industry standards Other BenefitsProvident Fund, Gratuity, Medical Insurance, Group Personal Accident Insurance etc. employment benefits depending on the position. "Armanino is the brand name under which Armanino LLP, Armanino CPA Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall,transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

Armanino is proud to beamong the top 20 Largest Firms in the United States of Americaand one of theBest Places to Work. Armanino (USA) has more than 2500 employees across the USA and more than 20 offices in different states of the USA. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you dont check-out of life when you check-in at work. Thats why weve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. This open position is for Armanino India LLP, which is located in Ahmedabad, Gujarat, India. Armanino India LLP is a fully owned subsidiary of Armanino (USA). Our CFO Advisory Services team helps our clients scale for growth and manage significant business transactions. We combine our depth of technical and business consulting expertise to help meet our clients strategic goals. Were looking for a hardworking, self-starterto join the Armaninos CFO Advisory team. This is the perfect position for someone who enjoys being a trusted advisor to clients, is a resourceful self-starter and wants to join a fast-paced and challenging environment. Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Financial Planning and Analysis, including forecasting, budgeting, and preparation of pro-forma financial information Provide technical expertise for US GAAP and SEC requirements including accounting research, documentation, and presentation to clients Prepare accurate external financial reports to client, auditors, or the SEC, including the preparation, review, submission, and distribution of periodic financial reports, such as 10-K, 10-Q, 8Ks and proxy statements Assist in the in the design and implementation of new accounting policies and procedures Assess and improve financial accounting close process, including accelerating and streamlining monthly and quarterly reporting processes Liaison on behalf of the client with external auditors and internal decision makers to assist with Audit preparation Assist with Cash to Accrual Accounting after a transaction, Opening Balance Sheet preparation and Purchase Accounting Lead and manage projects while coordinating directly with clients Foster proactive working relationships with clients and cross-functional departments Make timely and effective performance feedback and training BS degree in Accounting, Finance, Business-related field or relevant work experience is required. Preference for 2-4 years experience in a public accounting firm, consulting firm, or operational accounting role Strong Excel and PowerPoint skills CPA is preferred A strong and up-to date knowledge of US GAAP (exposure to IFRS is a plus), with deep technical understanding of topics such as ASC 606 revenue recognition, lease transactions, purchase accounting, etc. and experience within the technical accounting or SEC reporting team of a company is a plus Exceptional writing, communication, interpersonal, presentation, organizational, management, analytical, decision-making and research skills. Self-motivated individual with the ability to meet project deliverables Excellent organizational, management, analytical, decision-making and research skills Ability to work well within a team structure and effect change cross functionally InnovativeWe are trailblazers and idea generators. We embrace change and are not afraid to take risks in order to serve our clients better. Passionate about exuding Positive EnergyOur positive attitude and spirit is the force multiple that drives our success. Unafraid to tackle the most complex, ambiguous problems Committed to unlocking client value Compensation and Benefits CompensationCommensurate with Industry standards Other BenefitsProvident Fund, Gratuity, Medical Insurance, Group Personal Accident Insurance etc. employment benefits depending on the position. Armanino is the brand name under which Armanino LLP, Armanino CPA Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall,transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

Armanino is proud to beamong the top 20 Largest Firms in the United States of Americaand one of theBest Places to Work. Armanino (USA) has more than 2500 employees across the USA and more than 20 offices in different states of the USA. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you dont check-out of life when you check-in at work. Thats why weve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. This open position is for Armanino India LLP. Armanino India LLP is a fully owned subsidiary of Armanino (USA). Responsibilities Serve as coordinator and point of contact with our external auditors on the annual audits and assist our business partners with issues that may arise from the audits Provide technical accounting guidance for accounting and financial projects related to M&A and analysis associated with other specific business transactions and coordination with the auditors Review proposed contracts and agreements, research and offer various alternative and ultimate conclusions related to technical accounting matters Help business partners make informed business decisions while maintaining accounting compliance Assist general ledger and FP&A teams with all aspects of financial reporting including detailed monthly close/reporting procedures Assist general ledger team with implementation of technical accounting standards and new corporate accounting policies Assist with M&A due diligence for proposed transactions Lead M&A purchase accounting and certain other implementation / integration activities Lead consultations on various ad-hoc non-standard complex transactions (partnering with various stakeholders to gather and summarize facts) to ensure proper accounting Analyze revenue contracts for appropriate revenue recognition accounting Clear key accounting conclusions with external auditors Work with a diverse and cross functional team, domestically and internationally Coordinate with Tax and Legal departments on accounting and external reporting matters Maintain audit and reporting calendar and manage deliverables against the due dates Certified Public Accountant (CPA), Chartered Accountant (CA) or equivalent experience 7+ years of accounting and reporting experience Self-motivated individual able to independently manage a variety of projects (M&A and Accounting Policy) Candidates must have significant experience in accounting research and internal controls Currently employed in a role that requires research and documentation of significant, non-routine and unusual transactions Proven process for performing complex technical research and analysis from the problem definition stage through facilitating the integration of any new processes Experience with Tier 1 ERP System and Reporting platforms (Workiva or Active Disclosures) Professional services industry experience preferred Strong customer service skills Compensation and Benefits CompensationCommensurate with Industry standards Other BenefitsProvident Fund, Gratuity, Medical Insurance, Group Personal Accident Insurance etc. employment benefits depending on the position. "Armanino is the brand name under which Armanino LLP, Armanino CPA Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall,transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

Armanino is proud to beamong the top 20 Largest Firms in the United States of Americaand one of theBest Places to Work. Armanino has more than 2500 employees across the USA and more than 20 offices in different states of the USA. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you dont check-out of life when you check-in at work. Thats why weve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. This open position is for Armanino India LLP, which is located in India. Armanino India LLP is a fully owned subsidiary of Armanino (USA). Job Responsibilities Develop and maintain sophisticated financial models for forecasting, budgeting, and scenario analysis. Analyze financial performance against budgets and forecasts, identifying key variances and providing actionable insights. Prepare and present monthly, quarterly, and annual financial reports to the client's management team. Conduct in-depth analysis of revenue, expenses, and profitability, providing recommendations for improvement. Calculate performance metrics and company analytics as necessary. Collaborate with fund, treasury, and accounting departments to integrate financial models into corporate planning packages. Lead the preparation of cash forecasting models, including liquidity and cash flow analysis to support financial stability. Maintain an expert-level understanding of the clients hedge fund strategies, portfolio dynamics, and operational frameworks. Monitor, analyze, and benchmark key performance indicators (KPIs) specific to the hedge fund industry, providing insights to enhance performance. Lead financial support for critical initiatives, including fund launches, investor reporting, and regulatory compliance. Act as the senior point of contact for the clients finance leadership, fostering trusted relationships and ensuring alignment with their strategic goals. Anticipate client needs, delivering proactive, high-impact financial insights and solutions. Collaborate with cross-functional teams at Armanino to ensure exceptional, integrated service delivery Drive continuous improvement in financial reporting, analysis, and forecasting processes to enhance efficiency, accuracy, and scalability. Develop and standardize documentation for financial processes, ensuring consistency and compliance with industry standards. Stay at the forefront of industry trends, emerging technologies, and best practices in financial management, advising clients on innovative solutions Bachelors degree in Accounting, Finance, or a related field; MBA or advanced degree preferred. CPA, CFA, or equivalent designation strongly preferred. 5+ years of progressive experience in financial planning and analysis, with significant exposure to the hedge fund or financial services industry. Expert knowledge of hedge fund operations, financial reporting, and regulatory requirements. Advanced proficiency in financial modeling, scenario analysis, and Excel; familiarity with VBA or Python is a plus. Extensive experience with financial planning and reporting platforms (e.g., Adaptive Insights, Hyperion, Anaplan, etc.). Exceptional communication, presentation, and interpersonal skills, with a proven ability to engage with C-suite stakeholders. Demonstrated leadership in managing complex projects, cross-functional teams, and client relationships. Strong attention to detail, with the ability to prioritize and manage multiple high-stakes deliverables. Experience with global business operations and multi-currency environments is highly desirable. Compensation and Benefits CompensationCommensurate with Industry standards Other BenefitsProvident Fund, Gratuity, Medical Insurance, Group Personal Accident Insurance etc. employment benefits depending on the position. "Armanino is the brand name under which Armanino LLP, Armanino CPA Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall,transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

Novo Nordisk Global Business Solutions (GBS) India DepartmentFinance GBS Are you a person with innovative thinking and a proactive attitudeDo you have a continuous improvement mindsetIf so, we have an exciting opportunity for you to join the Global Business Service (GBS) Finance team at Novo Nordisk. Take the next step in your career and apply today for a life-changing opportunity. About the department You will be joining the Global Finance GBS Bangalore team, which was established in 2007. Our team is responsible for supporting Accounting, Finance & Procurement, Financial Planning & Analysis (FP&A) for Headquarters, North America, International Operations (IO), Product Supply & GBS Bangalore. Our main purpose is to provide superior service to our stakeholders consistently and add value to the processes in terms of standardization and efficiency. The Position As a Senior Associate II- FP&A at Novo Nordisk, you will have the following responsibilities: Analyze budget, forecasting, and financial reconciliations, and perform adhoc analysis as per business needs. Drive financial planning and reporting, collaborating closely with regional and affiliate stakeholders to support FPA initiatives. Engage in continuous improvement of financial controlling and planning processes across the department. Ensure effective communication of business and process updates within the team and proactively increase your own business understanding to share knowledge across the FP&A department. Experience in business controlling and other finance disciplines. Qualifications To be successful in this role, you should have the following qualifications: Master’s degree in finance (or equivalent) from a well-recognized institute with a strong academic track record. 2-4 years of relevant work experience in Financial Planning and Analysis. Solid understanding within the field of accounting and finance. Knowledge of the pharmaceutical industry is an advantage. Proficiency with PC-tools, extensive knowledge of MS Office, SAP ECC, SAP BW. Experience in working with financial statements and preferred in a consolidation team.

Novo Nordisk Global Business Services ( GBS) India Department – Commercial Analytics Novo Nordisk GBS, Bangalore Are you a seasoned leader with a passion for driving strategic growthDo you have a knack for fostering innovation and excellenceWe are seeking an Associate Manager to lead our Sales Force Effectiveness (SFE) team and make a significant impact in the pharmaceutical sector. Read more and apply today for a life-changing career. About the department Join our Finance Global Business Services (GBS) team in Bangalore, established in 2007. Our department supports Accounting, Accounts Payable, Procurement, Commercial Analytics, and Financial Planning & Analytics for various regions, including Denmark, Europe, North America, and more. The Commercial Analytics team, founded in June 2013, is dedicated to providing best-in-class analytical services and insights. We pride ourselves on delivering superior service and adding value through standardization and efficiency. The atmosphere here is collaborative and dynamic, providing ample opportunities for professional growth and development. The position As an Associate Manager, you will: Lead and mentor a team of SFE analysts and consultants, fostering an environment of growth and continuous improvement. Oversee the end-to-end delivery of SFE projects, ensuring timely, compliant, and high-quality outputs. Foster effective communication with stakeholders and collaborate with cross-functional teams. Develop and implement standardized processes and methodologies for SFE operations. Lead collaborations across various functions to align efforts and enhance the impact of SFE initiatives. Stay informed about industry trends and incorporate new strategies into the team’s operations. Qualifications To be successful in this role, you should have: A bachelor’s or master’s degree in business, Finance, Economics, or a related field. A minimum of 8+ years of relevant experience, with at least 3+ years in a leadership role in the pharmaceutical/healthcare sector. Demonstrated experience in SFE strategies, sales operations, or incentive compensation models. Strong analytical skills with a proven ability to leverage data for strategic insights. Exceptional interpersonal, communication, and relationship management skills.

The Financial Analyst role will provide support to the companys global business. This is a key role in driving and reporting on financial and operational results and using metrics across business units, products, and functions. You will be involved in the reporting and analysis of bookings, revenue, and ARR. The Analyst will be responsible for updating and improving topline reporting to help business leaders understand and improve company performance. Responsibilities Update bookings and revenue values to be consistent and accurate across reporting outputs. Improve existing topline reporting to be more efficient and consistent. Provide ad-hoc analysis and reporting for business support. Audit, review and adapt financial models to ensure they are both accurate and up to date. Develop and maintain operational/financial models with varying complexity. Ensure accuracy between reported financials and source data. Drive engagement with management and senior management teams. Qualifications Bachelors Degree in Finance. 3-4 years of experience in financial analysis. Experience in a global multicurrency organization. Understanding of GAAP accounting. Outstanding relationship building and communication skills. Keen eye for details and data alignment across reports with a passion for using data to drive decision-making. Functions well under pressure; consistently pays attention to accuracy and quality of work. Advanced Microsoft Excel and PowerPoint skills Experience with NetSuite and Salesforce preferred. Preference will be given to candidates with experience in a SaaS company. Ability to work in shifts Additional Information ** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located . ** insightsoftware Hear From Our Team - InsightSoftware (wistia.com) Background checks are required for employment with insightsoftware, where permitted by country, state/province.

Minimum Qualifications Chartered Accountant/ MBA with 0 to 3 year of work experience Strong Proficiency in MS Excel and presentations Strong analytical skills and problem-solving skills Proactive takes initiative, self-motivated, team player Strong stake holder management and interpersonal skills Preferred Qualifications Prior experience in Business Finance Extensive understanding of financial trends both within the company and general market patterns Business acumen, Analytical approach, understanding of general business development and operationsAgreements and Contract Review Prior experience in Ecommerce/ start-ups/Consumer Tech Responsibilities Ensure health of the business and enable category heads with right reports Prepare annual operating plan (AOP) and outlook Conduct reviews and evaluations for growth and profitability opportunities Provide financial reports and interpret financial information to various stakeholders while recommending further courses of action Develop complex financial models to facilitate decision making with Business stakeholders Develop trends and projections for the business growth & finances Collaborate with other functions, discuss and agree on projects to be taken. Drive process improvement initiatives that impact the category Ensure proper monthly planning, reviews and closure activities PhonePe Full Time Employee Benefits (Not applicable for Intern or Contract Roles) Insurance Benefits - Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance Wellness Program - Employee Assistance Program, Onsite Medical Center, Emergency Support System Parental Support - Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-care Support Program Mobility Benefits - Relocation benefits, Transfer Support Policy, Travel Policy Retirement Benefits - Employee PF Contribution, Flexible PF Contribution, Gratuity, NPS, Leave Encashment Other Benefits - Higher Education Assistance, Car Lease, Salary Advance Policy Working at PhonePe is a rewarding experience! Great people, a work environment that thrives on creativity, the opportunity to take on roles beyond a defined job description are just some of the reasons you should work with us. Read more about PhonePe on our blog. Life at PhonePe PhonePe in the news