4682 Financial Planning Jobs - Page 24

Summary About the role: Provide expert advice to superiors on BPA as well as insightful and value-added analysis and decision support to management team. Provide financial and administrative support to a country, unit or function organizations, regarding financial planning and analysis. About the Role Key Requirements: Responsible for end-to-end Annual Planning and periodic Forecasting processes, ensuring alignment with business heads and adherence to defined timelines. Act as a financial partner to key stakeholders by consistently monitoring business performance, delivering early warning signals to Country QA Heads, and ensuring proactive management of risks and opportunities to optimize spending control. Lead strategic projects by identifying opportunities, fostering collaboration across cross-functional teams, exploring synergies, and delivering actionable insights. Optimize and improve management reporting processes by implementing streamlined workflows and lean practices. Focus on enhancing forecast accuracy, ensuring budget compliance, improving financial performance, and delivering strategic insights to drive growth. Collaborate with cross-functional teams Local/Global Accounting, Tech Ops Sites, People Partners, Data and Digital and the Central Consolidations team, to ensure the timely and accurate collection and reporting of data. Foster operational excellence by leveraging a process simplification mindset to enhance cost competitiveness and align with our evolving portfolio. Leverage data & digital to simplify & automate our financial processes. Essential Requirements: CA or MBA with 5+years of relevant experience. Experience in managing the P&L, Budgeting and Forecasting and month close activities. Strong interpersonal skills with the proven ability to build trust and foster effective cross functional partnerships. Self- motivated and innovative and the ability to perform under pressure and deliver results. Benefits and Rewards: Read our handbook to learn about all the ways we ll help you thrive personally and professionally:

Reliance Mutual Fund Pvt Ltd is looking for Manager - AIF Sales to join our dynamic team and embark on a rewarding career journey Team Leadership: Manage and lead a team of employees, providing direction, guidance, and support to achieve departmental or organizational goals Planning and Strategy: Develop strategic plans, set goals, and create action plans to accomplish business objectives Operations Management: Oversee day-to-day operations, ensuring efficient workflow, resource allocation, and adherence to policies and procedures Budgeting and Financial Management: Manage budgets, allocate resources, monitor expenses, and contribute to financial planning Performance Management: Set performance expectations, conduct performance evaluations, and provide coaching and feedback to team members Project Management: Plan, execute, and monitor projects, ensuring timely completion, quality, and alignment with objectives

Right Horizond Advisory is looking for FINANCIAL ANALYST to join our dynamic team and embark on a rewarding career journey Responsible for analyzing financial data, interpreting trends, and preparing reports to provide insights to management Developing financial models to forecast future financial performance, analyze investment opportunities, and provide insights into potential risks and opportunities Collaborate with other teams to create and manage budgets, track spending, and ensure that all spending is within the allocated budget Providing advice to management on financial matters, including investment strategies, risk management, and cash flow management Responsible for conducting research on industry and market trends to understand how they may impact the organization's financial performance Analyzing and reviewing financial statements to ensure that they are accurate, complete, and in compliance with legal and regulatory requirements Maintaining financial databases and update them regularly to ensure that all financial information is accurate and up-to-date Supporting financial audits by providing financial data and ensuring that all financial information is accurate and complete Identifying and mitigating financial risks and work to mitigate them to ensure the organization's financial stability and success Excellent analytical and problem-solving skills, with the ability to analyze financial data and provide recommendations for improvement Strong communication and interpersonal skills

Right Horizond Advisory is looking for Junior Financial Analyst to join our dynamic team and embark on a rewarding career journey Responsible for analyzing financial data, interpreting trends, and preparing reports to provide insights to management Developing financial models to forecast future financial performance, analyze investment opportunities, and provide insights into potential risks and opportunities Collaborate with other teams to create and manage budgets, track spending, and ensure that all spending is within the allocated budget Providing advice to management on financial matters, including investment strategies, risk management, and cash flow management Responsible for conducting research on industry and market trends to understand how they may impact the organization's financial performance Analyzing and reviewing financial statements to ensure that they are accurate, complete, and in compliance with legal and regulatory requirements Maintaining financial databases and update them regularly to ensure that all financial information is accurate and up-to-date Supporting financial audits by providing financial data and ensuring that all financial information is accurate and complete Identifying and mitigating financial risks and work to mitigate them to ensure the organization's financial stability and success Excellent analytical and problem-solving skills, with the ability to analyze financial data and provide recommendations for improvement Strong communication and interpersonal skills

Inergy Infra Pvt Ltd is looking for Manager - Finance to join our dynamic team and embark on a rewarding career journey As a Manager in Finance, your role is to oversee and manage the financial operations and activities within an organization You play a crucial role in ensuring the financial stability and success of the organization by providing strategic financial guidance and making informed decisions Here are some key responsibilities and tasks typically associated with the role of a Manager in Finance:Financial Planning and Analysis: You collaborate with senior management to develop financial plans, budgets, and forecasts You analyze financial data, identify trends, and provide insights and recommendations to support strategic decision-making Financial Reporting: You oversee the preparation and presentation of financial statements, reports, and dashboards You ensure accuracy, compliance with accounting standards, and timely submission to stakeholders, such as senior management, board of directors, or regulatory authorities Financial Operations Management: You manage day-to-day financial operations, including accounts payable, accounts receivable, payroll, and general ledger activities You ensure proper internal controls, adherence to financial policies and procedures, and accuracy of financial transactions Cash Flow Management: You monitor and manage the organization's cash flow to optimize liquidity and working capital This includes forecasting cash inflows and outflows, managing bank relationships, and implementing strategies to improve cash flow efficiency Financial Analysis and Decision Support: You provide financial analysis and insights to support business decision-making This may involve evaluating investment opportunities, analyzing cost structures, conducting profitability analysis, and assessing the financial viability of projects or initiatives Risk Management: You identify and assess financial risks, such as market risks, credit risks, or operational risks You develop strategies and controls to mitigate risks and ensure compliance with risk management policies and regulatory requirements Financial Compliance and Audits: You ensure compliance with financial regulations, accounting standards, and tax laws You coordinate and support internal and external audits, address audit findings, and implement corrective actions

Vice President Finance & Accounts- Real Estate Industry - CBD Belapur Opening: 1 Nos. Job ID: 110800 Employment Type: Full Time Reference: Work Experience: 12.0 Year(s) To 20.0 Year(s) CTC Salary: 40.00 LPA TO 50.00 LPA Function: Accounts / Finance / Tax / CS / Audit Industry: Real Estate/Property Qualification: CA - CA Location: Navi-mumbai Posted On: 24th Jul, 2025 Share On WhatsApp Share LinkedIn Share Facebook Share Twitter Job Description: We are looking for a top-tier C hartered Accountant to lead our finance function. As Vice President Finance & Accounts- Real Estate Industry - CBD Belapur , you will architect and oversee the finance backbone of a high-growth PropTech company operating in India and overseas. You will ensure financial health, compliance, and data-driven decision-making at scale. Key Responsibilities: 1. Financial Strategy, Budgeting & Business Planning Lead and implement company-wide financial planning, budgeting, and forecasting exercises in sync with strategic growth plans. Develop long-term financial models with clear assumptions for scenario planning, investment requirements, and cost-benefit analysis. Provide city-wise, vertical-wise, and product-wise profitability insights to support business heads in driving operational efficiency. Present budget vs. actual reports monthly and quarterly, highlighting deviations and recommending corrective actions. 2. Fundraising, Investor Relations & Board Reporting Partner with the CEO and senior leadership on equity fundraising, debt financing, and investor engagements. Own the cap table, coordinate with third-party valuers, manage investment terms, and lead financial diligence processes. Build investor dashboards, board-level MIS packs, and business performance reports for quarterly/annual reviews. Serve as the financial spokesperson with institutional investors, strategic partners, and lenders. 3. Statutory Compliance, Taxation & Regulatory Governance Ensure end-to-end compliance with GST, TDS, Income Tax, ROC filings, FEMA, and other applicable financial regulations. Oversee accurate and timely filing of tax returns, statutory audits, and responses to regulatory notices. Implement strong internal control systems to prevent financial discrepancies, fraud, or compliance risks. Drive zero-non-compliance culture across all finance processes, including adherence to timelines and documentation hygiene. 4. Accounting, Financial Operations & Reporting Lead the day-to-day accounting operations including book closures, ledger accuracy, reconciliations, and documentation. Ensure monthly, quarterly, and annual financial statements are prepared in compliance with Indian Accounting Standards (Ind AS). Manage vendor payments, receivables, revenue recognition, and inter-company accounting entries. Own the generation and presentation of timely MIS reports for senior leadership, highlighting cash flows, cost ratios, burn rate, and profitability. 5. Cash Flow Management, Working Capital & Treasury Develop and monitor cash flow forecasts, maintaining healthy liquidity buffers for business continuity. Manage banking relationships, credit lines, vendor negotiations, and optimize fund allocations for business priorities. Oversee working capital planning minimizing receivable cycles, inventory tie-ups, and vendor disputes. Track fund utilization against business milestones and support CAPEX planning for new verticals and geographies. 6. ERP Implementation, Digitization & Process Automation Lead the implementation and optimization of ERP systems for finance and accounts operations. Automate manual finance processes such as vendor payouts, reimbursement cycles, reconciliations, and tax filings. Identify tech tools and digital workflows to improve speed, accuracy, and visibility in financial reporting. Introduce dashboards and real-time analytics to enable data-driven decision-making across departments. 7. Leadership, Team Building & Stakeholder Management Build and manage a strong Finance & Accounts team structure with clear KRAs, review mechanisms, and succession plans. Conduct regular performance reviews, capability-building sessions, and training for team members across locations. Act as a financial partner to business heads, supporting strategic decisions with accurate, timely data and recommendations. Collaborate cross-functionally with Legal, Strategy, Sales, HR, and Tech teams to ensure financial alignment in all critical projects. Key Requirements Chartered Accountant (CA) Compulsory Minimum 15 years of total experience in Finance & Accounts, with at least 5 years in a leadership role managing P&L, fundraising, and compliance end-to-end Proven track record of working in high-growth companies, preferably in PropTech, Real Estate, Infrastructure, or Tech-led Startups Strong understanding of Indian financial regulations, statutory compliance, taxation, accounting standards, and corporate governance Demonstrated experience in managing board-level reporting, investor relations, and large-scale audits Hands-on expertise in ERP implementation, financial controls, and MIS systems Excellent leadership, stakeholder management, and communication skills with strong analytical acumen Ability to work in a high-pressure, target-driven environment with comfort in ambiguity and rapid scaling Key Skills : Accounts Finance

Not Applicable Specialism Deals Management Level Specialist & Summary At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals. Those in financial due diligence at PwC will focus on providing strategic advice and business diligence services to clients in their mergers, acquisitions and divestitures. You will be responsible for analysing financial information focusing on quality of earnings and assets, cash flows and other key client deal issues. 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 within Deals Transaction Services, can provide you the opportunity to help organizations realize the potential of mergers, acquisitions and divestitures and capital markets. As part of the team, you can help us provide both corporate and financial buyers with peace of mind by analyzing and assessing all the financial, commercial, operational, and strategic assumptions being made. Exhibit strong business acumen and analytical skills. Strong in audit related skills. Deep inclination and acumen for financial analysis and ability to quickly understand and identify key business KPI, ratios and trends. Ability to work independently and contribute on projects of medium to large complexity. Proactively be part of an analytics team which provides full support and works closely with front end team on various forays of financial due diligence function/M&A Strong communication skills, both verbal and written. Adept at identifying issues and efficiently articulate point of views. Ability to build strong internal connections within the organization and focus on working in a collaborative way. Adept awareness about Indian GAAP / Indian Accounting standards Strong excel skills and should be familiar with the data and analytics tools such as Alteryx, Power BI, Power Pivot, Tableau, etc. Exhibit the highest level of integrity. Mandatory skill sets Data Analysis Preferred skill sets Excel, Power BI Years of experience required 0 2 years Education qualification Graduate / Postgraduate (finance) Education Degrees/Field of Study required Bachelor of Engineering, Master Degree Degrees/Field of Study preferred Required Skills Data Analysis Accepting Feedback, Accepting Feedback, Acquisitions, Active Listening, Business Performance Metrics, Business Valuations, Communication, Contractual Agreements, Corporate Finance, Cost Accounting, Deal Management, Earnings Quality, Emotional Regulation, Empathy, Finance Industry, Financial Advising, Financial Due Diligence, Financial Economics, Financial Forecasting, Financial Management, Financial Modeling, Financial Planning, Financial Review, Financial Statement Analysis, Financial Statement Modeling {+ 17 more} No

Were on the lookout for a team member to work on our latest initiative, operating at the forefront of innovation in a dynamic, fast-paced environment. This role demands the agility to navigate analytics landscape across multiple functions seamlessly, the resilience to thrive in a fast paced environment, excitement to handle challenges head-on and excellence in analytical abilities. As a Business Analyst, youll be deciphering our customers ever-evolving needs and shaping solutions that elevate their experience with Amazon. Were seeking someone who thrives on ambiguity, harnessing their first-principle problem-solving skills to drive impactful outcomes. Your ability to cultivate a customer-centric mindset, coupled with a penchant for out-of-the-box thinking, will be instrumental in navigating the complex landscape of our initiative. A successful candidate will possess: Good analytical and quantitative skills, leveraging data and metrics to inform strategic decisions. Impeccable attention to detail, adept at juggling multiple projects and priorities with finesse. A knack for thriving in a fast-paced, innovation-driven environment, where adaptability is key. Clear and compelling communication skills, capable of articulating data insights to diverse stakeholders. If youre ready to challenge the status quo, lead with innovation, and leave an indelible mark on the future of e-commerce, then we want to hear from you! You should be ready to take charge of corporate reporting leveraging various tools like Quicksight, Yoda etc Eager to dive deep into data to understand trends, analyze and bring actionable insights for business and be able to communicate the finding in a succinct way. Responsibilities: Design and develop highly available dashboards and metrics using SQL, Quicksight, and Python Understand the requirements of stakeholders and map them with the data sources/data warehouse Own the delivery and backup of periodic metrics, dashboards to the leadership team Draw inferences and conclusions, and create dashboards and visualizations of processed data, identify trends, anomalies Execute high priority (i.e. cross functional, high impact) projects to improve business performance across different verticals Perform business analysis and data queries using appropriate tools Work closely with internal stakeholders such as business teams, engineering teams, and partner teams and align them with respect to your focus area Execute analytical projects and understanding of analytical methods (forecasting, Machine Learning Techniques, etc.) About the team India FP&A (Financial Planning & Analysis) is a corporate function with Amazon India Finance who manages performance management, drives planning process and bring actionable financial insights to generate savings or fix a defect leading to financial waste. This team works very closely with senior leaders in Amazon India to drive corporate strategy and runs mechanism to ensure execution is on track. This role gives an excellent opportunity to observe senior leaders and learn from them. Bachelors degree or equivalent Experience with SQL or ETL 2+ years of Excel or Tableau (data manipulation, macros, charts and pivot tables) experience Knowledge of Microsoft Excel at an advanced level, including: pivot tables, macros, index/match, vlookup, VBA, data links, etc. Experience with reporting and Data Visualization tools such as Quick Sight / Tableau / Power BI or other BI packages Experience using very large datasets

Introduction: Jubilant Bhartia Group is a global conglomerate founded by Mr. Shyam S. Bhartia and Mr. Hari S. Bhartia with strong presence in diverse sectors like Pharmaceuticals, Life Science Ingredients, Contract Research and Development Services, Therapeutics, Performance Polymers, Food Service (QSR), Food, Auto, Consulting in Aerospace and Oilfield Services. Group has global presence employing around 42,000 people across the globe with over 2,400 in North America. Jubilant Pharmova Limited Jubilant Pharmova Limited (formerly Jubilant Life Sciences Limited) is a company with global presence that is involved in Radio pharma, Allergy Immunotherapy, CDMO Sterile Injectable, Contract Research Development and Manufacturing Organisation (CRDMO), Generics and Proprietary Novel Drugs businesses. In the Radio pharma business, the Company is involved in manufacturing and supply of Radiopharmaceuticals with a network of 46 radio-pharmacies in the US. The Company's Allergy Immunotherapy business is involved in the manufacturing and supply of allergic extracts and venom products in the US and in some other markets such as Canada, Europe and Australia. Jubilant through its CDMO Sterile Injectable business offers manufacturing services including sterile fill and finish injectable (both liquid and lyophilisation), full-service ophthalmic offer (liquids, ointments and creams) and ampoules. The CRDMO business of the Company includes the Drug Discovery Services business that provides contract research and development services through two world-class research centres in Bangalore and Noida in India and the CDMO-API business that is involved in the manufacturing of Active Pharmaceutical Ingredients. Jubilant Therapeutics is involved in Proprietary Novel Drugs business and is an innovative biopharmaceutical company developing breakthrough therapies in the area of oncology and autoimmune disorders. The company operates six manufacturing facilities that cater to all the regulated market including USA, Europe and other geographies. Find out more about us at www.jubilantpharmova.com . The Position Organization : Jubilant Pharmova Limited Designation ;: Senior Manager / Associate Director - Finance and Accounting Location;;; : Bangalore Responsible for following activities: Financial Planning and Analysis (FP and A): Lead the annual budgeting, forecasting, and long-range planning processes. Provide strategic insights and recommendations to senior leadership based on financial analysis. Monitor key performance indicators (KPIs) and variance analysis to support decision-making. Analytical Dashboards and Reporting: Design and implement interactive dashboards using tools like Power BI, Tableau, or similar. Automate reporting processes to improve efficiency and accuracy. Present financial data in a clear, actionable format for cross-functional stakeholders. Consolidation of Accounts: Oversee monthly, quarterly, and annual financial close processes. Ensure timely and accurate consolidation of financial statements across entities. Maintain compliance with accounting standards (IFRS/GAAP) and internal controls. Business Finance Partnering: Collaborate with business units to evaluate financial impact of strategic initiatives. Support pricing strategies, cost optimization, and investment decisions. Act as a trusted advisor to operational teams, driving financial accountability. Qualifications and Skills: CA / CPA or MBA from top premium colleges 15+ years of progressive experience in finance and accounting roles. Strong expertise in FP and A, financial consolidation, and business finance. Proficiency in financial modeling, Excel, and dash boarding tools. Excellent communication, leadership, and stakeholder management skills. Experience in a multinational or matrixed organization is preferred. Jubilant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, colour, gender identity or expression, genetic information, marital status, medical condition, national origin, political affiliation, race, ethnicity, religion or any other characteristic protected by applicable local laws, regulations and ordinances. To know more about us, Please visit our LinkedIn Page- https://www.linkedin.com/company/jubilantpharmova/mycompany/

Strategic Financial Planning & Budgetary Control: Design business plans / strategies for maximizing profitability, revenue generation & realizing organizational goals. Formulating budgets and conducting variance analysis. Required Candidate profile Behavioral • Independent (can work under limited supervision) • Ambitious and willing to make the extra effort to achieve his/her goals • Professional approach • High on Logic • High on integrity.

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Transfer Agency Trade Processing Team Business- Dealing Role Title- Senior Associate The Transfer Agency Department provides Fund Administration service to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments. The department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions.This role is to perform BAU activities in the TA department in order to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met. Candidates should be flexible enough to work in 24*7 environments Key duties and responsibilities Processing of Financial & Non-Financial transactions through internal systems as per regulatory and client requirement Identify and resolve problems within the defined procedures Complete archiving of investor and client documentation ensuring a full audit trail exists for subsequent retrieval Expected to work on initiatives/Ad-hoc requirements as per business needs Should be able to work independently but also need to be a good team player. Should be able to identify process gaps & need to work as a trouble shoot Ability to support, guide & train other team members Should have the ability to understand & handle complex queries Strong domain knowledge is essential & understanding of TA business.es Well versed with preparation and review of SOPs/Process flow charts Able to identify & implement various process control Provide innovative ideas for process enhancements Should have a good understanding of regulatory and audit requirements to ensure all the requirements are fulfilled Ability to prioritize multiple tasks by utilizing effective time management skills. Qualification and Experience Prior Transfer Agency processing experience is required Bachelors Degree in Commerce is desires 5-10 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables Ability to navigate proficiently in a windows environment Strong knowledge of Microsoft excel & word Ability to write messages in a clear and concise manner Ability to read, write & speak English proficiently Strong research, resolution and communication skills Interpersonal skills - Relationship builder, respectful and resolves problems Communication skills - Presentation skills, listening skills, oral & written communication skills Self-management - Adaptability and resilience, learning behaviour, integrity and ethics and relationship builder Motivational skills - Performance standards, achieving results and persistent. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shifts as per business needs Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desires desirable. 5-10 years of relevant experience Ability to work under pressure and should be able to handle multiple projects. A good understanding of effective risk management & its execution. Effective verbal reasoning and numeric skills Excellent planning and organization skills The candidate should be able to understand the intricacies of TA business & its impact on other related functions Career with Apex A genuinely unique opportunity to be part of an expanding large global business. Additional information We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering great results, please submit your application (with your CV, cover letter and salarys expectations) to our dedicated email addressneha.jpandey@apexgroup.com

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Transfer Agency Trade Processing Team Business- Dealing Role Title- Associate The Transfer Agency Department provides Fund Administration service to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments. The department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions. This role is to perform BAU activities in the TA department in order to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met. Candidates should be flexible enough to work in 24*7 environments. Key duties and responsibilities Processing of Financial & Non-Financial transactions through internal systems as per regulatory and client requirement Identify and resolve problems within the defined procedures. Complete archiving of investor and client documentation ensuring a full audit trail exists for subsequent retrieval Expected to work on initiatives/Ad-hoc requirements as per business needs. Should be able to work independently but also need to be a good team player. Should be able to identify process gaps & need to work as a trouble shoot. Ability to support, guide & train other team members. Should have the ability to understand & handle complex queries Strong domain knowledge is essential & understanding of TA business .es Well versed with preparation and review of SOPs/Process flow charts Able to identify & implement various process control Provide innovative ideas for process enhancements Should have a good understanding of regulatory and audit requirements to ensure all the requirements are fulfilled Ability to prioritize multiple tasks by utilizing effective time management skills. Qualification and Experience Prior Transfer Agency processing experience is required Bachelors Degree in Commerce is desires 1-5 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables Ability to navigate proficiently in a windows environment Strong knowledge of Microsoft excel & word Ability to write messages in a clear and concise manner Ability to read, write & speak English proficiently Strong research, resolution and communication skills Interpersonal skills - Relationship builder, respectful and resolves problems Communication skills - Presentation skills, listening skills, oral & written communication skills Self-management - Adaptability and resilience, learning behaviour, integrity and ethics and relationship builder Motivational skills - Performance standards, achieving results and persistent. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shifts as per business needs Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desires. desirable 1-5 years of relevant experience Ability to work under pressure and should be able to handle multiple projects. A good understanding of effective risk management & its execution. Effective verbal reasoning and numeric skills Excellent planning and organization skills The candidate should be able to understand the intricacies of TA business & its impact on other related functions. Career with Apex A genuinely unique opportunity to be part of an expanding large global business. Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly. Additional information We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society, and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit https://apexgroup.com/csr-policy/ If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering great results, please submit your application (with your CV, cover letter and salary s expectations) to our dedicated email addressrajput.tushar@apexgroup.com

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 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

Job Description As a key member of the Finance FP&A team, you will support one of the business units of the Organization. Your core responsibilities will include: Partner with the organizational leaders across the business to drive operational efficiency, supporting the teams with financial metrics and analysis Preparation of key financial forecasts including long-range and annual plans quarterly outlooks, and monthly forecasts Presentation of performance insights and actionable recommendations to business leaders to influence the direction of the business Serve as collaborator and trusted partner to the business Set up and manage headcount approvals, tracking and forecasting Improve financial processes and implement system improvements to support growth at scale Build deep business partner relationships across the organization; establishing trust and gaining an understanding of relevant business drivers Create presentations, reports, and dashboards to inform senior leadership on the financial performance of their teams and provide guidance on near-term and long-term opportunities and risk Be results and service-oriented; comfortable dealing with ambiguity Qualifications This role requires a strong understanding of financial disciplines, good business acumen, and the ability to communicate recommendations effectively. CA or MBA with 5 + years of FP&A experienc

IFMR Openings Finance Manager Krea University Chennai Full Time Posted 4 months ago Legal & Compliance Krea University Chennai Full Time Posted 4 months ago

About the Role As the Manager of Account Planning for the India market, you will lead the development, execution, and communication of financial strategies tailored to this region. This role is critical in driving profitable growth through strategic planning, in-season management, and strong cross-functional collaboration. You will work closely with the Franchisee s Finance, Planning, and Operations teams, as well as Gap Inc internal cross functional teams across Account Management, Pricing, and Merchandising to ensure alignment with long-term business objectives and market-specific strategies. What Youll Do Strategic & Financial Planning Leads and owns India s top-down retail sales and wholesale buy targets through OTB and manage the Ros Revenue for annual budgets and monthly forecast. Partner with the Franchisee, Account Management and Pricing to review and challenge annual business plans, leveraging P&L insights to shape budgets and hit LRP targets. Build and approve sales plans for new and existing channels (stores, online, wholesale), including new market entries and store openings. In-Season Management Drive weekly/monthly trade reviews and forecasts; use OTBs to optimize in-season performance and influence channel-level planning. Owns reforecast sales plans and identify risks/opportunities; develop action plans with cross-functional teams to achieve financial goals. Works closely with partner by challenging weekly trade and validating data discrepancies. Deliver seasonal hindsight analyses on new store performance and Top 20 locations that are on track to plans and profitability. Regional & Partner Collaboration Analyze and provide insights on partner and regional performance to senior leadership, identifying growth levers and market trends. Review and challenge partner business plans to ensure financial rigor and alignment with strategic goals. Onboard new partners to planning tools and processes, ensuring consistency and best practice sharing across regions. Cross-Functional Leadership Collaborate with internal teams (Merchandising, Pricing, Account Management, Visual and Operations) and external partners to align on strategic goals and operational execution. Support real estate planning through NSR and P&L reviews to ensure sustainable growth aligned with retail footprint goals. As a leader within the Regional Account Planning team, you will also contribute to broader, non-region-specific planning initiatives supporting cross-functional ways of working and helping to develop tools and processes as needed. Who You Are Bachelor s Degree or equivalent experience required. 8+ years of experience in merchandise planning, financial planning, or related fields. Experience in wholesale/franchise and ecommerce businesses strongly preferred. Strong analytical skills with a deep understanding of financial metrics: sales, comp levers, gross margin, inventory, and intake. Proven ability to lead cross-functional initiatives and influence stakeholders across global markets. Strong presentation skills with the ability to effectively engage senior leadership both internal and external and tailor communication across diverse audiences Advanced Excel skills (e.g., index match, lookups); strong proficiency in Microsoft Office. Comfortable working in a dynamic, fast-paced environment with a high degree of ambiguity. Willingness to participate in early morning or late-night calls to support global teams. Self-starter with strong problem-solving skills, able to assess complex situations, analyze data, and drive solutions with speed and creativity. Strong communicator, with excellent listening, written, and verbal skills; able to clearly present ideas and influence stakeholders. Thrives in a self-directed role, using initiative and resourcefulness to achieve goals and resolve issues independently. Ability to travel.

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 Result orientation Customer centricity relationship building Basic Computer Knowledge. Good communication skills- English and regional language

About the Team The Business Finance and Commercial Strategy team builds a data-driven finance function supporting multiple business units including PG, QR, and POS. We deliver periodic financial reporting, conduct budget vs. actual variance analysis, track performance metrics, and publish management packs. Our team develops frameworks for annual operating plans, supports forecasting processes, and provides analytical insights that directly inform strategic business decisions. About the Role As an Assistant Manager in Business Finance, you'll support senior team members in driving P&L performance toward Annual Operating Plan targets. You'll analyze financial results, help prepare management packs and review decks, work with financial models, and contribute to monthly/quarterly outlooks. The role involves identifying efficiency opportunities, assisting with month-end activities, and ensuring data accuracy. You'll help translate complex financial data into actionable insights, supporting business partners while contributing to organizational performance optimization. Responsibilities: Work closely with team members and stakeholders to perform activities associated with MIS, reporting, budgeting, and forecasting Analyze results and assist in understanding variances to budget and historical trends Support the team in driving the P&L towards Annual Operating Plan targets Provide financial support to Business/Functions to assist in decision making Assist in the preparation of various reports to support management needs and ensure timely adherence to deadlines Help track and provide insight on business productivity (efficiency saves) and business-driven projects Support the preparation of monthly management packs and review decks Contribute to creating and reviewing monthly and quarterly outlooks and annual financial plans Assist in key month-end activities including interacting with Controllers to ensure accuracy of management information Comply with all departmental/financial operations policies and practices Help prepare financial models and support the data life cycle in the system Provide ad-hoc reporting for end users when required Requirements: 2-5 years of experience in Financial Planning & Analysis (FP&A), Business Finance, or relevant financial domains MBA or qualified CA any equivalent course/education Experience working with cross-functional teams Developing business acumen with ability to understand business drivers Strong analytical and problem-solving capabilities Good communication abilities Attention to detail with focus on data integrity Good organizational and documentation skills Proficient in MS Excel and PowerPoint Self-motivated with ability to manage priorities and meet deadlines Team player who can collaborate effectively What we offer? A positive, get-things-done workplace A dynamic, constantly evolving space (change is par for the course – important you are comfortable with this) An inclusive environment that ensures we listen to a diverse range of voices when making decisions. Ability to learn cutting edge concepts and innovation in an agile start-up environment with a global scale Access to 5000+ training courses accessible anytime/anywhere to support your growth and development (Corporate with top learning partners like Harvard, Coursera, Udacity) About us: At PayU, we are a global fintech investor and our vision is to build a world without financial borders where everyone can prosper. We give people in high growth markets the financial services and products they need to thrive. Our expertise in 18+ high-growth markets enables us to extend the reach of financial services. This drives everything we do, from investing in technology entrepreneurs to offering credit to underserved individuals, to helping merchants buy, sell, and operate online. Being part of Prosus, one of the largest technology investors in the world, gives us the presence and expertise to make a real impact. Find out more at www.payu.com Our Commitment to Building A Diverse and Inclusive Workforce As a global and multi-cultural organization with varied ethnicities thriving across locations, we realize that our responsibility towards fulfilling the D&I commitment is huge. Therefore, we continuously strive to create a diverse, inclusive, and safe environment, for all our people, communities, and customers. Our leaders are committed to create an inclusive work culture which enables transparency, flexibility, and unbiased attention to every PayUneer so they can succeed, irrespective of gender, color, or personal faith. An environment where every person feels they belong, that they are listened to, and where they are empowered to speak up. At PayU we have zero tolerance towards any form of prejudice whether a specific race, ethnicity, or of persons with disabilities, or the LGBTQ communities.

About the Team The Business Finance and Commercial Strategy team builds a data-driven finance function supporting multiple business units including PG, QR, and POS. We deliver periodic financial reporting, conduct budget vs. actual variance analysis, track performance metrics, and publish management packs. Our team develops frameworks for annual operating plans, supports forecasting processes, and provides analytical insights that directly inform strategic business decisions. About the Role As an individual contributor, you'll work closely with senior stakeholders to drive P&L performance toward Annual Operating Plan targets. You'll analyze financial results, prepare management packs and review decks, develop financial models, and support monthly/quarterly outlooks. The role involves identifying efficiency opportunities, assisting with month-end activities, and ensuring data accuracy. You'll translate complex financial data into actionable insights, serving as a trusted advisor to business partners while helping optimize organizational performance. Responsibilities: In this role, the individual will need to work very closely with senior stakeholder/s and perform activities associated with the MIS Reporting and Budgeting, Forecasting activities. This will also involve high degree of on-going analytical support and ad hoc reporting. Analyze consolidated results and partners closely with Business Head & Vertical Heads to understand variances to budget and historical trends Take ownership of driving the P&L towards Annual Operating Plan Provide financial support to Business/Functions and assist them in decision making Preparation of various Reports to support the Management needs and ensuring timely adherence to deadlines Track and provide insight on business productivity (efficiency saves) and projects driven by business Preparation of monthly Management packs, review decks and getting into discussions with Finance Management, as necessary Working to create and review monthly and quarterly outlook and annual financial plans, including reporting and analysis to explain changes against given baselines Assist in key month end activities including interaction with the Controllers to provide oversight of completeness and accuracy of underlying management information Comply with all departmental/financial operations policies and practices Prepare financial models; support the data life cycle in the system Ad-hoc reporting for end users when required Requirements: 4-8 years of experience in Financial Planning & Analysis (FP&A), Business Finance, Financial Consulting, or relevant financial domains MBA or CA qualification is required Experience collaborating with senior stakeholders Strong business acumen with ability to understand business drivers Exceptional analytical and problem-solving capabilities Effective consulting skills with excellent communication abilities Meticulous attention to detail with focus on data integrity Advanced organizational and documentation skills Proficient in MS Excel and PowerPoint Self-motivated with ability to manage priorities and meet deadlines Team player who can collaborate effectively in larger groups What we offer? A positive, get-things-done workplace A dynamic, constantly evolving space (change is par for the course – important you are comfortable with this) An inclusive environment that ensures we listen to a diverse range of voices when making decisions. Ability to learn cutting edge concepts and innovation in an agile start-up environment with a global scale Access to 5000+ training courses accessible anytime/anywhere to support your growth and development (Corporate with top learning partners like Harvard, Coursera, Udacity) About us: At PayU, we are a global fintech investor and our vision is to build a world without financial borders where everyone can prosper. We give people in high growth markets the financial services and products they need to thrive. Our expertise in 18+ high-growth markets enables us to extend the reach of financial services. This drives everything we do, from investing in technology entrepreneurs to offering credit to underserved individuals, to helping merchants buy, sell, and operate online. Being part of Prosus, one of the largest technology investors in the world, gives us the presence and expertise to make a real impact. Find out more at www.payu.com Our Commitment to Building A Diverse and Inclusive Workforce As a global and multi-cultural organization with varied ethnicities thriving across locations, we realize that our responsibility towards fulfilling the D&I commitment is huge. Therefore, we continuously strive to create a diverse, inclusive, and safe environment, for all our people, communities, and customers. Our leaders are committed to create an inclusive work culture which enables transparency, flexibility, and unbiased attention to every PayUneer so they can succeed, irrespective of gender, color, or personal faith. An environment where every person feels they belong, that they are listened to, and where they are empowered to speak up. At PayU we have zero tolerance towards any form of prejudice whether a specific race, ethnicity, or of persons with disabilities, or the LGBTQ communities.

Job Purpose Candidate should be CA/CMA Intermediate 2-4 years of experience in Medium Size Manufacturing Industry. Candidate should have knowledge and experience in Financial Planning & Analysis, Cash & Bank, Product Costing, Metal Accounting with WBT/IBT, Accounting Standard [Ind AS] with Current Development Candidate must posses strong Analytical Thinking , Strategic Decision Making . Operational Decision Making Ability to Approach a problem by using a logical, systematic and sequential approach for understanding the cause and effect.

Greetings from Peoplefy !! We are hiring for one of our reputed MNC client based in pune location Role Name : - FP&A Analyst Experience : 3+ Years of experience in Global Manufacturing , Retail , FMCG Companies. Work Mode - 5 Days Office Education : CA Qualified Notice Period : 60 Days Candidates who are Flexible with sifts Interested Candidates please share your profiles on: Deeksha.ka@peoplefy.com

Some careers shine brighter than others. If you re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. We are currently seeking an experienced professional to join our team in th e role of Consultant Specialist In this role, you will: Regional Financial Planning and tracking for regions Responding to time critical financial queries effectively Prioritization of requests & analysis Facing off Regional Business management team & explaining costs in an efficient & clear manner Understanding of financial reports and foresee issues Management Reporting Knowledge of Management Tools (Clarity) used for effective Project Management Effective Resource Planning based on Available budget and Project Demand. Monitoring Group Tools and maintain correct data. Understanding the financials behind each request Resource Balancing within Business Unit to support Funded projects Analysis to evaluate the supply against the demand Financial Dashboards to check the cost against demand request Helping Regional Heads for the estimations and controlling. Requirements 8-12 years of experience in IT with 6+ years in Management Services (Finance). Good Communication Excel expert (Macro) Knowledge of Qlik Sense development, JIRA, Clarity As a senior member, should be able to handle first point escalation for all technical and process issues. Provide subject matter expertise wherever required. Ensure proper communication and quick resolution as a crisis manager. Vendor coordination, Prepare Weekly and monthly status reports. Participate in business meetings with various stake holders on a need basis. Take corrective actions based on the customer satisfaction surveys.

Join our dynamic team as a Goals-based Planning Analyst, where youll leverage J. P. Morgans cutting-edge wealth planning tools to empower advisor teams and deliver personalized financial strategies. This role offers the opportunity to become a subject-matter expert while guiding advisors in complex client situations. If youre passionate about financial planning and eager to make a meaningful impact, we want to hear from you! As an Analyst in the Goals-based Planning team, you will play a pivotal role in advising and guiding Banker/Investor teams in the use of analytical wealth planning tools to deliver goals-based advice to clients and prospects. This position offers the opportunity to master sophisticated financial concepts and tools, while providing ongoing support to advisor teams in complex client situations. Job Responsibilities Master J. P. Morgans wealth planning tools and concepts, including goals-based planning, multi asset allocation, cash flows, tax considerations, and currency references. Provide ongoing support to Advisor teams, addressing queries related to tools and facilitating goals-based planning conversations. Create tailored analyses for unique and complex client situations, ensuring that each clients specific needs and goals are addressed with precision and creativity. Manage and update PowerPoint templates for tools, client situations, and case studies, ensuring that advisor teams have access to the most relevant and effective resources. Support the upkeep of goals-based planning tools and associated materials. Required Qualifications, Capabilities, and Skills Bachelors degree from a top university, in a quantitative discipline such as finance, economics, statistics, mathematics, or a related field. Foundational understanding of different asset classes (equities, fixed income, and alternatives) and portfolio construction process. Foundational understanding of Portfolio Analytics (Risk/Return parameters). Effective communication skills. Excellent computer skills, including Excel and PowerPoint. 2+ years of experience in the financial services industry. Preferred Qualifications, Capabilities, and Skills Progress toward the CFA or CFP designation is a plus. Join our dynamic team as a Goals-based Planning Analyst, where youll leverage J. P. Morgans cutting-edge wealth planning tools to empower advisor teams and deliver personalized financial strategies. This role offers the opportunity to become a subject-matter expert while guiding advisors in complex client situations. If youre passionate about financial planning and eager to make a meaningful impact, we want to hear from you! As an Analyst in the Goals-based Planning team, you will play a pivotal role in advising and guiding Banker/Investor teams in the use of analytical wealth planning tools to deliver goals-based advice to clients and prospects. This position offers the opportunity to master sophisticated financial concepts and tools, while providing ongoing support to advisor teams in complex client situations. Job Responsibilities Master J. P. Morgans wealth planning tools and concepts, including goals-based planning, multi asset allocation, cash flows, tax considerations, and currency references. Provide ongoing support to Advisor teams, addressing queries related to tools and facilitating goals-based planning conversations. Create tailored analyses for unique and complex client situations, ensuring that each clients specific needs and goals are addressed with precision and creativity. Manage and update PowerPoint templates for tools, client situations, and case studies, ensuring that advisor teams have access to the most relevant and effective resources. Support the upkeep of goals-based planning tools and associated materials. Required Qualifications, Capabilities, and Skills Bachelors degree from a top university, in a quantitative discipline such as finance, economics, statistics, mathematics, or a related field. Foundational understanding of different asset classes (equities, fixed income, and alternatives) and portfolio construction process. Foundational understanding of Portfolio Analytics (Risk/Return parameters). Effective communication skills. Excellent computer skills, including Excel and PowerPoint. 2+ years of experience in the financial services industry. Preferred Qualifications, Capabilities, and Skills Progress toward the CFA or CFP designation is a plus.

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team. As a Financial Analyst in our Finance team, you will spend each day defining, refining and delivering set goals for our firm You will be responsible for one of our key financial measures such as revenues, expenses, headcount, or profitability modelling, where you will be expected to deliver value-added financial reporting and analysis, and assist with strategic direction and decision making. You will be expected to provide leadership across the FP&A teams, and interact regularly with the FP&A Managers, the line of business CFOs and peers across Finance & Business Management and the business. Job Responsibilities Acting as Expense exception Approver (EEA) for business reviewing Expense exceptions and taking appropriate action Addressing expense related queries in line with expense policies, contributing to expense initiatives and reviews, setting up and managing expense approval limits on smart approval Managing annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports Calculate and consolidate the month-end results, the forecast for the remainder of the year, and the budget for future years Perform variance analysis to understand the key drivers of the results and provide commentary explaining changes from prior forecasts/budgets Produce weekly/monthly/quarterly and adhoc reporting of the results and drivers for senior management Enhance controls and streamline processes, introducing automation where possible Work on projects to drive global consistency and create synergies across the team Managing Regulatory reporting QC for CCAR, Lead bank reporting, International reporting Required qualifications, capabilities, and skills Bachelor s degree in Accounting, Finance or a subject of a technical nature Inquisitive, enthusiastic and diligent, and capable of challenging peers Strong verbal and written communication skills, with the ability to articulate complex issues clearly Highly motivated and able to thrive and think clearly under pressure and tight deadlines Integrity in handling highly sensitive and confidential information Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams Preferred qualifications, capabilities, and skills Experience in creating Tableau dashboards, Python and Alteryx is a must Advanced skills in Excel and PowerPoint, preferably with experience of Hyperion Essbase and MS Access. You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team. As a Financial Analyst in our Finance team, you will spend each day defining, refining and delivering set goals for our firm You will be responsible for one of our key financial measures such as revenues, expenses, headcount, or profitability modelling, where you will be expected to deliver value-added financial reporting and analysis, and assist with strategic direction and decision making. You will be expected to provide leadership across the FP&A teams, and interact regularly with the FP&A Managers, the line of business CFOs and peers across Finance & Business Management and the business. Job Responsibilities Acting as Expense exception Approver (EEA) for business reviewing Expense exceptions and taking appropriate action Addressing expense related queries in line with expense policies, contributing to expense initiatives and reviews, setting up and managing expense approval limits on smart approval Managing annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports Calculate and consolidate the month-end results, the forecast for the remainder of the year, and the budget for future years Perform variance analysis to understand the key drivers of the results and provide commentary explaining changes from prior forecasts/budgets Produce weekly/monthly/quarterly and adhoc reporting of the results and drivers for senior management Enhance controls and streamline processes, introducing automation where possible Work on projects to drive global consistency and create synergies across the team Managing Regulatory reporting QC for CCAR, Lead bank reporting, International reporting Required qualifications, capabilities, and skills Bachelor s degree in Accounting, Finance or a subject of a technical nature Inquisitive, enthusiastic and diligent, and capable of challenging peers Strong verbal and written communication skills, with the ability to articulate complex issues clearly Highly motivated and able to thrive and think clearly under pressure and tight deadlines Integrity in handling highly sensitive and confidential information Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams Preferred qualifications, capabilities, and skills Experience in creating Tableau dashboards, Python and Alteryx is a must Advanced skills in Excel and PowerPoint, preferably with experience of Hyperion Essbase and MS Access.

Flex is the diversified manufacturing partner of choice that helps market-leading brands design, build and deliver innovative products that improve the world. A career at Flex offers the opportunity to make a difference and invest in your growth in a respectful, inclusive, and collaborative environment. If you are excited about a role but dont meet every bullet point, we encourage you to apply and join us to create the extraordinary. Job Summary To support our extraordinary teams who build great products and contribute to our growth, we re looking to add a Manager - Business Support Analyst located in Chennai location. The Business Support Analyst will provide comprehensive support to project teams, driving project success through financial planning and analysis, stakeholder management, coordination, and progress tracking, while ensuring timely response to queries and management updates. Reporting to the Senior Director , and the role involves: What a typical day looks like: Project Coordination : Drive project progress by establishing clear timelines, tracking milestones, and facilitating communication among team members to ensure timely completion and alignment with project goals. Stakeholder Management : Cultivate strong relationships with all project stakeholders, including project core team, sponsors, and cross functional team members. Ensure ongoing collaboration and alignment by scheduling regular check-ins and updates to facilitate successful project delivery Progress Tracking : Implement robust monitoring practices to report on project progress, utilizing metrics and KPIs to identify areas for improvement. Provide actionable insights to the team, fostering a culture of continuous improvement. Project Financial Planning : Develop, manage, and refine comprehensive project budgets and financial plans that align with project objectives and stakeholder expectations. Financial Analysis : Conduct in-depth financial analysis, including variance analysis, to evaluate project performance against budget. Identify trends and provide recommendations for improvement, ensuring financial health throughout the project lifecycle. Query Response : Act promptly in responding to inquiries from stakeholders and management. Provide clear updates on project status, financials, and any other relevant information, ensuring transparency and fostering trust. Management Updates : Prepare and present regular comprehensive updates to management regarding project status, highlighting key issues, risks, and corrective actions being taken. Ensure that management is informed and equipped to make strategic decisions. Financial Reporting : Develop and maintain financial reports and dashboards that provide stakeholders with a clear overview of financial performance. Ensure timely dissemination of reports to facilitate informed decision-making. Risk Management : Proactively identify potential financial and project-related risks, developing and implementing mitigation strategies. Foster a risk-aware culture within the project team to minimize impact on project objectives. Process Improvement : Continuously assess project processes and performance, identifying opportunities for improvement. Implement best practices and innovative solutions to enhance efficiency and effectiveness in project delivery . The experience we re looking to add to our team: Bachelor s degree in Business Administration, Project Management, Finance, or a related field. A Master s degree (MBA or similar) is preferred. 10+ years of experience in project management including financial analysis, depending on the organization and specific role. Knowledge / Skills / Abilities: Project Management Principles: In-depth understanding of project management frameworks, methodologies, and best practices Analytical Skills: Ability to analyze complex data sets, forecast trends, and interpret financial reports to support decision-making Interpersonal Skills: Strong relationship-building capabilities, with the ability to collaborate across diverse teams and manage stakeholder expectations. Decision-Making Ability: Demonstrated ability to make informed decisions based on data analysis and stakeholder input, balancing project needs with organizational objectives. Scope / Impact: Ensuring effective project planning and execution Providing actionable financial insights to project stakeholders Identifying opportunities for cost savings and process improvements Developing and tracking key performance metrics to measure project success Collaborating with project teams, stakeholders, and senior management to drive business outcomes and ensure successful project delivery. Decision Making / Discretion: Will exercise sound judgment and make informed decisions within the scope of assigned projects, including project management, financial planning, analysis, and recommendations to stakeholders. Supervision / Leadership: Mentor and guide junior team members, sharing knowledge and best practices to support their growth and development. Ensures Flex values are part of work life. Certificates, Licenses, Registrations: Certification in any of the following area will be considered as an added advantage Management Professional (PMP) Lean Six Sigma Certification Strong analytical and reporting skills, with proficiency in data visualization tools (e. g. , Tableau, Power BI) What you ll receive for the great work you provide: Health Insurance Paid Time Off NK99 Job Category Operational Excellence Required Skills: Optional Skills: Flex pays for all costs associated with the application, interview or offer process, a candidate will not be asked for any payment related to these costs. Flex is an Equal Opportunity Employer and employment selection decisions are based on merit, qualifications, and abilities. We do not discriminate based on: age, race, religion, color, sex, national origin, marital status, sexual orientation, gender identity, veteran status, disability, pregnancy status, or any other status protected by law. Were happy to provide reasonable accommodations to those with a disability for assistance in the application process. Please email accessibility@flex. com and well discuss your specific situation and next steps (NOTE: this email does not accept or consider resumes or applications. This is only for disability assistance. To be considered for a position at Flex, you must complete the application process first).