12255 Financial Planning Jobs - Page 26

We are looking for a Senior Financial Analyst to join our Finance team in Noida. This is an exciting opportunity to work on financial planning and analysis profile with great experience on budgeting/forecast/headcount planning/AWS costs. About You: At least 3 Years of experience in Sr Financial analysis, forecasting, and modelling. Any Graduate / Post Graduate degree is required. (CA/ CMA / MBA is added advantage) Strong analytical, forecasting methods skills, and problem-solving skills. Working knowledge of financial and general accounting principles, practices, and procedures Ability to multi-task and prioritize complex tasks under tight deadlines. Clear, concise communication skills Prove...

Join us as a Treasury Analyst This is an opportunity for someone with a keen eye for detail and excellent analytical skills to join our Treasury department Youll be delivering accurate monthly financial information, including balance sheet, profit and loss account and supporting data Youll be joining an exciting and fast-paced area of the bank, where you can expect great exposure both for you and your work We're offering this role at senior analyst level What you'll do As a Treasury Analyst, youll be providing end-to-end finance support, primarily focusing on Business Unit Control consisting of the Product Control, Finance Control and Reporting functions for complex Treasury products. Using ...

We are looking for the following position for our TG Department : The candidate should be Chartered Accountant (CA), CA Intern (Including article ship with a CA Educational Degree from reputed University with First Class and up to 4-5 years of experience. Candidates should possess necessary skill sets mentioned in below job description Job Description: Should understand the dynamics of ARAI business model Should be good in basic accounting and costing Has to be well acquainted with the auditing processes Willing to learn the Government accounting and compliances. Should be aware of the pricing methods and processes with different business partner Should understand the joint venture projects ...

Essential Duties and Responsibilities: Accounts Record-Keeping: Maintain accurate and up-to-date accounting records including ledgers, journals, Depreciation on Fixed assets and other financial documents. Accounts Payable and Receivable: Process invoices, payments, receipts, in a timely manner. Monitor accounts receivable to ensure timely collection and follow up on overdue accounts. Review payroll run and pay salaries. Pay with-holding taxes, GST/CST/IGST, Provident Fund, EST, File Service Tax returns Bank Reconciliation: Perform regular bank reconciliations to ensure the accuracy of financial data and identify discrepancies. Budget Monitoring: Assist in preparing departmental budgets, trac...

Roles and Responsibilities Develop clear understanding of key business drivers, analyses key financial metrics, provide value add analysis, support to finance management. Lead the MEC process and present key highlights and analysis along with preparing and owning the monthly MIS files. Owning and preparation of MIS files at different streams/levels as per business requirement and to present the business performance of each business unit. Manage E2E forecasting and tracking the financials by working closely with Business finance and Business teams. Prepare and publish business financials, perform variance analysis. Work with Business Unit team to build their annual and monthly budgets and for...

About Team: The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual funds for various clients. At FIS we provide service to clients via various channels like Transaction processing, Chat etc. The customer support may include but not limited to Accounts set up, Shareholder data maintenance, overall record keeping. What you will be doing: Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institutions high-value customers. Addresses inquiries and performs account maintenance on deposits and money market accounts. Assists customers by initiating payment investig...

About Team: The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual funds for various clients. At FIS we provide service to clients via various channels like Transaction processing, Chat etc. The customer support may include but not limited to Accounts set up, Shareholder data maintenance, overall record keeping. What you will be doing: Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institutions high-value customers. Addresses inquiries and performs account maintenance on deposits and money market accounts. Assists customers by initiating payment investig...

About Team: The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual funds for various clients. At FIS we provide service to clients via various channels like Transaction processing, Chat etc. The customer support may include but not limited to Accounts set up, Shareholder data maintenance, overall record keeping. What you will be doing: Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institutions high-value customers. Addresses inquiries and performs account maintenance on deposits and money market accounts. Assists customers by initiating payment investig...

About Team: The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual funds for various clients. At FIS we provide service to clients via various channels like Transaction processing, Chat etc. The customer support may include but not limited to Accounts set up, Shareholder data maintenance, overall record keeping. What you will be doing: Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institutions high-value customers. Addresses inquiries and performs account maintenance on deposits and money market accounts. Assists customers by initiating payment investig...

About Team: The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual funds for various clients. At FIS we provide service to clients via various channels like Transaction processing, Chat etc. The customer support may include but not limited to Accounts set up, Shareholder data maintenance, overall record keeping. What you will be doing: Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institutions high-value customers. Addresses inquiries and performs account maintenance on deposits and money market accounts. Assists customers by initiating payment investig...

About Team: The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual funds for various clients. At FIS we provide service to clients via various channels like Transaction processing, Chat etc. The customer support may include but not limited to Accounts set up, Shareholder data maintenance, overall record keeping. What you will be doing: Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institutions high-value customers. Addresses inquiries and performs account maintenance on deposits and money market accounts. Assists customers by initiating payment investig...

About the Team The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual funds for various clients. At FIS we provide service to clients via various channels like Transaction processing, Chat etc. The customer support may include but not limited to Accounts set up, Shareholder data maintenance, overall record keeping. What you will be doing Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institutions high-value customers. Addresses inquiries and performs account maintenance on deposits and money market accounts. Assists customers by initiating payment invest...

About the team: The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual funds for various clients. At FIS we provide service to clients via various channels like Transaction processing, Chat etc. The customer support may include but not limited to Accounts set up, Shareholder data maintenance, overall record keeping. Wealth Transfer What you will be doing : Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institutions high-value customers. Addresses inquiries and performs account maintenance on deposits and money market accounts. Assists customers by initia...

GENERAL DUTIES & RESPONSIBILITIES Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institutions high-value customers. Addresses inquiries and performs account maintenance on deposits and money market accounts. Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals. Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries. Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function. In...

Overview The person will lead the FP&A team. He/she should offer excellent quantitative analysis, qualitative business judgement He/she should be strong in building relationships with key decision makers and peers across the business unit. This individual will demonstrate well-reasoned insights on financial and strategic issues/decisions. Exhibit the intellect and sound business judgment to make decisions in the best interest of the Company and the business. He/she will partner effectively with a senior management team. This individual will convey a strong sense of executive presence both within and outside his/ her organization. The person must be persuasive, exhibiting an ability to commun...

Role Purpose :- Transforming raw data into meaningful information, enabling strategic planning, operational efficiency, and customer-centric innovation. Closely collaborating with cross-functional teams to understand business needs, design analytical solutions, and drive continuous improvement through data. Note :- Must be a CA Pass out and local Bangalore applicant only

At EY, we're all in to shape your future with confidence. we'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. GDS SaT Associate Manager Transaction Diligence Within SaT, Transaction Diligence (TD) services encompass the strategic development and execution of an appropriate transaction structure, which includes execution of financial due diligence, IPOs and restructuring of banking loans. Our team works to understand profit drivers and trends, assumptions of future performance, and assists with purchase agreements and post-closing transaction matters. TD professionals work...

Apex Fund Services LLP is looking for Finance Controller to join our dynamic team and embark on a rewarding career journey Financial Planning and Analysis: Developing and implementing financial strategies, forecasting and budgeting, and conducting financial analysis to support business decisions and goals Financial Reporting: Preparing accurate and timely financial statements, including income statements, balance sheets, and cash flow statements Ensuring compliance with accounting principles and regulatory requirements Financial Management: Managing the company's financial resources, including cash flow, investments, and risk management Monitoring financial performance and identifying areas ...

Company Description Manish Packaging Pvt. Ltd., headquartered in Surat, Gujarat, India, is a leading manufacturer specializing in PVC Films. Established in 1970, the company produces high-quality PVC Shrink Films, PVC Films for pharmaceutical laminates, and PVC Twist Films. With ISO 9001-2015 and GMP certifications, the company takes pride in its compliance with EU regulations, FDA norms, and global migration standards. Manish Packaging is dedicated to providing reliable, food-grade solutions that adhere to internationally certified quality standards. Role Description This is a full-time, on-site role for a Chief Financial Officer (CFO) at Manish Packaging Pvt. Ltd., located in Surat, Gujara...

Company Description We suggest you enter details here. Role Description This is a part-time hybrid role for a Life Insurance Agent based in Surat, with the flexibility for some remote work. The Life Insurance Agent will be responsible for identifying and guiding clients on their insurance needs, promoting suitable insurance products, and managing claims assistance. Other responsibilities include providing financial advice, maintaining strong client relationships, and achieving sales targets as per organizational guidelines. Qualifications Proficiency in Insurance Sales and Insurance Brokerage Knowledge of Finance, with the ability to provide financial planning and product recommendations Str...

Company Description The Life Insurance Corporation of India (LIC) is a state-owned life insurance company founded in 1956. Headquartered in Mumbai, Maharashtra, LIC is a key player in the life insurance sector in India. LIC offers a wide range of insurance products including Life Insurance, Health Insurance, Pension Plans, ULIPs, Group Schemes, and Micro Insurance. The company has a vast network of agents and branches across the country and overseas, making it accessible to a large section of the residential and non-residential population. Role Description This is a full-time hybrid role for a Bima Sakhi located in North Paravur, with some work from home acceptable. The Bima Sakhi's day-to-d...

Accountable for project scope, cost, and schedule management, and delivering the project within the defined contractual requirements and KONE objectives Proactive management of customer communication throughout the project, understanding of customer needs, objectives and promoting a trustful environment. Manages, leads and encourages the full chain project team to meet customers expectations. Communicates clearly, transparently and promotes active collaboration and caring of each other to reach mutual success for KONE and the customer. Sets clear targets for the project and plans accordingly. Plans and ensures sufficient project resourcing and competences. Ensure continuous risk and upsides ...

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

Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...

As a Cost Accountant, you will be responsible for analyzing production costs, managing expenses, and developing cost-control strategies. Your role will involve analyzing production costs, labor expenses, and overheads, identifying cost variances and inefficiencies, preparing budget forecasts and financial reports, and assisting in pricing strategies based on cost structures. Key Responsibilities: - Cost Analysis: Analyzing production costs, labor expenses, and overheads. - Budgeting and Cost Control: Developing cost-control strategies and budgets. - Variance Analysis: Identifying and analyzing cost variances and inefficiencies. - Financial Reporting: Forecasting future expenses and preparing...