15575 Financial Planning Jobs - Page 26

Company Description A D Naik Wealth is a trusted wealth management firm with over 35 years, we are dedicated to enabling financial aspirations and fostering freedom. Recognized for our excellence, we have received accolades such as the Best Financial Advisor (Mega Cities) award in FY 201415 and the Best Performing Regional Financial Advisor (West 201617) by CNBC. At A D Naik Wealth, our focus goes beyond numbers and strategiesit's about empowering individuals and families toward financial independence. Role Description We are seeking a full-time Senior Client Support Executive for our Goregaon office. The role involves maintaining and enhancing client satisfaction by providing exceptional su...

Company Description Bharti AXA Life Insurance is one of India's leading life insurance providers, established in 2006. Known for offering a range of value-driven, need-based life insurance and savings solutions, the company is part of Bharti Life Ventures Private Limited, a prominent Indian business group with interests in telecom, agribusiness, and retail. With a presence in over 200 branches across India, Bharti AXA Life Insurance is committed to customer-centricity, ensuring accessible and hassle-free services. Recognized as a Great Place to Work for four consecutive years, the company fosters a positive and inclusive work environment. Learn more at www.bhartiaxa.com. Role Description Thi...

Type: Full Time Location: Thane Description: Company Name : Value Wealth Experience Level : Fresher, 0-3 years work experience Industry : Financial Planning, Wealth Management About the Company : Value Wealth is a Wealth Management Firm Managing 220 Cr of AUM from 500+ Families, Corporates spread across locations. Website : www.valuewealth.in Job Summary : Role is for a Relationship Manager managing Mid networth & HNI Clients, small to mid segment corporates, Reviewing their portfolio through Financial planning/goal planning mode. Who Should Apply : CFP Candidates,/Candidates with work experience with AMCs or MFD Firms Responsibility Managing Existing MNI/HNI/NRI Investor base Conduct Calend...

Core functions: Minimum 2+ years of financial cost controlling experience Experience in annual financial planning, forecasting and monthly close/ variance Ability to interact, engage and influence senior business leaders Knowledge of SAP and financial reporting structure Hands on and detail oriented, with a strong ability to co-ordinate across different Geographies Ability to manage multiple functions at same point of time Qualifications: 2+ years of relevant experience or equivalent combination of education and work experience required Undergraduate degree/ Post graduate degree and 2-4years relevant experience preferred SAP experience required

FPNA Job Summary: The Finance Business Analyst reports to the Finance Manager of FP&A. This position is responsible for partnering with the Finance and Operations teams to provide timely, relevant, and accurate analysis of company performance against historical, budgeted, and forecasted targets. The analyst prepares both custom and standardized reports, conducts sales and gross profit analysis, and develops and tracks key performance indicators. Essential Functions: Produce regular performance metrics and financial results reports from multiple data sources. Identify opportunities for improving profitability by analyzing trends uncovered in the various analysis performed. An active business ...

Responsibilities: * Lead financial strategy and planning * Ensure accurate accounting functions * Manage budgets and forecasts * Oversee financial reporting and analysis * Drive strategic financial planning *Responsible for all Financial Operations Provident fund Health insurance

Job Title: Chartered Accountant (CA) Location- Worli Job Summary The Chartered Accountant (CA) is responsible for managing financial records, ensuring statutory compliance, preparing financial statements, handling audits, taxation, and providing financial insights to support business decision-making. Key Responsibilities * Prepare and analyze financial statements (Balance Sheet, P&L, Cash Flow) * Ensure compliance with statutory and regulatory requirements * Manage direct and indirect taxation (Income Tax, GST, TDS, etc.) * Conduct and coordinate internal and statutory audits * Handle budgeting, forecasting, and variance analysis * Maintain accurate accounting records and MIS reports * Liais...

Private Banking Advisor, Associate Position Overview Job Title: Private Banking Advisor, Associate Location: Gurgaon, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele. What we'll offer you As part of our flexible scheme, here are just some of the benefits that you'll enjoy Best in class leave policy Gender...

Interview Alert !! No 1 IT MNC is Hiring for FPNA Specialist / Lead for Chennai Salary Up-to - 8LPA + Variables Exp - 2 Yrs In Financial Planning and Analysis and Reporting , SAP S4 HANA Anaplan will be a plus Call @ WHatSapp- Kajal -8595849767 Required Candidate profile Oversee and manage the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools Ad-Hoc Reporting and Analysis Quarterly and Monthly Financial reports

Hiring: Assistant Manager Business Finance & Controlling | Godrej Consumer Products Ltd (GCPL) Location: Mumbai (Borivali for 13 years, with a subsequent shift to Vikhroli) Working days: Monday to Saturday Role Overview We are looking for an Assistant Manager Business Finance & Controlling to partner with business teams, drive financial governance, and lead core controlling & reporting activities for one of our key business units. Key Responsibilities Business Finance • Manage P&L, MIS, receivables, and inventory reporting • Coordinate with cross-functional teams & external stakeholders • Drive automation and process enhancements • Ensure statutory and governance compliance Controlling & Rep...

Responsibilities: Mutual funds advisory to HNIs Prospect for new sales leads and close sales Qualifications: 2-8 years of work experience with Mutual Funds and PMS Compensation: 27,000 - 47,000 in-hand Location - Sector 3 Noida Travel allowance Mobile bill reimbursements Leave encashment Sales incentives Performance bonus Life insurance Health insurance

As a Finance & Accounts Manager in the International Business Division based in Ahmedabad Dubai, your role will involve the following responsibilities: - Managing and overseeing complete Finance & Account functions - Finalizing Company accounts including Statutory Audit - Ensuring compliance with Statutory requirements such as TDS, Vat, Excise, Custom, Income tax, ROC Compliance - Budgeting and financial planning - Liaising with Banking Authorities, Auditors, tax & other consultants - Managing Fund of Working Capital Limits - Preparing Bank Limit Proposals / Enhancement / Documentation - Handling Forex Management through Forward Contracts, Future Contracts - Preparing & Submitting MIS report...

As a Finance Manager, you will be responsible for managing the overall finance functions of the company. This includes conducting annual audits and preparing various financial reports such as Revenue & Expense trends, Working Capital sheets, Cash flows, Balance sheets, and PnLs. You will also be in charge of managing Invoicing, GST, and GST returns, as well as preparing documentation and supporting the Co CA with tax returns on time. Your key responsibilities will include: - Developing and implementing efficient internal controls to ensure adherence to accounting and company policies - Conducting month-end financial statements review and reporting, including variance analysis and account-lev...

Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele. What we ll offer you As part of our flexible scheme, here are just some of the benefits that you ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certificati...

Ensure Accounting to Reporting requirements for AH Legal Entity are met in accordance with Indian and Group Reporting needs Providing support to business stakeholders in terms of various operational matters, processes - accounting, reporting, taxation, fixed assets management Establish strong partnership with Business Support Center (BSC) Organization for ensuring required operational support from and to Local Finance Teams Establishing adequate and sound internal control system and ensure sustained execution of such controls Ensuring all regulatory/statutory requirements relating to AH Legal Entity are met Key Responsibilities Accounting to Reporting - Timely monthly closing in line with US...

Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele. What we ll offer you As part of our flexible scheme, here are just some of the benefits that you ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certificati...

The Transfer Pricing (TP) processes are one of the key priorities of Deutsche Bank Group Finance, and as such, the successful candi will be part of Governance & Control team, within the Group Tax Transfer Pricing Governance Control function, the team that provides governance and control oversight on TP processes within DB. You will form part of a small team that is responsible for - Governance, which comprises of intercompany policies, process training and communication to internal / external stakeholders. Control, responsible for the documentation framework, providing guidance, performing control activities and data storage in respect of Intercompany processes. What we ll offer you As part ...

Accounts and Finance Manager Objective To lead the organization s finance and accounting functions with strategic oversight, ensuring robust financial controls, statutory compliance, accurate reporting, and effective financial planning to support business growth and profitability. Qualification M.Com / B.Com Experience 8-10 years of relevant experience in Accounts & Finance , preferably in the manufacturing industry Core Competencies Strong leadership and team management capabilities Advanced financial analysis, budgeting, and forecasting skills Expertise in statutory compliances and regulatory frameworks Excellent decision-making, communication, and negotiation skills Ability to work under ...

Integrate with other EY service lines on multi-disciplinary projects Contribute to thought leadership and participate in marketing activities Ability to explain complex accounting and financial reporting issues simplyOther Expectations Advisory mindset, ability to develop solutions for the client with support fromtechnical subject matter expertsBusiness development skills and aptitude, depending on level In applicants atSenior Manager and above, a strong track record of business development isexpected Specific financial reporting experience in at least one of the following: Transactions (acquisitions, carve outs, demergers, restructuring) Preparation for IPO including listing rules in India/...

Integrate with other EY service lines on multi-disciplinary projects Contribute to thought leadership and participate in marketing activities Ability to explain complex accounting and financial reporting issues simplyOther Expectations Advisory mindset, ability to develop solutions for the client with support fromtechnical subject matter expertsBusiness development skills and aptitude, depending on level In applicants atSenior Manager and above, a strong track record of business development isexpected Specific financial reporting experience in at least one of the following: Transactions (acquisitions, carve outs, demergers, restructuring) Preparation for IPO including listing rules in India/...

Key Responsibilities: Own service design, service transition, vendor management and the product lifecycle, providing clear timelines, regular status updates and proactive stakeholder communication. Coordinate cross functional incident response (engineering, ITSM, service desk, QA, infrastructure, cyber security and vendors) and lead resolution or safe workaround implementation. Maintain and improve support runbooks, knowledge articles, escalation paths and on call rotas to ensure consistent, auditable service. Operate and mature ITSM processes (incident, problem, change, release, request, configuration management) for the product; ensure SLAs/OLAs are met and CMDB/CIs are accurate. Monitor s...

Key Responsibilities: Develops and maintains comprehensive integrated master project schedules including Front-end Loading, Detail Design, Procurement, Construction and Start-up/Commissioning Project Stages. Maintains schedule during the project life cycle monitoring progress and incorporating modifications where changes in the original scope occur or delays are encountered. Utilizes project cost estimates to resource load project schedules and gain alignment with estimated scope of work and the project schedule. Performs staffing density checks or staffing limitation checks to validate schedule durations. Performs critical path analysis to determine problem areas in regard to project schedu...

The purpose of this role is to implement and execute Paid Search campaigns, in line with the agreed strategy, to maintain, develop and exceed client performance targets. Job Description: Key responsibilities: Provides day to day implementation, optimisation and upload of client campaigns through direct input and supervising junior staff Liaises with vendors and third party reps to maintain and develop relationships and build knowledge of new features and betas Interprets performance reports to provide actionable insights and analysis to meet campaign objectives Coaches and develops junior staff, supervising their projects and day to day activities Builds strong relationships across client se...

Job_Description":" I. Accounting & Financial Operations Management 1. End\-t-End Accounting Ownership Take complete ownership of the organization\accounting function, ensuring that all financial transactions are accurately recorded, verified, and maintained in compliance with accounting standards and internal financial policies. Supervise Accounts Payable, Accounts Receivable, General Ledger management, bank accounting, and day\-t-day financial operations across the head office and all project locations. Personally review critical accounting entries, high\-value transactions, provisions, adjustments, and corrections to ensure correctness before finalization and reporting. Ensure strong accou...

You will be responsible for overseeing financial planning, budgeting, forecasting, financial analysis, month-end reporting and supporting the set-up of business processes and control. Your Job: Lead preparation of annual/quarterly/monthly business plan and monitor business performance against plan. Collaborate with Business leaders and align with business objectives and support business decisions. Develop and implement strong financial controls and processes for improved financial reporting and analysis to support decision-making. Prepare and present monthly financial updates to key stakeholders, providing insights on financial performance and trends. Support in month-end book closure activi...