12255 Financial Planning Jobs - Page 27

Job Description: As a Co-Owner with Investment at Altruists, you will have a full-time hybrid role based in Pune with the flexibility of working from home. You will actively participate in the company's decision-making processes and financial planning. Your responsibilities will include overseeing operations, driving sales initiatives, managing service development, and leading efforts to promote the company's services. Key Responsibilities: - Actively participate in the company's decision-making processes and financial planning - Oversee operations to ensure efficient functioning - Drive sales initiatives to increase revenue - Manage service development to enhance offerings - Lead efforts to...

As a candidate for the position, your role will involve maintaining professional engagement levels consistently with the Distributors (ABPs) and their Financial Consultants (FCs) to enhance productivity and achieve business objectives. You will be accountable for driving Business Sales KPIs related to FYWRP for individual business, 13M persistency, product mix, ABP Promotion, LP Promotion, Great Partner & Advisor Program Qualification, activation of agents, and team retention. Your responsibilities will include driving sales production, managing costs, providing support to Agency Business Partners (ABPs), and assisting them in achieving business goals. Key Responsibilities: - Develop and ena...

You are a skilled and motivated Wealth Manager with expertise in Equities, Mutual Funds, and other Wealth Management Products. Your role involves developing and implementing customized financial plans for clients, focusing on equity, fixed income, and alternative investments. You will build and maintain strong client relationships by understanding their financial needs and providing regular portfolio updates. Providing strategic advice on stock market investments, including large-cap, growth, and undervalued stocks, is also part of your responsibilities. Additionally, staying updated on market trends, performing equity research, and assisting clients in making informed investment decisions a...

As the Assistant Vice President/ Vice President of Finance for the Knowledge Process Outsourcing (KPO) division at Acquara Management Consultant Pvt. Ltd., you will be responsible for overseeing and managing all financial aspects of the KPO operations. Your role will involve financial planning, budgeting, forecasting, financial reporting, and analysis to support strategic decision-making. Collaboration with the execution management team will be crucial to ensure the financial health and growth of the organization. **Responsibilities:** - Oversee the financial operations of clients and align with the strategic direction set by the Vice President of Finance. - Develop and maintain financial mo...

As a Financial Advisor at our company located in Patna, your role will involve providing clients with financial planning services, advising them on retirement planning, and managing investments. You will be responsible for analyzing clients" financial situations, recommending financial action plans, and assisting clients in making informed financial decisions. It is essential for you to stay updated with financial markets and trends to offer the best guidance to clients. Key Responsibilities: - Provide financial planning services to clients - Advise clients on retirement planning - Manage investments for clients - Analyze clients" financial situations - Recommend financial action plans - Ass...

As a Team Lead Sales & BD at Thrillophilia, you will be a part of the next big travel revolution. Your role will involve building new categories, products, and generating revenue from them. You will closely collaborate with the founders to identify and develop such avenues. **Responsibilities:** - Understand the company's processes to strategize the sustainable growth of new categories. - Design and implement marketing and business development strategies. - Utilize strategy, innovation, negotiation, and idea generation skills. - Oversee the assortment and modular planning of new and existing product lines for the category. - Identify potential suppliers, negotiate contracts, manage accounts,...

As a Senior Manager in the business analyst profile, you will play a crucial role in driving sales, finance strategy, and leading business applications. Your responsibilities will include cost reduction, decision planning, and handling various projects. You will also be involved in functions such as business controlling, financial planning, analysis, budgeting, product pricing, cost controlling, designing, and risk management. Your expertise will be essential in accomplishing corporate plans and goals successfully. Qualifications Required: - Minimum experience of 12 years in a relevant field Please note that this job opening is for the position of Senior Manager with 12 years of experience.,

Role Overview: As a Chief Financial Officer for an Industrial conglomerate located in Madurai, your main responsibility will be to manage financial planning, oversee the creation of financial statements and reports, and ensure the company's financial health. You will need to analyze financial data, develop financial strategies, and manage budgets to support organizational goals. Your role will require strong analytical skills and the ability to provide strategic financial insights to the leadership team. Key Responsibilities: - Experience in Financial Planning and Finance - Proficiency in creating and analyzing Financial Statements and Financial Reporting - Strong Analytical skills - Manage ...

As a Financial Analyst at Hitachi Energy, your role involves analyzing the business performance against budget and forecast, benchmarking key performance indicators, and partnering with Local controllers to understand financial drivers. You will prepare financial analysis for various scenarios, analyze product/customer profitability, track capital expenditure, inventories, NWC, and cash flow. Additionally, you will support month-end closure activities, review P&L and B/S, analyze data for MIS reporting, ensure internal controls, and support SOX audit. Key Responsibilities: - Perform analysis of business performance versus budget and forecast - Benchmark key performance indicators with extern...

Role Overview: As a Lead - Finance & Accounts in Mumbai, you will play a key role in overseeing various financial aspects of the company. Your responsibilities will include financial planning and analysis (FP&A), accounting operations, treasury management, tax compliance, risk management, and ensuring overall financial performance aligns with the business growth objectives. Your expertise as a finance professional will be crucial in driving strategic financial decisions and effectively communicating complex financial information to diverse stakeholders. Key Responsibilities: - Develop and implement financial strategies to support long-term business objectives and growth plans. - Participate ...

As an Investment Advisor at Purminder Kaur & Associates, your role will involve advising clients on optimal investment opportunities, risk assessment, and financial planning based on their goals. You should have hands-on experience in loans and investment products such as mutual funds, fixed deposits, insurance, and other retail banking offerings. Key Responsibilities: - Minimum 1 year of experience in a banking environment handling loans and investments - Strong communication and client relationship skills - Knowledge of current financial products and market trends Qualifications Required: - Bachelor's degree in Finance, Commerce, or related field preferred The company, Purminder Kaur & Ass...

As the Head of Finance, your role will involve overseeing various financial functions to ensure the company's financial health and compliance with regulations. Your key responsibilities will include: - Monitoring financial performance against targets, identifying variances, and providing proactive recommendations for improvement. - Ensuring accurate and timely preparation of financial statements, reports, and presentations for management and stakeholders. - Overseeing the consolidation of financial data from all hotels to provide a comprehensive view of the company's financial position. - Maintaining accounting policies and procedures in compliance with relevant regulations and accounting st...

Role Overview: You will be the Financial Planning and Analysis Manager at R Systems, responsible for overseeing financial planning, budgeting, forecasting, and analysis to support strategic decision-making. Your role will involve working closely with senior leadership to provide insights that drive business performance and financial efficiency. Key Responsibilities: - Develop and maintain financial models to support strategic planning. - Lead the annual budgeting process and prepare monthly financial reports. - Monitor financial performance, analyze variances, and provide actionable insights. - Assist leadership in making data-driven financial decisions. - Identify efficiency strategies and ...

Job Description As a Wealth Manager at Micro Mitti in Indore, you will play a crucial role in financial planning and investment management for clients. Your responsibilities will include analyzing and managing investments, as well as dealing with insurance and finance matters. You will need to possess strong analytical and problem-solving skills to provide the best financial solutions. Communication with clients and working effectively in a team are essential aspects of this role. Key Responsibilities - Conduct financial planning and investment management activities - Analyze and manage investments to maximize returns - Handle insurance and finance matters on behalf of clients - Utilize stro...

As a Finance Manager at our client, an upcoming D2C healthy snack brand in Jaipur, you will play a crucial role in the financial planning, audits, fundraising, and overall financial management of the company. Key Responsibilities: - Lead budgeting, forecasting, and financial modeling processes to support business decisions. - Analyze P&L, cash flow, and category-wise profitability for margin improvement. - Manage statutory audits and internal audits, ensuring compliance with financial regulations (GST, TDS, etc.). - Oversee cash flow management, working capital optimization, and treasury operations. - Identify areas for cost savings in collaboration with the operations team and optimize pric...

You will be responsible for overseeing the financial operations of the hotel at The Grand Kalpakavadi Inn. Your key responsibilities will include: - Working closely with the hotel management team to ensure that the financial goals of the hotel are met. - Preparing financial reports for the hotel management team and ownership. - Reviewing and analyzing financial statements to identify trends and areas for improvement. - Developing and implementing financial plans and strategies. - Ensuring compliance with financial regulations. - Reviewing and approving hotel financial statements to ensure accuracy. - Overseeing the preparation of annual budgets and monitoring actual results against budgeted ...

You will be responsible for managing daily financial transactions and maintaining accurate financial records. Your proficiency in Tally ERP is essential for this role. You should have strong skills in budgeting and financial planning, along with excellent organizational skills and attention to detail. Strong written and verbal communication skills are required to effectively communicate financial information. A Bachelors degree in Accounting, Finance, or a related field is necessary for this position. As part of Sri Lathangi Vidhya Mandir Matriculation School, Pollachi, you will be working in a friendly school environment. The school offers a competitive salary based on your experience. If y...

As a Finance Professional at HARMAN Automotive, you will be responsible for leading financial planning, budgeting, and performance analysis across diverse business units. Your role will involve managing transitions, developing allocation models, forecasting tools, and dashboards to support strategic decision-making. You will work closely with cross-functional teams to drive financial clarity and operational efficiency. Your expertise in SAP, Excel, and analytical tools will be crucial in automating processes and driving improvement initiatives. Key Responsibilities: - Act as the subject matter expert for Accounting and Reporting - Conduct Periodical expense Variance Analysis, Open Commitment...

You will be joining a premier interior design firm based in Bangalore, India, known for its comprehensive design solutions in interior design, furniture manufacturing, and window care across residential, commercial, and hospitality sectors. As the seasoned finance professional, your responsibilities will include overseeing daily accounting operations, leading financial planning and budgeting, managing cash flow and risk assessment, ensuring internal controls" efficiency, developing finance policies, providing timely MIS reports, and mentoring the finance team. Preferred experience in manufacturing industries, particularly in furniture manufacturing, will be advantageous. To excel in this rol...

You will be responsible for delivering personalized investment solutions to assist clients in achieving their long-term financial objectives. This will involve creating financial plans and meticulously verifying the accuracy of information provided. Your key responsibilities will include: - Providing financial planning support to clients - Assisting investment professionals in nurturing client relationships - Developing financial plans and ensuring their precision To qualify for this role, you must have: - A Bachelor's degree in Finance or a related field - Over 5 years of experience in the industry - A solid grasp of the investment business - Exceptional interpersonal skills (Note: No addit...

As an Australian Tax Professional, your role will involve a diverse range of responsibilities including: - Preparing/Reviewing books of accounts, ledger scrutiny, posting adjustment journals, preparation of workpapers, reconcile account balances, preparing general/special purpose financial statements - Preparing tax reconciliations and Tax Returns - Extrapolating YTD financials and forecasting year end results - Preparing group tax summaries and financial planning advices - Ensuring industry compliances by preparing Financials/reports in accordance with client industry requirements eg. QBCC, TPAR, etc. - Undertaking any admin/ad hoc projects/tasks not covered by above as requested by the cli...

Role Overview: As a Chartered Accountant with a minimum of 5+ years of post-qualification industrial experience in a manufacturing or Projects organization, you will be responsible for managing the Financial Aspects of the business for India. Your role will involve presenting monthly Financials along with detailed microanalysis of Variances between Budgets and Actuals. Key Responsibilities: - Work in the finance function on a day-to-day basis to ensure effective and efficient performance of related matters. - Prepare month-end closing financial commentaries and produce monthly variance reports for budget comparisons. - Control and monitor the Profit & Loss and Balance sheet of Pan India Engi...

Company Description AMK, established over 17 years ago, is a renowned global provider of Information Technology, Consulting, and Software Services. Role Description This is a full-time on-site role for a Finance Manager located in Cyberjaya. The Finance Manager will oversee financial planning, budgeting, and forecasting, manage financial reporting and analysis, and ensure compliance with regulatory requirements. Additionally, this role involves developing financial strategies, optimizing financial performance, and leading the finance team to achieve organizational goals. Qualifications Strong skills in Financial Planning, Budgeting, and Forecasting Expertise in Financial Reporting and Analys...

Company Description We suggest you enter details here Role Description This is a full-time on-site role for an Operations Manager located in Hyderabad. The Operations Manager will be responsible for overseeing and improving day-to-day operations, ensuring efficient workflows, and supporting team performance. Key tasks include managing operational budgets, developing and implementing policies and procedures, coordinating with different departments, monitoring key performance indicators, and troubleshooting any issues that arise. Qualifications Operational Management, Policy Development, Workflow Improvement skills Budget Management and Financial Planning skills Team Coordination and Leadershi...

Job Advertisement: Manager - Finance Controller Location: Mumbai Position: Manager - Finance Salary: Up to ?35-40 Lacs We are seeking a skilled Manager of Business Finance to join our team. This is an excellent opportunity for a detail-oriented finance professional with a strong background in financial management and analysis. Key Responsibilities: - Oversee financial planning, budgeting, and forecasting processes. - Conduct financial analysis to support business decision-making. - Manage financial reporting and ensure compliance with regulations. - Collaborate with cross-functional teams to optimize financial performance. Qualifications: - 4-12 years of experience in business finance or a r...