4682 Financial Planning Jobs - Page 27

We are seeking a highly motivated and analytical Assistant Manager to join our Central Operations Control Tower team. This role is pivotal in overseeing and optimizing our operations on a national scale. The ideal candidate will possess a strong understanding of resource and capacity planning, a proven ability to lead and execute complex operational projects, and a keen eye for cost management. This individual will be instrumental in designing, implementing, and continuously improving our supply chain processes to ensure efficiency, reliability, and scalability. Key Responsibilities: Resource and Capacity Planning: Develop and implement robust resource (manpower, fleet, etc.) and capacity planning models to meet fluctuating demand. Forecast future capacity needs based on sales projections, seasonality, and special events. Optimize resource allocation to maximize utilization and minimize costs. Project Management & Execution: Lead and execute strategic operations projects aimed at improving efficiency, reducing costs, and enhancing customer experience. Develop detailed project plans, including timelines, milestones, resource allocation, and risk mitigation strategies. Coordinate with cross-functional teams (e.g., technology, ground operations, finance) to ensure successful project implementation. Cost Management & Optimization: Analyze operational costs and identify areas for improvement and cost reduction without compromising quality or service levels. Implement cost-saving initiatives and track their impact on the P&L. Contribute to budgeting and financial planning for last-mile operations. Data Analysis & Process Improvement: Analyze complex operational data to identify trends, patterns, and areas for improvement. Develop and present data-driven insights and recommendations to senior management. Continuously evaluate and refine existing processes to enhance efficiency and effectiveness. Support the design and implementation of new supply chain solutions and technologies. Control Tower Operations: Monitor and manage day-to-day last-mile operations nationally from the central control tower. Proactively identify and resolve operational bottlenecks, disruptions, and escalations in real-time. Ensure adherence to standard operating procedures (SOPs) and key performance indicators (KPIs) across all locations. Stakeholder Management & Communication: Effectively communicate operational performance, challenges, and project updates to internal and external stakeholders. Collaborate closely with regional teams to ensure alignment and consistent execution of operational strategies.

Lennox (NYSE: LII) Driven by 130 years of legacy, HVAC and refrigeration success, Lennox provides our residential and commercial customers with industry-leading climate-control solutions. At Lennox, we win as a team, aiming for excellence and delivering innovative, sustainable products and services. Our culture guides us and creates a workplace where all employees feel heard and welcomed. Lennox is a global community that values each team member s contributions and offers a supportive environment for career development. Come, stay, and grow with us. Job Description 1. Primary responsibilities on sales rebates process 2. Program grid maintenance 3. Each rebate submission to be verified for validity and accuracy, as well as ensuring it aligns with the set LII guidelines of the rebate program. 4. Support month close process by posting journal entries, reporting and reconciliations. 5. Analyze monthly OPEX report and provide reasons for cost variance. 6. Closely work with credit & accounts payable team to issue timely payment. 7. Support in forecast and annual planning activities. 8. Provide audit request supports and perform walkthrough. 9. Developing, analyzing and presentation of financial results to management. 10. Identify opportunities for process improvements & standardization. 11. Good in analytical skills. 12. Very strong in MS excel. 13. Prior Knowledge of SAP is mandatory. 14. Having experience in sales rebates or sales controlling is an added advantage. 15. Good communication skills (both written and oral) strong interpersonal skills are added advantage. 16. Should possess knowledge in overall finance & accounting concepts Qualifications Requires a qualified Chartered Accountant. Requires at least 5 years related experience. Proficient in Microsoft Office applications, with strong Excel and Access skills. Knowledge of enterprise systems (e.g., SAP, Hyperion). Advanced aptitude in problem solving. Strong leadership skills and initiative. Excellent interpersonal, written and verbal communication skills.

Calculate, validate and process all assigned Medicaid and State Program rebates within legislative timeline Prepare reports required for submission to states. Identify claim anomalies and recommend disputes. Submit dispute backup to states. Identify root cause of issues with state invoice discrepancies and recommend corrective action to eliminate future occurrences. Submit validated payments for payment per department procedure. Participate and/or contribute to special projects as needed. Update Tracker for assigned payments. Perform ad hoc analysis as required Perform other duties as requested.

MSCI is seeking a dynamic and results-driven Business Finance professional to join our Technology & Data function in Mumbai. This is a high-impact role that supports the largest function within MSCI, driving strategic financial planning, investment governance, and business transformation initiatives. The ideal candidate will be an agile finance partner who brings analytical rigor, commercial acumen, and stakeholder management expertise to help shape and deliver the financial strategy. Your Key Responsibilities Expense & P&L Management : Manage EBIT expenses for the Technology & Data function, ensuring alignment with organizational goals. Financial Planning & Analysis : Lead budgeting, forecasting, and in-depth variance analysis to provide insights and recommend corrective actions. Capital Budgeting : Implement a disciplined capital budget allocation framework, ensuring effective prioritization and ROI tracking. Business Partnership : Act as a finance partner to business leaders, managing periodic P&L reviews, providing actionable insights, shape new investment opportunities and initiatives. Cost Optimization : Drive cost reduction strategies and operational efficiencies across the Technology & Data organization. Transformation & Analytics : Champion business transformation by leveraging AI tools, Power BI dashboards, and other analytical platforms. Your skills and experience that will help you excel CA / CMA / MBA (Finance) or equivalent qualification from a reputed institution. 10 15 years (for VP) of relevant experience in financial planning & analysis, business partnering, or technology finance roles. Strong understanding of capital budgeting, investment governance, automations and cost optimization methodologies. Proven experience working in a global matrix organization with senior leadership exposure. Proficient in financial modelling, Excel, PowerPoint, and data visualization tools e.g. Power BI. Experience with ERP systems is a plus. Strong analytical, communication, and stakeholder management skills. Exposure to AI and digital transformation initiatives will be advantageous About MSCI What we offer you Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing. Flexible working arrangements, advanced technology, and collaborative workspaces. A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results. A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for for ongoing skills development. Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles. We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women s Leadership Forum. . MSCI Inc. is an equal opportunity employer. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for . Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries. To all recruitment agencies . Note on recruitment scams

Senior Accountant / Assistant Manager - Accounts Job Description Accounting & Book Finalization: Post and review accounting entries, maintain ledgers in Tally and support monthly, quarterly, and year-end closures. Prepare financial reports and audit data in compliance with the applicable standards. GST & Income Tax Compliance: Prepare and file GSTR-1, GSTR-3B, GSTR-9, and GSTR-9C as per statutory deadlines. Reconcile GSTR-2B with the purchase register and address any discrepancies. File TDS returns (Forms 24Q/26Q) using Winman software, along with the generation of Form 16/16A. Other Regulatory Filings: Accurately prepare and submit Form 15CA/CB, Form 61A, and FLA reports. Calculate and deposit advance tax payments on a quarterly basis. Labour Law Compliance: Manage Provident Fund (PF) and Professional Tax (PT) returns and payments. Maintain awareness and compliance with applicable labour laws such as ESIC, MLWF, and others. Vendor & Client Operations: Handle vendor payments, ensuring proper approvals and documentation. Issue sales invoices, manage accounts receivable, and monitor debtor aging to support collection efforts. Excel-Based Reporting MIS: Create and manage detailed reconciliation sheets and tax registers lesioning advanced Excel skills. Asist in compiling MIS data financial planning and reporting. Audit Coordination: Liaise with internal auditors for process reviews and control improvements. Coordinate with statutory auditors of the holding and subsidiary companies during the audit cycle, ensuring timely submission of required data, reports, and reconciliations including addressing Audit Queries. Qualifications, Experience & Skills Graduate in Commerce / Accounting / Finance, CA Intermediate / Semi Qualified. Minimum 2 years of experience in accounting, tax compliance, and statutory reporting Proficient in Winman TDS software, MS Excel, and relevant government portals Strong understanding of GST, Income Tax, PF/PT laws, and labour regulations Key Skills * Monetize your SME relationship by 8X. Enhance your offerings with our advanced solutions

Assistant Vice Prresident, Treasures Relationship Managers, Consumer Banking Group Requisition ID:WD74603 |Date created:2025-06-03 Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having an AUM => INR 20 Million through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality Treasures clients in the branch location areas Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of the elite Treasures Client segment by acquiring and nurturing the client having AUM => INR 10 M Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients. Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Provide feedback on market, competition and products, suggest innovations & ideas for continuous product and service improvements. Keep attuned to the current economic and financial markets to be current and proficient to ensure effective engagement with the elite segment of Treasures customers. Coordinate and work closely with CBG Relationship Manager peer groups and colleagues, Service teams, Product specialist at branches to ensure that team objectives are met through an environment that nurtures harmony and collaboration through team work Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish DBS as a primary banker for clients and as a prominent wealth management provider in India. Organize exclusive lifestyle, sports , music and such other elite engagement events and activities for prospect generation , entrench existing relationship and reinforce the DBS brand in the Private Wealth management space Requirements Minimum 10 years of experience in HNI Sales / Wealth Management / Private Banking segment. Sound understanding of financial planning and wealth management products in India In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage Education / Preferred Qualifications Graduate / Post Graduate with MBA in relevant field Core Competencies Effective probing and listening skills. Strong Relationship Management and influencing skills Self-driven and ambitious. Good written and verbal communication skills Results-orientated & the ability to deliver results under pressure Understanding of competitive positioning Strong service orientation, customer-centric behavior. Focused on developing image and good will of the brand Creative, inquisitive mind with problem solving abilities. Ability to deliver results within tight timelines. Attention to details, analyzing abilities. Technical Competencies Understanding of HNI Sales/ wealth management product suite, platforms and operational procedures Understanding of banking and para-banking guidelines issued by RBI (local regulations in India) and local laws and regulations that impact businesses in general. Understanding of KYC requirements & Anti-money Laundering Policies. Knowledge of financial markets and products to assist in meaningful engagement with clients. Work Relationship Management of clients and prospects for acquisition and deepening of wallet share. Close interaction with Treasures Elite Team Leader, City / Cluster Head, Branch Service and Operations team to ensure consistent delivery of volume and revenue targets. Close and regular interaction with Branch Product specialists for effective skill / knowledge development of self and explore potential in existing book through joint engagement with clients. Mandatory Training GCAP (Group Customer Acceptance Policy) BCAP (Business Customer Acceptance Policy) AML (Anti Money Laundering) and KYC Guidelines PIP (Personal Investment Policy) ORM (Operational Risk Management) Information Security Policy DBS India - Culture & Behaviors Performance through Value Based Propositions Ensure customer focus by delighting customers & reduce complaints Build pride and passion to protect, maintain and enhance DBS image and reputation Enhance knowledge base, build skill sets & develop competencies Execute at speed while maintaining error free operations Maintain the highest standards of honesty and integrity Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements . -en

Finance and Tax Manager Gurugram, Haryana 45 hours per week Onsite We are seeking a highly skilled Finance and Tax Manager to lead our team of finance professionals. The ideal candidate will be a Chartered Accountant with at least 6 years of experience or hold an MBA in Finance with a minimum of 10 years of experience, specifically in financial and tax consultancy. This role requires expertise in managing a team of 10 or more FTEs and ensuring the highest standards of accuracy, compliance, and client satisfaction. Our team is dedicated to creating long-term relationships with our clients and business partners, and we strive to provide a personalized and practical approach to our services. We take pride in our industry-leading services and are committed to helping our clients stay compliant with national and international legislation. Does this sound like a team you want to be a part of Additionally, we provide training, mentorship, and opportunities for growth. If you re ready to take on a challenge and make an impact, CSC is the place for you. What you ll do for us: Financial Management: Oversee and manage the company s financial planning, budgeting, and forecasting processes. Prepare and analyze financial reports, ensuring accuracy and compliance with accounting standards. Monitor cash flow, manage liquidity, and optimize the use of company resources. Provide financial insights and recommendations to support strategic decision-making. Tax Compliance and Strategy: Ensure timely and accurate filing of all direct and indirect tax returns (GST, Income Tax, TDS, etc.). Develop and implement effective tax strategies to minimize tax liabilities and ensure compliance with applicable laws. Liaise with tax authorities, manage audits, and resolve any tax-related issues. Stay updated with changes in tax legislation and ensure the organization is compliant with all new regulations. Financial Consultancy: Provide expert financial and tax consultancy services to the organization, advising on best practices and strategies for optimizing financial performance. Conduct financial risk assessments and implement strategies to mitigate risks. Lead financial due diligence for mergers, acquisitions, and other significant transactions. Team Leadership: Manage and mentor a team of finance professionals, fostering a culture of continuous improvement and professional development. Ensure the team is well-equipped to handle all aspects of financial management and tax compliance. Reporting and Analysis: Prepare detailed financial reports and present them to senior management and stakeholders. Conduct variance analysis and identify areas for improvement in financial performance. Collaborate with other departments to ensure accurate financial data and reporting. Client Relations & Sales: Cultivate strong relationships with multinational clients, identifying opportunities for additional services and sales to existing clients, contributing to the growth of the business. What technical skills, experience, and qualifications do you need Required Qualifications: Education: Chartered Accountant (CA) with a minimum of 6 years of experience, OR MBA in Finance with at least 10 years of experience in financial and tax consultancy. Experience: Proven experience in financial management, tax compliance, and financial consultancy. Strong knowledge of Indian tax laws, accounting standards, and financial regulations. Experience in managing financial audits and liaising with tax authorities. Skills: Excellent analytical and problem-solving skills. Strong leadership and team management abilities. Proficiency in financial software and Microsoft Office Suite (especially Excel). Excellent communication and interpersonal skills. Ability to work under pressure and meet tight deadlines. Preferred Qualifications: Experience in a similar role within a consulting firm. Knowledge of international accounting standards such as IFRS, US GAAP etc. Experience in managing large-scale payroll projects.

Meet the Team Join Ciscos Financial Planning & Analysis (FP&A) Center of Excellence (CoE) team, where financial expertise and strategic insights drive the planning and decision-making processes for Ciscos global operations. Based in Bangalore, our team supports regional Sales and Services organizations and Business Entities with performance reporting, decision analysis, and forecasting. Your Impact As a Financial Analyst, you will be at the heart of Ciscos FP&A operations, providing vital financial insights and supporting strategic decision-making. In this role, you will: Generate reports, analyses, and models to support business processes regionally and globally. Prepare and disseminate accurate financial information to facilitate business planning, forecasting, and decision-making. Manage organizational expense and HC reporting, bookings, revenue, and margin analysis, while supporting opex management with PR approvals and accruals. Serve as the primary contact for designated business finance partners, offering timely advice and reporting. Collaborate as an extended member of the business finance partner team to provide analytical insights. Minimum Qualifications BS degree in Accounting/Finance; CA/MBA preferred with 1+ years of relevant experience. Strong partnering skills with personal integrity, proactive mindset, and cross-functional thinking. General financial understanding, including performance reporting, budgeting, and month-end accounting. Advanced Excel skills and familiarity with systems tools like Business Objects and Essbase. Strong communication and influencing skills across various levels and functions. Experience in large multinational companies preferred. Preferred Qualifications Ability to work with Macros and database knowledge for handling large financial data. Skills in creating automation/models in Excel and connecting to external databases. High-end data analytics skills applicable to FP&A analytical models. #WeAreCisco where every individual brings their unique skills and perspectives together to pursue our purpose of powering an inclusive future for all. Our passion is connection we celebrate our employees diverse set of backgrounds and focus on unlocking potential. Cisconians often experience one company, many careers where learning and development are encouraged and supported at every stage. Our technology, tools, and culture pioneered hybrid work trends, allowing all to not only give their best, but be their best. We understand our outstanding opportunity to bring communities together and at the heart of that is our people. One-third of Cisconians collaborate in our 30 employee resource organizations, called Inclusive Communities, to connect, foster belonging, learn to be informed allies, and make a difference. Dedicated paid time off to volunteer 80 hours each year allows us to give back to causes we are passionate about, and nearly 86% do! Our purpose, driven by our people, is what makes us the worldwide leader in technology that powers the internet. Helping our customers reimagine their applications, secure their enterprise, transform their infrastructure, and meet their sustainability goals is what we do best. We ensure that every step we take is a step towards a more inclusive future for all. Take your next step and be you, with us! Message to applicants applying to work in the U.S. and/or Canada: When available, the salary range posted for this position reflects the projected hiring range for new hire, full-time salaries in U.S. and/or Canada locations, not including equity or benefits. For non-sales roles the hiring ranges reflect base salary only; employees are also eligible to receive annual bonuses. Hiring ranges for sales positions include base and incentive compensation target. Individual pay is determined by the candidates hiring location and additional factors, including but not limited to skillset, experience, and relevant education, certifications, or training. Applicants may not be eligible for the full salary range based on their U.S. or Canada hiring location. The recruiter can share more details about compensation for the role in your location during the hiring process. U.S. employees have access to quality medical, dental and vision insurance, a 401(k) plan with a Cisco matching contribution, short and long-term disability coverage, basic life insurance and numerous wellbeing offerings. Employees receive up to twelve paid holidays per calendar year, which includes one floating holiday (for non-exempt employees), plus a day off for their birthday. Non-Exempt new hires accrue up to 16 days of vacation time off each year, at a rate of 4.92 hours per pay period. Exempt new hires participate in Cisco s flexible Vacation Time Off policy, which does not place a defined limit on how much vacation time eligible employees may use, but is subject to availability and some business limitations. All new hires are eligible for Sick Time Off subject to Cisco s Sick Time Off Policy and will have eighty (80) hours of sick time off provided on their hire date and on January 1st of each year thereafter. Up to 80 hours of unused sick time will be carried forward from one calendar year to the next such that the maximum number of sick time hours an employee may have available is 160 hours. Employees in Illinois have a unique time off program designed specifically with local requirements in mind. All employees also have access to paid time away to deal with critical or emergency issues. We offer additional paid time to volunteer and give back to the community. Employees on sales plans earn performance-based incentive pay on top of their base salary, which is split between quota and non-quota components. For quota-based incentive pay, Cisco typically pays as follows: .75% of incentive target for each 1% of revenue attainment up to 50% of quota; 1.5% of incentive target for each 1% of attainment between 50% and 75%; 1% of incentive target for each 1% of attainment between 75% and 100%; and once performance exceeds 100% attainment, incentive rates are at or above 1% for each 1% of attainment with no cap on incentive compensation. For non-quota-based sales performance elements such as strategic sales objectives, Cisco may pay up to 125% of target. Cisco sales plans do not have a minimum threshold of performance for sales incentive compensation to be paid.

MSCI is seeking a dynamic and results-driven Business Finance professional to join our Technology & Data function in Mumbai. This is a high-impact role that supports the largest function within MSCI, driving strategic financial planning, investment governance, and business transformation initiatives. The ideal candidate will be an agile finance partner who brings analytical rigor, commercial acumen, and stakeholder management expertise to help shape and deliver the financial strategy. Your Key Responsibilities Expense & P&L Management : Manage EBIT expenses for the Technology & Data function, ensuring alignment with organizational goals. Financial Planning & Analysis : Lead budgeting, forecasting, and in-depth variance analysis to provide insights and recommend corrective actions. Capital Budgeting : Implement a disciplined capital budget allocation framework, ensuring effective prioritization and ROI tracking. Business Partnership : Act as a finance partner to business leaders, managing periodic P&L reviews, providing actionable insights, shape new investment opportunities and initiatives. Cost Optimization : Drive cost reduction strategies and operational efficiencies across the Technology & Data organization. Transformation & Analytics : Champion business transformation by leveraging AI tools, Power BI dashboards, and other analytical platforms. Your skills and experience that will help you excel CA / CMA / MBA (Finance) or equivalent qualification from a reputed institution. 10 15 years (for VP) of relevant experience in financial planning & analysis, business partnering, or technology finance roles. Strong understanding of capital budgeting, investment governance, automations and cost optimization methodologies. Proven experience working in a global matrix organization with senior leadership exposure. Proficient in financial modelling, Excel, PowerPoint, and data visualization tools e.g. Power BI. Experience with ERP systems is a plus. Strong analytical, communication, and stakeholder management skills. Exposure to AI and digital transformation initiatives will be advantageous About MSCI What we offer you Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing. Flexible working arrangements, advanced technology, and collaborative workspaces. A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results. A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients. for ongoing skills development. Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles. We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women s Leadership Forum. At MSCI we are passionate about what we do, and we are inspired by our purpose to power better investment decisions. You ll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry.

Responsible for Managing and creating Directors calendar, meeting minutes, assisting the director for all visits, strategic planning, growth initives, and ensuring efficient company operation across real estate and enviornment service.

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

Financial Analyst 1 Description - Job Summary This role is responsible for supporting financial management by analyzing, reporting, and reconciling financial and operational results, identifying and researching variances to plans, and providing recommendations to key stakeholders. The role engages in budgeting and forecasting processes while ensuring reporting compliance. The role supports priority projects and maintains strong relationships with internal stakeholders. Responsibilities Performs data extraction as well as diagnosis of financial drivers, and leverages analytics to make recommendations to key stakeholders. Conducts comprehensive financial analysis for specific functions or business units, addressing financial business issues and providing valuable analytics to support key business initiatives. Provides inputs for monthly review of expenses and capital for budgeting and forecasting process and analyzes variances with operational analytics and insight. Interprets financial reports, including forecasts, budgets, income statements, balance sheets and cash flow documents. Acquires a comprehensive understanding of the organizations financial processes and gains proficient knowledge of the companys operations and business. Supports business by closing the books, analyzing variances and trends, and developing financial forecasts that are consistent with the business objectives of the organization. Ensures compliance with reporting standards and corporate policies and the integrity of external and internal reporting. Applies foundational principles and contributes proactively to projects through research and data analysis support, providing regular updates on accomplishments and impediments. Supports priority projects with direction, maintaining relationships with internal stakeholders and sharing information via standardized reports. Education & Experience Recommended Four-year Degree in Business Administration, Economics, Finance, or any other related discipline or commensurate work experience or demonstrated competence. Typically has 0-2 years of work experience, preferably in financial management, internal audit, accounting, or a related field. Preferred Certifications Certified Public Accountant (CPA) Certified Financial Analyst (CFA) Knowledge & Skills Accounting Auditing Automation Corporate Finance Data Analysis Economics Finance Financial Analysis Financial Modeling Financial Planning Financial Services Financial Statements Generally Accepted Accounting Principles Internal Controls Investments Key Performance Indicators (KPIs) Process Improvement Profit And Loss (P&L) Management SAP Applications Variance Analysis Cross-Org Skills Effective Communication Results Orientation Learning Agility Digital Fluency Customer Centricity Impact & Scope Impacts own work and acts as a team member by providing information, analysis, and recommendations in support of team efforts. Complexity Learns to apply basic theories and concepts to work tasks. Disclaimer This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management. Job - Finance Schedule - Full time Shift - No shift premium (India) Travel - Relocation - Equal Opportunity Employer (EEO) - Please be assured that you will not be subject to any adverse treatment if you choose to disclose the information requested. This information is provided voluntarily. The information obtained will be kept in strict confidence. If you d like more information about HP s EEO Policy or your EEO rights as an applicant under the law, please click here: Equal Employment Opportunity is the Law Equal Employment Opportunity is the Law Supplement

MSCI is seeking a dynamic and results-driven Business Finance professional to join our Technology & Data function in Mumbai. This is a high-impact role that supports the largest function within MSCI, driving strategic financial planning, investment governance, and business transformation initiatives. The ideal candidate will be an agile finance partner who brings analytical rigor, commercial acumen, and stakeholder management expertise to help shape and deliver the financial strategy Your Key Responsibilities Expense & P&L Management : Manage EBIT expenses for the Technology & Data function, ensuring alignment with organizational goals. Financial Planning & Analysis : Lead budgeting, forecasting, and in-depth variance analysis to provide insights and recommend corrective actions. Capital Budgeting : Implement a disciplined capital budget allocation framework, ensuring effective prioritization and ROI tracking. Business Partnership : Act as a finance partner to business leaders, managing periodic P&L reviews, providing actionable insights, shape new investment opportunities and initiatives. Cost Optimization : Drive cost reduction strategies and operational efficiencies across the Technology & Data organization. Transformation & Analytics : Champion business transformation by leveraging AI tools, Power BI dashboards, and other analytical platforms. Your skills and experience that will help you excel CA / CMA / MBA (Finance) or equivalent qualification from a reputed institution. 6-10 Years of relevant experience in financial planning & analysis, business partnering, or technology finance roles. Strong understanding of capital budgeting, investment governance, automations and cost optimization methodologies. Proven experience working in a global matrix organization with senior leadership exposure. Proficient in financial modelling, Excel, PowerPoint, and data visualization tools e.g. Power BI. Experience with ERP systems is a plus. Strong analytical, communication, and stakeholder management skills. Exposure to AI and digital transformation initiatives will be advantageous About MSCI What we offer you Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing. Flexible working arrangements, advanced technology, and collaborative workspaces. A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results. A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients. for ongoing skills development. Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles. We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women s Leadership Forum. At MSCI we are passionate about what we do, and we are inspired by our purpose to power better investment decisions. You ll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry.

Nasdaq Technology is looking for a hardworking Analyst - Financial Planning & Analysis with focus on FP&A, to join the Mumbai technology center in India. If Innovation and efficiency drive, you forward this is the place for you! Nasdaq is continuously revolutionizing markets and undergoing transformations while we embrace new technologies to develop innovative solutions, constantly striving to rewrite tomorrow. As an Analyst - Financial Planning & Analysis, the main tasks will be to support the organization with knowledge, models and tools to fulfill the needs for financial follow up, business planning, and business control. This role will be a part of Nasdaq s Financial Technology Revenue Finance team. We are looking for candidates with a genuine desire and drive to deliver top technology solutions to todays markets Role Responsibilities - As an Analyst - Financial Planning & Analysis your focus will be Financial Planning & Analysis- Revenue processes and forecast Besides working closely with your colleagues in Mumbai you will also work closely with Nasdaq teams in other countries. Support monthly accounting close process including budgeting and forecasting to contribute to support executive management in decision making. Reconcile FinTech Subscription Revenue according to ASC 606 while providing detailed explanations on variances including supervising monthly, quarterly and annual reports with bridges. Handle FinTech Annual Recurring Revenue across various product lines with detailed contract by contract analysis. Take ownership of the monthly Forecast and Long-Range Planning processes ensuring alignment with strategic objectives and operational goals. Collaborate with business partners spanning multiple regions to understand progress, risks, and opportunities. Leverage financial software and AI tools to streamline reporting and processes. We expect you to have: Experience between 1 to 3 years into financial planning & Analysis. Accountancy qualification, post qualified validated experience, bringing strong financial knowledge including understanding revenue activities is highly meriting. Microsoft Excel, BI tools and other IT tools to perform Business and Financial Control/models. Excellent language skills in written and spoken English. Education Qualification: University degree in finance, accounting or business administration Does it sound like you As the selection process is ongoing, please submit your application in English as soon as possible. We will get back to you in 2-3 weeks.

Internal Firm Services Industry/Sector & Summary . Why PWC At PwC, you will be part of a vibrant community of solvers that leads with trust and creates distinctive outcomes for our clients and communities. This purposeled and valuesdriven work, powered by technology in an environment that drives innovation, will enable you to make a tangible impact in the real world. We reward your contributions, support your wellbeing, and offer inclusive benefits, flexibility programmes and mentorship that will help you thrive in work and life. Together, we grow, learn, care, collaborate, and create a future of infinite experiences for each other. Learn more about us . & Summary A career in Finance, within Internal Firm Services, will provide you with the opportunity to help PwC in all aspects of our Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. You ll focus on recording and analysing financial transactions, paying and receiving invoices, maintaining financial statement ledger accounts, and preparing analysis and reconciliations of bills to detect fraud. Our Finance Internal Audit team leads the integral audit function, providing PwC with a range of performance improvement and compliance services. You ll help with complex financial, operational and compliance related engagements including corporate governance and other regulations. Define and implement audit plans, programs, checklists and procedures covering all aspects of business operations. Lead and perform operational, financial audits. Liaise with key stakeholders, supervise teams and provide guidance as needed. Evaluate and examine processes, policies and procedures and systems in place to identify risks and suggest mitigating controls. Participate in key initiatives/value add activities Mandatory skill sets Internal audit Internal control Process Audit Preferred skill sets Auditing Years of experience required 8+ years Education qualification CA, B.Com, BBA, M.Com, MBA, PGDM, Certified Internal Auditor Education Degrees/Field of Study required Master of Business Administration, Chartered Accountant Diploma, Bachelor in Business Administration Degrees/Field of Study preferred Required Skills Internal Auditing Accepting Feedback, Accepting Feedback, Accounting and Financial Reporting Standards, Active Listening, Analytical Thinking, Artificial Intelligence (AI) Platform, Auditing, Auditing Methodologies, Business Process Improvement, Coaching and Feedback, Communication, Compliance Auditing, Corporate Governance, Creativity, Data Analysis and Interpretation, Data Ingestion, Data Modeling, Data Quality, Data Security, Data Transformation, Data Visualization, Embracing Change, Emotional Regulation, Empathy, Financial Accounting {+ 29 more} Travel Requirements Available for Work Visa Sponsorship

What you get to do in this role: Contribute to the financial planning process, helping to develop the annual operating plan, budgeting and quarterly forecasting Lead forecasting processes (monthly and quarterly forecasts, scenario modeling) Partner with teams to manage headcount, OPEX, COGS, bookings, & revenue forecasting Work with partners and Accounting to track financial results Analyze financial results and communicate messages to senior management optimizing our performance Create analysis and presentations to help communicate strategic plans across the organization Work with the Functional leads to provide management reporting, accounting and compliance guidance / understanding of global and local operational plans Support our businesses with financial insights and development of performance metrics To be successful in this role you have: Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automat

JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Assistant Manager - Customer Advisory Team 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-30 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work. Career Opportunities Position DM - Customer Advisory Team Deputy Manager- 5B Department Customer Advisory Team Reporting to Branch Relationship Manager JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Assistant Manager - Customer Advisory Team 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-30 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, youll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Business Overview: Global Commercial Services (GCS) is the global leader in providing payments & financing solutions for small, medium and large businesses. To ensure we keep on the leading edge of the dynamic commercial payments landscape, the GCS Strategy, M&A and Alliances team is charged with defining the long-term business objectives, setting businesses priorities, and driving strategic growth opportunities to accelerate revenue growth. The OpEx CoE team is passionate about providing a consistent & standardized Financial/OpEx reporting mechanism for GCS leaders, enabling timely identification of risks and opportunities and agile reinvestments across the organization. Purpose of the Role: This role will support GCS Opex CoE team in driving consistent Opex management processes and reporting leveraging Tableau Dashboards. The candidate will assist in optimizing results analysis, financial planning, and ongoing Risk & Opportunities processes through continuous automation and digitization. Responsibilities: The role will entail the following responsibilities: Design, develop and deliver Tableau Dashboard solutions to weave a story with available data Keeping in mind the objective behind the visualization and different ways the data should be looked at to infer insights! Lead publishing of detailed OpEx results (Financial and Headcount view) within GCS OpEx Dashboard for GCS Sr. Leadership Connect data from different sources into the visualization tool e.g. flat files, internet, database connections Ensure that all deadlines are continually met and adequate controls are maintained over the processes to ensure integrity of the information Must haves- Required Skills Good analytical and problem-solving skills Data Interpretation, visualization and reporting Hands-on experience with Tableau Desktop Certified Professional, Tableau Developer, Tableau Prep Strong communication, Interpersonal and presentation skills Ability to learn quickly and work independently with complex, unstructured initiatives Ability to challenge the status quo and drive innovation Advanced MS office suites such as Excel and PowerPoint Preferred - Good to Have Skills Knowledge of Programming Languages (SQL, Python) Analytical mindset on how to leverage Big Data platform for sourcing, extracting data requirements for various data analytics needs; familiarity with creating or working with simple database objects like tables and views is a plus. Basic understanding of financial domain

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tatas esteemed leadership with AIAs extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives. We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a Great Place to Work and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, People - Our Core, emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion. Fuel your future with us, find your wings, and S.O.A.R. - Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth. Position Overview Position Title Branch Head - DSF Department DSF-Agency Sales Level/ Band Asst Manager Role Summary : Drives sales in the zone through liaison with channel partners, Interacts with sales staff of the channel partners to motivate them to sell company products, Manages customer queries & complaints & ensures they are resolved. Organizational Relationships Reports To Associate Circle Head - DSF Supervises Relationship Managers Job Dimensions Geographic Area Covered City / Area specific as advised Stakeholders Internal Agency Sales Stakeholders External NA Key Result Areas Distribution Deliverables Manage a team of 12 Financial Planning officers & Wealth Management Consultants under the Direct Sales Force vertical. Ensure team is run in full strength and hire/replacement FPOs as per budgeted strength communicated. Achieve sales targets on issued FYP as per budgets informed. Implement training road map and ensure all FPOs are well trained as per needs and organizational objectives. Implement Needs based Selling and Activity Management processes among FPOs. Ensure Goal sheets and performance review process is in place within timelines. Support the business planning and implementation process for the business with the Manager. Submission for required reports as per the timelines. Review with Regional Manager as per agreed periodicity. Business Results Monitor and evaluate achievement of targets against the following parameters: o Issued FYP/ o Productivity per FPO o Productivity per Sales Manager Team, o Case rate, o Average Case Size, o Activity Ratio, o Attrition. Monitor, control & evaluate the activity of the Sales Manager through Activity Management System and Lead Management System. Achieve the Team Cross Sell/ Up-Sell Targets from the orphan customer base allocated to the team in the Region Meeting service-related goals and achieve renewal, reinstatement and resulting Persistency objectives for the teams in the Region. People Development Enable superlative performance standards through alignment of the team with the organization s objectives as communicated from time to time. Ensure clear communication of the overall strategies and drive ownership on goals and objectives. Develop the competencies of the Sales Managers. Observe & demonstrate skills & knowledge with the Sales Managers. Customer Relationship Management Engage regularly with the allocated Digital leads/ orphan /newly acquired customers to ensure higher retention, customer satisfaction and continued relationship. Ensure all customers are serviced to the standards set up. Code of conduct and ensuring compliance of statutory norms Adherence to the code of conduct by the entire Region. Conformation to all financial and administrative systems. Ensure compliance with TALIC norms for the Branches in the Region. Compliance with all statutory and regulatory norms in the Region. Risk Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. Skills Required Technical MS Office Suite Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising / Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills Incumbent Characteristics Essential Desired Qualification Graduate PG/MBA Experience Minimum 3 - 5 years of Sales Management experience. Minimum 2 - 3 years of Sales Management experience. Disclaimer : Tata AIA Life Insurance does not charge any fees from candidates during the hiring process. Verify job offers through official Tata AIA communication channels to avoid fraud. The job description is the sole property of Tata AIA Life Insurance. The content of this JD is confidential, and unauthorized changes or reproduction are forbidden. To know more about Tata AIA Life, click on the weblink:

About Company: Bajaj Capital Limited ("Bajaj Capital") is Indias premier "Investment Services" Company, with over 58 years of experience in helping people protect and grow their wealth. Weve helped to create more millionaires than any other firm in India. But its our deep personal relationships with clients that truly sets us apart. Bajaj Capital holds the Certificate of Registration [INM000010544] to act as Merchant Banker (Cat-I), Underwriter, Depository Participant [IN-DP-NSDL-267-2006] of NSDL, granted by the SEBI. Further, Bajaj Capital is an AMFI Registered ARN [0010] holder and has also been granted the CoR [Regn.No.03310] to act as Point of Presence by the PFRDA for the NPS Schemes. Our bouquet of services includes: Personalized Investment Services : We create a customized snapshot using our proprietary 360 degree financialassessment tool.Our proprietary 360 Financial Assessment Tool is a unique scientific method that takes an all-round view ofinvestments using 3 steps: Need Analysis Scheme Selection Efficient Execution Our service really begins when you have completed your first transaction through us. Our aim is to be continuously intouch with you with new offerings. Bajaj Capital is a distributor of financial products and is remunerated by the productproviders. As distributors of financial products, we are truly unbiased in scheme selection and help you in efficientexecution of your transactions. Hassle-free administration Timely updates, regular portfolio reviews and 24x7 onlinecall centre support to keep your investments on track. Pan-India presence With over 120 offices in 70 cities acrossIndia, we strive to maintain a consistency of relationship and experience. Position: Senior Relationship Manager Job Description: Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross - sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Knowledge: Product Knowledge - have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management - understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals. Financial planning/ Investment Advisory - have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients. Skills: Social/Interpersonal Skills : have excellent socializing and relation building skills. Communication Skills : have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Analytical Skills : Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Work to achieve targets : Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Compliance : follows the guidelines and compliance needs and be closely monitored and response to any request for documentation To have the best of the talent in our company

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: Support the operational execution of BPA strategic goals within a designated business area. Collaborate with managers to drive financial activities, decision-making, and project execution. Deliver accurate, compliant, and timely analysis and reporting. Monitor business performance and provide early warnings to enable proactive resource reallocation. Ensure data integrity from commercial teams and offer recommendations to improve forecast accuracy. Streamline and enhance management reporting processes and implement lean practices. Coordinate with cross-functional teams (FRA, Marketing, Sales, Supply Chain, etc.) to ensure timely and accurate data collection. Contribute to business case development, profitability tracking, and planning cycles including budgeting, rolling forecasts, and strategic planning. Ensure timely reporting of technical complaints, adverse events, or special case scenarios related to Novartis products (within 24 hours of receipt). Manage the distribution of marketing samples, where applicable. Essential Requirements: Strong interpersonal skills with the ability to build trust and effective partnerships across teams. Demonstrated initiative, creativity, and the ability to perform under pressure. Desirable Requirements: CA or MBA with 3 5 years of relevant experience. Benefits and Rewards: Read our handbook to learn about all the ways we ll help you thrive personally and professionally:

Metayb is a fast-growing digital transformation company empowering organizations to thrive in the digital-first era. In just three years, weve built a team of 300+ experts focused on creating seamless customer experiences, boosting operational efficiency, and delivering actionable insights. Our core strengths include Digital Transformation, Data Science, SAP Implementation, Workflow Automation, Finance, and Supply Chain services, with aspirations to expand into IoT, AI/ML, and Virtual Reality. By leveraging emerging technologies, Metayb aims to be a trusted global partner in delivering impactful, future-ready solutions. You will be responsible for Owning and delivering Monthly Performance Reporting, Latest Views, Forecast and Annual Operating Plan by effectively collaborating with multiple stakeholders including Business Partners. Delivering meaningful, accurate and timely in-depth business insights by focusing on forward-looking analysis, Emerging trends, and potential business & financial risks, and whereby translating variances in financial and non-financial KPIs for Senior Leadership in Markets and Business to make fact-based, sound business decisions. Lead/Worked on the development of annual budgets and periodic forecasts, ensuring accuracy and alignment with company objectives. Monitor and analyse costs, identifying opportunities for cost optimization and efficiency improvements. Evaluating new projects and investment opportunities. Develop financial models to support long-term strategic planning and assist in scenario analysis to evaluate the impact of various business decisions. Manage Internal controls, Internal & External Audit Driving automation and standardization through systems and tools to maximize efficiency and actionable insights. Ensure quality, accuracy and integrity of information stored in our systems, enabling a single source of truth. Partnering proactively and engaging with finance & business partners to enable strong transformation & value creation journeys To succeed in this role, you will need a customer-first attitude, and enterprise mindset and the following capabilities: ICWA/ MCOM/MBA will be preferred, with Financial Modelling, Strong analytical and problem-solving skills. Minimum of 4+ years of experience in Financial Planning & Analysis, with a focus on the FMCG industry/ Factory experience Advanced technical skills in Excel, ERP (SAP preferred) and PowerPoint experience with reporting & analytical tools like Power BI, SAP Analytics, Business-Intelligence environments, SQL, etc. Strong numerical strength and demonstrated knowledge of accounting fundamentals. Effective communication and influencing skills (using data and numbers) Stakeholder Management experience along with Business Partnering Strong affinity with LEAN processes and tools Ability to work collaboratively in a fast-paced, dynamic environment. Disclaimer: The job title mentioned in this description is generic and intended for broad categorization purposes. The final designation will be determined based on the candidate s performance during the interview process, relevant experience, and alignment with the organizational hierarchy.

Our Mission: 6sense is on a mission to revolutionize how B2B organizations create revenue by predicting customers most likely to buy and recommending the best course of action to engage anonymous buying teams. 6sense Revenue AI is the only sales and marketing platform to unlock the ability to create, manage and convert high-quality pipeline to revenue. Our People: People are the heart and soul of 6sense. We serve with passion and purpose. We live by our Being 6sense values of Accountability, Growth Mindset, Integrity, Fun and One Team. Every 6sensor plays a part in de ning the future of our industry-leading technology. 6sense is a place where difference-makers roll up their sleeves, take risks, act with integrity, and measure success by the value we create for our customers. We want 6sense to be the best chapter of your career. Position Summary: We are seeking a detail-oriented and strategic Senior Financial Analyst to join our team, focusing on headcount planning and expense management . This is a key role in establishing a centralized approach to HC and expense management for the organization. The role will enable functional FP&A partners to provide strategic finance support to business stakeholders, budget owners, and senior leadership by delivering insights, forecasts, and analysis that drive informed decision-making and operational efficiency. Key Responsibilities: Headcount Planning & Analysis: Lead end-to-end processes for workforce planning, including new hire forecasting, attrition analysis, and vacancy tracking. Partner with HR and business teams to manage headcount reporting and ensure alignment with organizational goals. Maintain headcount data integrity, reconcile discrepancies, and support workforce-related financial planning cycles. Expense Management: Own and manage operating expense forecasts, accruals, and variance analysis across multiple business units. Conduct monthly, quarterly, and ad hoc reporting to track spending vs. budget and provide recommendations. Support cost center owners with budget management, identifying trends, risks, and opportunities. Business Partnership: Act as a strategic finance partner, providing financial guidance on resource allocations, operational efficiency, and investment decisions. Present financial insights and key metrics to Finance leadership and cross-functional stakeholders. Process Improvement & CoE Initiatives: Drive automation and standardization of headcount and expense reporting within the CoE model. Implement best practices and scalable processes to improve forecasting accuracy and data transparency. Support system enhancements and contribute to financial systems (e.g., Pigment, Workday, Sage/Intaact, etc). Qualifications: Bachelors degree in Finance, Accounting, Economics, or related field; MBA or CPA a plus. 5 7 years of progressive experience in FP&A, with a strong focus on headcount or expense management. Advanced Excel and financial modelling skills; experience with ERP/FP&A tools (e.g., Workday, Pigment, Sage Intaact, SFDC). Strong analytical, problem-solving, and data interpretation skills. Proven ability to manage competing priorities and communicate complex financial concepts to non-financial audiences. High attention to detail with a proactive and collaborative approach to work. Preferred Skills: Experience in a Center of Excellence or shared services environment. Familiarity with HR data structures and workforce analytics. Experience working in a global or matrixed organization. Our Benefits: Full-time employees can take advantage of health coverage, paid parental leave, generous paid time-off and holidays, quarterly self-care days off, and stock options. We ll make sure you have the equipment and support you need to work and connect with your teams, at home or in one of our o ces. We have a growth mindset culture that is represented in all that we do, from onboarding through to numerous learning and development initiatives including access to our LinkedIn Learning platform. Employee well-being is also top of mind for us. We host quarterly wellness education sessions to encourage self care and personal growth. From wellness days to ERG-hosted events, we celebrate and energize all 6sense employees and their backgrounds. Equal Opportunity Employer: 6sense is an Equal Employment Opportunity and Affirmative Action Employers. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to jobs@6sense.com . We are aware of recruiting impersonation attempts that are not affiliated with 6sense in any way. A ll email communications from 6sense will originate from the @6sense.com domain . We will not initially contact you via text message and will never request payments . If you are uncertain whether you have been contacted by an official 6sense employee, reach out to jobs@ 6sense.com

Our Mission: 6sense is on a mission to revolutionize how B2B organizations create revenue by predicting customers most likely to buy and recommending the best course of action to engage anonymous buying teams. 6sense Revenue AI is the only sales and marketing platform to unlock the ability to create, manage and convert high-quality pipeline to revenue. Our People: People are the heart and soul of 6sense. We serve with passion and purpose. We live by our Being 6sense values of Accountability, Growth Mindset, Integrity, Fun and One Team. Every 6sensor plays a part in de ning the future of our industry-leading technology. 6sense is a place where difference-makers roll up their sleeves, take risks, act with integrity, and measure success by the value we create for our customers. We want 6sense to be the best chapter of your career. Position Overview: We re seeking a highly skilled and strategic Senior Corporate Financial Analyst to join our Finance team and take ownership of G&A (General & Administrative) finance support, with a strong emphasis on financial modeling and business partnership. This role is critical in helping the organization scale efficiently by providing actionable insights, optimizing spend, and supporting long-term planning across key G&A functions such as HR, Legal, IT, and Finance. As a finance partner in a SaaS technology company, you will bring strong analytical capabilities, a proactive mindset, and the ability to connect financial data with business strategy. Key Responsibilities: Financial Planning & Analysis: Lead budgeting, forecasting, and monthly close support for G&A departments, including variance analysis and executive reporting. Drive strategic cost analysis and identify efficiency opportunities across G&A functions. Own the development and continuous improvement of driver-based financial models. Financial Modelling & Reporting: Build and maintain complex financial models that support long-range planning, scenario analysis, and strategic investments. Develop dashboards and reporting tools to provide real-time visibility into G&A performance metrics. Create presentations and reporting packages for executive leadership and board-level meetings. Business Partnership: Collaborate closely with HR, Legal, IT, and other G&A teams to understand operational plans, align on budget priorities, and guide spend management. Act as a trusted advisor and finance liaison for G&A leaders, ensuring alignment between financial targets and departmental goals. Support headcount planning, vendor spend optimization, and cross-functional initiatives. Process Improvement: Lead or contribute to initiatives that enhance planning systems, automate reporting, and streamline financial workflows. Support the implementation and optimization of financial planning tools (e.g., Pigment, Anaplan, Adaptive). Qualifications: Bachelor s degree in Finance, Accounting, Economics, or related field; MBA or CPA a plus. 5+ years of progressive FP&A experience, with a strong focus on G&A support in a SaaS or high-tech company. Advanced Excel and financial modeling expertise; strong analytical and problem-solving skills. Familiarity with SaaS business models, metrics (e.g., CAC, LTV, NRR), and operational planning cycles. Strong experience with financial systems and planning tools (e.g., Pigment, Anaplan, Workday Adaptive, Oracle, NetSuite). Excellent communication skills with the ability to distill complex financial concepts for non-financial stakeholders. Preferred Qualifications: Experience partnering with G&A functions in a high-growth or public SaaS environment. Our Benefits: Full-time employees can take advantage of health coverage, paid parental leave, generous paid time-off and holidays, quarterly self-care days off, and stock options. We ll make sure you have the equipment and support you need to work and connect with your teams, at home or in one of our o ces. We have a growth mindset culture that is represented in all that we do, from onboarding through to numerous learning and development initiatives including access to our LinkedIn Learning platform. Employee well-being is also top of mind for us. We host quarterly wellness education sessions to encourage self care and personal growth. From wellness days to ERG-hosted events, we celebrate and energize all 6sense employees and their backgrounds. Equal Opportunity Employer: 6sense is an Equal Employment Opportunity and Affirmative Action Employers. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to jobs@6sense.com . We are aware of recruiting impersonation attempts that are not affiliated with 6sense in any way. A ll email communications from 6sense will originate from the @6sense.com domain . We will not initially contact you via text message and will never request payments . If you are uncertain whether you have been contacted by an official 6sense employee, reach out to jobs@ 6sense.com

Manager, BizOps The Access Services BizOps team is looking for a Manager who can help us solve problems, build our CI/CD pipeline and lead Mastercard in DevOps automation and best practices. - Are you a born problem solver who loves to figure out how something works? - Are you a CI/CD geek who loves all things automation? - Do you have a low tolerance for manual work and look to automate everything you can? Business Operations is leading the DevOps transformation at Mastercard through our tooling and by being an advocate for change & standards throughout the development, quality, release, and product organizations. We need team members with an appetite for change and pushing the boundaries of what can be done with automation. Experience in working across development, operations, and product teams to prioritize needs and to build relationships is a must. Mission The role of business operations is to be the production readiness steward for the platform. This is accomplished by closely partnering with developers to design, build, implement, and support technology services. A business operations engineer will ensure operational criteria like system availability, capacity, performance, monitoring, self-healing, and deployment automation are implemented throughout the delivery process. Business Operations plays a key role in leading the DevOps transformation at Mastercard through our tooling and by being an advocate for change and standards throughout the development, quality, release, and product organizations. We accomplish this transformation through supporting daily operations with a hyper focus on triage and then root cause by understanding the business impact of our products. The goal of every biz ops team is to shift left to be more proactive and upfront in the development process, and to proactively manage production and change activities to maximize customer experience, and increase the overall value of supported applications. Biz Ops teams also focus on risk management by tying all our activities together with an overarching responsibility for compliance and risk mitigation across all our environments. A biz ops focus is also on streamlining and standardizing traditional application specific support activities and centralizing points of interaction for both internal and external partners by communicating effectively with all key stakeholders. Ultimately, the role of biz ops is to align Product and Customer Focused priorities with Operational needs. We regularly review our run state not only from an internal perspective, but also understanding and providing the feedback loop to our development partners on how we can improve the customer experience of our applications. Responsibilities Recruit, manage, develop and retain Service Delivery Operations support staff. Manage a 24*7 Global Support Team of engineers to support Mastercard s infrastructure. Provide reactive support for any business impacting infrastructure issues within defined SLAs. Co-ordinate and control the Change management process. Identify process gaps, provide estimates for business solutions. Run proactive cert renewal, vulnerability and software concurrency programs for supported infrastructure. Successfully lead definition, development and delivery of major cross-department initiatives with broad scope and long-term business implications. Partner with business to identify innovative solutions and drive strategic decisions to mitigate future impacts. Develop business cases in alignment with the MasterCard objectives. Actively look for opportunities for Innovation and creative problem solving. Ensure team is adequately staffed, trained and managed. Ensure personnel have appropriate skills and behaviors; and effectively communicate performance results; as necessary. Perform strategic planning; financial planning; administration and management of department. Successfully lead production incident and problem management, identification of root cause and remediation of the problems. Overseeing priority changes in workload and ensure features are being worked in accordance to the correct class of service. Qualifications Education: BS Degree in Computer Science, Engineering or equivalent combination of experience and formal education. Knowledge / Experience: Experience leading in an global operations environment or equivalent. Resource Management experience. Experience with FSSO, Web SSO Authentication, Secure Access Services, Token Services, Security Identity Management, Two-factor authentication, Multi Factor Authentication Provisioning is a distinct advantage Experience of change control process and software concurrency strategy s Knowledge of middleware technologies and security principles helpful. Understanding of network and operating system principles. Demonstrate Mastercard core competencies and proven ability to embody Mastercard Leadership Principles. Skills/ Abilities: Ability and knowledge to assist in policy development and demonstrate knowledge of the business organizational strategy. Ability to establish plans, coach co-workers and demonstrate adaptability along with strong verbal and written communication skills. Ability to focus on customer needs and to provide overall business or technical project planning for product enhancements.