4682 Financial Planning Jobs - Page 29

The Business Controller (Reporting / FP&A) based in Mumbai within the Oil and Gas / Engineering industry is a pivotal role responsible for overseeing financial reporting, analysis, budgeting, and forecasting. Your duties will include ensuring accurate and timely financial insights for decision-making, supporting financial planning, and leading strategic finance projects. Additionally, you will manage reporting processes, financial system implementations, and collaborate closely with cross-functional teams. Your key responsibilities will revolve around Financial Reporting & Analysis, where you will prepare and present essential financial reports for management, develop financial and operational performance reports, oversee accounts receivable and work-in-progress aging analysis, conduct monthly financial analysis and reporting, maintain and review accrued expense details, update long-term financial performance trends, prepare financial and operational job reports, compile and analyze specific financial and cost reports, lead budget and forecast preparation, participate in financial and business review meetings, conduct monthly performance reviews, perform cash flow analysis and liquidity planning, and handle ad hoc financial projects and reporting as needed. Moreover, you will be involved in Strategic & Project Management, overseeing financial system implementation and management, managing capital expenditure approval processes, and supporting various ad hoc strategic initiatives and financial projects. The ideal candidate for this role should possess a Bachelor's or Master's degree in Finance, Accounting, or a related field, along with experience in auditing, financial planning, analysis, and reporting. Proficiency in financial systems and reporting tools, strong analytical skills, excellent communication and presentation abilities, a knack for interpreting financial data, adeptness at managing multiple tasks and meeting deadlines, leadership experience with the capability to collaborate across departments are essential qualifications and skills. Preferred experience includes previous roles in business controlling, knowledge of financial consolidation and reporting tools, as well as experience in financial governance and approval processes. This role offers an exciting opportunity for a financial leader who excels in a dynamic environment and is dedicated to fostering financial excellence and operational efficiency.,

As a Financial Controller, you will be responsible for finalizing monthly, quarterly, and annual financial statements and reporting. Your role will involve overseeing GST, TDS, and statutory compliance to ensure timely returns and filings. Supervising day-to-day accounting activities, including bookkeeping, bank reconciliations, and ledger maintenance, will be a key part of your responsibilities. You will be required to coordinate and manage internal and external audits, as well as prepare the necessary documentation. Collaborating with senior management, you will handle financial planning, forecasting, and budget management to support decision-making processes. Ensuring accuracy in financial records and reports in compliance with accounting standards will be crucial in this role. Your duties will also include reviewing and improving financial processes for efficiency, compliance, and accuracy. Working closely with Chartered Accountants, you will contribute to proper tax planning and statutory compliance. Additionally, you will mentor, guide, and evaluate the performance of the accounts team to enhance productivity. Generating MIS reports and dashboards for management review will also be part of your responsibilities. Requirements: - Bachelor's or Master's degree in Commerce, Accounting, or Finance. - Minimum 5 to 7 years of relevant experience in core accounting and team handling. - Strong knowledge of accounting principles, GST, TDS, audits, and compliance. - Hands-on experience in working with Chartered Accountants and audit firms. - Proficiency in accounting software (e.g., Tally Prime, Zoho Books, QuickBooks). - Excellent financial planning, budgeting, and reporting skills. - Strong leadership and people management capabilities. - Exceptional attention to detail and ability to work under deadlines. - Strong communication and coordination skills. This is a Full-time position with benefits such as health insurance and Provident Fund. The working schedule is Day shift. Education: - Bachelor's degree is preferred Experience: - Accounting: 5 years of experience is preferred Language: - Proficiency in Hindi is preferred Location: - Guwahati, Assam is the preferred work location Shift availability: - Day Shift is preferred Work Location: - In person Application Deadline: - 18/07/2025 Expected Start Date: - 14/07/2025,

We are seeking a detail-oriented and experienced Accountant to join our finance team in Calicut. The ideal candidate should have hands-on experience in accounting operations within the IT sector, with a solid understanding of Indian accounting principles, taxation, and compliance. As an Accountant, you will be responsible for managing day-to-day accounting operations, which includes tasks like bookkeeping, general ledger maintenance, and journal entries. You will also be involved in preparing and analyzing financial statements, MIS reports, and bank reconciliations. Maintaining accurate financial records and ensuring proper documentation will be a crucial part of your role. Additionally, you will assist in budgeting, financial planning, and forecasting in collaboration with other departments and support internal and external audits by providing accurate and complete financial data. The ideal candidate should hold a Bachelor's degree in Commerce, Accounting, or a related field, and have a minimum of 2 years of accounting experience, preferably in an IT or tech-based company. Proficiency in accounting software is a must. You should possess a high level of accuracy, attention to detail, and strong organizational skills. The ability to handle confidential information with integrity is essential. Strong interpersonal and communication skills are also required, as you will be expected to work both independently and in a team environment. This is a full-time, permanent position with benefits including internet reimbursement, leave encashment, paid sick time, and paid time off.,

You will be responsible for generating new business to achieve defined sales targets. Developing and maintaining solid relationships with company stakeholders and customers will be a crucial part of your role. Analyzing customer feedback data to assess their satisfaction with company products and services will help in improving overall customer experience. Your insights into product development and competitive positioning will guide the company towards successful strategies. By analyzing financial data, you will be able to develop effective cost-reduction strategies and increase company profits. Market research will be essential to identify new business opportunities and collaborating with company executives to pursue these opportunities in a cost-effective manner. Meeting with potential investors to present company offerings and negotiate business deals will be one of your key responsibilities. Building and deepening relationships with new Wealth Customers to increase share of wallet and revenues is vital. You are required to have complete knowledge of the customer base in terms of profile, demographics, psychographics, and assets in the Nidhi Company and other places. Managing client portfolios, keeping client plans up-to-date, analyzing client portfolios, and making necessary suggestions will be part of your comprehensive financial planning duties. You will advise clients on investment products and services across asset classes and procure potential/target clients through networking, database, market analysis, and references. Your role will also involve achieving financial goals and maintaining the organization's brand value. As a Branch Relationship Manager, proficiency in Microsoft Office applications, the ability to travel as needed, and working in a fast-paced environment are essential. You should possess excellent analytical, problem-solving, and management skills along with exceptional negotiation, decision-making, and communication skills. Strong business acumen is required to ensure that monthly targets are met consistently.,

As an integral part of LXME, you will be instrumental in transforming the way women in India interact with finances. We are dedicated to empowering Indian women through education, access, and community support. Your role as a woman financial advisor will involve leading a team that caters to a diverse range of women investors, including young professionals, homemakers, mompreneurs, and retiring women. This position goes beyond traditional financial advisory; it is about inspiring financial confidence in every Indian woman. Your primary responsibilities will include guiding and nurturing a team of financial advisors to provide personalized financial planning that is easy to understand and tailored to women across different life stages and income brackets. You will need to grasp the distinct financial requirements of various groups, such as Gen Z, millennials, gig workers, salaried professionals, entrepreneurs, and homemakers. Crafting engagement strategies specific to each cohort, including personalized investment paths, content, webinars, and resources, will be crucial. Staying abreast of investment products, market trends, tax regulations, and compliance updates to deliver informed and relevant advice is essential. Collaborating with the marketing and product teams to develop offerings and campaigns tailored to different cohorts will be part of your role. Upholding high standards of customer trust, empathy, and compliance is paramount. As an ideal candidate, you are a dedicated female finance professional with 7-10 years of experience in wealth management, investment advisory, or personal finance. Possessing certifications like CFP, CFA, or SEBI RIA is a plus. Your proven ability in leading teams and providing customer-centric financial planning is essential. Understanding the financial behaviors, obstacles, and motivations of women is a key strength. Effective communication, coaching, and relationship-building skills are necessary. You are driven by a sense of purpose, yet you are also analytical and results-oriented. Comfort with digital tools and platforms is expected. Join us in our mission to revolutionize the financial landscape for Indian women. You will be part of a supportive and inclusive environment that fosters learning, leadership, and growth. Working with a passionate team, you will have the opportunity to make a tangible impact and drive positive change. If you are a woman who believes in the power of money and is ready to empower other women in claiming it, we invite you to be a part of our team.,

About Medline Industries India Pvt. Ltd.: Medline Industries India Pvt. Ltd. is engaged in providing offshore business support services to Medline Industries, LP & its global associate companies in the area of Information Services, Finance & Business Process Management. Established in 2010 in Pune, India, Medline Industries India Private Limited has grown to become a team of over 1500 associates supporting Medline's healthcare vision across the USA, Mexico, Europe, Canada, and other international regions. Medline is recognized as America's largest privately-held national manufacturer and distributor of healthcare supplies and services. With a wide range of over 300,000 medical products, including medical-surgical items and a leading textile line in the industry, Medline operates 30+ manufacturing facilities worldwide and 40 distribution centers in North America, contributing to a revenue of $23.3 billion in 2023. Why join Medline: - Direct, full-time employment in a large, stable, rapidly growing, yet profitable company. - A privately owned company with no public debts. - Unaffected by recent downturns/recessions. - Competitive compensation and benefits package. - Opportunities for individual growth in a supportive and ethical work culture. Job Description: As a Specialist FP&A at Medline, you will play a crucial role in providing financial decision support to senior management in the manufacturing FP&A domain. Your responsibilities will include analyzing financial results, identifying trends, and metrics related to Medline's manufacturing plants in the Americas. You will collaborate with on-shore teams to ensure timely reporting and be involved in key projects such as new business initiatives, system integrations, and change management. Additionally, you will support the preparation of forecasts, annual plans, and long-range plans, while driving process improvements and consistency across all US and Mexico plants. Main Duties and Responsibilities: - Analyze financial results and trends for manufacturing plants - Ensure reporting deadlines are met by partnering with on-shore teams - Support new business initiatives and major projects - Assist in preparing forecasts, annual plans, and long-range plans - Conduct financial business reviews and drive process improvement - Provide financial expertise and support to onshore and offshore teams - Respond to queries from business partners accurately and in a timely manner Skills & Experience: - 5+ years of financial planning and analysis experience in a manufacturing organization - Cross-functional collaboration experience in a global setting - Strong technical accounting skills and knowledge of financial accounting principles - Proficiency in MS Office (Excel, Word, PowerPoint) - Strong communication and influencing skills - Analytical mindset and continuous improvement orientation - Flexibility and teamwork abilities - Stakeholder management skills - Knowledge of QAD/SAP, SAP S4 preferred Educational Qualification: - CA, CMA with 5-8 years of experience or Engineer & MBA from Top Tier Schools with 3-5 years of experience - Alteryx/Tableau certification is a plus,

As a Chartered Accountant in a Real Estate Company based out of Noida Sector 63, your role will encompass a wide range of responsibilities across financial planning and analysis, accounting, taxation, audit, internal controls, funding and treasury management, regulatory compliance, project cost management, strategic advisory, stakeholder communication, and team leadership and development. Your primary responsibilities will include preparing and analyzing financial reports, budgets, and forecasts to ensure proper allocation of resources. You will monitor and assess the financial performance of ongoing real estate projects and evaluate project feasibility through financial modeling and cost-benefit analysis. Furthermore, you will be responsible for ensuring compliance with accounting standards and regulations relevant to the real estate industry, conducting periodic reconciliation of bank accounts and financial statements, and ensuring timely filing of tax returns, including GST, income tax, and other applicable taxes. You will also advise on tax-efficient structuring of real estate transactions and projects and liaise with tax authorities and auditors to resolve compliance-related issues. In addition, you will oversee internal and external audits, develop and implement robust internal controls, manage cash flow to ensure adequate liquidity for project execution and operational needs, and ensure compliance with local laws, including RERA regulations. You will review and control project expenses, collaborate with project managers to ensure financial discipline, and provide financial insights to support strategic decisions. Moreover, you will prepare and present financial reports to management, investors, and other stakeholders, collaborate with legal, sales, and marketing teams, and act as a point of contact for financial and accounting matters. You will also lead and mentor a team of accountants and finance professionals, conduct training sessions to enhance team competency, and foster a culture of accountability and continuous improvement within the team. The ideal candidate for this position should have 4-5 years of experience as a Chartered Accountant, with a salary of up to 1 Lakh per month. This is a full-time position that requires you to work in person at the specified location in Noida Sector 63.,

As the ideal candidate for the position, you will be responsible for overseeing day-to-day operations across properties to ensure smooth, consistent service and adherence to company standards. This will involve conducting regular audits and site inspections to monitor cleanliness, guest satisfaction, safety, and SOP compliance. Additionally, you will need to act promptly on guest feedback and complaints, implementing corrective actions where necessary. In terms of cost management and financial planning, you will be expected to develop, manage, and monitor budgets across various areas such as P&L, forecasts, par stock, F&B costs, utilities, and labor. It will be essential to identify cost-saving opportunities while maintaining service quality, as well as preparing regular financial reports for senior management and driving revenue growth strategies. Your role will also involve setting regional targets such as occupancy, ADR, guest satisfaction, and revenue, and tracking progress accordingly. To achieve this, you will need to develop and implement business and yield management strategies by analyzing market trends to optimize pricing and positioning. Collaboration with the marketing team to create local promotions and partnerships will also be part of your responsibilities. In terms of leadership and talent development, you will be tasked with supervising and mentoring property-level Managers, including those in front of house, F&B, housekeeping, etc. This will involve conducting formal performance reviews and creating development plans, as well as planning and executing training programs to ensure high service standards and regulatory compliance. Fostering a high-engagement team culture and implementing succession planning will also be crucial. Furthermore, building and managing relationships with owners, suppliers, travel agencies, and regional/corporate stakeholders will be essential. This will include conducting vendor performance reviews and negotiating contracts to secure quality products and services. Ensuring compliance with health, safety, security, and local regulations will also be part of your role, requiring regular safety audits, firewalks, and emergency preparedness drills. Frequent travel to properties is a must to ensure hands-on management and direct engagement with teams. This is a full-time position with benefits such as cell phone reimbursement, health insurance, and Provident Fund. The work schedule is in the morning shift, and proficiency in English is preferred. The work location is in person.,

As a Data Analyst SAC (Planner) in our team, you will play a crucial role in leading the design, development, and testing of financial planning applications within SAP Analytics Cloud (SAC). Your responsibilities will include managing SAP Analytics/Reporting workstreams in complex environments, collaborating with business stakeholders to define planning and forecasting requirements, and ensuring the delivery of high-value planning and analytics capabilities aligned with best practices and market trends. You will also be responsible for communicating project progress, challenges, and solutions effectively to both internal teams and external clients while participating in other assigned duties. To excel in this role, we are looking for a professional with experience in client-facing roles, including requirement gathering, solution presentation, and stakeholder management. You should have proven experience in SAP Analytics Cloud Planning, including at least one full-cycle implementation of planning and forecasting solutions. Strong technical knowledge of SAC architecture, planning functionalities, and integration with SAP systems such as SAP BW and SAP Datasphere is essential. Additionally, you should possess the ability to design scalable and maintainable planning applications tailored to enterprise needs, along with a deep understanding of financial planning processes and business content relevant to large organizations. Clear and concise communication skills are a must, enabling you to engage effectively with both technical teams and business stakeholders. If you are ready to take off into smarter financial planning and have the expertise in SAP Analytics Cloud Planning, stakeholder engagement skills, and a keen eye for detail, then we invite you to apply now and be a part of our transformation. Kindly note that a CV/Resume is required for this position, and relocation assistance will not be provided.,

As a Senior Accountant, you will be responsible for maintaining accurate and up-to-date financial records, which includes handling ledgers, bank entries, and reconciliations. You will play a crucial role in managing GST and TDS filings, ensuring compliance with all tax regulations within the specified deadlines. Additionally, you will be tasked with preparing various financial reports and statements such as monthly, quarterly, and yearly financial reports. Your expertise will be essential in assisting with budgeting and financial planning processes to facilitate more effective management of company expenses. Furthermore, you will collaborate with auditors during audits and provide necessary documentation as required. The ideal candidate for this position should possess a minimum of 3-5 years of relevant experience in accounting. A graduate qualification is required to qualify for this role. If you are seeking a challenging opportunity to utilize your accounting skills and contribute to the financial well-being of the company, this Senior Accountant position offers a dynamic and rewarding environment to grow and excel.,

As a Financial Planning and Analysis professional, you will be responsible for budgeting, forecasting, analyzing financial data, and preparing reports for management. Your role will involve developing and managing budgets and forecasts, as well as evaluating potential investment opportunities. A professional accounting qualification such as CPA, ACCA, or CIMA is often preferred for this position. In addition to managing investments, you will ensure compliance with financial regulations and standards while preparing financial statements and reports. Supervising and mentoring a team of finance professionals will also be part of your responsibilities. This is a full-time position with benefits including Provident Fund. The work location is in person. If you are interested in this opportunity, please get in touch with the employer at +91 6385566235.,

As a full-time employee, you will be responsible for demonstrating in-depth knowledge of financial planning and strategy, developing budgets, managing profitability, implementing financial controls & accounting procedures, overseeing corporate finance activities, contributing to strategic planning efforts, and understanding the Indian tax structure and banking regulations. The work location for this position is in person.,

River is an electric vehicle company specializing in building multi-utility scooters. Our mission at River is to create the scooters of tomorrow for the ambitious youth of today. We firmly believe that individuals require two essential elements to attain success: the aspiration to reach the pinnacle and the means to facilitate the journey. Our flagship product, River Indie, dubbed as the SUVofScooters, is meticulously crafted to assist you in accomplishing your tasks efficiently. With the support of renowned international investors such as Yamaha Motors, Al-Futtaim Automotive Group, Toyota VC, and Maniv Mobility, we are committed to revolutionizing the mobility industry. Key Responsibilities: - Identify and develop vendors for the procurement of various parts including Brakes, Suspension, Bearings, Transmission, Seals, Locks, and Mirrors. - Create RFX, conduct cost estimations, evaluate commercial proposals, negotiate contracts, award businesses, and release purchase orders to selected vendors. - Drive cost optimization initiatives through localization, value analysis, benchmarking, and resourcing in alignment with business requirements. - Establish supply agreements with vendors to ensure a consistent path for future transactions. - Implement pricing mechanisms with vendors for commodity indexing and forex management. - Analyze and address claims raised by vendors while maintaining provisions for financial planning. - Collaborate with stakeholders to align with the organization's priorities. - Formulate strategies to resolve complex problems and conflicts positively. - Effectively communicate project status to cross-functional teams to ensure timely achievement of project milestones within the defined budget. - Foster innovation, integration of new technologies, quality initiatives, and change management for continuous product improvement. - Develop and implement inventory management strategies to optimize stock levels of parts. - Monitor and maintain accurate inventory records to align with production requirements and minimize excess or obsolete stock. Ideal Candidate: - Bachelor's or Master's degree in Engineering or Supply Chain Management preferred. - Possess 8+ years of robust experience in mechanical commodity management, preferably in the 2-Wheeler Automotive sector. - Demonstrated extensive experience in engaging with strategic suppliers and adept at managing relationships. - Strong communication and interpersonal skills. - Excellent leadership and people management abilities. - Proficient in managing diverse cross-functional team members.,

Job Description: Employment 6 - 12 months contract to hire Work Location Hyderabad Role: Financial Planning and Analyst C2H contract on Hiring (6-12 Months) About the Role: We are looking for a detail-oriented and analytical FP&A Contractor to join our Technology Business Management (TBM) team, supporting the Hardware Center of Excellence (HW CoE). This role focuses on managing and analyzing the Information Technology Services (ITS) budget, ensuring accuracy in forecasting, reporting, and variance analysis. The ideal candidate will have 35 years of FP&A experience and strong proficiency in Microsoft Excel, with the ability to manage large datasets and support finance operations effectively. Key Responsibilities: Support budgeting, forecasting, and financial reporting for ITS and HW CoE Conduct variance analysis and provide actionable financial insights Build and maintain Excel-based financial models, trackers, and reports Track operational and capital expenditures, ensuring data accuracy Collaborate with internal stakeholders to align budget planning and execution Assist in preparing monthly and quarterly financial review packs Required Skills & Experience: 35 years of experience in Financial Planning & Analysis (FP&A) Strong understanding of financial statements and cost center budgeting Basic to intermediate proficiency in Microsoft Excel (formulas, pivot tables, charts, lookups) Ability to work with large and complex datasets Strong communication and stakeholder management skills Preferred Qualifications: Prior experience supporting ITS budgets Exposure to Hardware CoE or technology-related financial processes Knowledge of Depreciation and Lease Accounting Experience with SAP for financial reporting and data extraction Familiarity with Power BI or PowerPoint for reporting and presentations. Interested Applicant can reach out to me. Regards Nithin N 8660251618

You will be joining Vivek Mani and Associates, a professional accounting firm located in Tiruchengode, Tamil Nadu, India. Operating out of 74 / 7, Annai Complex 1st floor, Old Salem Rd, our firm offers a range of comprehensive accounting and financial services. We are committed to delivering precise and effective solutions to cater to the varying requirements of our clients. As a qualified candidate, you should possess a robust understanding of accounting principles and practices. Your role will involve proficiency in financial statement preparation and analysis of financial data. Familiarity with budgeting, forecasting, and financial planning will be crucial in ensuring success in this position. Your keen attention to detail and strong problem-solving abilities will be essential in tackling the challenges that come your way. Excellent communication and interpersonal skills are imperative as you will be required to interact with clients and team members effectively. The ability to work independently as well as collaboratively within a team is highly valued. A Bachelor's degree in Accounting, Finance, or a related field is a prerequisite for this role. Additionally, possessing a professional accounting certification such as CA intermediate would be advantageous. If you are looking to be part of a dynamic team in the field of accounting and finance, and possess the necessary qualifications and skills, we welcome your application to join Vivek Mani and Associates.,

As the Chief Financial Officer (CFO) of our distinguished, mid-sized Indian pharmaceutical company, you will report directly to the Managing Director/CEO and lead a team encompassing various financial functions. Our company, financially robust with revenues of approximately 700 crores, operates with a dedicated team of 1400+ professionals. We have a wide global reach, with products being distributed in over 90 countries and supported by two European subsidiaries. At the core of our financial strategy is a commitment to zero external funding, ensuring compliance with all applicable laws and regulations. Internal accruals drive our growth, reflecting our financial prudence and unwavering integrity in financial management. Your role as the CFO presents a unique opportunity to provide strategic financial stewardship within a debt-free environment. You will be responsible for overseeing financial planning, internal controls, regulatory compliance, treasury management, taxation strategy, audit processes, cost management, and team development. Emphasizing disciplined growth and transparent reporting, you will play a pivotal role in driving financial excellence and ensuring compliance with Indian and international financial standards. Key responsibilities include spearheading long-term financial planning, designing internal control frameworks, leading corporate secretarial functions, managing accurate accounting practices, optimizing treasury functions, and developing proactive taxation strategies. You will also be tasked with overseeing internal audits, cost management, expense control, and IT general controls related to financial systems. As an ideal candidate, you must hold a Chartered Accountant (CA) designation, with additional qualifications such as Company Secretary (CS) considered highly advantageous. A minimum of 20 years of progressive finance experience, including 10 years in a CFO or equivalent leadership role, is required. Essential skills and knowledge include expertise in Indian GAAP, IFRS, Companies Act, SEBI regulations, and other financial regulations. A strong ethical compass, exceptional communication skills, and a structured approach to problem-solving are essential attributes for success in this role. Additionally, preferred qualifications include experience managing financial operations for global subsidiaries and a deep understanding of pharmaceutical industry-specific financial nuances. Your ability to thrive within a value-driven corporate culture, resist external funding pressures, and champion self-reliant growth will be critical to your success as CFO.,

As the Financial Controller at ZenTrades, you will be responsible for overseeing and optimizing the financial operations of our growing product startup focused on SaaS solutions for Field Service Management software. Reporting directly to the CEO, your role will involve managing financial reporting, budgeting, forecasting, and ensuring compliance with regulatory standards. Your expertise will play a critical role in providing accurate financial information to drive strategic decision-making and support the organization's growth objectives. Your responsibilities as a Financial Controller at ZenTrades will include preparing and analyzing monthly, quarterly, and annual financial statements, leading the budgeting process, conducting financial analysis to identify trends and opportunities for optimization, managing cash flow effectively, establishing internal controls for compliance, identifying and mitigating financial risks, providing financial insights to support business initiatives, leading and mentoring a team of finance professionals, communicating financial performance to stakeholders, and identifying opportunities for process improvement. To excel in this role, you should have a strong understanding of business numbers, effective planning skills, proficiency in spreadsheet tools like Excel and Google Sheets, negotiation skills, assertive communication abilities, prioritization skills, documentation proficiency, flexibility to work in US shifts, and a knack for closure. Additionally, you should have 4-8 years of experience in Finance, Accounting, Budgeting, or Business Operations, professional certifications like CFA or CPA are preferred, and a degree in accounting, finance, business administration, or related field. Joining the ZenTrades team will offer you the opportunity to contribute to the financial health and operational efficiency of the organization while working closely with various teams and stakeholders. If you are a self-motivated learner, excel in a high-performance environment, and are passionate about making a significant impact through driving financial performance and innovation, then this role is the perfect fit for you.,

As a Senior Relationship Manager in Branch Banking at East 3309-Kasba, Kolkata, West Bengal, India within the East Business department, your role is crucial in being the primary point of contact for high-net-worth customers in the Priority Banking Segment of the Bank. Your main objective is to provide financial solutions to Emerging HNI & HNI customers, focusing on increasing the liabilities size of relationships through balance growth and enhancing customer profitability. Additionally, you will be responsible for cross-selling Bank's products, third-party investment products, and ensuring customer engagement through various financial solutions such as Mutual Funds SIPs, Insurance, Forex, Remittances, and Loans. Your responsibilities also include deepening existing relationships by cross-selling, acquiring new customers, and expanding your portfolio through references from current customers. Regularly reviewing customer relationships from a liability and cross-holding perspective, ensuring customers are well-informed about financial solutions, and updating internal systems for accurate reporting are integral parts of your role. In terms of the size of the role, the Financial Size includes TRV Size Ranging from 25 Cr to 100 Cr, 2 to 4 selective branches within City/Cluster/Region, and catering to all banking products & services. The Key Duties & Responsibilities encompass achieving Cumulative Daily Balance, New to Bank targets, Mutual Funds, Life Insurance, General Insurance, and other cross-sell points. Improving Customer Activation, resolving queries, providing alternate channel experiences, and implementing necessary training for staff are also part of your responsibilities. Internally, you will focus on streamlining customer onboarding processes, maintaining Managed Customer upsell related MIS, and ensuring adherence to training programs for self-improvement. Performance appraisals and goal setting processes should be completed within specified timelines to ensure continuous learning and development in your role.,

As a Deputy CFO Coal Mines at Vedanta's Mining Business, you will play a crucial role in commencing new mines to achieve the vision of becoming a fully integrated, global leader in aluminium production. You will be responsible for preparing short-term and long-term business plans, ensuring periodic financial closures for mines, and closely monitoring operating costs. Your role will also involve finalizing MDO contracts, focusing on securing raw materials, benchmarking costs with peers, strengthening internal controls, managing tax aspects, monitoring capex budgets, and leading the team to achieve business goals. To excel in this position, you are required to have a strong educational background with 60% and above throughout, along with a CA/MBA in Finance and a minimum of 10 years of relevant experience. You should be capable of working on multiple projects simultaneously, demonstrating your ability to handle diverse responsibilities effectively. Vedanta offers outstanding remuneration and best-in-class rewards, along with globally benchmarked people-policies and top-notch facilities. Our organizational values of Trust, Entrepreneurship, Innovation, Excellence, Integrity, Care, and Respect shape everything we do. We are committed to fostering diversity and promoting equal opportunities for all individuals. If you are a passionate finance professional looking to unlock new values for the business and be part of an exciting growth journey, we encourage you to apply for this opportunity. Join us at Vedanta and contribute to our mission of becoming a global leader in the mining and metals industry.,

Peloton, a leading professional services firm specializing in Integrated Cloud Solutions for various domains, is seeking a skilled and experienced Oracle EPM Cloud Planning Lead to join their high-performing and growing organization. As part of our team, you will have the opportunity to work on cutting-edge projects and contribute to the digital transformation journey of our clients. In this role, you will leverage your deep functional and technical expertise to design, build, test, and deploy tailored Planning and Budgeting solutions that meet the complex business requirements of our clients. You will lead client workshops to gather and analyze business requirements, translate them into functional and technical design documents, and architect robust and scalable Oracle EPM Cloud Planning solutions. Additionally, you will be responsible for hands-on configuration and customization of Oracle EPM Cloud Planning modules, recommending roadmaps and implementation plans, and mentoring junior consultants. To be successful in this role, you must possess a BE/B.Tech/BS/BA degree in Finance, Business, Technology, or equivalent, along with 5-10+ years of experience in Financial Planning, Reporting, and/or Analysis. You should also have 5-10 years of implementation experience with Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS) and excellent analytical, critical thinking, written, and verbal communication skills. The ability to work remotely and independently, as well as a strong fit with Peloton's culture and values, are essential requirements for this position. Peloton offers a competitive compensation package, including a competitive base salary, medical insurance, paid holidays and vacation days, life insurance, and a health wallet. If you are passionate about Enterprise Performance Management and are looking for a challenging and rewarding opportunity, we encourage you to apply for the Oracle EPM Cloud Planning Lead position at Peloton. Note: Travel may be required for this position.,

The individual in this role will play a crucial part in financial planning, budgeting, forecasting, and analytical reviews. You are required to have a strong understanding of financial principles, strategic thinking, and excellent analytical and communication skills. Collaboration with various stakeholders, including senior management, is essential to drive insightful decision-making and provide accurate financial projections. You will oversee management reporting, business process functions with a focused approach on standardization and automation. As a clear communicator, both verbally and in writing, you must be organized with effective time management skills, demonstrate a willingness to learn and adapt, and maintain the highest standards of behavior, a collaborative manner, and work ethic. Some of your responsibilities include: Financial Planning: - Develop and coordinate the annual budgeting process. - Monitor and analyze financial performance against budgets. - Develop financial models and forecasts to support decision-making. - Continuously improve financial planning processes. Financial Analysis and Reporting: - Provide insightful analysis on financial and operational performance. - Prepare and present financial reports to senior management and stakeholders. - Conduct ad hoc financial analysis to support strategic initiatives. - Analyze the trends of Key Performance Indicators (KPIs). Forecasting and Budgeting: - Manage the forecasting process and assess the impact of changes. - Coordinate the development of long-range financial plans. - Recommend adjustments to budgeting and forecasting assumptions. Business Partnership: - Provide financial insights and guidance to support decision-making. - Identify areas of improvement and implement strategic initiatives. - Evaluate new business opportunities, investments, and potential risks. Team Leadership and Development: - Foster a collaborative work environment and promote career growth. - Stay updated with financial analysis and reporting practices. - Participate in the development of best practices and user support materials. Knowledge, Skills & Abilities: - Bachelor's degree in Accounting or Finance; CPA and/or MBA a plus. - Experience in a large, complex, global public company. - Strong analytical skills and business acumen. - Excellent proficiency in financial analysis tools, especially Excel. - Ability to manage multiple tasks, meet deadlines, and work across various time zones. - Leadership skills with the ability to mentor and develop a team. - Experience with US GAAP is a plus. - Excellent communication and presentation skills. If you are looking for a challenging role that involves financial planning, analysis, forecasting, and business partnership while fostering team development and compliance with financial standards, this position might be the right fit for you.,

Dear Candidate, Leading Banks hiring for Relationship Manager Wealth Management (Individual role) Location: Bangalore CTC up to 25Lacs Designation: Relationship Manager Affluent Segment ( Portfolio Management) Grade: Senior Manager or AVP Job Profile: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The centre of all client engagements will be to ensure superior customer experience Advise clients on investment options including Portfolio Management Services (PMS), Mutual Funds, Alternative Investment Funds (AIFs), and insurance products, Responsible for acquisition of new to bank Client How to Apply: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube

[{"Salary":"25 LPA" , "Remote_Job":false , "Posting_Title":"Oracle EPM Analyst" , "Is_Locked":false , "City":"Bangalore" , "Industry":"Technology" , "Job_Description":" Position Summary: The Oracle EPM (Enterprise Performance Management) Analyst is responsible for supporting,implementing, and maintaining Oracle EPM solutions to enhance an organizationfinancial planning, reporting, and analysis processes, and the financialconsolidation and closing process, as well as being able to support dataanalysis and reporting requests. This role involves working closely withfinance, IT, and business stakeholders to deliver scalable, efficient, andaccurate EPM solutions that align with the organizationstrategic goals. KeyResponsibilities: 1. System Implementation and Configuration: Design, configure, and maintain Oracle EPM Cloud applications (eg, Planning and Budgeting Cloud Service - PBCS, Financial Consolidation and Close - FCCS. Develop and manage metadata, business rules, calculations, and data integrations. Lead or assist in system upgrades, patches, and enhancements. Business Support and Analysis: Collaborate with finance and business teams to gather and analyze requirements. Create dashboards, reports, and ad hoc queries to meet business reporting needs. Provide training and support to end-users on Oracle EPM tools and functionalities. Process Optimization: Identify and implement opportunities to streamline financial planning, budgeting, forecasting, and reporting processes. Ensure data integrity and accuracy across financial systems. Data Integration and Management: Develop and manage ETL processes to ensure seamless data flow between Oracle EPM and other enterprise systems (eg, ERP systems like Oracle Cloud ERP, SAP, etc). Monitor and troubleshoot data integration processes to maintain data accuracy. Compliance and Governance: Ensure that the EPM system complies with regulatory requirements and internal policies. Maintain thorough documentation of processes, configurations, and system changes. Project Management: Plan and execute EPM-related projects, ensuring timely delivery within scope and budget. Coordinate with internal teams and external vendors/consultants as needed. Required Experience: 35 years of experience working with Oracle EPM solutions. Strong understanding of financial processes, including budgeting, forecasting, and consolidation. Technical Skills: Proficiency in Oracle EPM Cloud applications such as FCCS and/or EPBCS. Hands-on experience with Smart View, Essbase, and Hyperion. Knowledge of scripting languages (eg, SQL, Python) and data integration tools. Soft Skills: Excellent analytical and problem-solving skills. Strong communication and interpersonal skills to work effectively with stakeholders at all levels. Ability to manage multiple tasks and priorities in a fast-paced environment. " , "Job_Type":"Contract" , "Job_Opening_Name":"Oracle EPM Analyst" , "State":"Karnataka" , "Country":"India" , "Zip_Code":"560038" , "id":"153957000004621587" , "Publish":true , "Date_Opened":"2025-07-22" , "Keep_on_Career_Site":false}]

Were looking for a Senior Financial Analyst who can deliver exceptional results in the following areas: Financial Analysis : Develop and maintain complex financial models that provide actionable insights on business performance and drive strategic decision-making. Financial Planning : Collaborate with business leaders to develop and implement financial plans that drive business growth and profitability. Variance Analysis : Identify and explain variances between actual and planned results, and provide recommendations for improvement. Financial Reporting : Develop and maintain financial reports and dashboards that provide timely and accurate insights on business performance. What You Will Do Develop and maintain financial models that provide accurate and timely insights on business performance. Deliver financial plans that drive business growth and profitability. Identify and explain variances between actual and planned results, and provide recommendations for improvement that result. Develop and maintain financial reports and dashboards that provide timely and accurate insights on business performance. Financial Analysis: Develop and maintain complex financial models that provide actionable insights on business performance and drive strategic decision-making. Financial Planning: Collaborate with business leaders to develop and implement financial plans that drive business growth and profitability. Variance Analysis: Identify and explain variances between actual and planned results, and provide recommendations for improvement. Financial Reporting: Develop and maintain financial reports and dashboards that provide timely and accurate insights on business performance. Stakeholder Management: Collaborate with business leaders and stakeholders to drive financial planning and analysis initiatives and achieve business objectives. #LI-MP1 What You Will Have Education: Chartered Accountant or MBA eg., CFA, CPA Experience: 6-8+ years of experience in financial planning and analysis, or a related field. Skills: Advanced financial modelling and analysis skills Excellent communication and presentation skills Ability to work collaboratively in a team environment Strong problem-solving and analytical skills Proficiency in financial planning and analysis tools (eg, Excel, financial modelling software) What we'do For You Wellbeing focused Our people are our greatest assets, and ensuring everyone feels their best self to come to work is integral. Annual Leave 20 days of annual leave, plus public holidays Employee Assistance Programme Free advice, support, and confidential counselling available 24/7. Personal Growth we're committed to enabling your growth personally and professionally through development programmes. Life Insurance - 2x annual salary Personal Accident Insurance - providing cover in the event of serious injury/illness. Performance Bonus Our Group-wide bonus scheme enables you to reap the rewards of your success. OneAdvanced is one UKs largest providers of business software and services serving 20,000+ global customers with an annual turnover of 330M+. We manage 1.5 million 111 calls per month, support over 2 million Further Education learners across the UK, handle over 10 million wills, and so much more. Our mission is to power the world of work and, as you can see, our software underpins some of the UKs most critical sectors. We invest in our brilliant people. They are at the heart of our success as we strive to be a diverse, inclusive and engaging place to work that not only powers the world of work, but empowers the growth, ambitions and talent of our people. To learn more about working at OneAdvanced please click here

The Personal Financial Consultant role is accountable for remotely managing Premier non qualified customers. The role holder will develop , engage, retain and activate clients through the identification of customer needs and opportunities to create deeper and stickier relationships. The role is primarily aimed at managing the following aspirational goals. Relationship management of unmapped Premier customers Identifying and referring / fulfilling customer needs aided by analytics driven triggers Imparting a world class experience aligned to the customer promise, and Increasing wallet share through value build, transitioning customers up the client continuum Role responsibilities Deliver the proposition by providing a consistently excellent customer experience, a chieving the relevant contact standards and enhancing the client facing time for Customers Primary contact for Premier non-qualified non-named RM managed customers and providing banking services and wealth management support Act as a brand ambassador for HSBC, delivering an exceptional customer experience through identifying and fulfilling customer needs at first point of contact Provide an outstanding customer experience to HSBC clients, achieving the relevant contact standards and enhancing the client facing time for Customers Activate customers within their targeted segment/portfolio and generate NTB referrals Retain existing customers through engagement in-line with the market and segment strategy Identifying Customer needs by making full use of franchise levels to ensure quality referrals and introductions to colleagues whilst taking ownership of the day to day servicing of customer needs Encourage customers to use additional channels where appropriate Responsible for a specialized portfolio containing clients with more complex needs Leverage new capabilities and evolving tools to effectively communicate with clients remotely Ensure all activities, transactions and sales adhere to prevailing HSBC and regulatory standards. Maintain and grow profitable long-term relationships with client in line with the Customers channel of choice and focus on developing more meaningful customer relationships whilst improving income generation Deliver a consistent and tailored wealth management service to our Premier clients by referring to team of experts as appropriate in market Accountabilities P rimary point of contact for retail banking requirements (and low value wealth management requirements where appropriate in market) for Non-RM Managed Premier Qualified clients Drive achievement against expectations for revenue generation, product alignment, customer satisfaction and cost containment Grow HSBC s share of high-net-worth client wallet involving investment and other products to ensure product capabilities are in line with client/sector requirements Successful implementation of acquisition strategies and acquiring new-to-bank customers via central, self-generated leads or Branch opportunities Getting to know customers through approved methods and building relationships with them Requirements Minimum Graduation or as required for the role, whichever is higher