12255 Financial Planning Jobs - Page 3

Role Overview: As a Wealth Manager at DBS Consumer Banking Group, your main goal is to deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients with AUM > INR 20 Million. You will be responsible for managing and maintaining high customer satisfaction levels through proactive client engagement, relationship management, and cross-selling of DBS products and services. Additionally, you will play a crucial role in driving exemplary customer service and ensuring internal and regulatory compliance. Key Responsibilities: - Acquire and upgrade quality Treasures clients in the branch location areas - Deepen wallet share of existing customers through rete...

As a Store Incharge at Jains, you will be responsible for the overall store management. Your role will be crucial in ensuring the success of our operations. Your responsibilities will include: - Managing the store efficiently to meet financial goals - Implementing effective strategies for inventory control and stock management - Ensuring high levels of customer satisfaction through excellent service - Leading and motivating the store team to achieve targets To excel in this role, you should have a background in financial planning and retail management. Your educational background should include a B.E in Civil. At Jains, we prioritize the well-being and growth of our employees. We offer a ran...

Role Overview: As an Investment Portfolio Manager, your primary role will be to define investment strategies and asset allocation based on prevailing market conditions. You will need to stay updated with equity and debt markets by reviewing investment reports and participating in con-calls. Additionally, you will be responsible for developing and managing fund selection models, conducting product due diligence, and setting financial goals for clients. Your expertise will be crucial in asset allocation, portfolio construction, and periodic portfolio reviews and rebalancing. Moreover, you will collaborate with the sales team to enhance product penetration through research support. Key Responsi...

As a Category Trade Marketing Manager (National role) for an FMCG client based in Ahmedabad, you will play a crucial role in supporting the planning and implementation of Below-The-Line (BTL) Strategy for the category across various regions and channels in alignment with the company's overall business strategy. Key Responsibilities: - Plan and control the annual, quarterly, and monthly spends for the category, being responsible for the entire BTL strategy. - Design monthly category activations and ensure their execution through regional counterparts. - Deliver category Annual Operating Plan (AOP) objectives including top-line growth, BTL percentage, and distribution objectives. - Take owners...

As a Summer Intern at Caerus3 Advisors & Think Tank, you will be part of an Equal Opportunity Employer & Service Provider that values Diversity, Equity & Inclusion. We believe in hiring individuals regardless of their socio-economic backgrounds, ethnicity, religion, region, caste, race, color, or gender. We have a zero-abuse tolerance policy in place. About Us: Caerus3 Advisors & Think Tank is an Advisory Firm founded by professionals with over 3 decades of experience. We have a deep understanding of the challenges faced by today's CXOs. Our services include Transaction Advisory, Regulatory Compliance, Human Capital Agenda Technology, Enterprise Risk Management, Process Excellence, and Ignit...

As an Executive Director located in Mumbai, your role will involve overseeing organizational operations, developing strategic initiatives, managing resources, and ensuring alignment with the company's goals. You will be responsible for fostering cross-functional collaboration, liaising with stakeholders, and driving growth through actionable plans. Your strong leadership, excellent communication skills, and results-oriented approach will be crucial for success in this role. Key Responsibilities: - Overseeing organizational operations and ensuring smooth functioning - Developing strategic initiatives to drive business growth - Managing resources effectively and ensuring optimal allocation - F...

Role Overview: You are invited to join Kingsbridge Healthcare Group, a leading healthcare provider founded in 2004 with a mission to create world-class healthcare by prioritizing patient care. As part of our team, you will play a crucial role in delivering exceptional healthcare services across multiple sites within the Kingsbridge Healthcare Group. Key Responsibilities: - Contribute to the delivery of high-quality healthcare services at Kingsbridge Private Hospital Group locations in Belfast, Sligo, and the North West. - Collaborate with a multidisciplinary team to ensure patient care and safety. - Participate in relevant training programs funded by the company to enhance your skills and kn...

Role Overview: You will be responsible for performing accounting and bookkeeping tasks, managing taxation and compliance activities, assisting in financial planning and reporting, and providing coordination and support to partners. Your role will involve maintaining accurate books of accounts, preparing financial statements, ensuring compliance with statutory requirements, and analyzing financial data to support decision-making. Key Responsibilities: - Accounting & Bookkeeping - Working knowledge of bill discounting, debtor discounting, and processing invoices. - Maintain accurate books of accounts including Bank, Journal, and Ledgers. - Prepare and review trial balance, profit & loss accoun...

Role Overview: You will be a First Wealth Relationship Manager at IDFC FIRST Bank in Surat, managing a portfolio of high-net-worth clients by providing tailored financial solutions to meet their wealth management needs. Your daily responsibilities will include building and nurturing relationships, identifying client needs, advising on investment opportunities, ensuring compliance with financial regulations, and meeting revenue and client satisfaction targets. As a trusted advisor, you will collaborate with internal teams to deliver seamless banking and wealth management services. Key Responsibilities: - Manage and grow a portfolio of high-net-worth clients - Deliver tailored financial soluti...

Financial Planning & Analysis Analyst_Pune We are hiring for India's top leading company. Shift Timings: 12 to 9pm - UK Shift and - Pick & Drop Closing Shift extended UK Shift 4PM tp 1 AM - This can be WFH Role Title: FPA Analyst / Sr FPA Analyst Experience: 2 to 8 yrs Location: Pune Job Description: The Financial Planning & Analysis Analyst will be responsible for financial planning and analysis activities of company divisional sales. This position will require partnership across multiple stakeholders within the organization and will have significant exposure and growth opportunities supported by a management team committed to associate development. Roles & Responsibilities: Analyze trends ...

Role Requirements Work Mode & Location: Work from Office Gurgaon Shift Timing: 5:30 PM 3:30 AM Qualifications We Seek in You Immediate Joiners Only Minimum Qualifications: Bachelors degree in Commerce (B.Com) Relevant work experience in a similar role or function Preferred Qualifications: CA Inter / ICWA Inter / Post Graduate / MBA in Finance Strong written and verbal communication skills Proficiency in MS Office applications especially MS Excel Excellent analytical and problem-solving abilities Ability to lead client discussions and manage teams Knowledge of Macros / VBA will be an added advantage To Apply: Send your updated CV to admin@spearheadps.com or WhatsApp your profile 9899080360

Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Wealth Relationship Manager, located in Kochi. The Wealth Relationship Manager will build and nurture client relationships, offer financial solutions tailored to client needs, and ensure accurate and timely management of investment portfolios. Responsibilities include client acquisition, cross-selling financial products, providing periodic portfolio reviews, and addressing client concerns. The role requires effective collaboration with internal teams to deliver seamless client service. Qualifications Wealth Management, Financial Planning, and Investment Advisory experience Client Re...

We are seeking a qualified and experienced Chartered Accountant with a minimum of 2 years of post-qualification experience in accounting, finance, taxation, and compliance-related matters. The ideal candidate should have hands-on experience in handling end-to-end financial operations, direct and indirect tax filings, and statutory compliance, along with strong analytical and problem-solving skills. Accounting & Financial Management Manage day-to-day accounting operations including GL, AR, AP, and month-end closures. Ensure accuracy in financial reporting and prepare financial statements as per applicable accounting standards (Ind-AS/IFRS). Maintain books of accounts and ensure timely closure...

Description Amazon seeks a Finance Analyst to be a key member of its marketplace finance team. The person would play a key role in driving the business agenda and would work as copilot in delivering the business results and will drive the P&L for one of our business verticals. This includes, among other things, responsibility for financial metrics, reporting, forecasting and to help business in decision support through data analysis & business insight. The Finance Analyst position is based in Bangalore. The Successful Candidate Will Be Strategic, Analytical And Will Need To Demonstrate Ability To Effectively Manage Finances Of a High-growth Business Including Performing financial reporting, ...

Ecolab is seeking a Sr. FP&A Manager to be responsible for our regional financial planning and analysis activities. The primary role of the FP&A manager is to serve as a point contact for the Division Finance team and provide financial performance outlook and business insights to divisional leadership. This position requires partnership across multiple stakeholders within the organization and will have significant exposure and growth opportunities. As FP&A manager, you will work closely with the regional divisional finance teams to drive results. Whats in it For You: You will join a growth company offering a competitive salary and benefits. The ability to make an impact and shape your career...

Ecolab Company has an opening for Financial Planning Analyst. If you are a passionate professional that is seeking opportunity, advancement, and a rewarding career we invite you to apply.This is a fantastic opportunity to join a highly recognized global growth company offering competitive compensation and benefits in addition to career growth. The Financial Planning & Analysis Analyst will be responsible for financial planning and analysis activities supporting business divisions. This position will require partnership across multiple stakeholders within the organization and will have significant exposure and growth opportunities supported by a management team committed to associate developm...

What You Will Do: Support the team of sales or gross margin or SG&A analysts to ensure that all deliverables are completed and divisional analytics packs are prepared and have the right analytics that support the underlying movements. Own the delivery of services as described in the service-level agreement with the divisions. Drive Divisional FP&A transformation goals to optimize, simplify, and automate P&A tasks. Partner with division finance teams to understand external and internal business dynamics and their impact on results. Lead the development of the annual plan by working across multiple key stakeholders. Coordinate close and forecast activities, including communicating guidance, fa...

Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development Job Duties & Responsibilities Establish, manage, and grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM A significant part of the role will be to identif...

Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development Job Duties & Responsibilities Establish, manage, and grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM A significant part of the role will be to identif...

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Responsibilities Understanding clients needs and expectations, their business and industry, accounting and control systems, employees, company values and industry- related IFRS or...

Overview: Keeping in mind the Cross Border Services expansion plan globally which will service the A2A, Digital and NBFU business segments, which will in turn, lead to substantial volumes going forward, this role is created for the purpose of controlling the overall operations in terms of reconciliation and conducting periodical operational audits. Role: 1. Leading the reconciliation process for the entire collections group. 2. Monitoring settlement operations process as a back-up to Senior Analyst & Manager for supervising operations 3. Has working knowledge of Cash forecasts, collections and reporting. 4. Should possess stakeholder management skillsets both external and internal. 5. Should...

About The Role Skill required: Financial Planning & Analysis - Financial Planning and Analysis (FP&A) Designation: Financial Plan & Analysis Analyst Qualifications: BCom Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do You will be aligned with ...

About The Role Skill required: Financial Planning & Analysis - Financial Planning and Analysis (FP&A) Designation: Financial Plan & Analysis Senior Analyst Qualifications: BCom Years of Experience: 5 to 8 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do You will be aligne...

Project Role : Financial Planning & Analysis Representa Project Role Description : Drive performance, strategic analysis and identification and correction of financial or operational concerns. Provide financial analysis to aid in decisions pertaining to the profitability and financial health of the organization. Must have skills : SAP FIORI/Gateway architecture Good to have skills : SAP FI S/4HANA AccountingMinimum 12 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Financial Planning & Analysis Representative, you will engage in a dynamic work environment where your primary focus will be on driving performance and conducting strategic ...

About The Role Skill required: Controllership - BlackLine Account Reconciliations Designation: Controllership Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do A solution that standardizes and automates all...