4682 Financial Planning Jobs - Page 30

The role is a client facing role managing the HSBC relationship with our highest value clients where professionalism, client focus and an expert understanding of financial planning and wealth products are critical to the success of the business. The role holder has a responsibility to acquire, develop and retain relationships with a portfolio of Private Banking clients. Private Banking Relationship Managers require exceptional ability to build trusting relationships with existing and potential Private Banking clients, help clients articulate their needs, and deliver to exceed client expectations. Principal Responsibilities Achieve agreed Key Performance Indicator objectives through the development of existing and new Private Banking client relationships Complete regular reviews with clients to understand their current and long term financial needs and advise them on the differentiated products and services that help them achieve their wealth goals Use tools, information, and delivery channels effectively to deliver the highest levels of client service Maintain a minimum standard of qualifying Private Banking clients within portfolio as stated by Group Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain wallet share of clients Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date Identify opportunities, to refer business to GMP, GPB, Insurance and Asset Management, as appropriate Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets Collaborate with the wider team to deliver the WPB performance measures and plan to support the multi channel client journey Manage operational risk, by using relevant Management Information to identify risk situations and take any appropriate action to minimise loss. Adhere to selling process and sales quality requirements Requirements Bachelors degree with relevant experience Minimum of five years proven and progressive financial services and/or retail sales experience or equivalent Evidence of strong sales results in insurance and investment products Relationship management experience with high net worth clients Strong technical skills in wealth management Strong communication, client focus and influencing skills Strong sales orientation, networking and portfolio management skills Sound knowledge of financial services products and services and the client relationship management system Understanding of business banking client segment and products and services Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment Able to communicate well in English and local languages. This is HRR (high risk role) and hence necessary trainings and due diligence will be applicable. Accreditations Attain appropriate professional and regulatory qualifications as required by regulations

Role & responsibilities Preferred candidate profile Workday Adaptive Planning, Workday Integration, Financial Planning

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Conduct thorough needs analysis to provide comprehensive financial planning and investment advice. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Provide exceptional customer service by responding promptly to client queries and resolving issues efficiently. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong understanding of financial markets, products, and regulations. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and organizational skills with attention to detail. Experience working with diverse client groups and providing tailored financial solutions. Location - Chennai,Ponneri,Vellore,Arakonam

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, preferably in mutual fund collections. Roles and Responsibility Manage relationships with existing clients to ensure timely payments and minimize defaults. Identify new business opportunities through networking and referrals. Develop and implement strategies to improve client satisfaction and retention. Collaborate with internal teams to resolve customer complaints and issues. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong network of contacts within the industry. Job Requirements Strong knowledge of mutual funds and their role in financial planning. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong problem-solving and analytical skills. Experience working with cross-functional teams. Familiarity with industry-specific software and technology. Location - Madurai,Tirunelveli,Sankarankoil,Thoothukudi

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking, referrals, and other channels to expand the client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience as a Relationship Manager in the BFSI industry, preferably with a focus on Mutual Funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Proficiency in using technology and software applications relevant to financial planning and wealth management.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the existing client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience as a Relationship Manager in the BFSI industry, preferably with a focus on Mutual Funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Proficiency in using technology and software applications relevant to financial planning and wealth management.

Roles and Responsibility Prepare and cook a variety of continental dishes, including appetizers, entrees, and desserts. Maintain high levels of food quality and presentation standards. Collaborate with other kitchen staff to ensure seamless service. Develop and implement new menu ideas and recipes to enhance customer satisfaction. Ensure compliance with health and safety regulations and company policies. Manage inventory and supplies of food and beverages. Job Requirements Proven experience as a chef in a fast-paced environment. Strong knowledge of cooking techniques, ingredients, and menu planning. Excellent communication and teamwork skills. Ability to work under pressure and meet deadlines. Familiarity with point-of-sale systems and inventory management software. Culinary certification or relevant training is an asset.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Conduct thorough needs analysis to provide comprehensive financial planning and investment advice. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in Mutual Funds. Strong understanding of financial markets, products, and regulations. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and organizational skills with attention to detail. Proficiency in using technology and software applications for financial planning and analysis.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience as a Relationship Manager in the BFSI industry, preferably with a focus on Mutual Funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Proficiency in using technology and software applications relevant to financial planning and wealth management.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking, referrals, and other channels to expand the client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience as a Relationship Manager in the BFSI industry, preferably with a focus on Mutual Funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Proficiency in using technology and software applications relevant to financial planning and wealth management.

Role & responsibilities This is a full-time on-site role as a Mutual Fund Sales or Mutual Fund Advisor (CFP) at Growmore Financial Services in Mumbai. The Certified Financial Planner will be responsible for providing financial advice, creating financial plans, & helping clients with investments, taxes, & insurance. The ideal candidate will focus on client acquisition and play a key role in building and growing the companys Assets Under Management (AUM). Preferred candidate profile Develop and implement personalized financial plans for clients. Offer expert advice on investments, tax planning, retirement, and insurance. Conduct in-depth financial assessments to understand client goals and needs. Monitor client portfolios and make adjustments as needed to align with changing financial situations or market conditions. Maintain up-to-date knowledge of financial regulations and product offerings. Build trust with clients through consistent communication and ethical advisory practices. Acquire new clients for mutual fund investments through referrals and networking. Understand client needs and suggest appropriate mutual fund schemes. Regularly follow up with clients to ensure consistent investment and portfolio growth. Build long-term relationships to retain clients and increase AUM. Stay updated on mutual fund market trends, regulatory changes, and product offerings. Meet monthly and quarterly sales targets set by the organization.

Role & responsibilities 1. Capital budgets creation for Technology and monthly reporting for the above by slicing data into capital commitment / capital spend . 2. Working with Technology and Procurement team to gather and analyze data during the budgeting cycle 3. Preparing and circulating MIS i.e. Actual vs. Plan monthly , quarterly reporting 4. Understanding of cost allocation to respective departments/BU for Technology Related application. Coordinate with Tech team in understanding drivers and refresh of model every 6 months 5. Supporting the Post Investment Review through data analysis i.e. queries to be run through different teams, GL accrual level analysis for spend and revenue Preferred candidate profile

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you As a Senior Accountant, you will receive the required data to prepare financial statements. You will also prepare and review the financial statements. In your first few weeks in this Senior Accountant role, you can expect to: Manage a team and deadline and be effective in a production-driven environment while maintaining 100% accuracy Train the team to ensure quality services to clients Define the timeline of financial statements onshore Resolve queries raised by Onshore, Clients, Auditors, and Director. To apply for this Senior Accountant role, you will need a professional qualification, CA, CPA, ACCA, MBA (Finance), CFA, or any course specialising in accounting. You will also require the following: 5-8 years of experience in Financial Reporting Experience of Financial Reporting in Hedge Funds Manual experience of reporting in IFRS/US GAAP is preferred Excellent interpersonal and time management skills Adaptability in MS Excel and MS Word. In return for your passion, collaborative approach, and commitment, youll receive a generous salary and benefits package, joining a friendly and inclusive culture. As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. Join our global network, and you will benefit from education support, sponsorship, and in-house training programs. DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you ASSOCIATE All Locations Key duties and responsibilities Receipt of required data for the preparation of Book-Keeping and periodic primary statements, namely P&L account, Balance sheet, Cash-flows & notes as appropriate. Analysis of bank transactions and processing them on accounting platform/excel. Analysis and processing of invoices, expenses, and other transactions. Clear understanding of accrued & prepaid expenses, FAR & Revaluations. Understanding of cash, capital & Dividend movements Ability to reconcile AP & AR (Inter-company transactions) Exposure to Trial balance finalization. Preparation & reporting of periodic management accounts in multiple GAAPs, mainly in IFRS, US GAAP. Exposure to payroll accounting, posting journal entries & VAT/GST calculations/returns. Ability to understand and resolve queries raised by Onshore, Client, Auditor and Director. Qualification and Experience Qualification- CA, CPA, ACCA, MBA (Finance), CFA, or any course specialized in Accounting/Finance Experience of 0-5 years in Accounting (IFRS/US GAAP is preferred) Skills Required Strong accounting knowledge. Excellent understanding of Journal entries. Analytical and problem solving skills. Attention to details. Willingness to learn. Flexibility to work long hours & weekend working (If necessary). Proficient in MS Office tools (Excel & Word is mandatory). Good written and verbal communication skills. Good knowledge in capital market, derivatives, Private equity fund, Hedge funds etc. What you will get in return A genuinely unique opportunity to be part of an expanding large global business. Exposure to work on multiple GAAPs, multiple jurisdictions, end to end Accounting services. Additional information We are an equal opportunity employer and ensure that no applicant is subject to less favorable treatment on the grounds of gender, gender identity, marital status, race, color, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependents, physical or mental disability. Any hiring decision are made based on skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society, and the planet. DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into > For our business, for clients, and for you Do you have financial services experience, and are you seeking a new jobApex Group is looking for a Senior Account Executive for our client, and the remote role comes with an attractive salary and a benefits package. This full-time role comes with a favourable salary and excellent company benefits. As a Senior Associate, you will receive the required data to prepare financial statements. You will also prepare and review the financial statements. In your first few weeks in this Senior Accountant role, you can expect to: Manage a team and deadline and be effective in a production-driven environment while maintaining 100% accuracy Train the team to ensure quality services to clients Define the timeline of financial statements onshore Resolve queries raised by Onshore, Clients, Auditors, and Director. To apply for this Senior Accountant role, you will need a professional qualification, CA, CPA, ACCA, MBA (Finance), CFA, or any course specialising in accounting. You will also require the following: 5-8 years of experience in Financial Reporting Experience of Financial Reporting in Hedge Funds Manual experience of reporting in IFRS/US GAAP is preferred Excellent interpersonal and time management skills Adaptability in MS Excel and MS Word. In return for your passion, collaborative approach, and commitment, youll receive a generous salary and benefits package, joining a friendly and inclusive culture. As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. Join our global network, and you will benefit from education support, sponsorship, and in-house training programs. Please get in touch with our Apex Group team today to apply and register your interest in this full-time Senior Associate Financial Reporting position. Theyd be thrilled to hear from you. Wed love to help you get your next role and enable you to fulfil your professional ambitions. Apex Group Ltd ("Apex" or "the Group"), established in Bermuda in 2003, is a global financial services provider. With over 80 offices worldwide and 12,000 employees in 38 countries, Apex delivers an expansive range of services to asset managers, financial institutions, private clients, and family offices. Apexs purpose is to be more than just a financial services provider. The Group is committed to driving positive change to address three core areasthe environment and climate change, womens empowerment and economic independence, and education and social mobility. Life at Apex isnt just about the work you do. Its about embracing the culture and loving what you do. Every employee plays a part in making Apex who we are today, and the more we grow, the more important that becomes. The international nature of our business and global network of offices means that there are opportunities to broaden your life experiences and take short-term or permanent relocation options. DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Skill required: Client Financial Management - Financial Planning and Analysis (FP&A) Designation: Client Financial Mgmt Analyst Qualifications: Master of Business Administration 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 Client Financial Management (CFM) is responsible for delivering business advisory services to Accenture client teams throughout the lifecycle of a contract. Our professionals are accountable for driving financial health and improved business results by providing analysis and advice to internal Accenture client leads. CFMs primary corporate finance activities include accurate forecasting and reporting, cash flow optimization, and financial analysis. As a Client Financial Management Analyst, you might spend your dayParticipating in the new business process through deal shaping and the development of opportunity pricing Recommending and implementing business changes to leverage emerging technologies and enable efficiencies across the Finance organization Diagnosing financial drivers and leveraging analytics to make recommendations to key stakeholdersQualification-CA, CMA, MBA FPAN, Description-Responsible for financial management - including budgeting & forecasting, contract profit & loss management and advisory services to client and corporate leadership teams Leading forecast reviews with senior leadership and advising on monthly results, variances to plan, and risk management strategies Developing innovative solutions to overcome complex revenue and profitability challenges Analyzing and forecasting cash conversion expectations to optimize cash flow Coordinating monthly accruals to drive accurate revenue recognition and expense activity Executing Internal Controls and confirming compliance with U.S. GAAP and Accenture finance policies and local statutory requirements Participating and leading initiatives, focusing on collaboration and inclusion within CFM and the local Finance CommunityFinancial planning and analysis (FP&A) refers to the processes designed to help organizations accurately plan, forecast, and budget to support the company s major business decisions and future financial health. These processes include planning, budgeting, forecasting, scenario modeling, and performance reporting. What are we looking for Excellent communication (written & oral), interpersonal and organizational skills Ability to work independently and as a team member Demonstrated leadership skills Good knowledge of U.S. GAAP and Sarbanes-Oxley Strong Excel skills, including an understanding of Pivot Tables and VLOOKUP/SUMIF functions Experience performing budgeting and forecasting functions Roles and Responsibilities: In this role you are required to do analysis and solving of lower-complexity problems Your day to day interaction is with peers within Accenture before updating supervisors In this role you may have limited exposure with clients and/or Accenture management You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments The decisions you make impact your own work and may impact the work of others You will be an individual contributor as a part of a team, with a focused scope of work Please note that this role may require you to work in rotational shifts Qualification Master of Business Administration

Candidate must be currently serving in a listed company (mandatory) Role & responsibilities Strategic Financial Leadership Provide strategic leadership for the company's long-term financial goals. Partner with the CEO and Board to drive financial planning, budgeting, and capital allocation. Lead fundraising efforts, including equity and debt financing, IPOs/FPOs, QIPs, or rights issues. Financial Reporting & Governance Ensure timely and accurate statutory reporting as per SEBI, IND-AS, and Companies Act requirements. Oversee quarterly and annual financial disclosures and investor presentations. Interface with statutory auditors, internal auditors, and regulators. Investor Relations & Stakeholder Management Manage relationships with investors, analysts, shareholders, and rating agencies. Lead earnings calls, investor roadshows, and AGMs in alignment with listing obligations. Monitor market perception and valuation drivers. Risk, Compliance & Controls Oversee enterprise risk management and internal control frameworks. Ensure full compliance with SEBI LODR, tax laws, FEMA, and other corporate regulations. Manage internal audit, fraud prevention, and governance best practices. Treasury, Taxation, and Working Capital Management Optimize working capital, manage treasury, and drive cost efficiency. Handle domestic and international taxation, transfer pricing, and tax planning. Ensure FX risk mitigation and funding strategy for CAPEX and operations. Team Management & Digital Transformation Lead and develop a high-performing finance team across controllership, FP&A, and compliance. Drive digitization and automation initiatives within the finance function (ERP, BI, analytics). Preferred candidate profile Experience : 15-25 years of experience with at least 5+ years as CFO or Head of Finance in a listed company . Experience handling SEBI, stock exchange compliance, investor relations , and quarterly disclosures is mandatory . Immediate joiner will be preferred. Education : Chartered Accountant (CA) / MBA Finance from a top-tier institute preferred. Preferred Sector Exposure : Manufacturing, Consumer Goods, Pharma, Infrastructure, or BFSI. Prior experience with M&A, IPO, or restructuring will be an added advantage.

Skill required: Talent Development - Instructor-Led Training (ILT) Designation: Business Interlock 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 Improve workforce performance and productivity, boosts business agility, increases revenue and reduces costsTalent Development processThe practice of training and learning material between an instructor and learners, either individuals or groups. Instructors can also be referred to as a facilitator, who may be knowledgeable and experienced in the learning material, but can also be used more for their facilitation skills and ability to deliver material to learners. What are we looking for Training Needs Analysis (TNA)Microsoft Office SuiteLearning Content DevelopmentAbility to perform under pressureAbility to manage multiple stakeholdersWritten and verbal communicationCollaboration and interpersonal skillsAbility to meet deadlinesFinancial Planning and Analysis (FPNA) Roles and Responsibilities: In this role you are required to do analysis and solving of lower-complexity problems Your day to day interaction is with peers within Accenture before updating supervisors In this role you may have limited exposure with clients and/or Accenture management You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments The decisions you make impact your own work and may impact the work of others You will be an individual contributor as a part of a team, with a focused scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation

Skill required: Delivery - Financial Planning and Analysis (FP&A) Designation: I&F Decision Sci Practitioner Specialist Qualifications: Any Graduation/Master of Business Administration Years of Experience: 7 to 11 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 Data & AIFinancial planning and analysis (FP&A) refers to the processes designed to help organizations accurately plan, forecast, and budget to support the company s major business decisions and future financial health. These processes include planning, budgeting, forecasting, scenario modeling, and performance reporting. What are we looking for Record To Report (R2R)Financial AnalysisFixed Asset AccountingAccounting Journal EntriesAbility to establish strong client relationshipAbility to handle disputesCommitment to qualityWritten and verbal communicationExcellent analytical skillsGreat conversational and story-telling skillsSelf-motivated individual willing to also work in individual contributor roles Ability to work in an ambiguous work environment Ability to prioritize conflicting activities Ability to work in Horizontal-Vertical Structure Roles and Responsibilities: Is a strong Subject Matter Expert in Record to Report Process. Experience in processing and analyzing Journal entry, Reconciliations, Fixed Assets, Intercompany and Month-close activities will be a significant added advantage Consolidate big-data, analyze, resolve data gaps, infer key insights, prepare recommendations, presentation to stakeholders and managing end-to-end project governance Interact effectively with both external and internal stakeholders, as well as other parties involved in analytics engagement Conceptualize and define RtR - F&A metrics relevant to the engagements & take complete ownership for driving them Oversee the development of such metrics (targeted business outcomes achieved)- by providing guidance and feedback to the operations team Anchor key discussions with the clients around F&A Processes, ERP gaps etc. Conduct training to end users on F&A Analytical Solutions Ensures compliance with data security, governance model and solutions deployed Build long-term relationship with stakeholders, handles and sorts out major customer escalations in order to ensure strong customer relationships and enhance business Qualification Any Graduation,Master of Business Administration

At Medtronic you can begin a life-long career of exploration and innovation, while helping champion healthcare access and equity for all. You ll lead with purpose, breaking down barriers to innovation in a more connected, compassionate world. A Day in the Life At Medtronic you can begin a life-long career of exploration and innovation, while helping champion healthcare access and equity for all. You ll lead with purpose, breaking down barriers to innovation in a more connected, compassionate world. PROGRAM MANAGEMENT CAREER STREAM: Program Managers and Directors focus on tactical, operational activities for a major program with broad or ongoing impact. Levels within the program management career stream typically accomplish program objectives through matrixed employee teams and / or vendors who are not direct reports but for which the incumbent has direct accountability to lead. Most time is spent overseeing their area of responsibility, managing program/team performance, communicating project and operational developments, planning, prioritizing and / or directing the responsibilities of program team members. Goal achievement is typically accomplished through performance of program team members. Responsibilities may include the following and other duties may be assigned Strategic portfolio management role with accountability for multiyear year roadmap, stakeholder engagement, financial accountability & delivering value by working with global team. Program Leadership Manages one or more small-scale, developed or mature programs with well-defined program plans and delivery methodologies. Drive large-scale, cross-functional programs strategic in nature - new product introduction (NPI), technology deployment, or connected care solution ensuring delivery on time, within budget, and to scope Oversee end to end lifecycle: planning, scheduling, budgeting, resource allocation, risk/issue tracking, and stakeholder communication . Lead cross functional teams including Design teams and Quality through the product development process to ensure successful completion of projects and business goals. Plan and Manage portfolio level AOP/Budget. Budget accountability at portfolio level. Lead financial planning: forecasting, budgeting, and scenario analysis Act as the key liaison between Operating Units and global teams Present analysis and updates to senior leadership Drive process standardization, continuous improvement, and deployment & lead simplification initiatives Communicates with stakeholders, obtains stakeholder engagement to ensure the end products or processes will solve the business problems. Recommends new policies and procedures that affect program management. Modifies programs management processes to improve program. Exceptional influencing and interpersonal skills, negotiating; managing change; goal setting; planning and organizing teamwork; ability to address difficult situations; conflict resolution; resource constraint and problem solving. Apply structured methods DRM Digital Automated Dashboard : Lead the design and development of interactive dashboards using Power BI for tracking program performance, milestones, and KPIs. Collaborate with cross-functional teams to gather requirements, visualize data insights, and drive data-informed decisions. Ensure dashboards align with executive reporting needs, enabling real-time visibility into program health and resource allocation. Required Knowledge and Experience: Master s / Bachelor s degree in engineering, Computer Science, or related discipline with Software Experience 18+ years of overall IT experience with 10+ years of project management relevant experience in Medical Device Must have hands on experience in architecting complex dashboard using Power BI / Other tools. Certifications : PMP/ equivalent, CSM, SAFe/ RTE or handling ART Experience Good to have Lean/Six Sigma certification Good to have Experience with Microsoft Project and ProChain scheduling methodologies Well-versed in Med tech product / Software / R&D, product development, and clinical/regulatory process (e.g., IEC 60601, IEC 62304, ISO 14971, ISO 13485) Strong written and oral communication skills and able to influence all customers Independent thinker with the ability to take both a commercial and operational view of complex situations. Physical Job Requirements The above statements are intended to describe the general nature and level of work being performed by employees assigned to this position, but they are not an exhaustive list of all the required responsibilities and skills of this position. Benefits & Compensation Medtronic offers a competitive Salary and flexible Benefits Package A commitment to our employees lives at the core of our values. We recognize their contributions. They share in the success they help to create. We offer a wide range of benefits, resources, and competitive compensation plans designed to support you at every career and life stage. About Medtronic We lead global healthcare technology and boldly attack the most challenging health problems facing humanity by searching out and finding solutions. Our Mission to alleviate pain, restore health, and extend life unites a global team of 95,000+ passionate people. We are engineers at heart putting ambitious ideas to work to generate real solutions for real people. From the R&D lab, to the factory floor, to the conference room, every one of us experiments, creates, builds, improves and solves. We have the talent, diverse perspectives, and guts to engineer the extraordinary. Learn more about our business, mission, and our commitment to diversity here

Role: GSR 6/7 Financial Planning and Analysis (FP&A) Finance (Responsible for Financial Planning (Budget, Business Plan, Forecast), Financial Analysis (Variance Explanation), Variance Reporting) Designation: EU Price Out Analyst Global Price Out (GPO) Team based out of FBS India acts as CoE for all Price Out activities across the Globe. The applicant is expected to have the following qualities / skills: Job description: Lead EU Price out submissions & ensure quality and timeliness for all Profit events and support SA & GC submissions as a back-up Finance Modernization - Should have a flair for learning and application of digital transformation tools viz. Alteryx, Qlik-Sense etc. Should be flexible to support business needs and prepared for peaks and troughs Attention to details, capable of multi-tasking, good communication, Coordination and presentation skills. Active and Quick Learner with an Inquiring Mind Should have good business acumen and analytical skills understanding physicals / key financial & operating drivers for the cost elements Should be confident and be able to lead other finance analysts Must be a good team player with good interpersonal skills Understand the Variances and the underlying causal factors Able to Work Independently and follow-up on Assignments Should have ownership mindset, accountability and commitment Desired General Skills and Experience Analytical skills understanding physicals / key financial & operating drivers for the cost elements Good Problem solving skill Can do winning attitude and looks at Challenges as Opportunities Attention to details, capable of multi-tasking, to meet deadlines Good communication, Coordination and presentation skills Active and Quick Learner with an Inquiring Mind Results-oriented with a Strong Work Ethics Demonstrates Initiative and Proactive Approach to Problems Able to Work Independently and Follow-up on Assignments Team Player, with the Ability to Work Cross-Culturally Special Skills Required Technical knowledge in applications such as Alteryx, Qlik Sense, SQL, Big Query, Python, AI is preferred Advanced Excel & PowerPoint Functional / Technical Skills (Preferred) Experience with Financial Concepts and Analysis, preparation of Budgets / Business plans / Forecasts Experience/Education : CA, CWA, ACCA, CIMA, MBA (Finance) At least 4-5 years in a financial analysis role Key Roles & Responsibilities: Lead EU Price out submission based on GPO Analytics (Alteryx, SQL & Qlik Sense) for Forecast, Actuals, 2nd Year Forecast, Budget & Business Plan Ensure Forecast, Budget & Business Plan are completed on time with utmost quality & in line with Corporate Direction for IMG Interact with Skill teams / Profits / CoEs to obtain required information for effective and timely submission of EU Price Out Develop / continuously improve Process and Tools to ensure continuous improvement in the teams efficiency and effectiveness Support adhoc requests from Corporate, Segment / BU Profits & Skill Teams as appropriate Support for Sox-In Scope compliance and MCRP submission Understand the Variances & causal factors and address all related queries from various EU stake holders Support Testing for GPO Next Gen. Tools (Python Dash, Big Query & Data-Form) Migration Project

Manager _ Finance and Accounts Job Specification Position: Finance and Accounts Manager Location: Attakkalari Centre for Movement Arts, Bangalore Reporting to: Chief Financial Consultant / Artistic Director / General Manager / Board of Trustees Key... Job Specification Position: Finance and Accounts Manager Location: Attakkalari Centre for Movement Arts, Bangalore Reporting to: Chief Financial Consultant / Artistic Director / General Manager / Board of Trustees Key Responsibilities: Oversee financial functions including budgeting, expense monitoring and approval process, variance analysis, and financial reporting. Finalization of individual and group accounts. Ensure positive cash flow management and prepare MIS reports. Manage financial planning in line with Attakkalari s projects, funders, auditors, and statutory requirements. Ensure timely audit completion and compliance with all relevant laws (Income Tax, GST, FCRA, Labour Laws, FEMA, etc.). Prepare and maintain all statutory returns(PF, PT,ESI and GST), tax deductions and filing Returns, and payroll compliance. Maintain financial records in alignment with donor reporting requirements. Support project teams in budget preparation, fund flow projections, and variance analysis. Ensure accurate and up-to-date maintenance of accounting systems and records. Assist administrative teams in managing salary, attendance, and insurance records from a financial perspective. Prepare master budgets, cash flow statements, fund flow projections, and financial reports. Support the management in all financial compliance, risk management, and reporting matters. Key Skills Competencies: Proficiency in Tally ERP or similar accounting software. Knowledge of Indian taxation, GST, FCRA, and compliance requirements for NGOs. Strong skills in budgeting, financial analysis, and reporting. Ability to manage deadlines and coordinate with multiple stakeholders. Excellent communication, interpersonal, and coordination skills. High level of integrity and attention to detail. Qualifications Experience: Bachelors or Master s degree in Commerce / Finance / Accountancy. Professional certification (CA Inter, ICWA Inter, MBA Finance) preferred. Minimum 5 years experience in Finance Accounts, preferably in NGOs or arts organisations.

Job description Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance. Role Purpose The jobholder is entrusted with the responsibility to direct and manage the growth of the Banks business in one of the HSBC branches in the country. The branch being situated in a prime location of the city, has immense business potential for the IWPB business. In view of the range of services, current size of the portfolio as well as the potential the location offers, the Branch is expected to be one of the leading branches of HSBC in INM. The principal objective is therefore to continue to grow this Branch to maximise contribution to area profitability in line with the Strategic and Area Operating Plans. This is to be incorporated by growing the deposit base for the bank and by focusing on growth of the Wealth Management business with a sharper focus on increasing the Banks market share and HNI customer base in the catchment. The jobholder is required to coordinate marketing efforts, exceed customer expectations, actively manage attrition in the face of the stiff competition and closely monitor branch operations to ensure a high level of service delivery. Principal Responsibilities Ensure the growth of RBWM business for the branch in line with INM Strategic Plan / AOP projections Contributes to area/ branch profitability Monitors and implements best practices across the region Enhance Banks market share in it s area of operation Deliver service and support for non-RBWM business that is directed through branch and support cross-business collaboration.. Where there is CMB functions, manage interaction effectively. Ensure a consistently high level of product and service delivery across the branch Develop and maintain good customer relations Coach the team to achieve business goals and effectively meet customer needs. Ensure effective customer contact management is in place Contributes to enhancing the Bank s image and visibility in the market place Ensure all customer complaints are handled sensitively and efficiently within SLA s applying the TCF and Bank values Contribute to subordinate development and boosting branch morale at all times Accountable for the line management, sales management and coaching of all staff. Recruitment of new members into team, based on Bank Standard process. Engagement scores in line with GPS norms. Ensure effective succession plan is in place Create and maintain an environment where the branch team maximise performance and provide the highest quality service. Minimise operational losses by doing things right first time. Effective sales quality management. Manage and drive the collective performance of the team Achieve branch targets defined in the operating plan. Ensure visibility on sales floor and excellent customer experience. Monitors the activities by referring to the number of leads converted from walk in contact, GSIR s and CRM generated leads resulting in needs fulfilled Operational Effectiveness & Control Awareness of the operational risk associated with the role and the action to be taken to minimize the likelihood of operational risk occurring including risk identification, assessment, mitigation and control, loss identification and reporting. Maintain HSBC internal control standards, including the timely implementation of internal and external audit points together with any issues raised by external regulators Maintenance of highest standards of risk management, control and risk and global standards Ensure we protect against financial crime Comply with the applicable laws, regulations, Group and local guidelines related to Sanctions and AML policy of HSBC while undertaking various day to day operations Remain alert and promptly report to the Sanctions Officer/ INM FCC office/ Line manager ( As applicable and required by the AML and sanction Policy) if a customer is found to be engaging in sanction evasion activities or violations of AML policy or any other related procedures. Understand the legal responsibility to be vigilant for unusual activity and reporting of the unusual activities Support the Country or Regional FCC AML Office/ AML Investigations by providing additional information when required Responsible for attending and successfully completing the AML and Sanctions related assigned training in the mandated timeframe Understanding the consequences of failing to attend or successfully complete the training as mandated by the AML Education Lead FCC; Requesting additional AML training that you deem necessary or appropriate to perform your jobs through your entity manager Demonstrate an understanding of PEP acceptance, prohibition, CDD & EDD guidelines in order to ensure that the INM RBWM is fully compliant with the PEP LoBP. Understand the relatively high reputational risk that arises from any perceived weaknesses in controls in respect of substantial cash deposits or withdrawals activity, wire transfer, monetary instruments and pouch and mail Responsible for ensuring that mandatory education / training and other compliance objectives are included in the performance objectives and are completed in a timely manner. To be aware and Identify high risk indicators for various products and Services offered by INM RBWM example Cash, insurance, credit cards products etc Ensure that all records are obtained in respect of INM WPB customers or New to bank customer for any products and services provided by HSBC are as per the process laid down. Must ensure that the prescribed process is being followed while dealing with non HSBC customers request for monetary instruments and wire transfers Ensure Adherence to the regulatory guidelines and internal AML & Sanction Policy of HSBC, which includes pouch and mail, monetary instruments, cash services and payment transparency Line of Business Procedures To be aware of AML risk posed by pouch and mail, Monetary instruments, cash services and wire transfer services and should undergo the mandatory training for the same Necessary remediation steps need to be undertaken in case if there is any breach or non-adherence to the policy laid down in the LoBP Must undertake necessary due diligence to ensure that the nature of the transaction is in sync with the customer profile, else raise it to line manager for further clarification The staff must be aware of the scope of services of various products and services that are offered and those which are prohibited because of the guidelines laid down in the line of Business procedures and must ensure the same is communicated to customer in a effective and polite manner Ensure adequate due diligence is undertaken by the Individual/team to ensure that the nature of the various transactions of wire transfer, cash services, monetary instruments are in sync with customer profile Undertake monthly review of the Inbound Pouch Activity Register. Send a quarterly return to branch central team covering the attributes mentioned in Pouch and Mail Line of Business procedures Ensure adequate due diligence is undertaken by the team to ensure that the nature of the various transactions of wire transfer, cash services, monetary instruments are in sync with customer profile, else raise it to regional manager for further clarification Ensure all PEPs that are SCCs are assigned to a named Relationship Manager for management of the inherent risks relating to the PEP relationship. Major Challenges The job holders main challenge is to grow the WPB business and achieve targets in his / her branch as per expectations laid out in the Strategic Plan / AOP. The Branch Manager needs to exercise strict control over the branch operations and costs without any compromise on service standards and quality of customer portfolio acquired. Given the fiercely competitive environment and a scenario of falling interest rates, the BM is required to continuously review service, sales and operations strategy, put forth recommendations and suggestions to the Regional Head / INM and, if necessary, re-organise resources to achieve the desired improvement in his/ her branch productivity. To protect bottom line in a scenario of narrowing spreads, the BM also needs to ensure quality of portfolio being acquired is as per the Sales Quality norms and guidelines The jobholder is also responsible for bringing about a strong change orientation in the organisation in its relentless drive to enhance its sales and service culture. This requires him/her to work closely with INM, Regional Head, HR in slotting the "right person for the right job" keeping in mind the diverse market sensitivities The jobholder must take adequate steps to grow the deposit base of the branch and identify opportunities to reduce the branch cost income ratio. The job thus requires a high degree of management planning, lateral thinking skills, interpersonal skills and change management. Management of Risk Adheres to processes and controls to identify and mitigate risks and ensures timely escalation of control issues and reputation risks. Demonstrates leadership on regulatory and compliance matters. Maintains awareness of risk and minimizes the likelihood of it occurring through its identification, assessment, mitigation and control. Observation of Internal Controls Maintains HSBC internal control standards and addresses audit points and/or any issues raised by regulators in a timely manner. Fosters a compliance culture within the team, managing compliance risk and ensuring that the necessary training is completed. Optimizes relations with regulators. Role Dimensions Coverage & Management of all aspects of branch. Impact of sales processes and tools on productivity for all the branch staff. Delivery of KPI targets for the branch. Sales capacity planning, staffing, career progression and development plans for the branch staff. Requirements Qualifications - External Post Graduate 5-10 years of work experience Knowledge / Experience Proven ability in team leadership and management Proven ability in Retail distribution Proven ability in relationship management in the Retail sector Demonstrate behaviours consistent with HSBC Values Proven adherence to controls and compliance with no significant breaches Expertise in financial planning and related systems and processes Proven ability in Wealth and Retail. Proven and progressive management experience. Strong marketing, sales, management planning, financial, leadership, project management and communication skills and good knowledge and control of risk management. Strong planning and organising skills. Ability to use numerical data to effectively manage branch performance. Excellent industry and sector knowledge. Good knowledge of Wealth and Retail distribution techniques and models. Skills Excellent interpersonal skills, with a particular emphasis upon inspiring, influencing and negotiating Coaching sales techniques, best practice and sales management on a team and one to one basis Planning and organising skills Analytical skills Problem solving skills Qualifications and Certificate Attain appropriate professional and regulatory qualifications as required by the local market Attain any internal standards as required by market Additional Information Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required Useful Link Link to Careers Site: Click HERE You ll achieve more at HSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Skill required: Offshore- Domain focussed - Financial Planning and Analysis (FP&A) Designation: Func & Ind Intelligence Assoc Director Qualifications: Any Graduation Years of Experience: 18 to 28 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 Develop solutions for key offerings. Support sales and delivery of core offerings and practices. Manage content used to develop, enable, and deliver offerings.FP&A Practitioner NAFP&A Practitioner Financial planning and analysis (FP&A) refers to the processes designed to help organizations accurately plan, forecast, and budget to support the company s major business decisions and future financial health. These processes include planning, budgeting, forecasting, scenario modeling, and performance reporting.FP&A Practitioner What are we looking for FP&A Practitioner FP&A Practitioner Roles and Responsibilities: This role requires proactive identification, definition and solving of complex problems that have impact on the direction of the business or work effort, where analysis of situations requires an in-depth knowledge of Accenture It requires development and execution of strategy to achieve key business objectives in area of responsibility Interaction is with senior management levels at a client and/or within Accenture, involving negotiation or influencing on critical matters Individual should have wide latitude in decision making and determination of objectives and approaches to critical assignments Decisions have a major and lasting impact on areas outside of own responsibility Individual manages large complex teams and/or work efforts (if in an individual contributor role) at a client or within Accenture Please note that this role may require you to work in rotational shiftsFP&A Practitioner Qualification Any Graduation