2335 Financial Planning Jobs - Page 32

The purpose of this role is to assist the Global Commercial Directors and their team in delivering timely and accurate information to the external clients through analysis of Media Spends and AVBs (Annual Volume Bonuses).The candidate will be a member of the Client Reporting Team, Bangalore, working closely with various teams like the Global Clients and Commercial and Market Finance teams. Support in managing delivering global external client reporting (ECR) projects. Job Description: Key responsibilities: Manage external client reporting requirements and ensure timely error-free delivery of reports to stakeholders. Collaborate with the Global Clients team markets in the collection consolidation of external client reporting data. Identify implement improvement ideas for the external reporting process, thus achieving efficiency adding value to the process. Meeting agreed Service Level Agreements (SLA) on Turn-Around-Time (TAT), accuracy and other scheduled unscheduled deliverables. Contribute towards continuous improvement program across the process. Timely escalation of issues to the reporting manager and providing an action plan for resolution of the issue. The person is required to coordinate with people across geographies and should have good communication skills. Key Accountabilities: Support the External client reporting (ECR) activity, liaising with markets/regions for submissions, cleansing validating data, churning out reports and dashboards, etc. Collaborate with various markets, teams, and commercial teams and ensure timely submission of external client reporting data. Address user queries regarding external client reporting establish rapport with local market users. Interact with stakeholders to understand requirements, set expectations, address concerns and discuss them with the Reporting Manager. Manage process deliverables as per agreed SLAs along with ensuring delivery of quality results to key stakeholders, including dashboards, KPI reports and other key process metrics. Drive process improvement and policy development initiatives that impact the function Ensure error-free execution of process activities and develop implement aspects of quality compliance and accuracy attributes. Contribute to team meetings and brainstorming sessions. Effectively manage escalations, develop a backup plan and focus on cross-training across the team. Should be able to multitask between deliverables and day-to-day activities. Professional Skills and Capabilities B.Com/M.Com/MBA with a minimum of 4-7 years of experience in BPO/KPO industry handling client reporting, financial planning analysis (FPA) reporting. Strong communication interpersonal skills. Should be a quick learner and an out-of-the-box thinker. Good understanding of financial metrics and business structure, KPI reporting and analytics. Role Capabilities Reporting background Focuses on Process and Quality Influencing collaborative outcomes Good with MS Excel and PowerPoint. Analytical skills to query variances and changes in trends. Location: Bangalore Brand: Bcoe Time Type: Full time Contract Type: Permanent

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice.4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.6) Maintaining client relationships and generate AUM from HNI UHNI clients.7) Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients.8) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.9) To coordinate with product and research team for taking investment decision for the clients.10) To conduct and assist in organizing seminars, workshops and other business development activities. An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Location - Ahmedabad, Surat, Mumbai, Thane, Navi Mumbai, Delhi, Kolkata, Bangalore, Chennai, Hyderabad, Coimbatore, Pune, Trivendrum, Kochi, Vadodra, Rajkot,

The HR Delivery Manager is responsible for the overall management of an assigned group/customer for a specific outsourcing engagement within Human Resource Outsourcing functions. This role drives strategic planning and leadership and has on-going interaction and communication with key customer stakeholders. The Delivery Manager role also provides tactical leadership, management and mentorship for the client partnership and the entire staff across the program. This role works closely with the other management staff to ensure extreme service and customer satisfaction. Responsible for developing and implementing the implementation project work plan including pre-planning items including but not limited to: scope definition; overall strategy; resource plans; financial plans; risk plans; quality plans; timelines; communication plans; launch objectives; tasks lists; project phases; meeting rhythm (if working with new clients) Accountability for designing and/or delivering to customer SLAs, monthly and quarterly business metrics Consulting with clients in identifying system/process enhancements necessary to better align the solution with their business goals, including prioritizing those enhancements needed to meet project deadlines and budgets Reviewing risk and quality plans to ensure necessary mitigation and continuous improvement plans are identified and implemented Building deep relationships with our customers and continuing to integrate our services when their needs change and value can be added Accountable for the management of designated Program Staff and Program Leadership Accountable for building and maintaining a high performing, experienced team focused on customers deliverables (low turnover) Responsible for mentoring, coaching and developing team, recognizing strengths and weaknesses, and developing our future leaders Ensuring the customers solution and HRO processes as designed is executed consistently across multiple sites Developing and disseminating program status reports for internal and external stakeholders including Monthly Delivery documentation for Executive team, weekly status reports, and post-mortem analyses. (Quarterly Business Reviews) Conduct daily, weekly huddles with Staff, cascading IBM and customer information as appropriate Develop and maintain relationships with any or all the Human Resources Partners, Senior Human Resources personnel and Senior Delivery Managers. Required education Bachelor's Degree Preferred education Master's Degree Required technical and professional expertise Minimum 8 years of experience in managing and leading teams of Payroll, Compensation & Benefits admin, EDM and Contact Center in a corporate or professional services environment A People Manager with proven experience of managing team size of minimum 15 employees and have experience of providing constructive and timely performance evaluations Expertise in Microsoft Office applications (Word, Excel, PowerPoint) Proven ability in in Change management Willingness to travel 25% annually Proven verbal and written communication Preferred technical and professional experience Ambitious individual who can work under their own direction towards agreed targets/goals and with creative approach to work Intuitive individual with an ability to manage change and proven time management Proven interpersonal skills while contributing to team effort by accomplishing related results as needed Up-to-date technical knowledge by attending educational workshops, reviewing publications

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, 4) Having AUM of Min Rs. 50 Cr Skills : - Wealth Management , Relationship Management, Investment Advisory, Portfolio Management, Selling of financial products - Mutual Funds (MF), PMS, AIF, Equity, Financial Planning, Stock Broking, SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Management, Relationship Manager- Burgundy RM, Exclusive RMs, Pioneer, Preferred Relationship, Insignia RMs, Imperia RMs, NBFC, Stockbroking, Portfolio Management, PMS, Mutual Funds, AIF, Structured Products. Location : - Trivendrum , Vadodra, Delhi, NCR, Ahmedabad,Kochi,Bengaluru,Chennai,Chandigarh,Coimbatore,Pune,Jaipur,Indore

Job Overview Lead and manage multiple productivity & cost improvement projects simultaneously Support the development of global TE cost standards for responsible commodity Analyze part data to identify and prioritize future projects and opportunities Benchmark internal, competitor and supplier parts to identify gaps and/or technology advancements for responsible commodity Develop cost estimations (should-cost or clean sheet) and identify, summarize, and present cost gaps to key stakeholders Analyze manufacturing overhead including cycle times, components, assembly, inspection etc. Collaborate across teams and build rapport to implement savings Supports the design and development of proposed process changes Track improvements in project costs and supplier productivity What your background should look like: Min 3 years experience, preferably in the automotive business Experience in cost calculations, estimations, and cost break downs Project management experiences Technical background Proficient in data analytics - ability to summarize large amounts of data and present thoughtful solutions Competencies ABOUT TE CONNECTIVITY TE Connectivity plc (NYSETEL) is a global industrial technology leader creating a safer, sustainable, productive, and connected future. Our broad range of connectivity and sensor solutions enable the distribution of power, signal and data to advance next-generation transportation, energy networks, automated factories, data centers, medical technology and more. With more than 85,000 employees, including 9,000 engineers, working alongside customers in approximately 130 countries, TE ensures that EVERY CONNECTION COUNTS. Learn more at www.te.com and on LinkedIn , Facebook , WeChat, Instagram and X (formerly Twitter). Location

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 Do you have Financial reporting experience, and are you seeking a new jobApex Group is looking for a full-time Financial Reporting Associate, and the role comes with an attractive salary and benefits package, including the chance to join an inclusive and collaborative company. As a Financial Reporting Analyst, you will review the financial statements of Hedge Funds, Private Equity, Real Estate, Manco, etc. Etc. in multiple GAAPs, mainly in IFRS, US GAAP, UK GAAP, Lux GAAP and Canadian GAAP. In your first few weeks in this Financial Services role, you can expect to: Develop document and institute procedures to make the FR process more efficient and standardized, saving time and money Manage a team in a high-volume, deadline and production-driven environment while maintaining 100% accuracy Provide ongoing and continuous training, motivation and development of all team members to maintain high client service standards Use resources within the team, establishing goals and objectives of the team New hiring, process training for new staff, people issues, performance management, KPIs etc. To apply for this Financial Reporting role, you will need a professional qualification, CA, CPA, ACCA, MBA (Finance), CFA, or any course specialized in accounting. You will also require the following: 8-12 years in Financial Reporting Experience of Financial Reporting in Hedge Fund Experience in IFRS/US GAAP is preferred Manual experience in financial reporting is preferred instead of using automation tools Excellent interpersonal and time management skills Adaptability and proficiency in MS Excel and MS Word. Youll receive an excellent salary and benefits package for your knowledge, expertise and flexibility. Benefits 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 contact our Apex Group team today to apply and register your interest in this full-time 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.

Overview The Corporate OPEX Deputy Manager is responsible to lead and manage functional costs that include Travel & Events, Discretionary and all other costs (Consultant, OBS, Contractor spend, Leasing & Rental) etc. This individual will be responsible to work closely with the Coroprate C&B team and with the function lead in ICC. He will be responsible to support Month-End Close, Forecast, Reporting & Pre MEC work. He will also partner wth ICC Manager in discussions with senior stakeholders to challenge overspend, make recommendations on savings and present financials with meaningful insights. Responsibilities Adhere to monthly timelines of Month-End close, Forecast, Reporting & Pre -MEC work Download reports from SAP and generate spend reports by function Ensure that the numbers in reports are reconciling with source systems Work closely with budget owners to challenge the spend, whilst supporting the function owner in ICC Support standardization and optimization, working with Opex Manager Improve the ways of working across the team by identifying opportunities Partner closely with US-based FP&A teams to ensure accurate P&L reporting and adherence to processes Develop an understanding of different global functions financial objectives to effectively play a key role as a business partner Create and maintain relationships with budget owners, function heads, ICC C&B team ensuring a business partner relationship with all of them Promote and adhere to ICC ways of working, culture and values Qualifications Bachelors degree in Finance or Accounting with strong preference for Masters degree Min 6 years of relevant finance experience Strong FP&A skills and experience of forecasting and planning cycles Proficient in Microsoft Excel (financial modeling) and PowerPoint with the ability to quickly learn various in-house software applications IBM Planning Analytics (TM1) experience highly preferred Skilled at collaborating across cross-functional teams and with a multicultural experience Should be a good team player

Overview This role is focused on delivering and improving upon PBNA reporting and analytics to deliver valuable insight to PBNA colleagues and leadership. This role provides support to the Deputy Manager FP&A in managing the Bev DSD P&L in support of close, forecast and AOP with particular emphasis on the BU P&L. Responsibilities Functional Responsibilities Leverage P&L knowledge to drive decisions Provide support to Finance Manager, FP&A on duties related to close, forecast and AOP Provide overall support for the period end results and preparation of forecast (complete BU P&L forecast in WK1 of each period) Develop and manage models, tools and reporting Complete core weekly reporting requirementsi.e. Out of Network, KDP, Mileage Report and Sales Excellence Scorecard, etc. while collaborating with cross-functional partners on improvements, S&D Cost Tracker, Waste reporting Troubleshoot and oversee automated reports via VBA macros and/or working with automation Center of Excellence on reports generated using Robotic Process Automation (RPA). PBI dashboarding Lead updates and usage of key reports including Modern Finance Power BI Daily & Weekly Sales reports Complete file updates to P&L Output file prior to each period close Lead performance analysis and reporting for Canada BU P&L Develop PowerPoint presentiation to communicate business results and insights Collaborate with Sales, Supply Chain and Finance functions on ad-hoc projects Create an inclusive and collaborative environment Qualifications 4-6 years with CMA / CPA/CA/MBA

Overview Finance support requested through Global Capability Center to support compensation and benefits planning for Corporate functions including General & Administration (G&A) forecasting, Periodic Close Support, Budgeting, journal entry preparation, variance analysis and ad hoc G&A spend requests. As part of the Global Mosaic planning initiative, we have developed a compensation and benefits planning tool that will enable centralization of all headcount and compensation planning and forecasting (as opposed to a highly decentralized approach where each team handles separately today). This role will handle headcount financial planning for an assigned team. Responsibilities Prepare, maintain & analyse Headcount costs of Global budgets, actual & forecast, coordinated with FP&A team. Deliver Corporate Global Group G&A budgets; support manager who owns financial forecast processes Provide financial updates to budget owners each period, highlighting and investigating significant variances in plan/forecast Work with Functions to ensure process excellence across all Compensation & Benefits activities and propose best practice implementation Prepare and coordinate monthly deliverables within the team to ensure seamless and standard delivery Maintain strong working relationships with business partners across PepsiCo organization Prepare and coordinate monthly deliverables with wider CGF team including reviews Promote and adhere to GCC ways of working, culture and values Proactively initiate, develop, and maintain effective working relationships with colleagues in other GCC locations Qualifications MBA/CA/CMA with at least 5 to 7 years of Financial Planning and Analysis experience Strong understanding of P&L and its drivers, financial models, and budget management Excellent Knowledge of Advanced Excel and Power Point Excellent business presentation skills Strategic thinking and Planning skills Good experience working with cross-functional teams

Monitor timely compliance of GST and TDS Returns for Ace Group of Companies with unit accountants. Oversee GST Notices and their compliance, and compile MSME and DPT3 reporting details as required by the secretarial department. Required Candidate profile Candidate should have knowledge in TDS Return, GST Liability. Prefer Female from Real Estate Background.

About NCR Atleos Role TitleFinance Analyst LocationMumbai GradeG9 About NCR Atleos Position Summary As a Finance Analyst, you will play a crucial role in ensuring the financial health and accuracy of our billing processes. Key Areas of Responsibility Invoice Generation: Produce timely and accurate customer invoices for all clients, ensuring compliance with NCRs Revenue Policy. Billing Management: Oversee Solutions & Services Bill Processing, Bill Optimization, and Audit & Analysis of billing requests. Stakeholder Coordination: Collaborate with business stakeholders to secure timely invoicing on a monthly, quarterly, and annual basis. Trend Analysis: Analyse billing trends and ensure bills are processed within Service Level Agreements (SLAs). Relationship Management: Cultivate and manage relationships effectively, including conducting multi-party conference calls. Revenue Accounting: Perform revenue accounting and reconciliation during month-end processes. Contract Tracking: Monitor unbilled contracts and enhance collections to meet monthly SLAs. Contractual Compliance: Re-validate contractual terms, analyze credit notes, and support dispute resolution and closure. Stakeholder Engagement: Develop and maintain strong relationships with internal and external stakeholders, including Sales & Services, IT, Sales Support, Field, and other business unit counterparts. Process Improvement: Identify and implement improvements in invoicing processes to enhance efficiency and accuracy. Financial Integrity: Maintain the integrity of the Trusts financial systems, procedures, and reports. Professional Standards Uphold professional standards within the Financial Management team. Policy Adherence: Ensure compliance with Standing Financial Instructions, Standing Orders, financial policies, and procedures. To be successful in this role, you would also have Strong leadership skills with the ability to supervise and mentor a team. Excellent written and verbal communication skills. Strong report writing skills. Exceptional interpersonal skills for effective collaboration. Proficient in delivering presentations. Strong technical accounting knowledge. Advanced Excel skills. Expertise in financial analysis and forecasting. Ability to work under pressure and prioritize workload effectively. Self-motivated with a proactive and innovative approach to problem-solving. Skilled in change management. Strong persuasion and influencing skills. EEO Statement NCR Atleos is an equal-opportunity employer. It is NCR Atleos policy to hire, train, promote, and pay associates based on their job-related qualifications, ability, and performance, without regard to race, colour, creed, religion, national origin, citizenship status, sex, sexual orientation, gender identity/expression, pregnancy, marital status, age, mental or physical disability, genetic information, medical condition, military or veteran status, or any other factor protected by law. Statement to Third Party Agencies To ALL recruitment agenciesNCR Atleos only accepts resumes from agencies on the NCR Atleos preferred supplier list. Please do not forward resumes to our applicant tracking system, NCR Atleos employees, or any NCR Atleos facility. NCR Atleos is not responsible for any fees or charges associated with unsolicited resumes. EEO Statement NCR Atleos is an equal-opportunity employer. It is NCR Atleos policy to hire, train, promote, and pay associates based on their job-related qualifications, ability, and performance, without regard to race, color, creed, religion, national origin, citizenship status, sex, sexual orientation, gender identity/expression, pregnancy, marital status, age, mental or physical disability, genetic information, medical condition, military or veteran status, or any other factor protected by law. Statement to Third Party Agencies To ALL recruitment agenciesNCR Atleos only accepts resumes from agencies on the NCR Atleos preferred supplier list. Please do not forward resumes to our applicant tracking system, NCR Atleos employees, or any NCR Atleos facility. NCR Atleos is not responsible for any fees or charges associated with unsolicited resumes.

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. 4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 6) Maintaining client relationships and generate AUM from HNI UHNI clients. 7) Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients. 8) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 9) To coordinate with product and research team for taking investment decision for the clients. 10) To conduct and assist in organizing seminars, workshops and other business development activities. An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.

Position responsibilities include: Be an essential team member advising U.S. international Business clients on a full spectrum of business and tax opportunities, including international forms such as 5471, 8865, 8858, 8890, 8991, 5472, 7004, K-1s. Preparing complex Tax returns Develop, motivate, and train staff level and intern team members Detailed review and analysis of iTax returns Interact directly with clients handling questions, planning, concerns, etc. Performing, documenting, and summarizing research and conclusions regarding specific tax issues Remain up to date on current tax practices and changes in tax law Supervise staff and assist with the execution of client tax engagements Provide leadership, training, and career mentorship to staff level team members Review work for accuracy and quality Use feedback and our career development framework to grow your technical and soft skills Basic Qualifications: Strong technical knowledge of complex tax issues, particularly foreign tax compliance, CFC attribution analysis, international reporting and filings including PFICs. Experience in the review of tax returns for iTax returns. Businesses could include Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail and Restaurants. Strong verbal and written communication skills with the ability to articulate complex information and tax laws. Masters degree in accounting and/or finance Strong experience with international tax policies, tax equalizations, gross-up calculations, and other international forms such as 1118, 8992, K-2/K-3s Strong verbal and written communication skills with the ability to articulate complex information and tax laws. Proficient use of technology, including Adobe Acrobat, CCH Axcess, Microsoft Office, BNA, etc. Preferred Qualifications: MBA or MCOM with Finance and/or Accounting as the Core subjects (preferable) Enrolled Agent/CPA preferred

Support Banking and Cash Management growth by executing cross-channel marketing campaigns that include email, owned websites, paid search and social, and the client mobile app. Work closely with Bank business partners, vendors and technology partners to develop and deliver digital marketing campaigns. Participate in designing of digital marketing strategy and tactics, manages business initiatives, supports driving innovation, and builds relationships across product, corporate, and marketing teams. Ensure timelines, budgets, commitments, and goals are met and provide exceptional communication to team members, leaders, and stakeholders throughout the process. ACCOUNTABILITIES The primary focus for this position is the email channel. Work closely with the Email delivery team and Bank product owners to develop a clear email sales strategy and then develop and deploy email campaigns for the Bank. Measure, analyze and report email metrics at an overall and individual campaign level. Partner with email vendor for bank-driven email channel management including email execution processes, invoicing, and leveraging industry best practices. Continuously test, analyze and optimize emails to increase open rates, click through rates and other key email marketing metrics. Work with Bank business partners to improve results and the consumer experience, utilizing a data-driven approach. Additionally, work with the Product owners for Ameriprise. com, the secure site, the mobile app, and the paid search and social channels to coordinate multichannel marketing campaigns across these channels. Seek out opportunities to leverage capabilities and integrate experiences across channels to maximize digital marketing campaign results. RESPONSIBILITIES Develop and deploy email campaigns for the Bank, leveraging processes that foster transparency, communication and efficiency. Measure, analyze and report email metrics at an overall and individual campaign level. Work with business partners to improve results and the consumer experience, utilizing metrics. Work closely with the Email delivery team and Bank leaders to develop a clear email marketing strategy. Partner with email vendor for bank-driven email channel management including email execution processes, invoicing, and leveraging industry best practices. Submit job requests to Epsilon and manage process from kick off to launch. Includes QA of emails for accurate content, proper rendering and links, overseeing and communicating needed changes, delivering list details and determining launch schedule. Continuously test, analyze and optimize emails to increase open rates, click through rates and other key email marketing metrics. Ensure overall success of daily operations by managing marketing calendar, production process, and campaign results. Understand campaign and project goals to provide guidance and consultation on strategy and supporting tactics. Ensure all email campaigns comply with current email best practices in the industry. Maintain and improve end-to-end process for campaigns that includes the strategy, review, approvals, measurement, insights and optimizations. Work with the Product owners for Ameriprise. com, the secure site, the mobile app, and the paid search and social channels to coordinate campaigns across these channels. Seek out opportunities to leverage capabilities and integrate experiences across channels to maximize campaign results. REQUIRED QUALIFICATIONS 7+ years of email and multi-channel marketing experience. Advanced or higher level of proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint). Demonstrated experience and success in email channel. Demonstrated experience with vendor-hosted email technologies, channel best practices and related capabilities such as web analytics. Demonstrated experience with campaign and content management platforms. Ability to build and leverage relationships across organizational boundaries at multiple levels. Ability to effectively manage and prioritize projects and work independently to meet deadlines. Strong communication and organization skills, including prior experience working with technology and vendor teams. Ability to work independently and collaboratively in cross-functional teams in a fast-paced environment; Enthusiastic, self-motivated and flexible. PREFERRED QUALIFICATIONS 2+ years of banking financial services marketing technology experience. Experience with Adobe experience, campaign, web analytics, and creative platforms. Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U. S. based financial planning company headquartered in Minneapolis with a global presence. The firm s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if youre talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP. Full-Time/Part-Time Timings (2:00p-10:30p) India Business Unit AWMPO AWMPS Presidents Office Job Family Group Marketing/Product Management

Position: Senior Accountant Location: Bapu Bazar, Jaipur Job Type: Full-Time About the Role: We are looking for a dedicated and experienced Senior Accountant to manage end-to-end accounting operations at our office located in Bapu Bazar, Jaipur . The ideal candidate will have a strong background in finance, taxation, and compliance, along with hands-on experience in Tally and GST filings. Key Responsibilities: Finalization of accounts including PL, balance sheet, and reconciliation. Timely filing of GST, TDS, and other statutory returns. Maintain accurate books of accounts using Tally ERP or other accounting software. Manage accounts payable and receivable, vendor payments, and bank reconciliations. Handle day-to-day accounting transactions and maintain financial records. Coordinate with auditors for statutory and internal audits. Support budgeting, forecasting, and financial planning activities. Candidate Requirements: Bachelor s/Master s degree in Commerce or Accounting. 4-7 years of relevant accounting experience. Proficient in Tally ERP , MS Excel, and financial reporting. Strong knowledge of GST, Income Tax, TDS , and compliance procedures. Excellent attention to detail and organizational skills. Must be located in Jaipur or willing to relocate near Bapu Bazar .

Location City Pune Department Accounting and Finance Controllership Experience 5 - 7 Years Salary - 1 INR Designation Deputy Manager Total Position 1 Employee Type Permanent Job Description ENTITY SETUP AND MANAGEMENT - ACCOUNTING FINANCE CONTROLLERSHIP Click here to know - Who we are About the department: We providecomprehensive services in outsourced Finance Controllership, Accounting, andBookkeeping, along with Management Reporting, Financial Planning Analysis(FPA), and Compliance management related to Corporate Law, Payroll, FEMA, and Taxation. Our offerings arespecifically tailored for Foreign Direct Investment (FDI) entities operating inIndia and the UAE, ensuring that our clients navigate the complexities offinancial regulations and achieve their business goals with confidence. What s in it for you In this role, you willserve as a Virtual Finance Controller for a diverse range of clients acrossmultiple industries. This position offers you the opportunity to gain valuableinsights into different operational models and the challenges they face. In parallel, youll thrive in a dynamic consulting environment, where you can develop yourexpertise while making a meaningful impact on our clients financialstrategies. Essential Skillsets Required: 1. Conductthorough reviews of accounting records in accordance with applicable rules andregulations. 2. Prepareand/or review Management Information Systems (MIS), Financial Statements, andother statutory deliverables. 3. Coordinateaudits and ensure timely completion of all requirements. 4. Liaisewith subject matter experts to provide comprehensive support for clients. 5. Reviewvarious statutory documents to ensure compliance with relevant laws andregulations. 6. Manageclient communication on both routine and non-routine matters. 7. Developand present client governance dashboards for periodic governance meetings. 8. Fosterretention and growth within the assigned portfolio. 9. Oversee team management, focusing on retention andprofessional development. 10. Reportee - Accounts Graduates; Fresher CharteredAccountants Vital Skillsets Required: 1. QualifiedChartered Accountant with a minimum of 6 years ofpost-qualification experience. 2. Strongworking knowledge of Indian Generally Accepted Accounting Principles (IGAAP). 3. Provenexpertise in preparing Financial Statements, Tax Audit Reports, and Income TaxComputations for statutory compliance. 4. Proficientin accounting practices, routine tax compliance across various laws, periodicbook closing, and the preparation and/or review of Management InformationSystems (MIS). 5. Familiaritywith Transfer Pricing regulations, Company Law, and fundamental PayrollCompliance. 6. Demonstratedteam management skills. 7. Extensiveexperience in client engagement and relationship management. To be tailor-fit for the above skillsets, you need to have , 1. Theoreticalor working Knowledge of Indian Accounting Standards (Ind AS) and/orInternational Financial Reporting Standards (IFRS). 2. Proficient in Advanced Excel, including Macros, andexperienced in utilizing Power BI tools for data analysis and visualization. 3. Proven expertise in the Sales or Marketing domain, demonstrating strong analytical and strategic capabilities. 4. Practice Management and PL Responsibilities. 5. Business Development capabilities. Other Benefits: MedicalInsurance (self-coverage): IncludesGroup Mediclaim policy and Group Personal Accident Policy. Transportationsupport: Bus facility (where available)is allocated to you based on your requirement and availability of seats. Focus onindividual career growth: via careeraspirations discussions, rewards recognition, long service awards. CareerEnhancement programs through ContinuousLearning, Upskilling, and Training. Working Model: Work-from-office

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team. As a Financial Planning Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will be focusing on partnering and supporting the Connected Banking FBM team. You will play a critical role in executing financial processes, analysis, reporting, and maintaining for Connected Banking Financials Product with strict governance across a large matrixed organization Job Responsibilities Support all financial processes and reporting including month end, actuals, budget, forecast of various financial and headcount/resourcing metrics and scenarios/views and variance analysis for the full Connected Banking Product TE and Other Direct Expense report creation, analysis and distribution - support Connected Banking with monthly reporting, incorporating ad-hoc views, providing insights to product FBMs and Connected Banking leadership. Prepare headcount walk forwards - inclusive of in-seats, open requisitions, known leavers / estimated attrition, compared to approved forecast. Views would include product level and US/India splits to assist in managing expense impacts and assessing risks and opportunities to latest budget or forecast. Perform follow-up to confirm agreed upon actions are completed (contractor reductions, old positions closed, joiners were on hired reports (checking forecast net growth vs actuals) Provide headcount reporting and planning with requisitions management, vendor management for the respective business managers for Connected Banking business and manage the cost center hierarchy and changes requested to the same Assist Connected Banking FBM team with workforce position and requisition tracking and weekly approvals Gain overall knowledge and understanding of Connected Banking portfolio and its value to CCB and JPMC Scope to further expand responsibilities to include allocation reporting/oversight/analysis, assistance with vendor spends and accruals in line with forecast and recent spend approvals, as well as reporting on status of business cases Ability to identify and leverage best practices from other Product FBM groups Provide ad-hoc financial analysis to senior management on a frequent basis. Identify opportunities and recommend improvements for increased process and reporting efficiencies Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations. Adhere to internal compliance policies and other business reporting requirements Required qualifications, capabilities, and skills Chartered Accountant/CFA/MBA (Finance) (or similar educational background) with minimum 8 years of post-qualification experience Experience partnering in either a Finance and/or Business Management capacity and providing insights/recommendations to senior management Ability to present information in a clear and concise manner that tells the story behind financials in a compelling way Confident and personable attitude with the ability to face off with senior management at all levels, influence/handle difficult messages, problem solve, and resolve conflicts Detail oriented individual capable of completing reporting and analytics accurately, on a timely basis, and in a presentable manner Excellent written and verbal communication skills a must Individual must be able to work independently as well as in a team situation Excellent time management skills and ability to multi task and handle competing priorities under pressure Self-motivated individual to go beyond immediate responsibilities Timing - 200pm to 1100pm (may change for budget periods, adhocs and projects) Preferred qualifications, capabilities, and skills In-depth knowledge of Excel PowerPoint and knowledge of Essbase and SAP preferable Knowledge of Tableau and Alteryx will be an added advantage Experience with visualization and reporting tools such as Tableau preferred

Role & responsibilities: Drive business growth, client retention, and revenue enhancement within the wealth management function. Deliver tailored, high-impact financial solutions aligned with client goals. Build and nurture long-term client relationships based on trust and performance. Ensure operational excellence across all touchpoints of the client lifecycle. Align business strategy with evolving market trends, regulatory shifts, and internal objectives. Cultivate a strong internal team and a reliable network of external partners. Strategic Leadership: Define and execute the strategic direction of the wealth management business. Monitor industry trends, regulatory developments, and client feedback to propose proactive initiatives. Lead business planning and contribute to strategic decision-making at the executive level. Should have managed a book size of 1000 to 2000 cr Set up , drive and grow the Wealth business Client Engagement & Commercial Execution: Serve as a trusted advisor and executive ambassador of the firm. Partner with RMs in client acquisition and relationship deepening efforts. Design and implement strategies to enhance client satisfaction, retention, and referral. Recommend financial solutions across investments, insurance, estate, and tax planning. Drive advisory product penetration and cross-selling initiatives. Team Leadership & Talent Development: Recruit, mentor, and manage high-performing wealth managers and support staff. Conduct regular performance reviews, succession planning, and training programs. Foster a collaborative and values-driven team culture. Operational Oversight: Ensure seamless onboarding, servicing, and reporting processes. Resolve system-level and service-related challenges with internal and external stakeholders. Oversee compliance, documentation, and governance across the division. Financial Planning & Investment Management: Conduct in-depth client assessments and build customized financial plans. Monitor and adjust portfolio strategies based on market and client changes. Conduct financial analysis and provide expert guidance on wealth preservation and growth. Coordinate with estate planners, tax advisors, and legal professionals to deliver holistic solutions. External Network Development: Expand partnerships with lawyers, trustees, custodians, and accountants. Leverage external relationships to enhance client value and generate business referrals. Preferred candidate profile Bachelors degree in Finance, Economics, Business Administration, or related field. 15+ years of experience in wealth management, with proven P&L responsibility. Experience managing RM teams and/or a personal client book. Knowledge of global investment products, financial markets, and advisory workflows. Strong interpersonal, leadership, and communication skills. Expertise in portfolio management software, CRM tools, and financial analysis platforms. Entrepreneurial mindset with the ability to think strategically and execute tactically. Masters degree in Finance, Accounting, or Economics. Professional certifications such as CFP, CFA, or equivalent. Experience working with ultra-HNWIs and a track record of building long-term relationships. Understanding of Indian taxation and regulatory frameworks (if applicable). Fluency in English (French is a plus). Ability to drive change, inspire trust, and align teams with business objectives.

MBA/ CA (preferable) of post qualification experience An able communicator with clarity of goals and objectives and who can make people understand the business with absolute clarity Should have entrepreneurial approach towards business Required Candidate profile Good knowledge of accounting,proficient in IND AS application/its conversion Good knowledge of TDS,Income Tax,GST/matters relating to HR law Proficiency in computer application,ERP-desirable,MS suites

Roles & Responsibilities Roles: Buying for key brands within Myntra s Private Labels & Licenses portfolio A comprehensive role which involves all aspects of business - Analytics, Financial planning, Range planning, Brand Strategy, Marketplace Vendor Management Responsibilities: Responsible to optimize sales by monitoring: o Revenue o Margins o Growth of Category o Review style level performance based on metrics such as ROS, Sell thru, DRR, Discount. o Financial analysis - Sales, Margin, Discount and Inventory related analysis Range/ Assortment Planning o Product-Brand mapping o Season wise Product Range planning/ Assortment working based on past performance & growth / revenue targets to ensure that the brand is well represented o Effectively planning and forecasting in order to maximize profitability o Trend forecasts and implement sales plans o Actively participate in Brand development/ Range/Product development through analytics-based insights Visibility Planning o Category visibility planning & interventions - planning banners for respective brands and raising banner requests on time Inventory Management o Planning for the inventory flow for entire brand o Work in close coordination with the Planning and Pricing team for optimizing Scale / Inventory/OTB/Capacities. o Management of OIs / Inwards, Cataloguing and driving and improvising the processes. Marketplace and Vendor Management o Identify gaps in product offerings & subsequently introduce / onboard new vendors across whitespaces o Vendor on-boarding and day-to-day operations Vendor-Product Mapping Coordinating with MP vendors to ensure the category gaps are appropriately fulfilled, the collection is live on time, pricing is as per demand Operational Excellence: o Prior experience or knowledge of data analysis & interpretation, Discount monitoring, Collaborating with cataloguing team to get products shoot, content creation and right information of the product being shared and improvising on processes to constantly improve customer experience Qualifications & Experience 4-5 years of experience in Apparel Buying / Planning / Merchandising. (Preferably E- Comm) Familiarity with Category management with understanding of Market dynamics and sound business judgement Strong MS Excel skills with numbers acumen and be comfortable in collecting, analysing and interpreting data Experience with handling Market place will be an added advantage Good organizational skills including prioritizing, scheduling, time management, and meeting deadlines Willingness to learn, innovate, take initiatives Ability to negotiate and sustain networking relationships Customer centric, creative & analytical problem-solving mindset Ability to work as part of a team & collaborate with others

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at s.devanesan@bajajcapital.com Contact Person : Kingsly Devanesan S

Key Responsibilities Lead the planning and analysis cycle by building, updating, and refining quarterly and annual operating plans (AOP) across all geographies. Conduct regular variance analysis (MIS) to explain actuals versus plan, identifying key drivers, risks, and opportunities. Take complete ownership of cash flow forecasting and analysis, monitoring inflows and outflows across business entities, identifying timing gaps, and ensuring optimal liquidity. Deliver timely, accurate reports and dashboards to senior management, highlighting key SaaS metrics such as MRR, ARR, churn, and more. Consolidate and reconcile financial data from various sourcessuch as Zoho Books, Chargebee, and other tools—even when data is incomplete or inconsistent. Partner closely with the CEO, Finance Controller, and business heads to challenge assumptions and support strategic decision-making. Develop and maintain robust financial models to evaluate new initiatives, pricing strategies, market expansion, and business pivots. Drive automation and process improvements in financial reporting to enhance speed, accuracy, and reliability. Provide ad hoc financial analysis and support for fundraising, investor relations, audits, and compliance requirements. Required Skills Masters degree in finance, Accounting, or related discipline. CA or CMA strongly preferred. 3+ years of FP&A experience, ideally in SaaS, tech startups, or multi-entity international companies. Advanced financial modelling and strong proficiency in Excel/Google Sheets. Familiarity with Stripe, Zoho Books, Chargebee, Pazy, and BI tools (Power BI, Tableau) is a plus. Excellent analytical and communication skills, with the ability to present insights clearly to senior leadership. Comfortable working independently in a fast-paced, sometimes ambiguous startup environment. Strong attention to detail and a problem-solving mindset. Build and communicate a clear narrative through documents and presentations. Ideal Candidate Data and dashboards are accurate, as near real-time as possible, well structured. Quarterly and annual operating plans are actively used by leadership. Variance analyses are timely, insightful, and enable proactive decision-making. Management reporting is clear, reliable, and drives transparency and accountability. Financial processes and data integration are continuously improving through automation and standardization. You are seen as a trusted partner to leadership, helping steer growth confidently.

Position Overview: The Financial Controller is responsible for overseeing all financial and accounting operations within the organization. This role ensures the company's financial integrity, regulatory compliance, and operational efficiency. The Financial Controller will work closely with senior management to support strategic decision-making and provide financial insights to drive business growth in the housing finance sector. Qualifications: Bachelors degree in Finance, Economics, Business Administration, or a related field. Masters degree or professional qualification (e.g., CA, CFA). Minimum 5 years of experience in similar field, preferably within the housing finance or financial services industry. Strong understanding of financial markets, debt instruments, and treasury operations. Proven experience in managing large-scale debt syndication transactions. Excellent analytical, problem-solving, and decision-making skills. Strong communication and interpersonal skills, with the ability to build relationships with stakeholders at all levels. Proficiency in financial modeling and analysis tools. Key Responsibilities: Financial Management: Oversee all financial activities, including budgeting, forecasting, financial reporting, and cash flow management. Develop and monitor financial strategies to support the company's growth and profitability. Manage the preparation and analysis of monthly, quarterly, and annual financial statements. Monitor key financial metrics and implement corrective actions when necessary. Strategic Planning and Leadership: Collaborate with senior leadership to design financial strategies for sustainable growth. Evaluate funding options and manage relationships with banks, investors, and financial institutions. Provide financial insights to support product innovation and market expansion in housing finance. Lead, mentor, and develop a high-performing finance team. Budgeting and Forecasting: Lead the annual budgeting process, ensuring alignment with the company's strategic objectives. Develop detailed financial forecasts and scenario analyses to support decision-making. Collaborate with department heads to establish budgets, track performance, and recommend adjustments to meet financial goals. Analyze variances between actual performance and budgeted figures, identifying trends and opportunities for improvement. Ensure budgets and forecasts are regularly updated to reflect changes in the business environment. Treasury Management: Develop and implement treasury policies and procedures. Monitor and manage the companys liquidity position, ensuring adequate funding for operations. Oversee cash flow forecasting and budgeting. Manage short-term and long-term investment strategies. Managing investment portfolio and investment of idle fund in Mutual Funds and Fixed Deposits based on market returns based on Cash flow Optimize the company’s working capital management. Debt Syndication: Lead the debt syndication process, including the structuring, negotiation, and documentation of debt transactions. Establish and maintain relationships with banks, financial institutions, and investors. Evaluate and select appropriate funding sources to meet the company’s financing needs. Coordinate with legal, compliance, and finance teams to ensure adherence to regulatory requirements. Monitor market conditions and assess the impact on the company’s borrowing costs Risk Management: Identify, assess, and mitigate financial risks related to treasury operations. Implement hedging strategies to manage interest rate and currency risk. Ensure compliance with internal controls and regulatory requirements.