15610 Financial Planning Jobs - Page 35

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. Keywords SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Manageme...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

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. Mandatory Key Skills Wealth Management , Relationship Management, I...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

Career Area: Finance Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, youre joining a global team who cares not just about the work we do - but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We dont just talk about progress and innovation here - we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it. Your Impact Shapes the World at Caterpillar Inc When you join Caterpillar, youre joining a global team who cares not just about the work we do - but also about each other. We are the makers, prob...

What you will do In this vital role you will you will report to the Director of Consolidation in R&D Finance. The R&D Finance Senior Associate will assist in planning, quarter close and consolidation activities. The candidate is also expected to expand the centralization, automation and standardization practices established in R&D Finance team. In addition, the candidate is expected to provide support and guidance to other senior finance associates based in Amgen India. Experienced FP&A professional skilled in comprehensive financial data management, financial analysis and forecasting, ad hoc project financial support, and process optimization. Support functional and consolidation teams in R...

We are looking for a highly analytical and quantitatively strong Tableau Developer who can transform complex datasets into accurate, meaningful, and visually compelling insights. This role requires a blend of advanced data visualization , quantitative modeling , and business analytics expertise to support executive decision-making across the company. Key Responsibilities: Build highly interactive, performance-optimized Tableau dashboards , including drill-downs, cohort analyses, and time-series visualizations. Transform complex quantitative analyses into clear, intuitive dashboards and compelling data stories for business stakeholders. Apply advanced quantitative and statistical methods to e...

1669234 The opportunity Senior Project Consultant-GOV-SaT-SaT - TCF - Infrastructure Advisory - Mumbai GOV Our Global Government & Public Sector (GPS) is a network of highly skilled professionals dedicated to serving our clients by bringing best-in-class international experience and insight combined with local knowledge to solve the most critical problems facing governments today. We actively focus on building solutions that help public sector entities face the challenges of the future and reinvent themselves. Digital transformation is not just about new technologies; it involves an overhaul of organizational structures, governance, work processes, culture and mindset. It also means realizin...

1669228 The opportunity Senior Associate-GOV-SaT-SaT - TCF - Infrastructure Advisory - Ahmedabad GOV Our Global Government & Public Sector (GPS) is a network of highly skilled professionals dedicated to serving our clients by bringing best-in-class international experience and insight combined with local knowledge to solve the most critical problems facing governments today. We actively focus on building solutions that help public sector entities face the challenges of the future and reinvent themselves. Digital transformation is not just about new technologies; it involves an overhaul of organizational structures, governance, work processes, culture and mindset. It also means realizing a wi...

As a Lead Product Designer at Couchbase, you ll shape intuitive experiences for our flagship product, Capella a cloud-native database-as-a-service platform. You ll lead design initiatives from concept to execution, transforming complex workflows into simple, scalable, and delightful solutions for developers and enterprises. This role combines strategic thinking, hands-on design craft, and leadership to influence product direction and elevate the overall user experience. What you ll do Lead the design of end-to-end product experiences for Couchbase (with focus on Capella), from initial concept through polished execution. Collaborate with product and engineering to translate complex requiremen...

As a Ficial Analyst in Ficial Analysis, you would be responsible for partnering across the firm to provide ficial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Ficial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including ficial control, forecasting and budgeting, analysis of ficial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e. g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies. You will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while alway...

MIS preparation – Monthly Budgeting/Forecasting, Variance analysis. Creating dashboards: Developing and generating financial dashboards and visualizations to present data insights. Reporting: Preparing regular and ad-hoc financial reports for management, such as monthly, quarterly, and annual reports for CFO. Financial Planning and Analysis. Preparing Management power point presentations. Cost projections/forecasts for new projects undertaken. Co-ordination/discussion with top management teams. Assisting Global Practice (GP) heads and PM group in computing the business plan, quarterly forecasting and annual business planning Monitoring the GP chargeability and headcount composition Reviewing...

Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies. You will be responsible for one of our key financial measures such as revenues, expenses, headcount, or profitability modelling, w...

You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team. As a Vice President in Sales Planning & Analysis Reporting, you will lead a high-performing team responsible for delivering critical management reports, strategic presentations, and key performance indicators to senior front office sales leaders and business managers. You will be driving variance analyses, providing actionable insights to support business growth, performance drivers and champion transformation initiatives leveraging advanced analytics and technology. Job Responsibilities Strategically Lead Leadership & Stakeholder Engagement Lead the Sales Planning & Analysis ...

You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team. As a Financial Analysis Vice President in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. Job Responsibilities Responsible for coordinating the budgeting and forecasting process for the business Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests...

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As Financial Planning Analyst, you ll play a pivotal role in managing and advancing the CCH Tagetik Financial Planning System for Tax and Accounting North America (TAA NA). You ll partner closely with a US-based finance systems team member and the TriFinance consulting group (Belgium) to optimize, enhance, and scale Tagetik s planning, forecasting, and reporting capabilities across the region. This role offers a unique opportunity to combine financial planning expertise with hands-on systems management and automation driving data integrity, process efficiency, and decision-making excellence. JOB QUALIFICATIONS Education : Master s degree in finance or data science/analytics. Experience : At ...

Job Title: Lead Assistant Manager FP&A (Technology Finance) Location: Noida Shift: Night Shift Experience: 5–9 Years Joining: Immediate to 30 Days Job Summary We are looking for a Finance professional with strong FP&A experience in the Technology Finance domain to support IT financial planning, CAPEX management, and reporting activities. The role will partner closely with IT and Finance stakeholders to ensure accurate budgeting, forecasting, variance analysis, and compliance with accounting and IT governance standards. Key Responsibilities Lead FP&A activities for Technology / IT Finance , including budgeting, forecasting, and variance analysis for IT OPEX and CAPEX. Manage end-to-end IT CAP...

Ready to shape the future of work? At Genpact, we don't just adapt to change we drive it. AI and digital innovation are redefining industries and were leading the charge. Genpact's AI Gigafactory, our industry-first accelerator, is an example of how were scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI, our breakthrough solutions tackle companies most complex challenges. If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team that's shaping the future, this is your moment Genpact (NYSE: G) is an advanced technology services ...

Ready to shape the future of work? At Genpact, we don't just adapt to change we drive it. AI and digital innovation are redefining industries and were leading the charge. Genpact's AI Gigafactory, our industry-first accelerator, is an example of how were scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI, our breakthrough solutions tackle companies most complex challenges. If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team that's shaping the future, this is your moment Genpact (NYSE: G) is an advanced technology services ...

This Position reports to: You will be mainly accountable for: Performing analysis of business performance versus Plan and forecast. Performing month end closing activities and MIS reports for the respective business / functions. Working with the other financial professionals in Divisions / functions to understand and analyze the drivers of financial performance. Analysis of overhead under / over absorption indicating root cause. Performing cost / benefit analysis and analysis of inventories, NWC. Preparing ad-hoc reports as per business / functions request. Supporting preparation of relevant organization financial reporting, business planning & forecasting. Supporting audits. Validating accu...

Assist in the back-end analysis, client related and field activities. Job Description About the Role: Exposure in Real Estate advisory - Research, Feasibility studies, demand-supply analysis, highest & bestuse reports, Financial Modeling & concepts The position will have both elements: primarily project execution/ delivery along with a support business development Execution skills- Report writing Feasibility report, market research report etc., Market surveys, financialmodeling, making presentations Maintain database of projects, developers, investors etc. Site inspections. Presentation and documentation work Self-driven individual with execution & client query handling responsibilities Abou...

Hi, We are hiring for financial services. Location- Mumbai Role- Relationship Manager- Wealth Job Summary The Relationship Manager Wealth is responsible for acquiring, managing, and growing relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients by providing comprehensive wealth management solutions, investment advisory, and personalized financial planning. Qualifications & Experience Bachelors degree in Finance, Business, Economics, or related field 3 to 10+ years of experience in wealth management, private banking, or investment advisory Strong understanding of financial markets and investment products Existing client base (preferred, depending on role seniority) If...

About OJ Commerce: OJ Commerce (OJC), a rapidly expanding and profitable online retailer, is headquartered in Florida, USA, with a fully-functional office in Chennai, India. We deliver exceptional value to our customers by harnessing cutting-edge technology, fostering innovation, and establishing strategic brand partnerships to enable a seamless, enjoyable shopping experience featuring high-quality products at unbeatable prices. Our advanced, data-driven system streamlines operations with minimal human intervention. Our extensive product portfolio encompasses over a million SKUs and more than 2,500 brands across eight primary categories. With a robust presence on major platforms such as Amaz...

Role Summary We are seeking an experienced bookkeeping leader who can manage accounting operations for multiple small U.S.-based businesses and provide strategic financial support . This role blends hands-on bookkeeping oversight with client communication and strategic financial support similar to a fractional CFO or controller. You will lead a team of analysts and senior analysts, ensure high-quality deliverables, and work directly with clients to help them understand their numbers and make better business decisions. Key Requirements 5+ years of U.S. bookkeeping/accounting experience, with at least 2 years in a supervisory or client-facing role. Strong working knowledge of QuickBooks (Onlin...