4799 Financial Planning Jobs - Page 39

You are a strategic thinker passionate about driving solutions in Finance Analytics . You have found the right team. As a Finance Analytics Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will provide strategic analytical support to Card CFO s and senior leaders to analyze results and provide insights to better manage the business. You will play a key role in supporting the full scope of team deliverables, gaining broad exposure to the business and core Planning Analysis functions. You will lead efforts to improve and automate processes to save time and enable deeper analysis. Job Responsibilities Collect, analyze, and interpret data effectively. Identify trends, patterns, and insights from complex datasets to derive conclusions. Approach problems methodically with strong analytical skills to provide comprehensive analysis for informed business decisions. Provide comprehensive analysis for business decision-making and forecasting purposes. Prepare and present analytical insights that resonate with the business context, audience, and strategies. Create impactful charts, graphs, and infographics to present analysis visually. Evaluate information critically and make sound judgments. Communicate critical findings and insights to non-technical stakeholders clearly and effectively. Ensure precision in data analysis and reporting for accuracy and reliability. Spot errors or inconsistencies in data. Respond comprehensively to inquiries from senior management or stakeholders. Find innovative ways to address business challenges creatively. Support Investor Day-related tasks by updating key metrics, card attrition, and reviewing inputs. Prepare decks for Earnings, supplemental financials, explain key moves, and provide QA support. Provide detailed financial results, variances, and an overview of the Cards PL to senior management. Contribute to financial planning and budgeting by preparing budget decks. Interpret hypothetical risks to the cards business and size the PL against each material risk. Challenge existing assumptions and explore alternative solutions. Required qualifications, capabilities, and skills Bachelor s degree in Accounting/Finance/Economics or other related majors. 8+ years in Finance, management consulting or other financial/analytic roles Strong quantitative and analytical problem-solving skills Strong knowledge of Excel VBA, SQL, Python /Pyspark, Alteryx and Tableau and other data analysis and data visualization tools Possess strong interpersonal, verbal and written communication skills to convey complex information clearly. Ability to comprehend and clearly communicate complex concepts in a dynamic environment Manage compelling priorities simultaneously and have effective coordination skills Has proactive approach with strong judgment and has professional maturity Ability to work in a fast- paced, dynamic environment Role: Business Analyst Industry Type: Financial Services Department: Data Science & Analytics Employment Type: Full Time, Permanent Role Category: Business Intelligence & Analytics Education UG: Any Graduate PG: Any Postgraduate

As a Financial Associate in our Finance team, you will focus on defining, refining, and achieving set goals for our firm Your responsibilities include partnering across the firm to provide financial and strategic analysis, overseeing budgeting and forecasting, and delivering management reports You will handle financial control, analyze business metrics, and develop new reporting capabilities like dashboards Additionally, you will advise line of business CFOs on enhancing profitability and efficiency Your role involves analyzing and reconciling data, preparing reports, and streamlining processes through automation You will also contribute to developing business procedure recommendations and maintaining financial systems, while assisting with special projects as needed Job Responsibilities Manage annual and continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting. Conduct reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports. Report on efficiency, analytics, and strategy, including location strategy, span of control, reporting, and analytics. Create financial business cases supporting business initiatives. Report on and monitor key metrics, drive data quality initiatives across the product area, and help define future needs of the product area. Develop and track performance metrics, create presentations, and provide financial analysis on various topics to senior management. Perform variance analysis to understand the key drivers of the results and present commentary to senior managers, explaining changes from prior forecasts/budgets. Help design new reports and dashboards to efficiently deliver the financial results to senior management. Enhance controls and streamline processes, introducing automation where possible. Required qualifications, capabilities, and skills bachelorsdegree in Accounting, Finance or a subject of a technical nature Advanced skills in Excel and PowerPoint Proficiency with data mining/gathering and manipulation of data sets Inquisitive, enthusiastic and diligent, and capable of challenging peers Strong verbal and written communication skills, with the ability to articulate complex issues clearly Ability to create ad hoc reporting for senior management Proven track record for executing on special projects / assignments, often with little lead time or information Highly motivated and able to thrive and think clearly under pressure and tight deadlines Preferred qualifications, capabilities, and skills 3+ years of work experience, preferably in Financial Services, and/or accounting/controller background Team player with the ability to be respected as a trusted partner for the Business, Finance, and FPA Teams Highly motivated self-starter with excellent time management/prioritization skills Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

As a Global Corporate Banking Planning and Analysis Lead in our Finance team, you will spend each day defining, refining, and delivering set goals for our firm. You will join the Global Finance and Business Management organization, assisting with Finance reporting and analysis. You will assist with Finance reporting and support the budget and forecast process and will learn core business processes, build new capabilities, develop metrics/management reporting, and provide decision support via ad hoc reporting. You will have the opportunity to work on high-impact initiatives that help drive efficiency across the Global Corporate Banking organization. Job Responsibilities Lead the financial planning and analysis processes for the Global Corporate Banking in India. Develop and manage financial models to support business planning and decision-making. Analyze financial performance, identify trends, and provide actionable insights to senior management Lead and mentor a team of finance professionals, fostering a culture of high performance and continuous improvement. Prepare daily, weekly, and monthly reports, including trend analysis and variance analysis with commentary. Interact with various teams across the USA, accommodating US time zone flexible timing, to gather inputs for various analyses. Provide ad-hoc analysis to the JPMC Global Corporate Banking finance team. Create management review packs organized by segment and region, and customize them as per senior management requirements. Exercise expert control over complex Excel spreadsheets related to data extraction, consolidation, and report finalization, involving data extraction from various tools/systems and alignment of information for management analysis reports. Generate Excel and PowerPoint-based analyses that provide management with information on trends, major movements, and monthly/quarterly revenue and expense segmentation reports, along with other key measures and commentary. Required qualifications, capabilities, and skills CMA / CA / CIMA / MBA (from reputed college) In-depth knowledge in Excel and working knowledge in MS Access & PowerPoint is required Minimum 12 years experience in the finance domain, with 4+ years of experience leading teams Strong data control and analytical skills with a track record of execution against deliverables Creative self-starter with strong initiative and ability to take ownership and work independently as we'll as contribute to the broader team Experience working with client profitability data Excellent written and oral communication skills Preferred qualifications, capabilities, and skills bachelors degree in finance or accounting preferred. Experience on Corporate Business Finance, Management Reporting and similar environment will be considered favorably Experience for a large BFSI GIC or Captive will be considered favorably Proactive approach to identifying and solving problems, ability to consider multiple dimensions of an issue Curious, energetic and highly proactive in nature and always focusing on opportunity arising from situations No excuses culture and mindset as a belief system Taking responsibility of people/ team and be a helping hand in grooming people to develop

As a Planning Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm You will be responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting You will also be 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 analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement You will also help develop recommendations affecting business procedures and operations and maintain financial and reporting systems In addition, you will assist the department and other team members with special projects or components of other projects as needed Job Responsibilities Manage annual and ongoing financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, and conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports Report on efficiency, analytics, and strategy, including but not limited to location strategy, span of control, reporting, and analytics Create financial business cases to support business initiatives Report on and monitor key metrics, drive data quality initiatives across the product area, and help define future needs of the product area Develop and track performance metrics, create presentations, and provide financial analysis on a variety of topics to senior management Perform variance analysis to understand the key drivers of results and present commentary to senior managers, explaining changes from prior forecasts/budgets Help design new reports and dashboards to efficiently deliver financial results to senior management Enhance controls and streamline processes, introducing automation where possible Required qualifications, capabilities, and skills Bachelor's degree in Accounting, Finance or a subject of a technical nature Minimum 4 years of work experience. Advanced skills in Excel and PowerPoint Proficiency with data mining/gathering and manipulation of data sets. Inquisitive, enthusiastic and diligent, and capable of challenging peers Strong verbal and written communication skills with the ability to articulate complex issues clearly Ability to create ad hoc reporting for senior management Proven track record for executing on special projects / assignments with often little lead time or information Highly motivated and able to thrive and think clearly under pressure and tight deadlines Team player with the ability to be respected as a trusted partner for the Business, Finance, and FPA Teams Highly motivated self-starter with excellent time management/prioritization skills Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely Preferred qualifications, capabilities, and skills Experience preferably in Financial Services, and/or accounting/controller background

Manage annual and ongoing financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, and conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports. Report on efficiency, analytics, and strategy, including but not limited to location strategy, span of control, reporting, and analytics. Create financial business cases to support business initiatives. Report on and monitor key metrics, drive data quality initiatives across the product area, and help define future needs of the product area. Develop and track performance metrics, create presentations, and provide financial analysis on a variety of topics to senior management. Perform variance analysis to understand the key drivers of results and present commentary to senior managers, explaining changes from prior forecasts/budgets. Help design new reports and dashboards to efficiently deliver financial results to senior management. Enhance controls and streamline processes, introducing automation where possible. Required qualifications, capabilities, and skills Bachelor s degree in Accounting, Finance or a subject of a technical nature Minimum 4 years of work experience. Advanced skills in Excel and PowerPoint Proficiency with data mining/gathering and manipulation of data sets Inquisitive, enthusiastic and diligent, and capable of challenging peers Strong verbal and written communication skills with the ability to articulate complex issues clearly Ability to create ad hoc reporting for senior management Proven track record for executing on special projects / assignments with often little lead time or information Highly motivated and able to thrive and think clearly under pressure and tight deadlines Team player with the ability to be respected as a trusted partner for the Business, Finance, and FPA Teams Highly motivated self-starter with excellent time management/prioritization skills Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely Preferred qualifications, capabilities, and skills Experience preferably in Financial Services, and/or accounting/controller background

CA / CMA / M.Com with MBA (Finance) 10+ years of experience in corporate accounting or financial management roles Handle finalization of accounts, including monthly & annual closing of books Prepare & review financial statements, MIS reports

Job Details: The Pricing Analyst role is responsible for proactively working with deal pursuit teams to develop and support creatively new business opportunities in a manner that strengthens and protects corporate business and financial interests. The pricing analyst ensures that proposed commercial solutions comply with the standard business principles, financial, and commercial terms of the corporation and the relevant business unit. He/ She is expected to prepare pricing for service offerings required for client submission, develop financial plans and models, innovative alternatives, work with deal pursuit teams on commercial proposals including pricing for the customer and also support the requirement for deal governance approval processes. Finally, the pricing analyst is responsible for ensuring the delivery and smooth transition of the plan to the delivery team for implementation. To summarize the role, this job level, encompasses (but is not limited to): Participate in the sales pursuit team as the financial subject matter expert for a new business opportunity Understand the customers financial baseline, and savings expectations Help sell a profitable new business by understanding the client requirement, competitive assessment, internal governance requirement and prepare a commercial proposal that meets these requirement Demonstrate critical thinking by questioning the cost inputs received from the solution team and advising the sales lead, bid manager on deal structure, Ts & Cs and pricing approaches Review contract language and understand the impact to the cost model. Understand the financial impact of the proposal through financial modeling, arrive at financial metrics and do a thorough financial analysis Prepare pricing structure, accurate P&L and cash flow forecast models and metrics (payback), capital plans using appropriate tools and applying advanced MS-Excel skills, ensuring that all policies are adhered to Document all financial assumptions and ensure these are carried into both the response document for the customer and the detailed finance opinion. For the proposed new business opportunity, the financial assumptions need to be supported by appropriate language for contractual terms and conditions that will ensure that the contract financials reasonably hold good during actual contract delivery Need to be aware of the current accounting policies, revenue recognition policies that impact contract financials and communicate the same to sales pursuit teams & leaders early during the engagement process, help propose contractual language that allows favorable revenue recognition for the business Prepare custom pricing in the format required by the customer. Ensure this can be reconciled to the internal view presented to the business for approval Ability to find ways to mitigate financial exposure and risks, understand the business risks associated with the deal and clearly inform leadership about them Propose improvements to the structure of the deal and improve competitiveness, based on prior experience Provide sound financial analysis that assists leaders in making business decisions Identify and resolve issues, and communicate the actions taken to the leaders. The pricing analyst should always be very responsive to leaders requests for additional analysis and information on the business proposals they are supporting Being responsible for the financial presentation and discussion during internal and leadership reviews For deals that are won, ensure proper financials and all other relevant information are passed to the finance manager responsible for the delivery phase Teamwork and ability to work well along with others. Need to build and maintain sound working relationships with pursuit team members and leaders that help the pursuit process Excellent verbal and written communication skills. Need to communicate proactively in an adequate and articulate manner Need to demonstrate confidence and conviction in arguments during business reviews and decision making process P&L and cash flow,Ts & Cs and pricing approaches,develop financial plans and models,financial subject matter Education- The candidate should be either CA/ CPA/ CMA qualified, or an MBA in finance.

Min 2-5 years of progressive experience in financial analysis, project finance, corporate finance, or investment banking, with a strong preference for experience in the renewable energy, infrastructure, or power sectors. Required Candidate profile expertise in financial modeling investment appraisal technique including IRR ROI NPV & Payback Period &sensitivity analysis understanding project financing structures debt covenants & equity valuation

The Finance Controller is responsible for overseeing and managing the financial operations of the organization, ensuring compliance with regulatory requirements, and providing strategic financial insights to support the companys growth objectives. This role requires a proactive leader with strong technical expertise, exceptional analytical skills, and a collaborative mindset. Responsibilities: Financial Reporting & Analysis: Oversee the preparation of all financial statements, including income statements, balance sheets, cash flow statements, and other key financial reports. Ensure the accuracy and timeliness of all financial reporting deadlines, including monthly, quarterly, and annual reports. Perform in-depth financial analysis, including variance analysis, key performance indicator (KPI) tracking, and trend analysis. Prepare and present insightful financial reports and presentations to management and stakeholders. Financial Planning & Budgeting: Develop and manage the annual budget and forecast processes, including revenue and expense projections. Monitor actual performance against budget and forecast, identifying and analyzing variances. Provide financial guidance and support to department heads in developing and managing their budgets. Accounting & Control: Oversee all aspects of the company's accounting operations, including accounts receivable, accounts payable,and inventory. Implement and maintain strong internal controls to ensure the accuracy and integrity of financial records. Ensure compliance with all relevant accounting standards (e.g., GAAP) and regulatory requirements. Treasury & Cash Management: Manage cash flow and liquidity, ensuring sufficient funds are available to meet operational needs. Oversee banking relationships and optimize cash management strategies. Manage debt and equity financing activities, as needed. Risk Management & Compliance: Identify, assess, and mitigate financial and operational risks. Ensure compliance with all applicable laws and regulations, including tax laws and SEC regulations (if applicable). System & Process Improvement: Continuously evaluate and improve financial processes and systems, including the implementation of new technologies and automation tools. Streamline financial operations to improve efficiency and reduce costs. Team Leadership & Development: Lead, mentor, and develop a high-performing team of finance professionals. Foster a positive and collaborative work environment within the finance department. Qualifications: CA, CMA, or other relevant professional certifications (preferred). 10+ years of experience in finance and accounting, with at least 5 years in a leadership role. Strong understanding of accounting principles, financial reporting, and financial analysis. Experience with budgeting, forecasting, and financial modeling. Proven experience in leading and managing high-performing finance teams. Excellent analytical, problem-solving, and decision-making skills. Strong communication and interpersonal skills, with the ability to effectively communicate complex financial information to both technical and non-technical audiences. Advanced proficiency in Microsoft Excel and other financial software applications. Experience with ERP systems (e.g., NetSuite, SAP, Oracle) is a plus. Key Competencies: Leadership: Ability to lead, motivate, and develop a high-performing team. Strategic Thinking: Ability to think strategically and align financial goals with overall business objectives. Analytical Skills: Strong analytical and problem-solving skills with the ability to analyze complex data and draw meaningful insights. Communication & Interpersonal Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with stakeholders. Business Acumen: Strong understanding of business operations and the ability to provide valuable insights to business leaders. Integrity & Ethics: High level of integrity and ethical conduct. Role & responsibilities Preferred candidate profile

About ISOCRATES Since 2015, iSOCRATES advises on, builds and manages mission-critical Marketing, Advertising and Data technologies, platforms, and processes as the Global Leader in MADTECH Resource Planning and Execution. iSOCRATES delivers globally proven, reliable, and affordable Strategy and Operations Consulting and Managed Services for marketers, agencies, publishers, and the data/tech providers that enable them. iSOCRATES is staffed 24/7/365 with its proven specialists who save partners money, and time and achieve transparent, accountable, performance while delivering extraordinary value. Savings stem from a low-cost, focused global delivery model at scale that benefits from continuous re-investment in technology and specialized training. About MADTECH.AI MADTECH.AI is the Unified Marketing, Advertising, and Data Decision Intelligence Platform purpose-built to deliver speed to value for marketers. At MADTECH.AI, we make real-time AI-driven insights accessible to everyone. Whether you're a global or emerging brand, agency, publisher, or data/tech provider, we give you a single source of truth - so you can capture sharper insights that drive better marketing decisions faster and more affordable than ever before. MADTECH.AI unifies and transforms MADTECH data and centralizes decision intelligence in a single, affordable platform. Leave data wrangling, data model building, proactive problem solving, and data visualization to MADTECH.AI. Job Description We are seeking a highly experienced and strategic Vice President of Finance & Administration to lead the financial operations across both Indian and US markets. This senior leadership role is responsible for overseeing financial strategy, planning, and execution, ensuring accurate and timely financial reporting, and driving tax compliance and financial efficiency. The Vice President will work closely with senior management to provide critical financial insights that support business growth, enhance decision-making, and optimize financial performance. The role demands a deep understanding of regulatory frameworks in both India and the US, and the ability to manage complex financial operations while aligning with corporate objectives. Key Responsibilities Financial Strategy & Planning: - Develop and execute the financial strategy aligned with the company's growth objectives in both India and the US. - Lead financial forecasting, budgeting, and variance analysis to ensure that financial objectives are met. - Provide strategic recommendations to the leadership team based on financial analysis and industry trends. - Oversee long-term financial planning, identifying financial risks and opportunities. - Lead the preparation of quarterly business reviews (QBRs) and monthly business reviews (MBRs), presenting financial performance, key metrics, and insights to senior management. Financial Reporting & Compliance: - Ensure timely and accurate monthly, quarterly, and annual financial reporting for both India and the US operations. - Supervise the preparation of consolidated financial statements in accordance with Indian GAAP, IFRS, or US GAAP. - Manage the year-end audit process, liaising with internal and external auditors to ensure compliance. - Stay updated with changes in accounting standards and tax laws and implement necessary adjustments in reporting. - Present financial results and insights effectively to both internal stakeholders and external partners. Taxation (India & US): - Lead tax planning and compliance for both India and the US, ensuring compliance with relevant local, state, and federal tax laws. - Monitor and manage corporate tax filings, including GST, income tax, transfer pricing in India, and federal, state, and local taxes in the US. - Oversee the preparation and filing of tax returns, ensuring timely and accurate submission. - Advise on tax-efficient structures, transfer pricing documentation, and corporate structuring. - Coordinate with tax consultants and external agencies in both regions on tax-related matters. Cash Flow & Working Capital Management: - Monitor cash flow, investments, and working capital, ensuring the financial health of the organization. - Oversee treasury management, working capital optimization, and liquidity management. - Develop strategies for financing, including debt and equity financing, working capital requirements, and optimizing cash flow. - Ensure revenue forecasts are consistently aligned with business goals and market conditions. Risk Management & Internal Controls: - Establish and maintain robust internal controls to ensure the integrity and compliance of financial operations. - Assess financial risks and implement risk mitigation strategies. - Oversee internal audits and implement recommendations to enhance financial processes and controls. Leadership & Team Management: - Lead, mentor, and develop the finance and accounting teams across both India and the US. - Ensure alignment between the finance team's goals and the company's overall objectives. - Cultivate a high-performance culture within the finance department. - Enhance team capability in delivering financial insights through effective communication and presentation skills. Business Partnership & Advisory: - Act as a key financial advisor to senior management, providing insights on business performance, investment opportunities, and financial strategies. - Work closely with other functional teams to align financial and operational strategies. - Support M&A, JV, and other strategic business initiatives with financial due diligence. - Play a key role in presenting financial performance during strategic decision-making sessions. Qualifications & Skills Competencies: - Must have a CA/CPA/MBA in Finance. - Minimum 15-20 years in finance and accounting and at least 8 years in a leadership role. - Experience in a multinational organization is preferred. - Strong knowledge of Indian and US accounting, tax laws, and business regulations is essential. - Expertise in financial forecasting, planning, budgeting, and performance analysis. - Deep understanding of Cost management, working capital management, and Cash flow management. - In-depth knowledge of Indian tax laws like the Income Tax Act, GST, and other direct and indirect tax provisions. - Experience with transfer pricing regulations in India and the US. - Familiarity with US tax regulations like federal, state, and local taxes. - Thorough understanding of Indian and US financial regulatory environments. - Proficiency in financial modeling and data analysis tools. - Strong interpersonal and leadership skills. - Excellent verbal and written communication skills. - Strong presentation skills to communicate financial results and strategies. - Willingness to work from the Mysore location and in ET shifts.,

Candidates with a teaching interest and key research strengths in one or more of the following subject areas are invited to apply: Financial Management, Corporate Finance, Investment Management, Financial Planning and Investment Analysis, Banking and Credit, Fixed Income Securities, Multinational Finance, Financial Mathematics, Management of Financial Institutions, Financial Forecasting, Financial Risk Management, Seminar in Finance, Business Valuation, Internet Banking and Finance, and FinTech. Successful candidates are expected to hold a B.Com/ M.Com or any other relevant degree in a related discipline. Additionally, candidates should demonstrate a commitment to excellence in undergraduate or postgraduate teaching. Preference will be given to candidates with experience in the banking sector or in teaching banking and finance. This position is based in Nagpur. To apply, please send your resume to vaibhav.ghurde@globaledu.net.in or contact 7972882556.,

The Chief of Staff role at Sohum Global Education offers you an insider look at how a growth stage company scales and operates, from the vantage point of the executive team. Working closely with the Founder, you will be involved in a wide range of responsibilities including strategy and planning, special projects, executive coordination, driving growth, managing teams and programs, and leading business development initiatives for both verticals - Blue Ocean & Indian School of Purpose & Impact (ISPI). This role is based in Vasundhara Enclave, Delhi, with working hours from Monday to Saturday, 10 am to 6:30 pm. Key Responsibilities: - Develop and build relationships with all employees to enhance operational efficiency. - Assist in defining new operational strategies by collaborating with the Founder and other executives. - Provide insights, analysis, and recommendations to the Founder for scaling both verticals independently and lead high-impact initiatives. - Lead the creation and execution of business plans aligned with company goals. - Drive business development for both verticals through strategic planning and execution. - Conduct market research, analyze trends, competitors, and opportunities for business growth in domestic and international markets. - Prepare reports on business progress, performance metrics, and strategic initiatives. - Identify opportunities, build partnerships, and develop revenue generation strategies. - Monitor financial performance, budgets, and cost control to achieve profitability targets. - Provide strategic support to the Founder through reports, presentations, and dashboards for business reviews and engagements. Skills and Requirement: - Bachelor's or Master's degree in Business, Management, MBA, Engineering, Maths, or related field. - 2+ years of experience in strategy, business development, or program management. - Proficiency in financial analysis, operational tools, and P&L management preferred. - Ability to adapt to changing environments, handle multiple priorities, and work independently or as part of a team. - Willingness to travel for business meetings and program-related activities. - Freshers with excellent analytical skills and enthusiasm to contribute are welcome to apply. Interested candidates can submit their resumes to pratibha@sohum.education with the subject line "Chief of Staff, Founders Office - [Your Name]." Applications will be reviewed on a rolling basis, and shortlisted candidates will be contacted for interviews. The last date to apply is 10th April 2025. Remuneration: INR 6-8.5 LPA CTC, depending on qualifications and experience. Sohum Global Education is an equal opportunity employer that values diversity and inclusivity, providing a collaborative work culture, career advancement opportunities, and exposure to strategic decision-making and organizational growth.,

Job description Client first approach with focus on providing the right solution Make financial plan by deep understanding of the Client's financial needs, risk profile Effectively network Acquire new business Represent the Organization and reflect its values Required Candidate profile -3 to 4+ yrs relevant exp in Wealth Management -RM/Financial Planning/Product -CFP/Financial planning a must -Exp in wealth mngt of HNIs -Knowledge of Financial Markets, Products -Relationship Mngt

As a Relationship Manager at our company located in Ramgarh, you will play a vital role in managing client relationships, understanding their needs, providing financial advice, and ensuring their satisfaction. Your responsibilities will include responding to client inquiries, conducting financial assessments, creating personalized financial plans, and maintaining up-to-date client records. Additionally, you will collaborate with team members to identify new business opportunities and enhance our service offerings. To excel in this role, you should possess strong Client Relationship Management, Communication, Financial Planning and Analysis, Sales and Business Development, Problem-Solving, and Decision-Making skills. Your ability to communicate effectively, both in writing and verbally, is crucial. We value independence as well as teamwork, so you should be comfortable working both autonomously and collaboratively. Previous experience in the financial services industry is advantageous, and a Bachelor's degree in Finance, Business, Economics, or a related field is preferred. If you are passionate about fostering client relationships, providing sound financial advice, and contributing to business growth, we encourage you to apply for this exciting opportunity as a Relationship Manager with us.,

As a Financial Planning and Controlling Expert at our organization, your main mission is to compile and analyze metrics, identify trends, address challenges, communicate information to stakeholders, and recommend actions to enhance financial performance. Your responsibilities will include analyzing Order Backlog and GM%, benchmarking key performance indicators with internal and external peers, collaborating with Controllers and Project Managers to analyze financial performance drivers, preparing financial analysis for various scenarios, and conducting Inventory reconciliation and provisions review. You will also be responsible for supporting month-end closure activities, reviewing Income Statements and Balance Sheets, ensuring correct coding of invoices to Sales Orders, validating financial data accuracy, and supporting ad-hoc assignments. Additionally, you will be involved in financial reporting, business planning, budgeting, and forecasting, as well as participating in improvement projects and LEAN management practices. To qualify for this role, you should hold a Bachelor's degree in accounting with an MBA/CMA/CA, have up to 4 years of experience in Financial Planning and Analysis (preferably in a manufacturing background), possess strong analytical and critical thinking skills, and have hands-on experience in SAP FICO including CO-PA. Proficiency in MS Office tools, proactiveness, commitment to quality and deadlines, and proficiency in spoken and written English are also required. If you are an individual with a disability and require accommodations during the job application process, you may request reasonable accommodations by completing a general inquiry form on our website. Please include your contact information and specific details about your required accommodation to support you during the application process. This opportunity is intended for job seekers with disabilities needing accessibility assistance.,

As a Relationship Manager Privilege, your primary responsibility will be to acquire quality clients through various channels such as networking, database, market intelligence, and referrals from existing clients. You will be expected to generate Cross Sell revenue through Financial Planning and promote the Focus Product of the month. Additionally, you will need to maintain records of business on internal software and induct new clients to the Central Dealing Desk for seamless interaction and services. Collaborating with the Central Dealing Desk will be crucial for revenue generation and resolving any client queries. Conducting activities for Client Acquisition and Financial Planning will also be part of your role. It is essential to ensure compliance with various regulatory and organizational guidelines to uphold the brand image of the organization. In addition to the key responsibilities, you will also be required to focus on Market Intelligence to identify potential threats and opportunities. Creating a congenial work environment and maintaining the brand image of the organization will be equally important. To be successful in this role, you should have at least 1 year of experience in direct sales, hold a graduate degree or higher qualification, and preferably have a background in Banks, Insurance Companies, or distribution houses. The compensation for this position ranges from 15,000 to 20,000 per month for Category A and up to 15,000 per month for Category B. Meeting targets of 1 RSR in the first year and 3 RSR in the second year is expected. As a Privilege Relationship Manager, it is crucial to adhere to certain guidelines: - Have a minimum of 1 year of experience in direct sales - Maintain job stability with an average of 2 years in each of your last jobs and not more than 1 job change in the last 3 years - Currently be employed and from the same geographical location - Have earned incentives in previous roles - Possess hands-on experience in direct selling to customers without involving franchisee networks or online/telecalling sales - Avoid associations with organizations like IndiaBulls, Emkay, India Nivesh - Demonstrate passion and willingness for fieldwork - Preferably come from a background in Banks, Insurance, distribution, broking, or organizations involved in direct selling - Have good communication skills in English and/or Vernacular language - Candidates rejected in the last 1 year should not be considered for this position.,

At EY, youll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. We're looking for a Manager with expertise in Tagetik Techno functional to join the leadership group of our Advisory Team. This is a fantastic opportunity to be part of a leading firm while being instrumental in the growth of a new service offering. Your key responsibilities include supporting client needs by delivering Tagetik consolidation or Planning modules, having good and deep Tagetik AIH skills, integrating Tagetik with multiple source systems, merging, customizing, and deploying Tagetik as per client business requirements. You will need to have experience working with clients throughout various parts of the implementation lifecycle and be proactive with a solution-oriented mindset, ready to learn new technologies for client requirements. To qualify for the role, you must have 9-13 years of relevant experience in implementation planning and Consolidation modules, with 4-6 years in Tagetik products. You should have a good understanding of Tagetik functionality and setup, hands-on experience in AIH and predictive analytics, and knowledge of FST definition, MDM calculations related solutioning with all modules. Additionally, you should have exposure to Smart now modules, a good understanding of ETL with all mapping and calculations, and experience as a lead consultant in AIH and analytical workspace. Ideally, you'll also have a strong understanding of the data close process, proficiency in building and extending metadata functionalities, and the ability to maintain end-to-end accountability and expectations for customer satisfaction and overall delivery excellence. What we look for in candidates is the ability to drive Tagetik technical and functional assignments. This role offers an opportunity to be part of a market-leading, multi-disciplinary team of 10,000+ professionals globally, working with leading businesses across various industries. At EY, you will find support, coaching, and feedback from engaging colleagues, opportunities to develop new skills and progress your career, and the freedom and flexibility to handle your role in a way that's right for you. EY exists to build a better working world, helping to create long-term value for clients, people, and society, and build trust in the capital markets. EY teams in over 150 countries provide trust through assurance and help clients grow, transform, and operate, asking better questions to find new answers for the complex issues facing our world today.,

You are a motivated and client-focused Wealth Management Associate / Advisor who is interested in joining a financial advisory team in Trivandrum, Kerala. You should have 2 to 5 years of experience in wealth management, investment advisory, or financial planning, and possess a strong understanding of financial markets, portfolio strategies, and client relationship management. Your responsibilities will include assisting clients in managing and growing their investment portfolios based on their financial goals and risk appetite, providing personalized wealth management solutions such as mutual funds, insurance, bonds, equities, and other financial products, conducting periodic portfolio reviews, staying up-to-date with market trends and regulatory guidelines, collaborating with internal teams for client onboarding and compliance checks, building and maintaining long-term client relationships, achieving business targets, and organizing client meetings, webinars, and financial literacy sessions. To excel in this role, you should have 2 to 5 years of experience in wealth management, financial planning, or investment advisory, along with certification in NISM (Investment Adviser / Mutual Fund Distributor). Knowledge of investment products, taxation, insurance, and risk assessment tools is essential, as well as strong interpersonal, communication, and relationship-building skills. Proficiency in CRM tools, MS Office, and financial planning software is required, along with high integrity, ethical standards, and a client-centric mindset. Having certifications such as CFP, CFA (Level 1), or other financial planning credentials would be advantageous, along with exposure to HNI/UHNI client management and experience with digital wealth platforms and tools. If you are ready to shape the financial future of clients and meet the qualifications mentioned above, please apply now by sending your CV to: fawas.m@ixiligence.com. This is a full-time position that requires in-person work in Trivandrum, Kerala.,

As an Oracle Cloud EPM EPBCS Senior Associate at our organization, you will play a crucial role in the implementation and support of Oracle EPM/EPBCS solutions. Your responsibilities will include designing, configuring, and implementing Oracle EPBCS solutions tailored to meet client needs. You will be required to provide ongoing support and maintenance for Oracle EPM/EPBCS applications, ensuring system reliability and optimal performance. Additionally, troubleshooting issues related to Oracle EPBCS and executing test plans will be part of your daily tasks. You will also be responsible for training end-users on Oracle EPM/EPBCS functionalities. Working closely with finance teams, you will gather business requirements and translate them into system specifications. Your role will involve developing financial models, reports, and dashboards using Oracle EPBCS. You will assist in the preparation of budgets, forecasts, and financial analyses, ensuring they align with business objectives. Customization and enhancement of existing Oracle EPM/EPBCS applications will be an essential aspect of your job. You will be required to improve business processes and system functionality by developing scripts and automation processes to streamline planning and reporting tasks, ultimately enhancing operational efficiency. Providing training and support to end-users on Oracle EPM/EPBCS functionalities will be crucial. You will create and maintain documentation for system configurations, procedures, and best practices, ensuring effective knowledge transfer and user adoption processes. Collaborating with business stakeholders, technical teams, and leadership will be key to ensure alignment on project goals and objectives. Effective communication with both technical and non-technical audiences will be necessary for smooth project delivery and implementation. As a mandatory requirement, you should have a strong background in Oracle EPM Cloud EPBCS, data management, and workforce planning implementation skills. Experience with at least 2 full-cycle implementation projects and a solid understanding of Financial Planning and Analysis (FP&A) are essential. Hands-on experience with system configuration, customization, and enhancement of Oracle EPM/EPBCS solutions is also required. Nice to have skills include experience with Oracle FCCS and Oracle EPCM. The ideal candidate will have 5-15 years of experience in Oracle EPM/EPBCS implementation and support, with at least 2 completed Oracle EPBCS implementation projects. Experience with financial planning, reporting, and analysis in an Oracle environment is preferred. This position is based in a hybrid location in Bangalore & Hyderabad.,

This is a full-time on-site role for a Vice President of Finance based in Bengaluru. As the Vice President of Finance, you will be responsible for overseeing financial planning, managing financial statements, and ensuring accurate financial reporting. Your role will involve leading the finance department, developing financial strategies, and providing analytical insights to support decision-making. Additionally, you will be accountable for budgeting, forecasting, and ensuring regulatory compliance. To excel in this role, you must possess strong expertise in financial planning and developing financial strategies. Proficiency in managing financial statements, experience in finance including budgeting, forecasting, and ensuring regulatory compliance, as well as excellent analytical skills to support decision-making and provide financial insights, are essential. Advanced skills in financial reporting, strong leadership, and team management capabilities will be crucial in driving the financial success of the organization. The ideal candidate will hold a Bachelor's degree in Finance, Accounting, or a related field. An MBA or relevant certification is a plus. Excellent written and verbal communication skills are required to effectively communicate financial information and strategies. Moreover, the ability to work on-site in Bengaluru is necessary to fulfill the responsibilities of this role.,

You are a dynamic and analytical Chartered Accountant (CA) with at least 2 years of experience, seeking a role in Financial Planning and Analysis (FP&A) in Surat, Gujarat. Your responsibilities will include driving financial reporting, budgeting, and performance analysis to assist in strategic business decisions. It is essential for you to have expertise in MIS reporting, dashboard management, financial modeling, costing, P&L analysis, and KPI reporting. Proficiency in MS Excel and PowerPoint, along with excellent communication and presentation skills, is required. Your attention to detail and structured approach to financial planning will be crucial in this role. As an FP&A professional, you will be responsible for handling MIS and various management reports, providing a detailed variance analysis report to the management, conducting P&L analysis, managing dashboards, and preparing division-wise financial analysis for monthly/quarterly divisional meetings. Additionally, you will play a key role in financial planning, preparing financial KPIs, and supporting any other tasks assigned by the management. This role offers an attractive compensation package and provides you with the opportunity to work closely with senior management and decision-makers. You will gain exposure to high-impact financial processes in a corporate environment and have the chance to learn in a fast-paced and growth-oriented setting. If you are a CA qualified professional with a strong command over financial MIS and reporting, this position in Surat may be the ideal opportunity for you.,

You will be responsible for building and managing the HNI Client Database to facilitate outreach and lead generation. Additionally, you will organize Financial Fitness Sessions with our FinFit experts and schedule One-on-One Meetings with doctors and other professionals for FinFit discussions. You will also partner with various Associations for webinars, events, and collaborations, as well as collaborate with Top Hospitals (100+ beds) and other Commercial Associations to promote financial wellness. Hosting Webinars & Events to educate our clients on financial planning and attending & organizing Focused Events to spread financial awareness will also be part of your role. This is a Full-time, Permanent position suitable for Fresher candidates. The benefits include health insurance and Provident Fund. The work schedule is during Day shift, and the work location is in person.,

As the Financial Lead at the hotel, you will play a crucial role in the formulation and implementation of the Hotel Strategic Plan and Budget, as well as other key strategic planning exercises. Your responsibilities will include preparing the daily Cash Report, hotel deposit, and auditing the cashier daily deposits. It will be your duty to maximize the cash flow performance of the hotel and ensure the daily balancing of the GC safe. Establishing adequate internal controls and procedures for all revenues and expenses, safeguarding assets, and dealing honestly with clients, customers, suppliers, and financial partners are essential aspects of your role. Maintaining accurate and timely financial and operating information, providing analysis, interpretations, and projections following the finance manual guidelines will be part of your routine tasks. You will also be responsible for the professional development of all Finance staff at the associate level, identifying training needs, and supporting staff training. Obtaining appropriate legal counsel regarding hotel business practices, staying informed about local laws, rules, and regulations, and ensuring safekeeping of contracts, leases, and financial records will be within your purview. Additionally, you will interact with external individuals including the hotel's bank, tax auditors, and other stakeholders as necessary. If you believe you possess most of the qualifications and skills required for this role, we encourage you to hit the "Apply" button and embark on this exciting journey with us today.,

As a Finance Assistant in our company located in Bhopal, you will be responsible for contributing to the financial success of the organization. With 1 to 2 years of experience in Finance, preferably in the food and beverage or retail industry, you will play a crucial role in financial management, reporting, and compliance. Your key responsibilities will include assisting in financial planning, budgeting, and forecasting processes, preparing financial reports such as profit & loss, balance sheets, and cash flow statements, ensuring adherence to financial regulations and company policies, supporting the preparation of audits and tax filings, and assisting in optimizing working capital and cash flow. To qualify for this role, you must hold an MBA in Finance with 1-2 years of experience in a finance or accounting role preferred. You should possess a strong knowledge of financial principles and accounting practices, proficiency in financial software, and advanced Excel skills. Additionally, excellent analytical, organizational, and communication skills are required for this position. This is a full-time, permanent position with benefits including food provided and Provident Fund. The work schedule is a day shift with a fixed shift and a yearly bonus. The work location is in person. If you meet the qualifications and are motivated to excel in the field of finance, we welcome you to apply for this exciting opportunity.,

The job requires you to lead all wealth management activities in the assigned territories/area, ensuring the achievement of revenue and market share goals, establishing the Tata Capital Wealth Management brand, and delivering exceptional services to HNI and ultra HNI clients. You will be engaged in client interaction and relationship management, market research and analysis, financial planning and reporting, marketing and business development, Portfolio Performance Analysis, Portfolio Management, and Business Analytics. In terms of client engagement and relationship management, you will address HNI and ultra HNI clients for their investment requirements, offer an exclusive product range, and provide superior service delivery to help clients achieve their investment goals. You will also be responsible for profiling customers, offering financial products based on their needs, and working closely with Relationship Managers to support client portfolios and execute wealth management strategies. For market research and analysis, you will conduct detailed research on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios. You will direct Relationship Managers to identify cross-selling and upselling opportunities to maximize client value. In the area of financial planning and reporting, you will guide the development of personalized financial plans considering clients" goals, risk tolerance, and preferences. Additionally, you will prepare and deliver accurate financial reports, investment summaries, and performance matrix for client presentations. Your responsibilities will also include setting and achieving cluster-level business targets such as revenue, AUM (Assets Under Management), and client acquisition goals. As a leader, you will be tasked with establishing the Tata Capital Wealth Management brand in the area, recruiting and nurturing talent, reviewing team performance for revenue optimization, and co-owning clients of the team. The direct team size for this role is 1, with an indirect team size of 4 members on rolls. To qualify for this position, you should hold a Postgraduate/Graduate degree in any discipline with a minimum of 5-7 years of experience. The leadership competencies required for this role include Ownership, Passion, Boundaryless Behaviour, Meritocracy, Leadership Effectiveness, Customer Focus, Tech Quotient, Cost Consciousness, Adaptive, Innovative, Collaborative, Analytical, Compliance, Resilient, and being Decisive and solution-focused.,