15610 Financial Planning Jobs - Page 39

Ensuring timely collection, processing, and analysis of financial data. Preparing actual financial results and forecasts, comparing them with budgets and plans, and conducting variance analysis. Providing early warning signals and generating insights for business decision-making. Improving and streamlining finance processes and planning. Maintaining and enhancing financial analytical reporting systems. Analyzing key cash KPIs such as free cash flow, EBIT to cash, operating working capital, overdues, and down payments. Managing forex-related activities, including hedging relations and reporting FX exposure. Participating in the preparation and presentation of monthly business reviews. Control...

Conduct detailed data analysis to support informed and timely decision-making. Interpret large and complex datasets to generate actionable insights for the business. Identify opportunities to streamline processes and champion operational excellence across functions. Manage regulatory reporting requirements for APAX and ANZ, including VAT/GST and APRA related submissions. Review contractual agreements and perform detailed validations related to premiums, claims, and underwriting clauses for APAX and ANZ. Prepare product level summaries to generate insights for Operations, Portfolio Management, Actuarial, and Product Teams. Validate new business deals and complex treaties, supporting actuarial...

JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building Existing Customer database will be provided bycompany (called the Book of Relations- BoR) KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base Ensure retention of customers in his/her allocated Book of Relations(existing customer database) Act as single point of contact for customers for any customerquery/complaint Identify financial goals of customers and providing financial planningassistance Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given custo...

Prepare Annual Operating Plans (AOP), handle Financial Planning & Analysis activities, support monthly reporting and variance analysis, assist senior finance team in budgeting and forecasting processes. Required Candidate profile CA with 1-2 years in AOP and FP&A. Strong analytical mindset, proficiency in Excel, attention to detail, and ability to work in a fast-paced environment.

Manage business finance operations, oversee budgeting and forecasting, conduct variance analysis, provide financial insights to stakeholders, and support strategic decision-making for IT business units. Required Candidate profile CA with 5 years in IT firms like Wipro, Infosys, TCS, L&T, Mindtree. Strong analytical skills, business finance expertise, and stakeholder management abilities required.

Lead budgeting, forecasting, MIS, & financial reporting. Monitor P&L, cashflow, workingcapital, inventorycosting, &pricing. GST/TDS compliance, audits, internal controls, process automation, &provide insights for cost optimization&business decisions. Required Candidate profile Experience in retail Industry 5-6 years if grad, 2+year if CA Ability to work in a fast-paced, high-volume environment. Strategic mindset with hands-on operational approach. Team leadership experience

Need an experienced Credit Analyst with 4-5 years of work ex, having good understanding of finance, credit risk and cash flow analysis. Person should have good communication and writing skills.

Role Overview The Chief Financial Officer is responsible for leading the organizations overall financial strategy, governance, and performance. The role ensures financial stability, regulatory compliance, efficient capital allocation, and data-driven decision-making to support sustainable growth. Key Responsibilities Define and execute the organization’s financial strategy aligned with business goals Oversee financial planning, budgeting, forecasting, and long-term financial modeling Ensure accurate financial reporting, statutory compliance, audits, and internal controls Manage cash flow, working capital, funding, and capital structure Lead investor relations, board reporting, and stakeholde...

Role Overview: As a Relationship Manager, your primary role will be to bring in your existing High Net Worth Individual (HNI) clients and establish a robust client base. You will be responsible for maintaining client relationships, generating Assets Under Management (AUM), advising clients on their investments, and managing their financial portfolios. It will also be your duty to track the HNI Client segment in the market for new client acquisition. Additionally, you will organize seminars, workshops, and other business development initiatives to enhance client engagement and lead generation. You will work closely with product and research teams to develop customized investment strategies al...

As a Financial Planning Support at apna.co, your role involves providing financial planning support to clients, assisting investment professionals in cultivating client relationships, and ensuring the accuracy of financial plans. You will also be responsible for responding to prospective customer queries about financial planning and offering subject matter expertise to fellow Financial Advisors. Key Responsibilities: - Provide financial planning support to clients - Support investment professionals in cultivating client relationships - Prepare financial plans and ensure their accuracy - Respond to prospective customer queries about financial planning - Assist in developing plans for the comp...

Role Overview: As a full-time on-site CFO at MOR Realtors in Trivandrum, you will play a crucial role in the financial planning and management of the company. Your responsibilities will include preparing financial statements, overseeing financial reporting, utilizing analytical skills to drive key decisions, and managing overall financial operations to ensure the company's success. Key Responsibilities: - Prepare financial statements accurately and timely - Oversee financial reporting processes and ensure compliance with regulations - Utilize analytical skills to provide insights and recommendations for key financial decisions - Manage overall financial operations to optimize performance and...

As a member of the 370-strong team at CAVITAK, you will be engaged in various business verticals which include: - Retail Distribution of Mobile & Consumer Goods - Value-Added Tech Distribution of Audio & Video, Fire, Security, Automation, Network & Power Solutions, Fundamental Resource Management & AI - Global Commerce, serving as a launchpad for global and Indian brands on e-commerce platforms Your key responsibilities in this role will include: - Tracking and reporting deviations from defined processes and system controls - Assisting in monitoring compliance across departments and implementing corrective actions - Reviewing GST-related transactions to ensure timely reconciliation and compl...

URGENT HIRING !!! For more information call or whatsapp +91 9220850077 location's : Canada , Australia , New Zealand , UK, Germany , Singapore ( Not In India ) Benefits : Medical Insurances , Travel allowances , Flight Tickets , Meals , etc Manage the monthly financial close process, including ensuring all costs incurred are properly recorded, reviewing journal entries, account balance reconciliations and report preparation. Interacts at all levels and with Business unit owners or other stakeholders to produce timely, efficient, and accurate Business unit wise monthly MIS and all internal management and financial reporting through annual report. Participate in the ongoing development/ establ...

As an IT Infrastructure Vendor Operations Manager, your role involves managing vendor operations, licensing, budgeting, and asset lifecycle to ensure seamless IT operational support and governance. You will be responsible for end-to-end vendor coordination, legal and compliance matters, budgeting activities, and access/license management. Key Responsibilities: - Identify and evaluate vendors for various IT infrastructure services. - Negotiate contracts, pricing, and terms with vendors. - Handle end-to-end vendor onboarding, including MDM setup. - Manage vendor compliance, legal liabilities, and grievance resolution. - Coordinate vendor activities and monitor service delivery performance. - G...

Role Overview: You will be responsible for leading the finance and accounting strategy to ensure alignment with the organization's business goals and long-term financial health. Your role will involve overseeing financial planning, risk management, and capital allocation to support sustainable growth and profitability. Additionally, you will be managing inventory, bookkeeping, and debt & equity. As a key member of the executive leadership team, you will provide strategic financial advice and direction to the organization. Key Responsibilities: - Develop and implement long-term financial strategies that align with the company's vision and objectives. - Lead the budgeting, forecasting, and fin...

Role Overview: You will be joining ResearchAyu, a pioneering health-tech company that integrates Ayurvedic wisdom with advanced research to revolutionize healthcare. Our groundbreaking innovation in knee cartilage regeneration has already brought hope and relief to numerous individuals, eliminating the necessity for surgeries. Recognized as the Healthtech Startup of the Year by Bharat Startups and backed by IEC-approved clinical studies, we are now expanding our solutions to tackle diabetes and spinal disorders. With a mission to transform healthcare, we are developing impactful solutions that empower millions to live healthier, pain-free lives. Key Responsibilities: - Develop and manage det...

As a Financial Leader at a reputed University based in Dehradun, your role involves overseeing the financial operations of the Group to ensure alignment with business objectives. You will provide strategic financial guidance to the Founding Team and promoters, develop financial models and feasibility studies to support growth and investment decisions. Key Responsibilities: - Develop, implement, and monitor budgets for project and operational functions. - Conduct variance analysis and recommend corrective actions for optimized financial performance. - Oversee timely compliance with statutory requirements such as TDS, GST, and other tax laws. - Manage internal and external audits to ensure adh...

As the Senior Finance Manager at Greenbeam Earth Pvt. Ltd., you will play a vital role in leading the financial strategy of the organization to align with long-term business objectives. Your responsibilities will include: - Developing and overseeing the company's financial strategy and planning to ensure financial stability and growth. - Raising funds through banks and financial institutions to support business operations and expansion. - Creating and managing detailed financial models for project evaluation and making strategic decisions. - Conducting comprehensive analysis of financial performance, risks, and investment opportunities to drive informed financial decisions. - Ensuring compli...

As a Senior Accountant at Midac Dental Centre, you will play a crucial role in overseeing and managing the financial accounts of all six branches. Your responsibilities will include: - Ensuring compliance with GST, TDS, and other statutory tax regulations. - Coordinating with external auditors and regulatory authorities for audits and financial inspections. - Handling banking operations, such as reconciliations and fund transfers. - Maintaining proper cash flow management to meet operational needs. - Supervising and mentoring junior accounting staff across all branches. - Coordinating with branch managers to ensure financial discipline. - Working closely with the management team to align fin...

As a Controlling Professional in the Global Business Unit Controlling team of the Compression Business at Siemens Energy, you will play a crucial role in supporting the management team in financial planning, budgeting, analysis, and reporting activities. Your responsibilities will include: - Supporting management in financial planning, including calculating yearly budgets and midterm plans. - Conducting monthly reporting, forecasting, and analysis of actual versus plan and forecast, and supervising agreed measures and action items. - Creating regular business reports to evaluate overall performance and recommending actions to the management. - Preparing monthly and quarterly business review ...

Role Overview: You will be responsible for managing Customer Relationship Management (CRM) by monitoring the timeliness and frequency of doctors' meetings by the field force and call efficiency at the national level. Additionally, you will provide proactive consultation to the Sales and Marketing teams to support execution challenges and measure the effectiveness of Sales teams' efforts and marketing campaigns. Key Responsibilities: - Organize Field Force Review Workshops periodically (Quarterly) to inform the field force about required activities and applicable KPIs, ensuring effective field force operations. - Plan, design, and monitor targeting/segmentation processes to achieve requisite ...

As a highly skilled Chartered Accountant (CA) at this innovative firm redefining investment opportunities, you will play a critical role in ensuring financial accuracy, compliance, and strategic growth support. Working closely with the CFO and executive team, you will be responsible for preparing and maintaining financial statements, ledgers, and reports. Your key responsibilities will include ensuring compliance with accounting standards, taxation laws, and regulatory requirements, conducting internal audits and financial risk assessments, managing budgeting, forecasting, and financial planning, overseeing taxation matters, developing effective financial control systems and policies, suppor...

Job Description: As a candidate for this position, you will play a crucial role in identifying new investment opportunities and overseeing our current portfolio companies. Your responsibilities will include conducting financial analyses, creating financial models, and performing industry and market research to support these activities. Key Responsibilities: - Research industry and market dynamics to identify trends and opportunities - Conduct modeling and financial analyses to evaluate potential investments - Participate in the writing of financial reports for internal and external stakeholders - Monitor and manage the performance of portfolio companies to ensure strategic alignment - Assist...

As a Financial Planner / Advisor at Malverra, a direct-to-consumer western womenswear brand under House of Malkaa, your role will involve shaping the financial roadmap and supporting the fundraising journey. You will be responsible for developing a comprehensive financial plan, building detailed financial models, and guiding budgeting and cash flow planning to prepare for raising external capital. **Key Responsibilities:** - Develop a comprehensive financial plan, including budgeting, projections, and ROI analysis. - Build detailed financial models for investor presentations and internal planning. - Support in crafting a compelling business plan that aligns with funding goals. - Collaborate ...

**Job Description** Clans Machina is seeking a dynamic Branch Manager to join our team. As a Branch Manager, you will play a crucial role in overseeing daily operations, managing staff, and ensuring customer satisfaction. Your responsibilities will include meeting sales targets, maintaining budgets, and developing strategic plans for branch growth. Additionally, you will be responsible for coaching team members, resolving customer issues, and implementing company policies. This full-time hybrid role based in Bhubaneswar offers some work-from-home flexibility. **Key Responsibilities** - Oversee daily operations of the branch - Manage and lead a team of staff members - Ensure customer satisfac...