12255 Financial Planning Jobs - Page 44

As a Service Relationship Manager at Finwallet, your role is to fulfill clients" portfolio needs and develop strong relationships with them virtually. You will be expected to proactively understand clients" requirements and provide solutions that enhance their satisfaction and loyalty. Key Responsibilities: - Build and maintain strong relationships with clients virtually - Understand clients" portfolio needs and provide appropriate solutions - Communicate with clients virtually to ensure their needs are met - Update the monthly budget of the client - Conduct Quarterly Review meetings with the Client - Review Financial Planning Annually with the Client - Coordinate with Auditor For Income Tax...

As a Chartered Accountant at SKA INFRASTRUCTURE PRIVATE LIMITED, located in Amritsar, you will play a crucial role in managing financial accounts, conducting audits, preparing tax returns, and ensuring compliance with financial regulations. Your responsibilities will include analyzing financial data, providing financial advice, and preparing reports for management. By working closely with the finance team, you will contribute to accurate financial reporting and effective financial planning. Key Responsibilities: - Manage financial accounts and ensure compliance with financial regulations - Conduct audits and prepare tax returns - Analyze financial data and provide financial advice - Prepare ...

Role Overview: You will be responsible for supporting, implementing, and optimizing Oracle's Sales and Operations Planning solutions within the Oracle Fusion Cloud ecosystem. Your role will involve closely working with business stakeholders to align supply chain planning, demand forecasting, and financial goals. Key Responsibilities: - Implement and configure Oracle Fusion S&OP solutions to meet business requirements. - Collaborate with stakeholders to define and enhance planning processes by integrating demand and supply planning. - Analyze historical data and trends to enhance forecasting accuracy and scenario modeling. - Align operational plans with business objectives by working closely ...

As a Finance & Treasury Controller for our visionary company specialized in advanced waste management, you will have a critical role in driving financial performance, supporting commercial teams, and providing strategic insights through budgeting, forecasting, financial modeling, and reporting. Your deep understanding of financial principles and excellent analytical skills will guide business decisions effectively. Key Responsibilities: - Lead the annual budgeting process and periodic forecasting to ensure accuracy and alignment with business objectives. - Oversee daily cash management, banking relationships, FX exposure, and liquidity planning for optimized working capital and minimized fin...

As a Management Trainee in the Finance department at the company, your role will involve various key responsibilities including: - Preparing MIS, managing Plant Accounting, Financial Planning, Budgeting & Forecasting of the unit - Submitting accurate Quarterly, Half-yearly, Annual Financials, Annual Budget, and other reports - Completing audits as per schedule - Providing timely and accurate analysis of Budgets & Financial reports to the senior management - Reporting on Internal Financial Control for better fraud risk Management - Streamlining financial processes to enhance efficiency and accuracy - Collaborating with other departments to gather relevant financial information - Identifying a...

As an Associate Financial Planner in the Financial Planning & Advisory department, you will be responsible for supporting the financial planning team in preparing, analyzing, and presenting financial plans for clients. This role is perfect for individuals who are passionate about personal finance, wealth management, and client service, and aspire to advance into a full-fledged Financial Planner role. Key Responsibilities: - Assist in preparing comprehensive financial plans, covering areas such as retirement, investment, tax, and insurance planning. - Gather, review, and analyze client financial data, including income, expenses, assets, liabilities, and goals. - Conduct research on investment...

As a Head Accountant at Move on Leisure and Travels (India) Pvt. Ltd., your role will be crucial in managing and overseeing all aspects of the accounting processes. Your day-to-day responsibilities will include preparing and analyzing financial statements, managing tax returns, budgeting, and forecasting. Additionally, you will ensure compliance with accounting standards, liaise with external auditors, and participate in financial planning and analysis. Key Responsibilities: - Prepare and analyze financial statements - Manage tax returns and ensure compliance with accounting standards - Budgeting and forecasting - Liaise with external auditors for audits - Participate in strategic financial ...

As a Wealth Strategies & Planning Tools (WSPT) professional at Morgan Stanley, you will be based in Mumbai and will play a crucial role in supporting various financial planning activities for ultra-high net-worth and institutional clients. Your primary responsibilities will include: - Providing one-on-one training and managing the team inbox to address queries from financial advisors regarding ultra-high-net-worth planning software such as Wealth Strategies Analysis and LifeView Private Wealth Advisor. - Reviewing trust documents and extracting relevant data for use in financial plans. - Conducting ad hoc financial analyses, creating client presentations, and presenting information to financ...

Role Overview: As an Insurance Counselor at DBS Consumer Banking Group, your primary responsibility will be to serve as the local insurance specialist for Bancassurance Business, ensuring the achievement of insurance revenue targets for the allocated branch/cluster. Your role will involve implementing and executing the insurance strategy, generating insurance prospects, and maximizing revenue earnings through proper sales spread and customer service improvement. Key Responsibilities: - Achieve monthly and annual Banca sales targets, including New Business revenues, Renewal income target, and General Insurance revenue target - Implement insurance strategy for the branch, source Insurance prop...

Description: Finance Head / Finance Controller Location: Gurgaon, India Reports To: CEO Dotted Line Reporting: Investors About The Role We are a growing retail and D2C business with sales through online platforms and offline formats like home trials and Experience Centres. The Finance Head will be a key partner to the CEO and Board, while also working closely with investors. This role will ensure strong financial management, profitability, compliance and help the company scale sustainably. Key Responsibilities Strategic Finance & Investor Partnering Partner with the CEO and business heads to drive financial performance across D2C, E-commerce, quick commerce, and offline retail channels. Act ...

We are Reckitt Home to the world's best loved and trusted hygiene, health, and nutrition brands. Our purpose defines why we exist: to protect, heal and nurture in the relentless pursuit of a cleaner, healthier world. We are a global team united by this purpose. Join us in our fight to make access to the highest quality hygiene, wellness, and nourishment a right and not a privilege. Finance Our Finance team is not just another department; we're strategic partners and catalysts for change, who use our expertise to drive sustainable growth and create and protect value for Reckitt. With a strong emphasis on cross-functional collaboration and partnership, our inclusive, diverse and energised team...

Profile Chartered Accountant Experince - 3+ years Location Jabalpur Key Responsibility Financial Reporting : Prepare and analyze financial statements, management reports, and variance analysis. Taxation : Ensure timely tax compliance (direct and indirect taxes) and advise on tax planning strategies. Audit & Compliance : Lead internal and external audits, ensure compliance with accounting standards and regulations. Financial Planning : Assist in budgeting, forecasting, and financial strategy. Team Collaboration : Work with cross-functional teams and guide junior staff.

Company Description Life Insurance Corporation of India (LIC) is a premier insurance organization dedicated to providing life insurance services to its vast population. LIC aims to educate individuals on the importance and benefits of life insurance, ensuring financial security and peace of mind. With a motto centered on securing lives both during and after one's lifetime, LIC has been a reliable name in the industry for over a century. Role Description This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing expert insurance consultation, financial planning advice, and exceptional customer service. Day-to-day tasks include analyzing c...

Job Description : Reporting to the Head of Governance and Regulatory Reporting, this varied role will be responsible for the following areas: Collation of Financial modelling which will feed into the ICARA Collation of all FCA financial reporting Obtaining sufficient MI to appropriately track risks around the Pensions business. This will be used to understand and monitor the impacts on the regulated capital and liquidity requirements. Collation of Financial and non-financial KPI information to produce quality MI to inform the Managing Director of progress against strategy. Assisting with writing Board Papers Managing the schedule of reporting requirements across the Pensions Business which f...

Job Description : 1. Financial Planning & P&L Management Own and manage the Profit & Loss (P&L) statement, ensuring sustainable financial health. Lead financial forecasting, budgeting, and variance analysis for Carters India. Identify cost optimization opportunities without compromising on business growth. Drive gross margin improvement and working capital efficiency. 2. Pricing Strategy & Commercial Excellence Define and implement a pricing strategy that balances market competitiveness and financial sustainability. Ensure alignment with global Carters pricing policies while adapting to the Indian market dynamics. Analyze consumer purchasing behavior and competitor pricing to inform strategi...

Job Description : Client-Centric Financial Planning : Designing personalized financial plans for clients based on their investment needs, goals, and risk profiles, incorporating SIPs, lumpsum investments, and insurance. Fund Research and Due Diligence : Conducting buy-side research on mutual fund schemes across different categories and AMCs, and evaluating fund managers' strategies. Performance Analysis : Analyzing consistency in fund performance, risk-adjusted returns, and ensuring the recommended funds align with clients financial goals.

Job Description: Provide GAAP conversion services to the clients Provide accounting advisory support (IFRS/Indian GAAP/Ind AS) to clients Write memos/issue papers on accounting issues Assist client in IPO preparedness and manage production of financial information for IPO process Assist due diligence teams in IFRS/Indian GAAP impact assessment on cross border transactions Contribute to thought leadership publications on IFRS, Indian GAAP and Ind AS Mandatory skill sets: CA or Equivalent with 2-4 years of post-qualification experience in financial reporting. Good working knowledge of Ind AS/IFRS Implementation. Additional qualification of CPA, ACCA, and post- graduation in accounting will be ...

Qualified CA with 2-4 years of experience in FP&A, Budgeting, Forecasting, Variance Analysis. Should be from Retail/Fashion or D2C brand only. Interested candidates can share your resumes on jesal@acme-services.in or whatsapp on 7021728845.

Support stakeholders in all financial matters including month-end close, reporting, planning, forecasting, and ad hoc requests. Develop and maintain financial models for analysis and reporting to aid strategic decision-making. SAP exp MandatoryQualified CA/ACCA/CMA/ICWA with 9+ years of experience in FP&A, financial modelling, business finance or business partnering. Should be from IT industry only.

Dear Candidates Are you looking for opportunities ? If yes, read below to know more about an opportunity in Redserv (Redington Group), one of the leading Supply Chain Management organizations! Role hiring for :Business Finance - Accounts Payable/Accounts Receivable/General Ledger Work Location : Perungalathur Experience : 4-8 Years Mode : Work from office(Mandatory) Notice : Immediate - 15 days Education : B. Com is must , MBA - Finance/M. Com/CA Inter/CMA Inter(Any PG is must) Job Summary: The business SPOC (Single Point of Contact) for Business Finance is a leadership role responsible for overseeing all Backend Booking , ensuring completeness of Rebate management , Vendor receivables Outst...

Role Overview : As a Senior Specialist - Accounts Payable (AP), the person will work in an international Accounts Payable team with colleagues from all over the globe. The main responsibility for the team member is to ensure timely processing of vendor invoices, responding to and resolving internal and vendor queries and any other challenges to make sure our vendors are paid in time and the invoices are processed according to our internal policies and procedures. In addition to this, the person should have strong contextual knowledge to help arrive at root causes for process related issues as well as be able to research and recommend solutions. Responsibilities : Collaborate with procurement...

About The Company: ElevenX Capital is a venture studio and venture capital fund that builds companies from the ground up. Founded in 2014 by serial entrepreneur Anjli Jain, ElevenX redefines the traditional venture capital model by combining ideas, capital and talent to create and scale companies across various sectors, including cybersecurity, artificial intelligence, and education and workforce management. The firm brings together experienced entrepreneurs and value creation specialists in marketing, sales, engineering, talent, legal and finance to support the development of new ventures from inception to scale. Headquarters: Miami, Florida || Venture Studio: Gurgaon, India https://www.ele...

General Manager Automotive Manufacturing Location: Sriperumbudur, Kanchipuram District, Tamil Nadu, Chennai (On-site) About Us: We are a leading manufacturer of catalysts and particulate filters for the automotive sector, committed to innovation, quality, and operational excellence. We are looking for a strategic, results-driven General Manager to lead our operations, drive growth, and shape the future of our manufacturing business. Your Mission: As General Manager, you will be the driving force behind operational efficiency, process excellence, and business profitability. You will oversee manufacturing, quality, supply chain, and financial performance while building a high-performing, compa...

Sr. Officer/Engineer - Corporate ME and Projects (KOEL) Experience Level: 5 to 10 Years This is a senior technical project management role responsible for the full lifecycle delivery (design through installation) of advanced assembly and manufacturing systems across the organization. Key Responsibilities (Functions) Turnkey Project Management: Coordinate the design, manufacturing, procurement, and installation of specialized assembly equipment, including conveyors, sub-assembly stations, assembly tools, tightening equipment, FIFO racks, and leak testing machines . System Commissioning: Lead the development and successful commissioning of custom machinery, such as engine leak test machines, c...

deVere is a sustainable, rewarding, and award-winning company that strives to make a difference in our clients lives and financial well-being. We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements, and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations. Our culture is built on hard work and supporting our people to succeed ...