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12.0 - 14.0 years

8 - 13 Lacs

Mumbai

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About NCR Atleos NCR Atleos, headquartered in Atlanta, is a leader in expanding financial access. Our dedicated 20,000 employees optimize the branch, improve operational efficiency and maximize self-service availability for financial institutions and retailers across the globe. Directly supporting the centralization and management of business and Financial reporting needs of the India/SEA SSB sales Unit. This person will support the regional teams and will work with Sales, Controllership, Business Unit Leadership and other cross functional groups. In this role, you will Directly support multiple teams in completing weekly orders and monthly P&L forecast. Build required supporting files and analysis to aid reporting and future comparisons. Complete variance analysts of actual results to Forecast, Prior Year and Plan, including building bridge of changes and supporting building of any recovery plans needed. Validate results through close process and process occasional journal entry corrections. Support Annual Planning process, including coordination and support of region submission, interlocking with functional groups, and liaising with CFP&A. Participate in and coordinate Strategic Plan Process and submissions. Cooperate in centralization, standardization and modernization of reporting and tools. Support standard product and customer reporting, including bridging. Participate in deployment of corporate planning and reporting changes. Provide direction and decision support in financial planning, forecasting, reporting and pricing . Help populate standard templates for MBR, QBR and other key management meetings. Coordinate with other functional groups to load OL and provide standard bridges [V s PR OL, Plan, PY, PQ], risk and upsides tables. Offers of employment are conditional upon passage of screening criteria applicable to the job. EEO Statement NCR Atleos is an equal-opportunity employer. It is NCR Atleos policy to hire, train, promote, and pay associates based on their job-related qualifications, ability, and performance, without regard to race, color, creed, religion, national origin, citizenship status, sex, sexual orientation, gender identity/expression, pregnancy, marital status, age, mental or physical disability, genetic information, medical condition, military or veteran status, or any other factor protected by law. Statement to Third Party Agencies To ALL recruitment agenciesNCR Atleos only accepts resumes from agencies on the NCR Atleos preferred supplier list. Please do not forward resumes to our applicant tracking system, NCR Atleos employees, or any NCR Atleos facility. NCR Atleos is not responsible for any fees or charges associated with unsolicited resumes.

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4.0 - 8.0 years

20 - 25 Lacs

Mumbai

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JOB TITLE: Assistant Finance Manager, FP&A (Unilever International) JOB LOCATION: India BUSINESS CONTEXT Unilever International (UI) is an alternative but complimentary route to market business, servicing white space opportunities. It is a global opco offering a diverse range of products sourced from over 80+ SU s/3PMs and utilizing 1000+ 3rd party distributors and consolidators to reach consumers in over 150 markets. The business is headquartered in Singapore and has employees operating largely from 7 key hubs (Singapore, US, UK, Korea, India, Dubai and France). The UI global sales of 1. 3 billion in 2024 are invoiced from 35+ Unilever legal entity. The business master data, transactional and P&L information resides across all SAP instances of Unilever and the performance is reported in 130+ iFinance reporting BU. UI Finance s vision is to be a Future-Fit Customer-centric Finance function that is at the heart of decision making and playing a co-pilot role in unlocking and preserving value for UI . Financial Planning & Analysis (FP&A) capability is a key enabler to this vision. The role has the responsibility for driving performance management for global UI business, integrated financial planning capability and partnering. Ability to drive insightful analytics and improve current process of planning to deliver impact for the business are key success factors. KEY ACCOUNTABILITIES Performance Management Partnering on the performance management framework including integrated business planning ensuring that the process and systems are robust and are set up for success. Ensure core performance management processes are operating effectively and efficiently. Work across teams to analyze performance KPIs on Targets and Quality of Results by supporting monthly performance reviews and identifying key opportunities and bleeding cells. Drive continuous improvement with emphasis on information management, process simplification and automation using the right tools/enablers Budgeting and Forecasting Lead the monthly forecasting process, driving continuous improvement and efficiency Work closely with supply chain on volume planning, bridging any volume / value disconnect Run an integrated annual planning process across all hubs, BU s, GBU s and SC. Co-Lead the re-design of financial forecasting tools that is simple and fit-for purpose Business Information & Data Management Sustain and optimize the current reporting infrastructure to delivery world class integrated business information and analytics capability while adapting to business changes and requirements. RELEVANT SKILLS/ EXPERIENCE Performance Management / Finance business partnering experience in FMCG (Preferred) Project Management experience in complex data managements and system flows Experience with SAP, Hyperion Tools, Power BI Excellent communication skills with ability to collaborate across functions and teams Unilever is an organisation committed to equity, inclusion and diversity to drive our business results and create a better future, every day, for our diverse employees, global consumers, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. At Unilever we are interested in every individual bring ing their Whole Self to work and this includes you! Thus if you require any support or access requirements, we encourage you to advise us at the time of your application so that we can support you through your recruitment journey.

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7.0 - 12.0 years

16 - 18 Lacs

Pune

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Why JCI https//www. youtube. com/watch?v=nrbigjbpxkg Asia-Pacific LinkedIn https//www. linkedin. com / showcase / johnson-controls-asia-pacific / posts / ?feedView=all Career The Power Behind Your Mission OpenBlue This is How a Space Comes Alive How will you do it? Strong people management, leadership and influencing skills. Drive standardization across different processes within FP&A scope. Drive standardization and automation of business focused financial and performance reports using Business Intelligence tools Foster a team culture of continuous improvement through continuous learning and provocative analysis that challenge status quo and identifies alternative options. Operate within established finance procedures. Ensure adequate internal controls are maintained Prompt response to all information requests in a timely manner. Achieve deadlines set by leadership and the business and proactively support other peers to manage team workloads and support to deliver results. Provide real time ad-hoc analysis. What we look for? Bachelors Degree in Accounting or Finance; MBA/Master s degree preferred with ACCA/CPA/CMA preferably 8+ years of experience in Financial Planning and Analysis or equivalent experience in Accounting/Finance. Strong customer and business orientation and desire to develop business acumen, OneStream knowledge is a plus . Advanced Power BI, Microsoft Excel and PowerPoint skills. SQL/DAX knowledge highly desirable. Highest standards of accuracy and precision; highly organized. Ability to think creatively, highly driven and self-motivated Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity Strong communication and interpersonal skills and ability to work in a cross-functional, fast-paced environment Fluent in English (Written and Spoken).

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7.0 - 10.0 years

9 - 12 Lacs

Noida

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Experienced Finance Head with proven expertise in budgeting, financial planning, risk management, and strategic decision-making. Skilled in leading finance teams, ensuring compliance, and driving business growth through data-driven insights.

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3.0 - 8.0 years

20 - 25 Lacs

Bengaluru

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Strategic Sourcing Associate - On-site Solutions (Bangalore) Divisional Overview The Corporate Planning & Management (CPM) Division unifies Finance & Planning, Spend Management, Operational Risk and Resilience, and CPM Engineering teams to deliver business planning and analytics, expense management, third party risk management, and governance strategies across the firm. CPM has 5 operating pillars. Finance & Planning supports the execution of the firm s strategic objectives through the management of the planning process, firmwide reporting and analytics and insights into the firm s business plans and budgets. They develop a consistent framework for revenue division projections creating transparency, accountability, and efficiency around projections. This pillar also includes the CF&O, EO, and Engineering divisional CFOs, who are strategic finance advisors helping the firm and the non-revenue divisions achieve commercial financial opportunities. Product Finance is responsible for the overall governance and proactive management of the firm s non-compensation expenses. Spend Management encompasses the functions responsible for managing all aspects of the firms spend with third parties - advising commercial agreements and driving operating efficiency. Departments include Strategic Sourcing, Procure to Pay, Integrated Travel and Expense, Infrastructure and Transformation and Sustainable Operations. Operational Risk & Resilience drives firmwide Operational Risk programs along with second line teams and implements required changes within CPM. The Corporate Insurance & Advisory team in this pillar identifies, procures, and manages corporate insurance needs for the firm and its investing businesses. The CPM Engineering team provides engineering solutions that enable the firm to manage third-party spend, data and automation, plan budgets, forecast financial scenarios, allocate expenses and support corporate decision making in-line with the firm s strategic objectives. Role Overview Professionals in CPM have an analytical mindset, exhibit intellectual curiosity and are from diverse academic backgrounds. This role sits within the Spend Management pillar. The role requires collaboration with different functions across the firm on a regular basis, an ability to work independently, and ability to interact with senior professionals across the firm. It also entails in-depth analysis and reporting for senior management, requiring diligence and a commercial mindset. The candidate is required to work closely with global counterparts and should have excellent verbal and written communication skills. Job Responsibilities: Work collaboratively to deploy category management techniques to develop multi-year global strategies which support the delivery of the firm s commercial and operational objectives. Partner with business and functional leadership to understand short, medium, and long-term third-party requirements including demand management. Support procurement strategy creation and execution of key initiatives. Identify and implement best practices in procurement, commercial, and vendor management. Drive supply-side initiatives to reduce or contain risk, and / or create commercial and revenue-generating opportunities. Ensure appropriate contract structures / types, pricing models, vendor incentive models, service level agreements, performance indicators, and cost models are applied consistently across vendors. Partner with internal and external legal counsel to ensure proper forms of Agreement are utilized, contractor conformance with the terms and conditions of the Agreements, and refinement of Agreements as required. Manage compliance with and provide reporting on the firm s commitments in relation to ESG. Facilitate sharing knowledge, experiences, and best practices within and across the global Strategic Sourcing team. Support compliance with the Firmwide Third Party Risk and Control Framework and associated programs. Engage with Risk Partners across the organization (e.g., compliance, technology), as needed, to review control requirements and drive resolution of Strategic Sourcing issues. Qualifications: Bachelors / Post Graduation degree, with relevant professional qualifications considered favorably. Minimum 4 years of experience in Strategic Sourcing and Category Management, particularly in indirect spend with a preference in corporate services sourcing, including but not limited to workplace-related services such as hospitality, travel, property management, and document management services. Must have strong technical, strategic, and project management skills as well as a strong foundation in supply chain management, sourcing and procurement, project management, vendor management legal and contracting or operational risk management. Competencies: Functional Expertise - Understanding of strategic procurement, category management approach and procurement value proposition Strategic Mindset - Needs to be able to effectively create category strategies with the ability to influence and guide key stakeholders with sourcing decisions. We re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https: / / www.goldmansachs.com / careers / footer / disability-statement.html

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8.0 - 10.0 years

25 - 30 Lacs

Gurugram

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NAB is looking for Vice President to join our dynamic team and embark on a rewarding career journey. Leadership and Strategy:Provide leadership and strategic direction for the organization Collaborate with other senior executives to develop and implement business strategies Align the company's vision and goals with day-to-day operations Decision-Making:Make critical decisions that impact the organization's performance and success Analyze data and market trends to inform decision-making Operational Oversight:Oversee the day-to-day operations of various departments or business units Ensure efficiency and effectiveness in processes and workflows Team Management:Lead and manage teams of executives and professionals Foster a positive and productive work environment Communication:Act as a liaison between the executive leadership team and other employees Communicate the company's vision and strategy to internal and external stakeholders Financial Management:Work with the CFO to manage financial resources and budgets Ensure financial goals are met and budgets are adhered to Business Development:Identify and pursue growth opportunities for the organization Build and maintain relationships with key clients, partners, and stakeholders Risk Management:Assess and manage risks associated with the business Develop and implement risk mitigation strategies Innovation and Change Management:Drive innovation within the organization Lead and manage change initiatives effectively Representation:Represent the organization at industry events, conferences, and with the media Act as a spokesperson for the company Board Relations:Collaborate with the board of directors, providing updates and seeking input on key decisions Legal and Compliance:Ensure the organization operates within legal and regulatory frameworks Work with legal teams to address compliance issues Performance Monitoring:Develop and monitor key performance indicators (KPIs) for the organization Track and report on the company's performance against established goals Crisis Management:Lead the organization through crises and challenges, providing stability and guidance

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2.0 - 6.0 years

9 - 13 Lacs

Ahmedabad

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Kraft Heinz Company is looking for Analyst II, EPDM CAPEX to join our dynamic team and embark on a rewarding career journey Track CAPEX project costs in EPDM systems Analyze spend, forecast, and budgeting activities Coordinate with finance and procurement teams Ensure data accuracy and compliance

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3.0 - 5.0 years

1 - 4 Lacs

Chennai

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Company Secretary / CA / CMA / MBA (inter or pursuing). Proficiency in accounting software and Microsoft office suite. Strong understanding of financial principles, corporate laws, and governance practices. Excellent analytical, problem-solving, and organizational skills. Ability to work independently and as part of a team. Strong communication and interpersonal skills. Requirements: Strong knowledge of GST, TDS, MCA annual returns of public or private company. Accounts finalization and Financial statement preparation. Familiarity in compliance with various statutes. Conversant with financial operations, including accounting, budgeting and financial reporting. Prepare and analyze financial statements, reports, and forecasts. Manage cash flow, investments, and financial planning activities. Assist in the preparation of budgets and monitor financial performance against budgets. Preparation and filing of statutory returns and documents with regulatory bodies. Generate detailed financial reports for management and stakeholders. Conduct financial analysis to support strategic decision-making. Coordinate with internal and external auditors for financial audits. Collaborate with various departments to ensure accurate financial reporting.

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1.0 - 4.0 years

3 - 6 Lacs

Bengaluru

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Aster Medcity is looking for Associate.Academics.Aster CMI Hospital Bangalore to join our dynamic team and embark on a rewarding career journey. Processing requisition and other business forms, checking account balances, and approving purchases. Advising other departments on best practices related to fiscal procedures. Managing account records, issuing invoices, and handling payments. Collaborating with internal departments to reconcile any accounting discrepancies. Analyzing financial data and assisting with audits, reviews, and tax preparations. Updating financial spreadsheets and reports with the latest available data. Preparation of operating budgets, financial statements, and reports. Reviewing existing financial policies and procedures to ensure regulatory compliance. Providing assistance with payroll administration. Keeping records and documenting financial processe

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0.0 - 3.0 years

1 - 5 Lacs

Kolkata

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Financial Analyst Role: Analyze financial data, assess risks, and support decision-making for loan approvals. Requirements: Strong analytical skills, proficiency in financial software, and experience in financial analysis. Requirements: Strong analytical skills, proficiency in financial software, and experience in financial analysis.

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2.0 - 5.0 years

5 - 8 Lacs

Bengaluru

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Job Description: Value Proposition You will be a key member of the technology team, working closely with Tax professionals to understand their needs and translate them into robust and scalable software solutions. Job Details Position Title: Systems Analyst II Career Level: P2 Job Category: Senior Associate Role Type: Hybrid Job Location: Bangalore About the Team: We are part of Corporate Functions catering to all applications used by Corporate Finance team. We closely work with Accounting and Recon, Financial Planning and Analysis, Regulatory Reporting, Procurement, Taxation, Risk and Treasury functions of Finance Business. Impact This position leads analytic efforts, delivers strategic insight, and acts as a technical expert for business systems within the Bank. Performs at the highest level of service complexity in support of system operations, performance, and usage. Develops advanced solutions and specifications to resolve process issues, which may involve elements of testing and development. Serves as a resource to wider business units or associates and may provide a leadership role for less experienced analysts. This role will interface with business, other application development teams within IT as well as various shared services organizations and infrastructure areas. Resource will be supporting continued build out of, corporate function applications at First Citizens Bank Key Deliverables (Duties and Responsibilities) Data Analysis - Sources, compiles, and interprets data. Performs data analysis at the most advanced level, effectively communicating and directing analysis output. May handle special projects or direct the analytics efforts of the work group. Identifying Requirements - Determines system requirements and communicates them through the use of specifications, reports, project plans, or other forms of documentation. Determines and resolves complex factors that affect system processes. Ensures compliance through monitoring and analysis. Reporting - Enables strategic insight into business systems through reports to senior management. Evaluates systems based on data analysis, user input, and extensive testing. Conveys patterns, problems, and areas of improvement, and develops process enhancements based on results. System Support - Provides expert technical support for systems by responding to inquiries, ensuring processes run smoothly, and working to continuously improve the end-user experience. Handles escalated and complex support issues. Develops and implements modifications and enhancements. Serves as an analytics resource to wider organization or business units, offering expertise on systems and data output. Facilitate Application and System vendor relationships with the business and vendor support to ensure any issues are communicated and tracked through resolution. Provide the business with communications from the vendor including Training, upgrades and enhancements with the goal to continue growing and expanding the use and potential functionality. Skills and Qualification Bachelor s degree in Business Accounting and 5 & above years of experience in Systems Support, or Analytics. Knowledge or experience regarding financial applications including Tax. Ability to develop MS excel Macros and use MS Visual Basic for automation. Experience with OneSource Tax application a plus. Alteryx workflow experience is a plus. Experience with Jira is a plus. Strong analytical and critical thinking skills, with the ability to analyze business requirements to determine processing flow, user needs, and inter-dependencies of multiple information systems. Strong problem-solving skills with the ability to analyze and break down components to identify a root cause. Ability to work well independently, be fully accountable, and provide creative solutioning, as required. Experience with SDLC and agile methodology is expected. Excellent verbal and written communication skills; history of active engagement business partners and stakeholders. Minimum 5 years of experience worked as a business analyst, having knowledge in financial business area tax. Technical skills using SQL (SQL server). Experience working with data management projects having experience in data analysis, data governance, data quality and lineage. Experience working in agile and iterative environment, including running scrum project as a scrum master and/or product owner. Relationship & Collaboration You will work closely with members of the larger technology team, your reporting manager and other team members. Accessibility Needs We are committed to providing an inclusive and accessible hiring process. If you require accommodations at any stage (e.g. application, interviews, onboarding) please let us know, and we will work with you to ensure a seamless experience.

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1.0 - 3.0 years

9 - 13 Lacs

Gurugram

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About this role Business Unit Overview: BlackRock Finance and Strategy consists of professionals in disciplines such as Financial Planning & Analysis (FP&A), Treasury, Tax, Financial Controls, Sourcing and Vendor Management, Finance Platform Support, Controllers, Strategy, and Corporate Development. This role sits within the Controllers Group, as part of the wider Travel & Expense (T&E) team in Gurgaon. The Global T&E team has presence in Gurgaon and Budapest. P urpose/Background: The T&E team is responsible for developing and driving the infrastructure that allows for employee compliance and strategic direction of the firm s Travel and Expense Reimbursement policy. This includes: Facilitating reporting of employee non-compliance with policy Ensure that all modifications to the Travel and Expense Reimbursement policy are supported by the oversight infrastructure. Implement BlackRock s T&E Reimbursement Policy through an automated workflow system and timely reimbursement to employees. The team conducts training for internal employees and provides reporting to their collaborators to ensure the firm can meet external reporting obligations and provide analysis to internal management. Key Responsibilities: Review T&E reports in Concur as per the Global T&E policy and ensure that expenses align with both internal and any external Regulatory/Tax requirements. Ability to handle all stakeholder inquiries. Providing instant resolutions to Employees queries regarding Claim submissions, Payments etc. Responsible for creating Business Reporting and handling various processes including the corporate card management program. Handle all processes adhering to agreed SLAs and T&E controls. Processing corporate card applications and making timely payments to corporate card vendors Prepare monthly reconciliations of corporate card statements with Concur and Oracle Accountable for developing and maintaining key Metrics that drive the success of the T&E program. Responsible for continuous improvement of processes Develop a relationship framework with Internal customers for continuous feedback. Participate in other ad hoc projects. Experience/Competencies: Must have 1-3 years of T&E experience in a large organization. Knowledge of working with Concur platform and Oracle is desirable. Good accounting knowledge Ability to apply independent judgment to resolve or call out issues. Self-motivated Teammate Excellent attention to detail and accuracy Good stakeholder management Flexible approach Good verbal and written communication skills Skills/Qualifications: Bachelors degree in finance #EarlyCareers Our benefits . Our hybrid work model . About BlackRock . This mission would not be possible without our smartest investment - the one we make in our employees. It s why we re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com / company / blackrock BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.

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5.0 - 8.0 years

9 - 13 Lacs

Mumbai

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About this role Business Unit Overview: The Financial Planning & Analysis (FP&A) team is critical to helping senior managers understand the business of investment management at BlackRock. We guide and produce budgets, short- and long-range forecasts; build and analyze business metrics and identify cost savings opportunities; deliver economic insight into the relationships between costs and revenues to improve the financial success of the business going forward. We are a valued and critical component of the management function, working at all levels of BlackRock to provide both a broad and deep understanding of the firm s financial position and opportunities. Role Description: Within the FP&A group, BlackRock is seeking an Associate to join the Finance Information & Analytics (FI&A) Team in Mumbai. The FI&A team operates with a Center of Excellence (CoE) model and is responsible for efficient, thoughtful, and scalable production to meet operational excellence, deliver high-value business insights through front-end visualization tools, application of modelling and analytics to generate new insights at scale, engage with technology partners to accelerate data and process transformation. The group is also responsible for engaging with business partners to advise and offer expertise on the fundamental building blocks of how we manage the firm and report our financials. As part of the FI&A Team, this role will require supporting Firm Reporting & Analytics. The role will be responsible for firm s forecast, budget, and long-term planning processes, as well as strategic projects, investment and growth priorities, and analytics (using different types of financial and business metrics to generate insights for the most senior leaders at the firm). Key responsibilities: Prepare periodic financial reports (i.e., weekly, monthly, quarterly) for senior management; includes quarterly earnings support, Board of Directors presentations, and firm forecast / budget support Help drive and coordinate the budget, forecast and other key financial processes Building Financial models from scratch, while also maintaining and updating existing models to support necessary financial analysis Build cohesive narratives in communicating results to senior management and present data in a simple and clear manner Proactively identify opportunities to optimize and automate existing reporting & analytics and develop innovative ways to assess business performance Participate in and/or lead team-wide projects and analyses with various internal stakeholders Enhance & build strong checks and controls in existing and new reporting/processes Ability to work with various functions and teams at different levels Show desire to work in a constantly evolving, changing, and challenging environment Embrace and drive the BlackRock principles Skills & Qualifications: MBA with proven experience (5-8 years) in FP&A, Forecasting and Budgeting, Variance Analysis, Management Reporting and Stakeholder Management Experience in building and managing financial models (scenario analysis) with strong analytical skills Exceptional Excel skills required; experience with IBM Cognos TM1, MS Access, PowerBI and Tableau skills a plus Experience in processing large data and deriving meaningful insights Ability to deliver in fast paced environment with tight deadlines and multiple demands Focused attention to detail and high standards for quality, efficiency, and accuracy in their work Excellent communication and presentation skills, both in written form and verbally Strong organizational, planning, quantitative modeling, problem-solving and strategic thinking High level of self-motivation, multi-task and willing to respectfully challenge the status quo Work and deliver under minimal direct supervision Collaborative, team-oriented, service-oriented, solutions-oriented Professional, positive demeanor and a strong work ethic Our benefits . Our hybrid work model . About BlackRock . This mission would not be possible without our smartest investment - the one we make in our employees. It s why we re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com / company / blackrock BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.

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0.0 - 5.0 years

0 Lacs

Ahmedabad

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Accounting & Finance Location: Ahmedabad Experience: Fresher Expand Details About the internship Working on various purchasing and accounting tools to keep them updated Generating insights Resolving accounting/purchasing-related queries of the sales team Apply Now

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3.0 - 5.0 years

6 - 9 Lacs

Bengaluru

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Your main responsibilities will include: Monthly book closure process. Preparation of accrual and amortization tables. Advanced working knowledge of financial planning and analysis. Payroll review with payroll vendor and HR and processing. Good working knowledge of accounting standards. Preparation of Financial statements and Form 3CD. Support in Statutory, Tax and transfer pricing audits and filings. Employee expenses review and processing. Work closely with the Senior Finance Manager to ensure smooth operation of all finance matters. Plan, organise and manage your own workload. MUST HAVE SKILLS AND QUALIFICATIONS Qualification CA qualified (2-3 years exp)/CA Inter (3-5 years exp) with good accounting and FPNA exposure/knowledge. Skills- Good with MS excel, MS Office. An organized approach and excellent time management skills. Good understanding of accounting processes and procedures. Good communication skills. The ability to work independently as well as part of a team. Good numeracy skills. Accuracy and attention to detail. The ability to use your own initiative. An analytical and logical approach to problem solving. Motivated and ambitious. Ability to work under pressure and meet targets and deadlines. Able to work effectively with minimal management guidance/supervision. Alignment with MiQs core values/culture. A can do attitude to provide energy, drive, and enthusiasm. A dream to grow your career as the company scales. Ca

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1.0 - 3.0 years

3 - 5 Lacs

Hyderabad

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As an employee at Thomson Reuters, you will play a role in shaping and leading the global knowledge economy. Our technology drives global markets and helps professionals around the world make decisions that matter. Whether solving for today’s challenges or tomorrow’s aspirations, you will work with the industry’s brightest thinkers on diverse projects, creating next-generation solutions that deliver powerful results. As the world’s leading provider of intelligent information, we want your unique perspective to create the solutions that advance our business—and your career. About the Role Are you eager to take the reins on projects that redefine industry standards and drive innovationThe Thomson Reuters’ ONESOURCE Statutory Reporting Content Team is on a quest to find an Associate Content Analyst who is not just looking for a job but a mission. We are looking for an individual with a unique blend of passion and grit who thrives on curiosity and relentless improvement. The main responsibility for this role will be to help content development as an assigned developer for content projects across various jurisdictions. Continued maintenance and improvements will be ongoing responsibilities amongst many other development opportunities for growth. As a Content Analyst in the ONESOURCE Statutory Reporting Content Team you will: Take ownership as a developer for country templates within the assigned jurisdiction and content portfolio sub-teams Be assigned content development tasks to help develop content in smaller-scale projects that relates to a particular jurisdiction assigned, working with cross-functional teams that may have differing priorities. Identify and assess risks specifically relating to development tasks that will impact the success of the project and action as needed. Implement effective communication, including provision of regular and accurate entry into Azure DevOps development platform. Partner with technology, services, and supporting ONESOURCE Statutory Reporting based templates. About You: To be successful in achieving these goals, you will 1 to 3 years of overall experience Demonstrate the ability to work creatively and analytically in a problem-solving environment focused on teamwork, innovation, and excellence. Possess strong written and verbal communication skills with diverse audiences Learn quickly and immediately apply new knowledge. Knowledge across - Accounting, Financial Reporting is a must Knowledge across - Financial Systems and XBRL is a BIG advantage Experience working successfully with virtual and / or global teams is a bonus #LI-KP1 What’s in it For You Hybrid Work Model We’ve adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected. Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance. Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow’s challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future. Industry Competitive Benefits We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing. Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our valuesObsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together. Social Impact Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives. Making a Real-World Impact: We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world. About Us Thomson Reuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal, tax, accounting, compliance, government, and media. Our products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world leading provider of trusted journalism and news. We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments. At a time when objectivity, accuracy, fairness, and transparency are under attack, we consider it our duty to pursue them. Sound excitingJoin us and help shape the industries that move society forward. As a global business, we rely on the unique backgrounds, perspectives, and experiences of all employees to deliver on our business goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace. We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. More information on requesting an accommodation here. Learn more on how to protect yourself from fraudulent job postings here. More information about Thomson Reuters can be found on thomsonreuters.com.

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3.0 - 7.0 years

12 - 17 Lacs

Hyderabad

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We’re hiring a manager to support the Chief Product Office’s Business Finance team. This person will act like a CFO, working closely with senior product leaders to provide clear insights, strong analysis, and strategic advice. The goal is to help the business make smarter decisions and improve financial performance. About the Role: Serve as a primary point of contact for business for Finance inquiries, facilitating effective communication. Collaborate closely with stakeholders, provide analytical support for ad hoc projects and business cases. Lead the processes for Forecasting, Annual Planning, Business Analysis, Business Performance Reporting, and Strategic Business Planning. Cultivate strong relationships with business management to position yourself as an essential contributor to the management team, adding value to decision-making processes. Mentor the team to elevate their skill sets and ensure high standards in their responsibilities. Develop comprehensive financial models leveraging data from various financial systems and sources to enhance strategic and tactical business decisions. Conduct thorough reviews of operational metrics and expense structures to inform decisions related to key business objectives. Take ownership of process improvement efforts, focusing on simplification, excellence, automation, and broader finance initiatives. For multifaceted, cross-departmental initiatives, collaborate with diverse stakeholders to develop integrative plans and identify necessary requirements. Address and resolve escalations and conflicts as they arise. About You: Qualified CA/CMA, MBA Finance preferred. 10+ years of experience in a Finance role. Experience using driver-based models to forecast recurring revenue. Understand key business drivers’ impact on financial plans. Proficient in financial modeling with a strong ability to analyze information. Solid understanding of net sales and book of business reporting. Proven track record with improving workflow processes. Experience evaluating customer data and trends to identify opportunities and risks. Proactive, organized, ability to multitask, manage time and competing priorities in a dynamic environment. Self-starter with proven ability to work autonomously, collaborate and influence key leaders within the context of a complex, matrix organization to drive results. Excellent communication and people skills Ability to openly and confidently story tell with senior management and challenge/influence all areas of the business. Exceptional analytical and problem-solving skills Proficiency in financial software, advanced Excel skills, and familiarity with database management Experience with ERP systems and data consolidation #LI-GS1 What’s in it For You Hybrid Work Model We’ve adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected. Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance. Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow’s challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future. Industry Competitive Benefits We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing. Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our valuesObsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together. Social Impact Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives. Making a Real-World Impact: We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world. About Us Thomson Reuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal, tax, accounting, compliance, government, and media. Our products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world leading provider of trusted journalism and news. We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments. At a time when objectivity, accuracy, fairness, and transparency are under attack, we consider it our duty to pursue them. Sound excitingJoin us and help shape the industries that move society forward. As a global business, we rely on the unique backgrounds, perspectives, and experiences of all employees to deliver on our business goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace. We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. More information on requesting an accommodation here. Learn more on how to protect yourself from fraudulent job postings here. More information about Thomson Reuters can be found on thomsonreuters.com.

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10.0 - 15.0 years

11 - 15 Lacs

Hyderabad

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Locations : Hyderabad, Telangana, India Role ID 209328 Worker Type Regular Employee Studio/Department Finance Work Model Hybrid Description & Requirements Electronic Arts creates next-level entertainment experiences that inspire players and fans around the world. Here, everyone is part of the story. Part of a community that connects across the globe. A place where creativity thrives, new perspectives are invited, and ideas matter. A team where everyone makes play happen. Manager I, FP&A The CFO organization comprises a broad group of finance disciplines, with the common goal of partnering with business teams delivering strategies and providing our players with amazing experiences. Our finance teams assist the business in achieving profitable creativity by proving financial insight, reporting and guidance. We use progressive tools to analyze and visualize data, telling the story of financial drivers, performance, risks and opportunities. We value attributes like collaboration and learning.. Location: Hyderabad You will report to Manager II, FP&A Business Partnering: Provide financial analysis for Revenue & COGS Reviewing PPF forecasts and budgets, suggesting changes, and implementing the changes to ensure smooth forecasting Partner with business partners on PPF, discuss on future spend and forecast accordingly Identify and lead projects to continuously improve, standardize and automate forecasting and reporting tools and processes Partner with finance partners, identify challenges and suggesting changes - Regular catchups with various finance partners Financial Close, Forecasting, Reporting and Analysis support: Partner with the finance partners to manage close deliverables, timelines, process, and reporting Responsible for month end reporting, estimate reporting and analysis across Publishing Responsible for handling PPF budget and report the numbers on monthly basis to the leadership. Preparation of forecast decks, including commentary for leadership meetings Ad-hoc analysis for senior leadership - Publishing group Design and implement reporting tools to provide further transparency and visibility to enable flexibility in spend and analysis Drive FP&A Excellence Manage and develop 4 direct reports Identify and lead projects to continuously improve, standardize and automate forecasting and reporting tools and processes Provide timely feedback to the team members on performance Identify challenges in Publishing team, streamline and automate processes that will improve accuracy and reduce time Ensure the reporting is consistent across Publishing group . Qualifications: Academic Qualifications - Good to have a Master of Business Administration in Finance but not mandatory. Bachelor s degree required - Finance / Accounting related field preferred. 10+ years of related Financial and FP&A experience 5+ years of experience in People Management Demonstrated passion for learning and growing. Highly motived with an ability to manage multiple and sometimes competing priorities. Comfortable building analysis based off data from multiple sources. Extreme attention to detail with a rigorous process for review of accuracy. Excellent oral / written communication and interpersonal skills that enable clear and concise communication to all levels of the organization. Adept in MS Office, with an emphasis on Excel and PowerPoint . Experience with Anaplan and / Power Bi About Electronic Arts We re proud to have an extensive portfolio of games and experiences, locations around the world, and opportunities across EA. We value adaptability, resilience, creativity, and curiosity. From leadership that brings out your potential, to creating space for learning and experimenting, we empower you to do great work and pursue opportunities for growth. We adopt a holistic approach to our benefits programs, emphasizing physical, emotional, financial, career, and community wellness to support a balanced life. Our packages are tailored to meet local needs and may include healthcare coverage, mental well-being support, retirement savings, paid time off, family leaves, complimentary games, and more. We nurture environments where our teams can always bring their best to what they do. Electronic Arts is an equal opportunity employer. All employment decisions are made without regard to race, color, national origin, ancestry, sex, gender, gender identity or expression, sexual orientation, age, genetic information, religion, disability, medical condition, pregnancy, marital status, family status, veteran status, or any other characteristic protected by law. We will also consider employment qualified applicants with criminal records in accordance with applicable law. EA also makes workplace accommodations for qualified individuals with disabilities as required by applicable law. LinkedInID 1449 Back to Role List

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10.0 - 15.0 years

12 - 17 Lacs

Kolkata

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Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just right for you. Job Purpose Insurance counselor is the local insurance specialist for Bancassurance Business to enable Insurance objectives of the cluster/CBG branch location allocated. He/ She would be directly responsible for achieving the insurance revenue target for the branch / cluster. Key Accountabilities Accountable for achieving monthly & annual Banca sales targets, as agreed. Target comprises of New Business revenues, Renewal income target and the General Insurance revenue target. Ensure proper implementation & execution of insurance strategy for month for the branch and sourcing of Insurance proposals through the Tablet application. Ensure implementation at the Branch the timely sessions and attendance of eligible participants for knowledge / skilling sessions of AKASH for the front line sales team. Prospect list identification with RMs basis the strategy for the month through Joint sitting with TLs. Working with Team Leaders and Micro Marketing Managers to execute business development activities as per the monthly plan aimed at generating insurance prospects, and follow by action plan to convert the prospects to clients of insurance. Ensure proper sales spread between products mix aimed at maximizing revenue earnings of Bancassurance products and also creating a sustainable revenue flow for the branch through renewals. Sustained increases in insurance penetration of existing through cross sell and up sell of insurance products including Online insurance plans. Drive and deliver a radical improvement in customer service in the local market which is reflected in CSS score of 4.20 or above for insurance products. Ensure highest levels of persistency by facilitating timely collection of renewal premium and enable client contact management for insurance clients. Timely resolution of client complaints on insurance and escalation of the same to insurer through the Bancassurance team. Ensure regulatory compliance by timely IRDA Certification & Renewal of Certificates of sales staff as Specified Person for DBS as a Corporate Agent. Job Duties & Responsibilities Core responsibility of DBS Insurance Counselor is to ensure alignment of self and Aviva ICs on the execution of 5 key levers as per the 2015 Banca strategy at DBS Branches. Demonstrate the inputs at the Branch with an average of minimum of 3 insurance calls per day for the month. Facilitate IRDA certification of new joinees within 3 months of their joining DBS and track for timely renewal of certificates. Facilitate product & KYC/AML training for new joinees within 1 month of their joining DBS. Initiates identification and development of new business segments and geographical areas to generate business opportunities Manage customer s issues on service or insurance needs. Escalate to Banca team if required. Ensure training & briefing on all product launches & upgrades at the Branch. Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries and update Front line sales on the same. Facilitate TRM activation through the referral of On-line insurance products of the insurer to enable mindshare of TRMs. Ensure internal & regulatory compliance and adherence to internal DBS Sales process. Track and review insurance penetration of client base for RM by identifying prospects from base and cross selling to existing DBS clients. Facilitate customer segmentation for insurance products and help in specific sales pitches to respective segments through the Tablet application developed by the insurer. Ensure follow up for renewal premiums to increase persistency and subsequent renewal revenues. Ensure that call out to clients are made post insurance sales within 45 days of issuance to check for policy document receipt and address clarifications if sought. Undertake frequent competitor analysis so that DBS product suite is in line with (or ahead of) competing banks / insurers. These updates to be shared with front line team and Banca team at regular intervals. Required Experience Minimum 10 years of experience in HNI Sales / Wealth Management / Private Banking segment. Sound understanding of financial planning and wealth management products in India In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage Education / Preferred Qualifications Graduate / Post Graduate with MBA in relevant field DBS India - Culture & Behaviors Performance through Value Based Propositions Ensure customer focus by delighting customers & reduce complaints Build pride and passion to protect, maintain and enhance DBS image and reputation Enhance knowledge base, build skill sets & develop competencies Execute at speed while maintaining error free operations Maintain the highest standards of honesty and integrity

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8.0 - 10.0 years

10 - 15 Lacs

Bengaluru

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We are seeking a highly skilled and experienced Senior Manager in Business Finance to lead and manage one of the verticals of our organization. This key role will be responsible for providing strategic financial guidance, improving financial performance, and partnering with senior leadership across departments to drive business growth. The ideal candidate will possess a deep understanding of financial analysis, business strategy, and leadership skills to help make data-driven decisions and optimize financial processes. Key Responsibilities: Financial Planning & Analysis: Lead the development of financial forecasts, budgets, and long-term financial plans. Analyze financial performance against targets, identify variances, and recommend corrective actions. Revenue Assurance: Implement and manage revenue assurance processes to ensure accurate revenue recognition, identify and resolve revenue leakage, and improve the accuracy of financial reporting. Develop strategies to monitor and optimize revenue generation and capture any missed or unaccounted revenue streams. Pricing Strategy & Optimization: Work closely with sales, marketing, and operations teams to develop and implement competitive pricing strategies. Conduct pricing analysis, evaluate market trends, and assess customer behavior to optimize pricing models and maximize profitability. Ensure that pricing strategies align with the companys financial goals and market position. Business Partnering & Strategy: Partner with cross-functional teams to provide financial insights that support business decisions. Provide guidance on operational efficiency, cost management, and profitability improvement. Reporting & Financial Modeling: Oversee the preparation of management reports, including monthly financial results, key performance indicators (KPIs), and business performance reviews. Create complex financial models to forecast business outcomes and evaluate business opportunities. Leadership & Team Development: Manage and mentor a team of finance professionals, providing leadership and guidance on financial analysis, reporting, and business strategy. Risk Management & Compliance: Ensure financial activities align with regulatory requirements and internal controls. Identify financial risks and provide strategies to mitigate them. Process Improvement & Automation: Lead initiatives to streamline financial processes and enhance the efficiency of financial operations, including system implementation and automation efforts. Stakeholder Communication: Communicate financial insights and recommendations effectively to senior executives and other stakeholders to support decision-making. Qualifications: CA, CMA, ICWA or Master s degree in Finance, Accounting, Business Administration Minimum of 8-10 years of experience in FP&A or Business Finance role. Strong financial modelling, forecasting, and analytical skills. Excellent knowledge of financial management and accounting principles. Proven experience in business partnering, strategic planning, and performance management. Expertise in ERP systems and financial reporting software. Experience in implementing or optimizing financial systems and business intelligence tools Strong communication, presentation, and interpersonal skills. Ability to work in a fast-paced, dynamic environment and manage multiple priorities.

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4.0 - 8.0 years

32 - 35 Lacs

Mysuru

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Oversee financial strategy, investor relations, and revenue growth for a fast-growing digital health startup. Manage fundraising, financial modeling, and regulatory compliance. Must have startup experience and a deep understanding of financial analytics. Develop and execute the companys financial strategy to support business growth and operational excellence. Oversee budgeting, forecasting, and financial planning processes. Lead fundraising initiatives including investor presentations, term sheet negotiations, and due diligence. Manage investor relations and maintain transparent communication with stakeholders. Ensure compliance with all financial, tax, and regulatory reporting requirements. Build and manage the finance team as the organization scales.

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4.0 - 8.0 years

32 - 35 Lacs

Kochi

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Oversee financial strategy, investor relations, and revenue growth for a fast-growing digital health startup. Manage fundraising, financial modeling, and regulatory compliance. Must have startup experience and a deep understanding of financial analytics. Develop and execute the companys financial strategy to support business growth and operational excellence. Oversee budgeting, forecasting, and financial planning processes. Lead fundraising initiatives including investor presentations, term sheet negotiations, and due diligence. Manage investor relations and maintain transparent communication with stakeholders. Ensure compliance with all financial, tax, and regulatory reporting requirements. Build and manage the finance team as the organization scales.

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5.0 - 10.0 years

32 - 35 Lacs

Patna

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Oversee the companys financial planning, budgeting, and risk management strategies Manage investor relations, capital structure, and compliance with financial regulations Develop financial forecasts and analyze key performance indicators to drive profitability Must have a strong background in financial modeling, fundraising, M&A, and cost optimization Prior experience in leading finance teams within large organizations or startups is highly preferred

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5.0 - 10.0 years

32 - 35 Lacs

Guwahati

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Oversee the companys financial planning, budgeting, and risk management strategies Manage investor relations, capital structure, and compliance with financial regulations Develop financial forecasts and analyze key performance indicators to drive profitability Must have a strong background in financial modeling, fundraising, M&A, and cost optimization Prior experience in leading finance teams within large organizations or startups is highly preferred

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5.0 - 10.0 years

32 - 35 Lacs

Vadodara

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Oversee the companys financial planning, budgeting, and risk management strategies. Manage investor relations, capital structure, and compliance with financial regulations. Develop financial forecasts and analyze key performance indicators to drive profitability. Must have a strong background in financial modeling, fundraising, M&A, and cost optimization. Prior experience in leading finance teams within large organizations or startups is highly preferred.

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Exploring Financial Planning Jobs in India

Financial planning is a crucial aspect of personal and corporate finance management in India. With the growing economy and increasing focus on financial literacy, the demand for skilled financial planners is on the rise. If you are considering a career in financial planning in India, this article will provide you with valuable insights to help you navigate the job market.

Top Hiring Locations in India

Here are 5 major cities in India actively hiring for financial planning roles: - Mumbai - Delhi - Bangalore - Chennai - Hyderabad

Average Salary Range

The salary range for financial planning professionals in India varies based on experience levels. On average, entry-level financial planners can expect to earn between INR 3-5 lakhs per annum, while experienced professionals can earn upwards of INR 15 lakhs per annum.

Career Path

In the financial planning field, a typical career progression may look like: - Financial Analyst - Senior Financial Analyst - Financial Planner - Senior Financial Planner - Financial Planning Manager - Director of Financial Planning

Related Skills

In addition to financial planning expertise, professionals in this field are often expected to have skills in: - Financial analysis - Investment management - Risk assessment - Tax planning - Communication skills

Interview Questions

Here are 25 interview questions you may encounter for financial planning roles: - What is your understanding of financial planning? (basic) - How do you stay updated with the latest trends in finance? (basic) - Can you explain the importance of setting financial goals? (basic) - How do you approach risk management in financial planning? (medium) - Share a challenging scenario you faced in financial planning and how you resolved it. (medium) - What tools and software do you use for financial planning? (basic) - How do you handle clients with different risk appetites? (medium) - What is your experience with retirement planning? (medium) - How do you approach tax planning for your clients? (medium) - Can you walk us through a financial planning case study you worked on? (advanced) - How do you prioritize financial goals for your clients? (medium) - What are the key components of a comprehensive financial plan? (basic) - How do you assess the liquidity needs of a client? (medium) - What is your experience with estate planning? (medium) - How do you handle conflicts of interest in financial planning? (medium) - Explain the concept of time value of money. (basic) - How do you determine the appropriate asset allocation for a client? (medium) - Share a successful financial planning strategy you implemented for a client. (medium) - How do you evaluate the performance of investment portfolios? (medium) - What is your approach to continuous professional development in financial planning? (basic) - How do you handle client objections in financial planning discussions? (medium) - What regulatory guidelines do you follow in financial planning? (basic) - How do you ensure client confidentiality in financial planning engagements? (basic) - Can you explain the impact of inflation on financial planning? (medium) - How do you communicate complex financial concepts to clients with limited knowledge? (medium)

Closing Remark

As you explore opportunities in financial planning in India, remember to showcase your expertise, experience, and passion for helping individuals and organizations achieve their financial goals. Prepare thoroughly for interviews and demonstrate your ability to provide valuable insights and solutions in the dynamic field of financial planning. Best of luck in your job search journey!

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