12255 Financial Planning Jobs - Page 8

Post: Regional Head Educational Qualification (As on 01.05.2025) Mandatory: Graduates from Government recognised University or Institution Preferred Qualification: MBA (Banking/ Finance/ Marketing) with 60% from recognized University or Institution. CFP / CFA / NISM V-A /NISM Investment Advisor / NISM 21-A Post-Qualification Experience (As on 01.05.2025) Essential Experience: (as explained above) ? Post Qualification Experience of Minimum 12+ years of experience in relationship management preferably in wealth management with leading Public / Private / Foreign Banks / Wealth Management Firms / AMCs ? 5+ years of experience in leading a large team of Relationship Managers or a Team Lead prefer...

Key Responsibilities Maintain financial records and ensure all transactions are recorded accurately. Handle accounts payable and receivable, invoicing, and reconciliations. Prepare financial reports, including profit and loss statements and balance sheets. Manage tax filings (GST, TDS, and other applicable taxes) and ensure compliance with regulations. Process payroll and ensure timely disbursement of salaries. Track expenses, budgets, and financial performance to support decision-making. Work closely with internal teams to manage financial planning and budgeting. Assist in financial audits and coordinate with external auditors when required. Stay updated with financial and tax regulations a...

FP&A and FC Function - Financial Planning Financial Analysis & Reporting Month-end Closing, Performance Reporting, Latest Views, Forecast & Annual Ops Plan Internal Controls & Standardization Process Automation Int/Ext Audits New project evaluation Required Candidate profile CA with 3-8 yrs exp in FP&A / FC Must have exp in FMCG industry Advanced skills in Excel, SAP(ERP), PowerPoint etc Exp in Analytics, BI tools preferred Strong Communication and Stakeholders Mgmt skill

As a CA Inter / CMA Inter Qualified candidate with completed articleship and a minimum of 1 year experience, you will have the following responsibilities: - Lead the accounting team in managing day-to-day financial operations. - Conduct internal audits to ensure compliance with accounting standards and organizational policies. - Develop and implement effective internal control procedures. - Prepare financial statements and MIS reports for both internal and external authorities. - Coordinate with external auditors during annual audits. - Analyze financial data to identify areas for improvement and risk mitigation. - Provide strategic financial insights to support decision-making processes. - ...

As a Consultant/Senior Consultant in the EY - Finance Consulting Team, you will play a crucial role in helping clients develop their Performance Improvement initiatives and identifying opportunities for improvement in finance processes. Your responsibilities will include: - Having expertise in BPRA (Business Planning Reporting & Analytics) and BPRA Process Assessment assignments - Knowledge on Financial Planning and Budgeting Processes, Financial Consolidation, Cost Allocation, and Controllership - Focus on designing and implementing operating models in BPRA - Identifying improvement opportunities in the BPRA domain - Re-designing and optimizing processes leveraging BPM tools - Identifying K...

Role Overview: As a Financial Engineer at WaterMarc, you will be responsible for overseeing financial planning, developing robust financial models, and conducting detailed financial analyses to support decision-making. Your role will involve preparing financial reports, offering insights for optimization, and collaborating with teams to ensure alignment with financial objectives. You will play a critical role in analyzing data, managing resources, and delivering actionable strategies to achieve organizational goals. Key Responsibilities: - Oversee financial planning processes - Develop and maintain robust financial models - Conduct detailed financial analyses to support decision-making - Pre...

Role Overview: You will be responsible for overseeing and managing accounting operations as a Senior Accountant. Your role will involve preparing, reviewing, and finalizing financial statements, ensuring accurate posting of transactions, managing statutory compliances, analyzing financial data, and guiding junior staff to maintain accuracy across all accounting functions. Additionally, you will be involved in budgeting, forecasting, variance analysis, and implementing/improving accounting systems and procedures. Key Responsibilities: - Prepare, review, and finalize monthly, quarterly, and annual financial statements (Balance Sheet, P&L, Cash Flow). - Ensure timely and accurate posting of all...

As a Finance Officer at Click2Secure, your main responsibility will be to manage key financial operations, ensure accurate reporting, and support the companys growing cross-border finance activities between India and the UAE. You will be based in Kakkanad, Kochi, Kerala, and the salary range for this role is 35,000 - 40,000 per month, depending on your skills, experience, and interview performance. **Key Responsibilities:** - Prepare monthly financial statements and support audits - Ensure accurate recording of all financial transactions - Monitor budgets and assist management with financial planning - Liaise with the UAE finance department for cross-border reconciliations **Qualifications:*...

As a Subject Matter Expert (SME) within the Cloud EPM product domain, your role will involve collaborating with a global support team and various stakeholders for day-to-day production support, enhancements, and testing activities. You will also work closely with Onshore and Nearshore EPM Project/Support teams on transformation, implementation, upgrades, and support projects. **Responsibilities:** - Understand AMS Ticketing, deployment, and change management processes for production support projects - Gather requirements, design, develop, and support financial planning and reporting solutions using Oracle Cloud Planning - Implement Oracle Cloud planning modules such as Financials, Workforce,...

Role Overview: As a member of the Accor network, you will have the opportunity to become a Heartist and contribute to creating a positive and memorable impact for customers, colleagues, and the planet. Your role will involve supervising and coordinating activities in the Accounts Receivable department, ensuring efficient collection of receivables, proper accounting of cash receipts, and resolving collection issues. You will also be responsible for generating financial reports, collaborating with internal teams, and optimizing the use of financial resources. Key Responsibilities: - Supervise and coordinate the activities of the Accounts Receivable department - Assist the Credit Manager in eff...

Role Overview: As the Controller at MSM Unify, you will be responsible for ensuring the integrity, accuracy, and compliance of all finance and accounting operations. Your role will involve overseeing financial reporting, internal controls, regulatory compliance, cash flow management, accounting operations, and risk mitigation for the organization. You will act as a steward of financial data, custodian of internal controls, and a strategic partner delivering actionable insights for business sustainability and growth. Key Responsibilities: - Oversee the preparation and accuracy of monthly, quarterly, and annual financial statements in compliance with Indian GAAP, Canadian GAAP, US GAAP, IFRS, ...

Role Overview: You are a strategic thinker passionate about driving solutions in Financial Analysis. As a Financial Planning & Analysis Associate within the Financial Analysis team, you will be responsible for managing annual and ongoing financial planning activities for product areas. You will provide business rationale and decisions for all month-end financial performance and forecasting. Your role will involve conducting reviews and analysis on product financial performance, consumption and demand planning, budgeting, billing, trends, and exception reports. Additionally, you will focus on efficiency reporting, analytics, and strategy, create financial business cases, and report on key met...

In this role at Planify Capital, you will be a vital part of the finance team, focusing on financial planning & analysis (FP&A), investment monitoring, reporting, and strategic decision-making. Your contribution will be crucial, especially considering the requirement of CFA Level III clearance. If you perform well during the 3-month internship, there is a possibility of conversion to a full-time position. **Key Responsibilities:** - Assist in preparing monthly & quarterly financial reports, dashboards, and presentations for senior management. - Build, update, and maintain financial models to support business units and investment decisions. - Analyze business performance through variance anal...

As a Treasury Director at our company, some of your key responsibilities will include: - Leading planning and forecasting across Capital, RWA, Liquidity, and NIM, ensuring strategic alignment. - Providing clear, executive-level reporting and insights to the Group Treasurer, CFO, and FP&A teams. - Overseeing a robust and cost-efficient funding strategy in collaboration with Treasury. - Providing robust challenges with business forecasts, identifying key risks and opportunities to enhance financial outcomes. - Managing, coaching, and developing a team of 1012 professionals, fostering a culture of excellence and accountability. To be eligible for this role, you will require: - Minimum 10 years ...

Role Overview: As a Finance Manager at eShipz, you will be responsible for overseeing the financial health of the organization. This full-time hybrid role based in Bengaluru offers some flexibility for remote work. Your key responsibilities will include managing budgets, forecasting, analyzing financial data, and ensuring compliance with financial regulations and reporting standards. Working closely with cross-functional teams, you will optimize financial performance and provide strategic insights to support business growth. Key Responsibilities: - Manage budgets and financial forecasting - Analyze financial data to provide insights - Ensure compliance with financial regulations and reportin...

Role Overview: You are a dynamic and analytical Finance Business Partner responsible for supporting Lenskart's Supply Chain function, covering manufacturing, logistics, procurement, and distribution. Your role involves acting as a strategic bridge between Finance and Operations to drive visibility, accountability, and financial discipline across Lenskart's critical business vertical. Key Responsibilities: - Partner with the Head of Supply Chain and functional leaders to enhance business performance, cost efficiency, and strategic decision-making in manufacturing, warehousing, logistics, and procurement. - Lead financial planning, budgeting, and forecasting for the Supply Chain vertical to en...

Role Overview: As a Financial Planning Specialist in Finnovate, you will play a crucial role in empowering individuals with financial knowledge and guiding them towards making smart financial decisions for a secure future. Your expertise in financial planning, investment strategies, and wealth management will be key in providing tailored solutions to meet client needs. Key Responsibilities: - Build strong relationships with clients by understanding their goals and offering personalized financial solutions. - Guide individuals in making informed financial decisions for long-term financial well-being. - Provide expert insights on financial planning, investment strategies, and wealth management...

As a Strategic Financial Leader in this role, your key responsibilities will include: - Providing financial insights to guide key business decisions and supporting the management in setting strategic plans and long-term financial strategies. - Participating in strategic decision-making as part of the leadership team. - Developing efficient financial plans to support current and future growth, maintaining strong relationships with banks and financial institutions, and leading fundraising initiatives. - Overseeing budgeting, financial analysis, and management reporting, collaborating with business and functional heads on cost optimization and commercial inputs, and ensuring timely and accurate...

Role Overview: Zomint is seeking a Wealth Manager to revolutionize the landscape of wealth advisory in India. As a Wealth Manager at Zomint, you will have the opportunity to provide genuine advice, tailor strategies, and make a real impact on the financial well-being of clients. The culture at Zomint is centered around offering authentic guidance, creating personalized portfolios, and fostering long-term relationships built on trust. Key Responsibilities: - Design and optimize Mutual Fund-centric portfolios that are in line with clients" real-life financial aspirations, focusing on goals rather than just income brackets. - Engage with clients through onboarding calls, financial planning sess...

As a Senior Finance Leader at Sarga Consultants, you will be responsible for overseeing end-to-end accounting, compliance, and taxation functions while enabling strong financial governance and business decision support. Your role will require a blend of technical expertise in financial reporting, tax strategy, and regulatory compliance, along with the ability to drive process excellence and partner with cross-functional teams. Key Responsibilities: - Lead and manage all accounting operations, including general ledger, reconciliations, and period-end closures. - Ensure accurate preparation of financial statements, dashboards, and management reports in line with applicable standards. - Strengt...

Role Overview: As a Senior Wealth Manager at 967, Sikar, your main role will be to conduct daily sales calls for financial planning sessions with clients, acquire customers to generate the targeted premium, deliver complete product information, and manage customer relationships to ensure persistency and renewals. Additionally, you will be responsible for cross-selling and upselling products to existing customers, monitoring prospect and customer leads provided by the company, and adhering to all sales systems and compliance guidelines. Key Responsibilities: - Identify & conduct daily sales calls for financial planning sessions with clients - Acquire customers and generate the targeted amount...

Position: Caf Operations Manager Type: Equity-Based (Part-time / Full-time Founding Role) Compensation: Purely Equity-Based (No fixed pay until funding) Commitment: 2025 hours per week About Kefilo Kefilo is a next-generation wellness and nutrition brand , creating a new wave of functional food cafs and wellness experiences that blend taste, health, and innovation. We're building cafs that go beyond food integrating nutrition science, mindfulness, and community wellness , supported by technology and research-driven menus. Role Overview As the Caf Operations Manager , you'll be responsible for setting up, streamlining, and scaling Kefilo's caf model from kitchen operations and vendor manageme...

Leadership role with a great visibility with the leadership Organisation with great culture and values About Our Client The Client is a leading Manufacturing Organisation headquartered in India and a significant international presence Job Description Lead the financial planning and budgeting processes to align with the company's strategic goals. Oversee financial reporting, ensuring compliance with regulatory standards and accuracy in reporting. Develop and implement strategies to optimise the company's financial performance and growth. Manage relationships with external stakeholders such as auditors, investors, and financial institutions. Monitor and mitigate financial risks, ensuring robus...

JOB DESCRIPTION: COO || BRAND MANAGER || HBS Harkaran Boparai Studio (HBS) is a global practice that specializes in developing timeless architecture & interior design. The studio commands its formidable presence in high scale residential & one of kind commercial projects. Founded in 2018, the studio has ballooned to a global practice of 50+ design professionals across three offices. Harkaran's expressive timeless style is visible across the realms of his built projects. ROLES & RESPONSIBILITIES 1.Business Development : Consistently build new business relationships. Ensure overall financial performance of the studio. Lead project negotiations, send offers, and close deals. Maintain strong cli...

Roles & Responsibilities : Land/Project Acquisition: Identify and evaluate land parcels across Mumbai for development under various structures such a joint ventures, outright or development management model. Doing site visits. Analyzing locations (existing access road, DP road, frontage, view, projects around the subject land, pricing, sales velocity etc.). Financial modelling: Preparing financial models (projections) of the project going, along with justified assumptions. Having understanding of DCPR 2034 and UDCPR. Facilitating Due diligences such as financial, technical & legal along with valuations. Coordinating with Liaisoning team for approvals and FSI related workings and understandin...