5 Ms Office365 Jobs

As a Certified Financial Planner at Finwise PFS, your role will involve being a key resource in financial planning within the organization, reporting directly to the Founder. You will be an integral part of the Planning function, primarily reporting to the Founder for 70% of your responsibilities. Your key tasks will include creating and finalizing new financial roadmaps, scheduling review calendars with customers over email, preparing review templates, capturing review minutes, and scheduling follow-ups as necessary to ensure the execution of actions. Additionally, you will be responsible for building and executing communication schedules, maintaining a repository of planning-related documentation, and taking end-to-end ownership of customers for both operations and planning, including implementation. In addition to your financial planning responsibilities, you will also be supporting Operations, Marketing, Research, and Social Media tasks, accounting for the remaining 30% of your role. Key areas of responsibility and performance indicators will include the successful completion of financial roadmaps and reviews, maintaining reliable planning documentation, ensuring customer engagement and satisfaction, and executing Operations, Research, Marketing, and Social Media tasks effectively. We are seeking a candidate who is willing to get hands-on and is committed to building a long-term career with us. Proficiency in Spreadsheets, MS Office365, and technological savviness are essential functional skills required. In terms of behavioral skills, excellent written and oral English communication, strong interpersonal engagement, ability to take initiative and multitask, and adaptability to manage uncertainty are highly valued. The ideal candidate should be a Graduate with a CFP certification and 12-18 months of experience in financial planning. Post-graduates will also be considered. Compensation for this role will primarily be fixed with a variable top-up component, ensuring that the right candidate is not constrained by salary considerations. To apply for this position, please send your resume along with a brief note (not exceeding 150 words) explaining why you are a suitable fit for our requirements to getfinwise@finwise.in, cc to prathiba.girish@finwise.in.,

Job-role Title Certified Financial Planner, Finwise PFS Role of the person in the organization Financial Planning resource, reporting to the Founder Profile of Job & Key Tasks Part of the Planning function, reporting to the Founder (70%) Creating and finalizing (in consultation) new roadmaps Scheduling (over email) review calendars with customers and preparing review templates Capturing review minutes and scheduling follow-ups where needed to ensure execution of actions Building and executing (executing) communication schedules Maintaining repository of planning-related documentation End to end ownership of customers for both operations and planning, including implementation In addition, will also be responsible for supporting on Operations / Marketing / Research / Social Media tasks (30%) Key Responsibility Areas & Key Performance Indicators Successful completion of financial roadmaps Successful completion of financial roadmap reviews Maintaining impeccable and reliable online and offline planning related documentation Happiness in customer engagement Successful execution of Operations/ Research / Marketing / Social Media tasks Profile of Candidate we are seeking We are looking for someone who is ready and comfortable dirtying his or her hands, in order to build a long-term career and grow with us. Excellence is sought in the below skills/competencies. Functional Skills -Spreadsheets -MS Office365 -Technological savviness Behavioral Skills -Excellent English communication (written & oral) -Inter-personal engagement & dynamics -Ability to take initiative & multi-task -Managing uncertainty and thriving Candidate qualifications/experience Graduate. Post-graduate can also be considered. Should have completed CFP . Should have worked in or practiced in the capacity of a planner for at least 12-18 months, and not more than 30-36 months. Compensation Will be primarily fixed with a decent variable top-up component. Will not be a constraint for the right candidate. How to Apply Send in your resume, along with a brief note (not more than 150 words) on why you suit our requirement, to [HIDDEN TEXT], cc to[HIDDEN TEXT] Show more Show less

As a Business Analyst at EY, you will play a crucial role in understanding and articulating customer business requirements to drive organizational transformation goals. You will act as a liaison between business clients and technical teams, analyzing complex business problems and proposing innovative solutions. Your expertise in business case writing, BPM, process design, and stakeholder management will be essential in defining scope and objectives aligned with overall business strategies. Your responsibilities will include leading requirements elicitation sessions, conducting workshops, and bridging the gaps between requirements and product functionalities. Being a part of a scrum team, you will assist the Product Owner in Sprint Prioritization, engaging with all levels of management, and driving the execution of strategies to meet business value and KPIs. Your excellent communication skills, strong presence in front of senior executives, and proficiency in preparing documents like BRD, FRD, SRS, and User stories will be crucial in ensuring successful solution platform adoption. In terms of technical skills and tools, you should be proficient in Business Analysis, BPM, Stakeholder Management, Gap Analysis, Product Management, and more. Familiarity with tools like MS Visio, JIRA, Confluence, and MS Project will be required, with additional experience in Program and Project Management Life Cycle, SAP, ERP, and financial services considered advantageous. Moreover, your flexibility in working hours to accommodate various time zones, including US and multiple APAC regions, will be beneficial for effective collaboration and project delivery. By joining EY, you will have the opportunity to contribute to building a better working world, creating long-term value for clients, people, and society while fostering trust in the capital markets.,

As a Business Analyst at EY, you will play a vital role in leading the analysis, documentation, and management of business requirements throughout project lifecycles. Your responsibilities will include evaluating business processes, anticipating requirements, and implementing solutions to drive informed decision-making processes. You will also mentor and guide junior Business Analysts in their duties and professional development. Your key responsibilities will involve understanding customer business requirements, analyzing complex data sets to identify trends, designing and implementing reporting solutions using Power Bi, and acting as a liaison between business and technical teams to drive business-relevant solutions. Additionally, you will lead cross-functional business process re-engineering teams, support organizational transformation goals, and collaborate closely with stakeholders at all levels of the organization. To excel in this role, you must possess technical expertise, business acumen in sectors like Pharmaceutical, Healthcare, or Life Sciences, and proficiency in Power BI and Agile Software Development methodologies. Leadership qualities, decision-making skills, autonomy, innovation mindset, and the ability to navigate complexity will be crucial for success. You should also hold a Bachelor's degree in engineering, business administration, or a related field, with at least 6 years of experience in business analysis, GXP, regulatory compliance, and project management. In addition to essential skillsets, desired qualifications include global working environment experience. Travel may be required for regional and global meetings. By joining EY, you will contribute to building a better working world by leveraging data, technology, and collaboration to drive long-term value for clients, people, and society.,

Company Description ASIJA CPA PRIVATE LIMITED, based in Ludhiana, specializes in providing high-quality accounting and tax services to USA clients. We prioritize professionalism, responsiveness, and excellence in our work culture. Role Description We are hiring Tax Preparers & Bookkeepers for full-time, on-site roles. Candidates will be responsible for tax preparation, bookkeeping, financial reporting, and ensuring compliance with US accounting standards. Qualifications Tax Preparers: Experience with 1040, 1120, 1120S, 1065 returns, IRS regulations, and tax software (Drake, Lacerte, UltraTax). Strong analytical, problem-solving skills, and attention to detail. Good knowledge of MS Office/365. Bachelor's degree in Accounting, Finance, or related field. EA/CPA certification is a plus for tax roles. Experience with US bookkeeping/taxation preferred.,