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0.0 - 2.0 years

2 - 4 Lacs

Mumbai

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We are currently seeking enthusiastic and detail-oriented individuals to join our dynamic team as Finance Advisors. This role is designed for those who are eager to kick-start their careers in finance, offering a unique chance to learn from experienced professionals and gain hands-on experience in financial advisory services. As a Finance Advisor, you will be responsible for providing clients with sound financial advice, assisting in developing investment strategies, and helping them achieve their financial goals. If you are a recent graduate with a strong analytical mindset, excellent communication skills, and a passion for finance, we invite you to apply and become a part of our innovative and growth-oriented company. Tasks Provide financial advice to clients on investment opportunities and risk management. Analyze market trends and economic data to assist clients in making informed financial decisions. Develop personalized financial plans based on clients' financial goals, risk tolerance, and investment preferences. Maintain up-to-date knowledge of financial products, services, and regulations to ensure compliance and offer accurate advice. Build and maintain strong client relationships through regular communication and exceptional customer service. Requirements Bachelor's degree in Finance, Economics, Business Administration, or related field. Strong analytical and problem-solving skills with a keen attention to detail. Excellent communication and interpersonal skills for client engagement. Proficiency in financial software and MS Office applications. Ability to work independently and as part of a team in a fast-paced environment.

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3.0 - 5.0 years

4 - 8 Lacs

Bengaluru

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This individual will be a member of the EMEA COE Finance India team. Working closely with Finance teams in EMEA, APAC and USA and, they will play an important role developing the FP&A function to support firm growth and be responsible for Prepare and present fund level quarterly valuations of real estate investments and debt securities Responsible for the preparation and reviewing of fund valuation related projects including quarterly reporting, MTM Impact analysis, Net Debt Analysis, Solvency Analysis etc. Conduct analysis to identify key trends, investigate unusual items, and provide variance analysis with explanations to stakeholders. Lead and manage projects from inception to completion, ensuring timely delivery and adherence to quality standards Serve as a point of contact for internal and external stakeholders, providing updates and addressing inquiries Oversee co-ordination and submission of quarterly reporting with onshore and offshore teams ensuring the accuracy of the data Provide guidance, training and support to team members, helping them develop their skills and knowledge Continuously seek to create operational efficiencies and reporting enhancements Ad-hoc projects in support of the firms businesses/new initiatives Masters degree Major/Minor in Finance, Banking or Mathematics is a plus Proficient clarity basics of Financial statements Previous background within a valuation or reporting role is a plus CFA designation and knowledge on derivatives is a plus Highly proficient in Advance Excel & Powerpoint skills; experience with Anaplan or Tableau is a plus Strong analytical and quantitative skills with a detail orientation Highly organized and able to prioritize deliverables and meet demanding deadlines in a fast paced environment Excellent interpersonal and communication skills, both written and verbal Highly self motivated with ability to work independently and work effectively in a team Collaborative and able to build strong relationships with a broad range of stakeholders Strong initiative, energy and confidence completing assignments with limited supervisio Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks Deliver NoPerformance ParameterMeasure1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback2Self- ManagementProductivity, efficiency, absenteeism, Training Hours, No of technical training completedMandatory Skills: Institutional_Finance_Buy_Side_Others. Experience3-5 Years.

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3.0 - 5.0 years

3 - 7 Lacs

Bengaluru

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Role Purpose The purpose of this role is to design, test and maintain software programs for operating systems or applications which needs to be deployed at a client end and ensure its meet 100% quality assurance parameters Do 1. Instrumental in understanding the requirements and design of the product/ software Develop software solutions by studying information needs, studying systems flow, data usage and work processes Investigating problem areas followed by the software development life cycle Facilitate root cause analysis of the system issues and problem statement Identify ideas to improve system performance and impact availability Analyze client requirements and convert requirements to feasible design Collaborate with functional teams or systems analysts who carry out the detailed investigation into software requirements Conferring with project managers to obtain information on software capabilities 2. Perform coding and ensure optimal software/ module development Determine operational feasibility by evaluating analysis, problem definition, requirements, software development and proposed software Develop and automate processes for software validation by setting up and designing test cases/scenarios/usage cases, and executing these cases Modifying software to fix errors, adapt it to new hardware, improve its performance, or upgrade interfaces. Analyzing information to recommend and plan the installation of new systems or modifications of an existing system Ensuring that code is error free or has no bugs and test failure Preparing reports on programming project specifications, activities and status Ensure all the codes are raised as per the norm defined for project / program / account with clear description and replication patterns Compile timely, comprehensive and accurate documentation and reports as requested Coordinating with the team on daily project status and progress and documenting it Providing feedback on usability and serviceability, trace the result to quality risk and report it to concerned stakeholders 3. Status Reporting and Customer Focus on an ongoing basis with respect to project and its execution Capturing all the requirements and clarifications from the client for better quality work Taking feedback on the regular basis to ensure smooth and on time delivery Participating in continuing education and training to remain current on best practices, learn new programming languages, and better assist other team members. Consulting with engineering staff to evaluate software-hardware interfaces and develop specifications and performance requirements Document and demonstrate solutions by developing documentation, flowcharts, layouts, diagrams, charts, code comments and clear code Documenting very necessary details and reports in a formal way for proper understanding of software from client proposal to implementation Ensure good quality of interaction with customer w.r.t. e-mail content, fault report tracking, voice calls, business etiquette etc Timely Response to customer requests and no instances of complaints either internally or externally Deliver No. Performance Parameter Measure 1. Continuous Integration, Deployment & Monitoring of Software 100% error free on boarding & implementation, throughput %, Adherence to the schedule/ release plan 2. Quality & CSAT On-Time Delivery, Manage software, Troubleshoot queries,Customer experience, completion of assigned certifications for skill upgradation 3. MIS & Reporting 100% on time MIS & report generation Mandatory Skills: Anaplan. Experience3-5 Years.

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1.0 - 5.0 years

4 - 8 Lacs

Mumbai

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AKS CO is looking for Chartered Accountant to join our dynamic team and embark on a rewarding career journey Prepare financial statements and reports for clients or organizations. Conduct audits and ensure compliance with financial regulations and standards. Analyze financial data to identify trends, risks, and opportunities. Provide strategic financial advice and planning to clients or management. Manage tax planning and compliance activities. Oversee budgeting and forecasting processes. Collaborate with other departments to ensure financial integrity and transparency.

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2.0 - 7.0 years

1 - 5 Lacs

Pune

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Borkar and Borkar Chartered Accountants is looking for Associate - Audit & Assurance to join our dynamic team and embark on a rewarding career journey Audit Assurance Services is responsible for various tasks including planning, execution, and management of related duties They should possess relevant skills and experience to excel in this role Duties include teamwork, problem-solving, and achieving organizational goals Candidates must have strong communication and technical abilities Responsibilities include project management, strategy execution, and performance optimization Primary responsibilities of this role consist of conducting various types of audits and maintaining their working papers

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0.0 - 6.0 years

7 - 11 Lacs

Noida

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Wise Investments is looking for E-Financial Planner to join our dynamic team and embark on a rewarding career journey Manage and oversee financial activities and projects. Develop and implement financial strategies and plans. Monitor and report on financial performance metrics. Collaborate with cross-functional teams to achieve financial goals. Provide training and support to financial staff.

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8.0 - 13.0 years

30 - 35 Lacs

Mumbai

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Providing end-to-end compliance coveragefor all Edelweiss Alternatives investment funds Preparing and filing applications with SEBI,and coordinating with SEBI officials for obtaining registration Reviewing documents pertaining to SEBIapplication, IMA, contribution agreements, product note and investorcommunication Reviewing and filing monthly/ quarterlyreports with SEBI Preparation of communication to SEBI/regulators for event-based filings and reviewing communication being sent to investors. Responding to and resolving queries raisedby business teams Implementing circulars and group level/other policies within Edelweiss Alternatives Ensuring compliance with PIT policy Maintaining and upkeeping regulatoryrecords Preparing dashboards and trackers for regulatory reportings/ filings Supporting in development andimplementation of policies, procedures, other documents and establishment andmaintenance of processes and controls governing business activities, such asmanuals, codes of conduct, practice notes, and the likes, to comply withapplicable laws, rules and regulations. Assessing the adequacy of compliancepolicies, procedures and guidelines, resolving any identified deficiencies, andformulating proposals for revisions or amendments Providing comprehensive support duringregulatory audits, inspection and queries Coordinating with internal auditors forproviding data and clarifications Assisting in statutory, internal andspecial audits by collating data, and conducting preliminary review Preparing agenda and minutes of the IMBoard for AIF business activities Assisting in various system developmentsand automation initiatives Expected skill sets: 8+ years of experience and workingknowledge in compliance and governance function Experience in AIF/AMC preferred Ability to manage stakeholders, collaborateacross teams and build relationships Ability to work in a high volume,fast-paced environment with shifting priorities Demonstrated problem-solving andsolution-orientation with limited directions Articulate, and able to express thoughtsclearly in oral as well as written communication

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10.0 - 14.0 years

30 - 35 Lacs

Mumbai

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Edelweiss Alternatives Asset Advisers Limited seeks an experienced FPA Manager with 10 to 14 years of experience in listed companies. The role involves leading financial planning, budgeting, and forecasting, preparing and presenting detailed financial reports, and conducting strategic financial analysis. The ideal candidate will support cross-functional teams, provide actionable insights, evaluate investment opportunities, and ensure compliance with financial regulations. Key Responsibilities: - Lead financial planning and budgeting processes - Develop and maintain financial models and forecasts - Prepare and present financial reports and variance analysis - Conduct strategic financial analysis and provide recommendations - Collaborate with cross-functional teams and support business units - Evaluate and analyze investment opportunities - Ensure compliance with financial regulations Qualifications: - Bachelors degree in finance, Accounting, Economics, or related field; Qualified CA - 10 to 14 years of FPA experience in listed companies - Strong analytical and financial modeling skills

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6.0 - 8.0 years

9 - 14 Lacs

Mumbai

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Financial Analysis: Conduct thorough financial analysis for potential projects, evaluating risks and returns. Due Diligence: Lead comprehensive due diligence processes, collaborating with cross-functional teams to assess project viability. Relationship Management: Build and maintain strong relationships with stakeholders, including financial institutions, legal teams, and project partners. Market Research: Stay abreast of industry trends, regulations, and market dynamics to inform strategic decision-making. Reporting: Prepare and present detailed project finance reports to the Managing Director of Operations. Expected skill sets: Conduct financial analysis for projects. Expertise in contract structures Collaborate with internal teams, prepare and present project finance reports.

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10.0 - 15.0 years

30 - 45 Lacs

Mumbai

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The CE&P AML IT team is in charge of AML Monitoring tools for CIB and all regions. AML Monitoring tools are mainly used by Financial Security Compliance and CIB ITO LoD1. The role is for Highly skilled and experienced Project Manager who has extensive experience in developing and managing IT projects and their cost, time and scope. The main goal for this candidate is to deliver quality results that exceed expectations, requiring strong leadership skills to keep the team motivated and focused on the project timeline. The priorities of a Project Manager include developing a clear plan for the project, coordinating resources and delegating tasks to team members, motivating, and leading the team, executing the project effectively, and regularly monitoring and evaluating the projects progress to make necessary adjustments. Responsibilities Direct Responsibilities Align project objectives with company goals, and make sure the project team is clear on objectives Work with key stakeholders to understand the business needs, and create a project management plan that aligns with the companys strategic objectives Oversee strategic plan, monitoring and adapting as needed Create project plan and following up with tower leads to ensure timely delivery of the projects plans, Prepare project charters and project schedules Maintain project objectives Monitor production and quality to customer/stakeholder/sponsor standards Identify and resolves issues and risks Report on project progress offer viable solutions and opportunities as they arise Implement change practices Manage resources to make sure the schedule is on track Project portfolio management Lead meetings and set expectations for the project team Maintain budget Report on projects and portfolios Prepare the project plan and follow up with tower leads to ensure timely delivery of the projects. Produce a weekly dashboard to senior management to provide updates on the progress of the projects. Contributing Responsibilities Technical & Behavioral Competencies Leadership and Team Management Excellent communication and interpersonal skills Strong organizational skill to keep projects running smoothly by managing time, resources, and personnel effectively. Ability to quickly identify problems, think critically, and devise effective solutions Identifying potential risks and developing strategies to mitigate them before they become problems Familiarity with project management tools and software, such as Microsoft Project, or JIRA, is also beneficial. Must be adept at financial planning and budget management Adapt to changes and pivot their strategies accordingly Strong negotiation skills necessary to deal with vendors, contractors, and stakeholders Ability to understand and manage one's emotions and empathize with others Strong project management skills Business Skills o IT / Business relation (Expert) o Compliance Financial Security (Proficient) o IT Skills: database Transversal Skills o Ability to manage a project (Expert) o Analytical ability (expert) o Ability to understand, explain and support change (Expert) Behaviors Skills o Ability to Deliver/Results driven (Expert) o Ability to collaborate (Expert) o Adaptability (Expert) o Personal Impact/Ability to influence (Proficient) o Resilience (Proficient) Specific Qualifications (if required) Skills Referential Behavioural Skills : (Please select up to 4 skills) Ability to deliver / Results driven Adaptability Personal Impact / Ability to influence Resilience Transversal Skills: (Please select up to 5 skills) Ability to manage a project Analytical Ability Ability to understand, explain and support change Ability to set up relevant performance indicators Choose an item. Education Level: Bachelor Degree or equivalent Experience Level At least 10 years

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10.0 - 20.0 years

5 - 10 Lacs

Bengaluru

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SUMMARY Responsibilities: Managing day-to-day accounting operations. Keeping accounts updated using Tally. Attending calls, handling online order bookings, scheduling, and maintaining smooth office operations. Limited client-facing responsibilities, but must be presentable and polite. Requirements Experience: Minimum 10 years of experience in Accounting. Expertise in Tally is a must. Profile Preference: Female candidate preferred, married and well-settled. Should be looking for a long-term association. Skills & Language: Proficient in English, Hindi, and Kannada. Strong communication and interpersonal skills. Should be courteous and professional in client interactions. Other Preferences: Candidate residing close to office or with easy Metro connectivity. Annual salary increment upon successful completion of each year Benefits Attendance & Leave Policy: Leaves allowed only for religious or major public holidays. Advance leave application is mandatory. Sudden or unplanned leaves will not be granted.

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5.0 - 7.0 years

20 - 25 Lacs

Gurugram

Hybrid

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5–7 years in a techno-functional role with a strong focus on FP&A and financial reporting. Advanced Excel, Power BI , Power Query,SAP Business Objects, Tableau Experience with Oracle Financials, Hyperion Planning, or HFM

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3.0 - 8.0 years

5 - 10 Lacs

Hubli, Mangaluru, Mysuru

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Key Responsibilities: Gather and analyze business requirements related to financial planning, budgeting, and forecasting processes. Collaborate with business stakeholders and technical teams to design scalable financial planning solutions leading to continuous improvement Lead functional design workshops and document functional requirements and solution blueprints. Collaborate with different master & transactional data systems to design robust integrations, metadata updates, and data management setups. Support month-end and year-end closing activities in Oracle Hyperion. Drive end to end delivery of change requests & enhancements in collaboration with the technical team Assist in Hyperion system upgrades, patching, and performance tuning. Stay updated with Oracle Cloud developments and recommend enhancements to improve planning processes. Requirements Key Skills and Qualifications: Bachelor or master degree in finance, Accounting, or related field. 3+ years of experience as a Functional Consultant in Oracle Hyperion Planning (PBCS/EPBCS) - mandatory Strong understanding of FP&A processes including budgeting, forecasting, and financial modelling Strong analytical and problem-solving skills. Excellent communication and stakeholder management abilities. Ability to work in a fast paced environment to lead & manage multiple projects simultaneously.

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7.0 - 10.0 years

9 - 12 Lacs

Warangal, Hyderabad, Nizamabad

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Job Summary: We are seeking a highly skilled Business Analyst to join our team.The ideal candidate will have a deep understanding of demand planning, supplyplanning, long-term revenue and capacity planning, material requirementplanning, and production scheduling. Additionally, the candidate should possessstrong planning system knowledge (like Kinaxis, O9, OMP) and demonstrateproficiency in change management and influencing . Key Responsibilities: Analyze and understand thecomplete demand planning and supply planning processes. E2E Design thinking across theprocess interlocks across sales, supply chain, manufacturing and finance. Develop and implement productsfor long-term revenue and capacity planning strategies. Utilize planning systems knowledgeto support and enhance business processes. Collaborate withcross-functional teams to gather requirements and provide system solutions. Test the planning productsbuild and ensure good experience for the Supply chain members / personas. Lead change managementinitiatives to ensure adoption of new processes and systems. Provide training and support toend-users on system functionalities and best practices. Prepare detailed reports andpresentations for stakeholders, highlighting key insights and recommendations. Experience working within agileframeworks (e.g., Scrum, Kanban) to deliver projects. Ability to break down complexprojects into manageable tasks and sprints. Understanding of UI/UXprinciples to collaborate effectively with design teams. Requirements Preferred Skills: Advanced degree orcertification in Supply Chain Management or related field. Experience with supply chainmanagement systems like Kinaxis, O9, OMP. Knowledge of industry bestpractices and emerging trends in demand and supply planning. System specific skills (Kinaxis or anyother planning system): Proficiency in using KinaxisRapid Response for demand and supply planning. In-depth knowledge of variousKinaxis modules such as Demand Planning, Supply Planning, Inventory Management,and Sales & Operations Planning (S&OP). Familiarity with the corelogics and algorithms used by Kinaxis to support planning processes. Expertise in creating andanalysing different planning scenarios within Kinaxis. Proficiency in building andcustomizing dashboards and reports within Kinaxis. Experience in trainingend-users on Kinaxis functionalities and best practices. Leading change managementinitiatives related to the implementation and adoption of Kinaxis. Upstream and backstreamintegrations of planning systems like financial planning, customer salesplanning, scheduling systems, logistics execution, decision intelligence. Behavioural Skills: Strong leadershipand influencing skills. Adaptability andflexibility in a dynamic work environment. High attention todetail and organizational skills. Ability to managemultiple priorities and meet deadlines.

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10.0 - 13.0 years

35 - 40 Lacs

Mumbai

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About the Role S&P Markets is an critical arm of Treasury Department. S&P markets facilitates the smooth functioning of Treasury Department by undertaking timely review/ formulation of policies, streamlining/automation of processes, Implementation of systems, liaisoning with internal/external Auditors, Robust governance and risk management framework, Strategy & financial Planning etc Key Responsibilities Formulation/Review of Policies and processes - Analyze the impact of regulatory reform to the Treasury business and helps ensure the business is best positioned to respond Assessing Technological needs of the Treasury Dept and participating in implementation of the same Liaisoning with Internal/External Auditors and ensuring logical closure of the audit observation raised. Work with the business to optimize business performance and planning Ensure timely and accurate business/financial reports and plans to management Tracking of transactions exception and providing appropriate reasoning to market risk dept Seeking ratification from competent authority in case of any desk level/dealer wise Market Risk Limits /Counterparty Risk breaches in consultation with Treasury Front Office. Preparation of CMC/PMC notes, Risk Control Matrix, SOX process flow and Risk index Co-ordinating with the internal stakeholders on various Treasury related matters Qualifications :- CA/MBA from premier institutes/ FRM/CFA (USA) would be preferred Role Proficiencies: Keen interest in the financial markets and financial products Dedicated Self Starter who loves sharing knowledge with others Well versed with the regulatory framework applicable to Treasury Dept Good Communication and interpersonal skills Good Analytical skills Proficient in Word/Excel/PPT

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4.0 - 9.0 years

6 - 13 Lacs

Hyderabad/ Secunderabad

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FPNA Job Summary: The Finance Business Analyst reports to the Finance Manager of FP&A. This position is responsible for partnering with the Finance and Operations teams to provide timely, relevant, and accurate analysis of company performance against historical, budgeted, and forecasted targets. The analyst prepares both custom and standardized reports, conducts sales and gross profit analysis, and develops and tracks key performance indicators. Essential Functions: Produce regular performance metrics and financial results reports from multiple data sources. Identify opportunities for improving profitability by analyzing trends uncovered in the various analysis performed. An active business partner with senior management to proactively manage performance to targets. Key participant in the annual budgeting and monthly forecasting processes Recommend process improvements in accounting and financial analysis procedures. Involvement in special projects and other duties as assigned. Knowledge & Skills : Ability to process and synthesize large amounts of complex data into a usable format for senior management consumption. Proficiency with Microsoft Office products, with a strong emphasis on Excel & Power BI. Strong Proficiency with SQL & MS Access Excellent interpersonal and communications skills, with the ability to work with all levels of the organization. Strong organizational skills and attention to detail Displays intellectual curiosity with a natural drive for high performance. Ability to manage multiple deliverables, quick deadlines, and conflicting priorities. Shift Timings : US Shift Timings 5:30 PM TO 3:30 AM Transport : 2 Way Transport Mode Of Work : Work From Office

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15.0 - 22.0 years

1 - 1 Lacs

Chennai

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Role & responsibilities Oversee the financial strategy, planning, and operations of the company. • Manage budgeting, forecasting, cash flow, and financial reporting. • Ensure compliance with statutory laws and financial regulations. • Partner with the CEO and leadership team on strategic business decisions. • Optimize cost structures and enhance profitability. • Lead audit processes and maintain strong relationships with banks and investors. Preferred candidate profile CA/CPA/MBA in Finance with 15+ years of experience. • Strong leadership and decision-making skills. • Preferably from the medical equipment or healthcare industry.

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1.0 - 6.0 years

1 - 3 Lacs

Jamnagar, Ahmedabad, Vadodara

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Sales Team Leader Looking for BFSI sales professional for Direct Channel. Role includes selling financial products, client onboarding & meeting sales KPIs. Strong field sales experience, communication & customer handling skills are mandatory. Required Candidate profile • Must have 1yr of experience in Any Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 22 to 32 YRS Call OR WhatsApp : 73830 81652 HR Krisha Perks and benefits Incentive + PF + Mobile with Several

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7.0 - 12.0 years

10 - 20 Lacs

Bangalore Rural, Bengaluru

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Experience - in hand package min 8 yr - upto 18.7 L (2+ yr on Paper AM) min 11 yr - upto 26L (2+ yr on Paper Mgr) Australian Shift (2:30 am onwards) Commerce Graduate 100 % WFO Notice: 0 to 30 days yashika.imaginator@gmail.com 7289094130 Required Candidate profile Planning , Budgeting & Forecasting, Transfer Pricing, Tax, Management Reporting, External Reporting (Financial Reporting) preferred with high degree of proficiency in usage of SAP, Oracle, SQL Server

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0.0 years

0 Lacs

Bengaluru, Karnataka, India

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Great Organization Career Growth and great learning opportunities Job Description Client Relationship Management Financial Needs Analysis Wealth Management Strategy Portfolio Construction and Management Investment Advisory Financial Planning Business Development Compliance and Regulatory Adherence Performance Monitoring Cross-Selling Market Acumen The Successful Applicant Client Acquisition and Growth AUM Growth Financial Expertise Communication and Interpersonal Skills Relationship Building Ethical Conduct Results Orientation Proactive Approach What's on Offer Great Organisation to work with.

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4.0 - 6.0 years

12 - 22 Lacs

Mumbai

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The role focuses on reviewing current business performance, evaluating investments, and ensuring robust financial planning and forecasting processes. This includes ownership of budgeting, forecasting, business reporting, and key financial analyses across the cluster or region. KEY RESPONSIBILITIES: Business Analysis Perform in-depth analysis of business performance by product, business line, and customer segment. Analyze sales volumes, margins, fixed costs, and other EBITDA components; explain variances against budget, forecast, and prior year. Perform detailed analysis of fixed costs by category, cost center, and function to identify trends, inefficiencies, or cost-saving opportunities. Provide insightful commentary and recommendations based on financial trends. Respond to ad-hoc analysis requests from the business by providing timely, accurate, and insightful financial data and commentary. Contribute to management presentations for internal and external stakeholders. Reporting Support the Monthly and Quarterly Business Reviews for the Group with complete, accurate, and timely data. Forecasting and Budgeting Support the annual budgeting process and 5-year strategic planning, coordinating inputs from key stakeholders. Analyze budget vs. actual variances and communicate key drivers CAPEX Review Support the CAPEX planning and budgeting process, working closely with project owners, controllers, and regional teams to ensure accurate forecasts and alignment with strategic priorities. Participate in the post investment reviews and analyze project ROI, payback periods, and variance against business case. Process Improvement & Automation Identify opportunities to automate and optimize FP&A processes, including financial reporting, data consolidation, and budgeting workflows to increase efficiency and reduce manual effort. Collaborate with IT and business partners to implement automation tools and reporting solutions, ensuring timely, accurate, and consistent financial data across systems. Knowledge, Skills and Abilities Qualified finance professional with 1–3 years of experience in FP&A, controlling, or financial analysis. Strong understanding of foreign exchange (FX) impacts on financials. High proficiency in Microsoft Excel and other Microsoft Office tools; experience with ERP systems and reporting tools preferred. Strong analytical and numeracy skills with attention to detail. Excellent verbal and written communication skills; able to present complex data clearly. Ability to work collaboratively across departments and regions. Self-motivated and able to manage multiple priorities in a fast-paced environment Regional and Country Finance Teams Affiliates, Supply, Finance, Operations, Compliance and Accounting

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4.0 - 7.0 years

6 - 9 Lacs

Mumbai

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Minimum 4 - 7 years of experience with Investment Banking background. Responsibilities Direct Responsibilities Working as a member of the Trade Processing team that includes trade capture, Matching & settlement of Securities, FX and Money market instruments and Derivatives Products. Process Global Security transactions on the Global trade processing platforms within given deadlines Interact with both internal and external stake holders to resolve trade confirmation and settlement queries Monitoring of transactions to confirm instructions from the client are processed in a timely and accurate manner thus ensuring timely settlement and accounting Ensure that all trades are matched within market/client deadlines Ensure client positions are correct and all transactions are processed Query resolution in accordance with time frames set out in Client SLAs Work with the Custodians and brokers for timely matching and settlement. Reporting of exceptions in line with internal control and external client requirements. Resolve failed trade queries proactively. Escalating exceptions and failed transaction to appropriate stake holders for early resolution. Ensure all errors/break down of procedure are documented as per BNP Paribas policy Extensive communication with Internal & External parties. Investigating and resolving custodian exceptions for all 3 product classes. Ensure/Contribute for smooth day-to-day operations are managed with 100% accuracy (Acquire in-depth knowledge in Trade booking, Matching, Settlements and reconciliation) manage priorities during workloads and to ensure all tasks are completed in a timely and accurate manner within agreed SLAs. Attention to detail/checks are required to be done 100% effectively for all Daily, Weekly & Monthly activities, responding to queries on time, handling calls with spoke, brokers and clients as required. Ensure/contribute for KPIs & KMPs Contributing Responsibilities Ensure to contribute a minimum of 2 process improvements are suggested/Implemented. Technical & Behavioral Competencies Thorough understanding of all Capital market, Financial Instruments, Investment baking processes and above average accounting skills Proficient in Microsoft Office Applications and strong MS Excel skills required. Strong analytical skills, detail orientation, service commitment, solid organizational and interpersonal skills. Capacity to deal with high volumes of activity Specific Qualifications (if required) Graduates / Post Graduates (B.Com/MBA) Candidates should be willing and flexible to work in any shifts Skills Referential Behavioural Skills : (Please select up to 4 skills) Ability to collaborate / Teamwork Adaptability Critical thinking Creativity & Innovation / Problem solving Transversal Skills: (Please select up to 5 skills) Ability to understand, explain and support change Ability to develop others & improve their skills Ability to develop and adapt a process Ability to set up relevant performance indicators Analytical Ability Education Level: Master Degree or equivalent Experience Level At least 3 years Must be prepared to work in any shift supporting Asia/Americas/European business hours.

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2.0 - 5.0 years

6 - 15 Lacs

Gurugram

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Business Intelligence and Analytics Services Hub is a centralized global financial reporting and analytics service team. This hub greatly enhances how our management engage in information required to manage the business. Team is an integral part of the Enterprise Service organization, providing insights & analysis supported by meaningful and accurate financial information to help guide and influence the decision-making process. The team supports the leadership of our various business segments, senior finance management, local, regional & global finance colleagues across the organization. You will be responsible for managing & delivering on responsibilities related to financial reporting and analytics needs, using relevant data tools, reporting environment and dashboards for company. You ll work as a business/ thought partner with our business areas with a focus on bringing insights to light through data analysis and visualization. Work towards finding solutions to complex problems by developing expertise on topic domains. You ll be working in a global environment managing multiple stakeholders across time zones. Finance/ Technical Skills Strong understanding of finance concepts, management/financial/People reporting & analysis Proficiency in aligning financial planning with business strategies through effective collaboration with global teams Capability to lead ad-hoc analyses, special reporting projects, and detailed performance analysis. Skill in streamlining forecasting/planning cycles and consolidating forecasts while identifying risks and opportunities. Expertise in identifying key business drivers, risks, issues, and opportunities for improvement. Ability to design, own, and enhance functional data dashboards, driving reporting innovation and automation. Experience on data visualization & analytics tools (such as advanced excel, Alteryx, Tableau, Power BI) will be an added plus Problem solving and analytical tasks Being a thought partner to business, creatively solving problems by bringing insights, Ability to structure hypothesis, build thoughtful analyses, develop underlying data models and bring clarity to previously undefined problems. Desire and flexibility to work through details with keen attention to accuracy and interdependencies. Comfortable working with ambiguity, complex and in an iterative environmentCommunication, interpersonal and teaming skills Strong stakeholder management skills, ability to manage multiple stakeholders across different time zones Adapts style to changing situations and audiences with tact, poise and patience Demonstrates persistence to drive change. Contributes to a positive and productive work environment Works positively and collaboratively with others and within team; builds strong and lasting relationships Work Management, organization, and planning Must be able to perform successfully in a fast-paced, intellectually intense, service-oriented environment Strong Organizational skills and process management skills Ability to contribute to multiple work streams at once and prioritize efforts accordingly. Demonstrated ability to drive projects to scheduled conclusion Familiarity or willingness to work on Agile methodology will be a plus YOU BRING (EXPERIENCE & QUALIFICATIONS) B. Com / Masters degree in Finance or CA or equivalent 4 to 6 years of relevant finance experience Very strong problem solving & analytical skills Excellent communication skills; written and oral Flexible to work across time zones Proven ability to work effectively in a global environment with people at all levels, preferably in a professional services organization Strong finance knowledge of financials statements including P&L, Balance Sheet, etc. Experience working in/with FP&A team Advanced computer literacy Experience with and exposure to data analytics and business intelligence tools e.g. SAP Business objects, Power BI, Tableau; advanced excel, building reports, and diagnosing issues Prefer experience with Oracle applications such as Oracle Financials, HFM, Hyperion Planning

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2.0 - 7.0 years

3 - 8 Lacs

Pune

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Role & responsibilities Must have experience in Financial Planning and Analysis Preferred candidate profile Must have experience in Reporting, Modelling, Adhoc Salary Best in Industries

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3.0 - 7.0 years

3 - 7 Lacs

Raipur

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The ideal candidate will be responsible for managing all financial and accounting operations, ensuring compliance with statutory regulations, and supporting strategic business decisions through accurate financial reporting.

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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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