
Financial Planning
23 hours ago
Financial Planning & Analysis JD Location: Onsite Gurugram Experience required- 3 to 5 years Responsibilities : Financial Analysis and Reporting: Conduct comprehensive financial analyses to support strategic decision-making. Prepare monthly, quarterly, and annual financial reports for management review. Monitor key financial metrics and provide insights into trends and variances. Budgeting and Forecasting: Collaborate with cross-functional teams to develop annual budgets. Assist in the preparation of financial forecasts, identifying potential risks and opportunities. Work closely with department heads to ensure budget adherence and provide variance analysis. Business Partnering: Serve as a financial business partner to various departments, offering insights and support. Collaborate with operations teams in the USA, India, and the Philippines to align financial goals with operational strategies. Provide financial guidance to assist in achieving business objectives. Process Improvement: Identify opportunities for process improvements and efficiency in financial planning and reporting. Implement best practices and contribute to the continuous enhancement of financial processes. Compliance and Risk Management: Ensure compliance with financial regulations and reporting requirements in all relevant jurisdictions. Identify and mitigate financial risks, working with internal and external stakeholders. Qualifications : Bachelor’s degree in Finance, Accounting, or a related field.
Master’s degree or professional certification (e.g., CPA, CFA) is a plus. At least 3 years of relevant experience in financial planning and analysis working in IT/ BPO/ KPO Company. Strong analytical skills with a keen attention to detail. Excellent communication and interpersonal skills. Ability to work effectively in a cross-cultural and geographically dispersed team. Proficiency in financial modeling and advanced Excel skills. Familiarity with financial systems and software. If you are a motivated and detail-oriented financial professional looking to contribute to a dynamic and growing organization, we invite you to apply for the Senior Associate, Financial Planning position at Neolytix.
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Financial Planning Analyst
2 weeks ago
Gurugram, India Ameriprise Financial Full timeSupport advisors in creating and delivering comprehensive financial plans for their retail clients. Key Responsibilities Support financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful...
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Financial Planning Process Trainee
1 week ago
Gurugram, Haryana, India Ameriprise Financial Full timeSupport advisors in creating and delivering comprehensive financial plans for their retail clients. **Responsibilities** Support financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level - Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful...
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Financial Planning Process Trainee
2 weeks ago
Gurugram, Haryana, India Ameriprise Financial Full timeSupport advisors in creating and delivering comprehensive financial plans for their retail clients. **Responsibilities** - Support financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level - Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful...
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Financial Planning Process Trainee
4 days ago
Gurugram, Haryana, India Ameriprise Financial Full timeSupport advisors in creating and delivering comprehensive financial plans for their retail clients. **Responsibilities** - Support financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level - Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful...
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Financial Planning Analyst
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Financial Planning Manager
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Director, Financial Planning
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Financial Planning Manager
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