
Financial Planning Assistant
3 weeks ago
As an Assistant Financial Planner, you will be part of our financial planning team, assisting clients in achieving their financial goals. You will work under the guidance of senior financial planners and contribute to the creation of comprehensive financial plans.
Responsibilities
Assisting in gathering client financial information and conducting financial analysis.
Preparing financial plans and investment recommendations.
Participating in client meetings to present financial plans.
- Monitoring and reporting on the progress of financial plans.
Qualifications
Bachelor's degree in finance, economics, or a related field.
Professional certifications such as CFP (Certified Financial Planner), CFA, CWM preferred.
Strong analytical and numerical skills.
Excellent communication and presentation skills.
Basic knowledge of financial planning principles and products
-
Financial Planning Assistant
2 weeks ago
Vadodara, Gujarat, India Ascent Financial Solutions Full time ₹ 4,00,000 - ₹ 8,00,000 per yearAs an Assistant Financial Planner, you will be part of our financial planning team, assisting clients in achieving their financial goals. You will work under the guidance of senior financial planners and contribute to the creation of comprehensive financial plans.ResponsibilitiesAssisting in gathering client financial information and conducting financial...
-
Assistant Financial Planner
3 weeks ago
Vadodara, India Ascent Financial Solutions Full timeAs an Assistant Financial Planner, you will be part of our financial planning team, assisting clients in achieving their financial goals. You will work under the guidance of senior financial planners and contribute to the creation of comprehensive financial plans. Responsibilities Assisting in gathering client financial information and conducting financial...
-
Assistant Financial Planner
2 weeks ago
Vadodara, Gujarat, India Ascent Financial Solutions Full time ₹ 2,00,000 - ₹ 6,00,000 per yearAs an Assistant Financial Planner, you will be part of our financial planning team, assisting clients in achieving their financial goals. You will work under the guidance of senior financial planners and contribute to the creation of comprehensive financial plans.ResponsibilitiesAssisting in gathering client financial information and conducting financial...
-
Senior Executive Financial Planning
1 week ago
Vadodara, Gujarat, India Collabera Talent Solutions Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob OverviewWe are seeking a dynamic and analytical Senior Executive Financial Planning & Analysis (FP&A) to join our finance team. In this role, he/she will be responsible for supporting the budgeting, forecasting, financial reporting and strategic analysis processes that drive key business decisions. Additionally, Senior Executive FP&A will play key role...
-
Financial Planning and Analysis Specialist
2 weeks ago
Vadodara, Gujarat, India Asian Hires Full time ₹ 10,00,000 - ₹ 13,00,000 per yearPosition Location: VADODARA, GUJARAT, INDIA (On-Site)Position Budget: 10,00,000 – 13,00,000 PA.POSITION SUMMARYFP&A Analyst is responsible for timely and accurate reporting of financial statements. The position plays a key role inproviding detailed analysis of financial results as well as supporting the FP&A team in the annual and/or...
-
Financial Planning And Analysis
2 weeks ago
Vadodara, India AIS business solution Full timeJob Description QUALIFICATIONS: - Proficiency in tracking monthly P&L performance of legal entities on consolidated and individual bases. - Experience in preparing and enhancing monthly management financial/operational reports, including flash financial results. - Ability to lead and direct pricing strategy formulation and take necessary actions to enhance...
-
AGM - Financial Planning & Analysis _DCTL
3 weeks ago
Vadodara, India Deepak Chem Tech Limited Full timeRole & responsibilities Financial Planning & Analysis• Develop annual operating plans (AOP) and long-range business plans aligned with company strategy.• Prepare rolling forecasts and monthly financial outlook for plant operations.• Conduct variance analysis (budget vs. actual) and recommend corrective actions.• Monitor plant cost structure,...
-
AGM - Financial Planning & Analysis _DCTL
2 weeks ago
Vadodara, Gujarat, India Deepak Chem Tech Limited Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole & responsibilitiesFinancial Planning & Analysis• Develop annual operating plans (AOP) and long-range business plans aligned with company strategy.• Prepare rolling forecasts and monthly financial outlook for plant operations.• Conduct variance analysis (budget vs. actual) and recommend corrective actions.• Monitor plant cost structure,...
-
Financial Planning
2 weeks ago
Vadodara, Gujarat, India Neelam Enterprise Full time**Job Description (Key Accountabilities)Track monthly P&L performance of six legal entities on consolidated and individual basis** **Prepare and improve monthly management financial/operational reports including Flash of financial results** **Lead and direct pricing strategy formulation and take necessary pricing actions to enhance profitability, ensuring...
-
Assistant Manager
3 weeks ago
Vadodara, India PGP Glass Full timeDesignation - Assistant Manager Location - Jarod Company - Kosamba Glass Deco Pvt. Ltd. (Corrugation Plant ) Experience- 5 to 10 years Glimpse of JD: Job Overview: The Costing, Budgeting, and Management Information System (MIS) Manager is responsible for overseeing the financial planning, budgeting, and management of company costs. This role involves...