Associate, Financial Planning

4 weeks ago


Pune Maharashtra, India The Bank of New York Mellon Corporation Full time

Assists in the delivery of basic financial analytics and reporting in support of assigned line of business, corporate function, or region.Assists in performing basic analyses to support end to end processes within Finance including the support for the period close, analyses of performance such as forecasted period revenue and expenses against actual results, and metrics and scorecard reporting.Compiles and updates short term and long range forecasts to reflect changes in business strategies and business intelligence in the competitive environment impacting lines of business. Provides basic trend analysis on financial data and operating performance. Assists in interpreting and summarizing findings.Compiles financial information for input into a variety of periodic financial reports.No direct reports.Primarily responsible for the accuracy and quality of own work. Work contributes to the achievement of team goals.Modified based upon local regulations/requirements.Bachelor's degree in finance, accounting, or business or the equivalent combination of education and experience.0-3 years of total work experience preferred,, experience in financial planning and analysis preferred. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

**BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.**

**Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.



  • Pune, India Cornerstone OnDemand Full time

    We're looking for a Associate Manager, Financial Planning & Analysis This role is Office Based   Associate Manager FP&A – India As an Associate Manager FP&A, you will be FP&A partner for India leadership team. This role requires Financial planning and Analysis support for India business of Cornerstone. The ideal candidate will have a good...


  • Pune, Maharashtra, India BNY Mellon Full time

    Overview Assists in the delivery of basic financial analytics and reporting in support of assigned line of business, corporate function, or region.Assists in performing basic analyses to support end to end processes within Finance including the support for the period close, analyses of performance such as forecasted period revenue and expenses against actual...


  • pune, India THE BANK OF NEW YORK MELLON CORPORATION Full time

    Assists in the delivery of financial analytics and reporting in support of assigned line of business, corporate function, or region.Performs relatively straightforward analyses to support end to end processes within Finance including the support for the period close, analyses of performance such as forecasted period revenue and expenses against actual...

  • Financial Planner

    4 weeks ago


    Vashi, Navi Mumbai, Maharashtra, India Finoviser Financial Services Full time

    **Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...


  • Goregaon East, Mumbai, Maharashtra, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions in **financial analysis**. You have found the right team. As a Financial Analysis Professional in our Finance team you will spend each day defining, refining and delivering set goals for our firm. Financial Planning & Analysis (FP&A) is primarily responsible for leading...


  • Mumbai, Maharashtra, India Tata Capital Full time

    **Finance & Accounts - AVP Financial Planning & Analysis** **Business Vertical**: Finance & Accounts**Department**: Finance & Accounts **Hiring Grade - M5-M6** **Line of Business: Shared Services** **Proposed Reporting Manager: Head - Planning** **Position Title - AVP Financial Planning & Analysis** **Key Objectives of the Job**: A highly motivated and...


  • Pune, India ADP Full time

    Walk-in driveVenue - ADP, PuneThe SquareSurvey No: 35, Hissa No.9+10+11+12,Nagar Road, Wadgoansheri, Pune2 - 6 years of experience in FP&A– (Strategic / Operational Plan, Budgeting, Forecasting & Month-End Close activities. Will also involve high degree of on-going analytical support and reporting).Takes the lead in building forecast models using key...


  • Pune, India BNY Mellon Full time

    Overview Performs standard research and analyses to produce financial data for use in short-term and strategic planning and reporting. May assist less experienced staff with completion of assigned activities. Deciphers moderately complex financial information in support of an assigned line of business, corporate function or region and processes client...


  • Pune, India ADP Full time

    Walk-in driveVenue - ADP, Pune The Square Survey No: 35, Hissa No.9+10+11+12,Nagar Road, Wadgoansheri, Pune2 - 6 years of experience in FP&A – (Strategic / Operational Plan, Budgeting, Forecasting & Month-End Close activities. Will also involve high degree of on-going analytical support and reporting).Takes the lead in building forecast models using key...


  • Pune, India ADP Full time

    Walk-in driveVenue - ADP, Pune The Square Survey No: 35, Hissa No.9+10+11+12,Nagar Road, Wadgoansheri, Pune2 - 6 years of experience in FP&A – (Strategic / Operational Plan, Budgeting, Forecasting & Month-End Close activities. Will also involve high degree of on-going analytical support and reporting).Takes the lead in building forecast models using key...


  • Pune, India ADP Full time

    Walk-in drive Venue - ADP, Pune The Square Survey No: 35, Hissa No.9+10+11+12,Nagar Road, Wadgoansheri, Pune 2 - 6 years of experience in FP&A – (Strategic / Operational Plan, Budgeting, Forecasting & Month-End Close activities. Will also involve high degree of on-going analytical support and reporting). Takes the lead in building forecast models...


  • Pune, India The Bank of New York Mellon Corporation Full time

    Performs standard research and analyses to produce financial data for use in short-term and strategic planning and reporting. May assist less experienced staff with completion of assigned activities. Deciphers moderately complex financial information in support of an assigned line of business, corporate function or region and processes client...


  • Mumbai, Maharashtra, India Zecruiters Jobconnect Private Limited Full time

    Approach to Leads for Financial Planning Fee: ? Utilize various channels such as references, LinkedIn marketing, and other networking platforms to generate leads for financial planning services. ? Conduct introductory meetings with potential clients to understand their financial needs and objectives. ? Guide clients from the initial consultation stage to...

  • Financial Planning

    4 weeks ago


    Mumbai, Maharashtra, India My Wealth Guide Full time

    **Marketing Intern** **About us**: Our Founder, Salonee Sanghvi is a fourth generation financial professional with 19+ years of experience in financial services industry. The dearth of solid, reliable financial advice prompted her realize her passion to spread financial literacy with transparency to every strata of society. To bridge the gap and provide a...

  • Senior Associate

    1 week ago


    pune, India Apex Group Ltd (India Branch) Full time

    SENIOR ASSOCIATE - FINANCIAL REPORTINGPUNE/BENGALURU/KOLKATA/GIFT CITYKey duties and responsibilities:Receipt of required data for the preparation of financial statements.Preparation and review of Financial statements of Hedge Fund, Private Equity, RealEstate, Manco etc.multiple GAAPs, mainly in IFRS, US GAAP, UK GAAP, Lux GAAP and Canadian GAAP.Define the...


  • Mumbai, Maharashtra, India PhillipCapital Full time

    department ARMG department_code A3 location Mumbai openings 5 age 21-35 years qualification Post-graduation experience More than 1 years responsibilities - Financial Solution Associate who provides solution to the customers, acquires new business& AUM. - Domain knowledge of Capital markets & Derivatives. - Strong willingness to learn and...


  • Mumbai, Maharashtra, India PhillipCapital Full time

    department ARMG department_code A3 location Mumbai openings 2 age 21-35 years qualification Post-graduation experience More than 1 years responsibilities - _Financial Solution Associate who provides solution to the customers, acquires new business& AUM. _ - Collaborate with Channel Partners such as IBs, Custodians, and distributors to...

  • Senior Associate

    2 weeks ago


    Pune, India Apex Group Ltd (India Branch) Full time

    SENIOR ASSOCIATE - FINANCIAL REPORTINGPUNE/BENGALURU/KOLKATA/GIFT CITYKey duties and responsibilities:Receipt of required data for the preparation of financial statements.Preparation and review of Financial statements of Hedge Fund, Private Equity, RealEstate, Manco etc.multiple GAAPs, mainly in IFRS, US GAAP, UK GAAP, Lux GAAP and Canadian GAAP.Define the...

  • Senior Associate

    2 weeks ago


    Pune, India Apex Group Ltd (India Branch) Full time

    SENIOR ASSOCIATE - FINANCIAL REPORTINGPUNE/BENGALURU/KOLKATA/GIFT CITYKey duties and responsibilities:Receipt of required data for the preparation of financial statements.Preparation and review of Financial statements of Hedge Fund, Private Equity, RealEstate, Manco etc.multiple GAAPs, mainly in IFRS, US GAAP, UK GAAP, Lux GAAP and Canadian GAAP.Define the...

  • Senior Associate

    1 week ago


    Pune, India Apex Group Ltd (India Branch) Full time

    SENIOR ASSOCIATE - FINANCIAL REPORTING PUNE/BENGALURU/KOLKATA/GIFT CITY Key duties and responsibilities: Receipt of required data for the preparation of financial statements. Preparation and review of Financial statements of Hedge Fund, Private Equity, Real Estate, Manco etc.multiple GAAPs, mainly in IFRS, US GAAP, UK GAAP, Lux GAAP and Canadian GAAP....