Intermediate Representative, Financial Planning

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...

Overview Provides support for the completion of accounting activities for a legal entity, line of business, country, region or accounting process. Supports research and analyses related to financial performance and financial accounting issues.Collects data and other information required for the completion of accounting activities. Gathers required data...

Client Reporting, Performance - S3Assists in collecting client portfolio performance data and may assist in the creation of reports using the collected data. Acts as an escalation point for clients after they have engaged with lower level support staff.Produces more complicated data sets for examination by Client Reporting and Performance staffAnalyzes...

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...

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...

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...

Overview Fund Reporting - S2Supports and processes accounting statements on behalf of BNY Mellon clients.Drafts full sets of financial statements by entering financial data into established templates. Reviews work of more junior colleagues.Provides and requests data and information needed to complete the fund reports.Conducts first-level quality reviews to...

Overview Client Reporting, Performance - S3Assists in collecting client portfolio performance data and may assist in the creation of reports using the collected data. Acts as an escalation point for clients after they have engaged with lower level support staff.Produces more complicated data sets for examination by Client Reporting and Performance...

Supports the day-to-day efforts related to assessing whether assigned areas are in compliance with relevant laws, rules, regulations and policies and that control mechanisms are being deployed as expected. Under moderate supervision, assists with the monitoring and reporting of established controls and the implementation of new control procedures in response...

Corporate Actions - S3Provides support in the execution of mandatory and voluntary corporate action-related custody and accounting processing, processing liability notices, processing and allocating dividend and interest payments, and processing class action suits.Primarily responsible for initiating, processing and maintaining moderately intricate voluntary...

Overview Supports the day-to-day efforts related to assessing whether assigned areas are in compliance with relevant laws, rules, regulations and policies and that control mechanisms are being deployed as expected. Under moderate supervision, assists with the monitoring and reporting of established controls and the implementation of new control procedures in...

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,...

Reconciliation - S3Performs daily reconciliations, deciphering moderately complex exceptions between systems, clients, institutions, etc. for securities, cash and/or derivatives. Processes client accounts.Deciphers moderately complex exceptions, performing root-cause analysis. Enters reconciliation data and ensures proper aging. Assists more junior level...

Walk-in driveVenue - ADP, PuneThe SquareSurvey 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 using key...

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...

Overview Reconciliation - S3Performs daily reconciliations, deciphering moderately complex exceptions between systems, clients, institutions, etc. for securities, cash and/or derivatives. Processes client accounts.Deciphers moderately complex exceptions, performing root-cause analysis. Enters reconciliation data and ensures proper aging. Assists more junior...

Client Onboarding/Transitions/Conversions - S3Supports more complex client onboarding/transition/conversion projects through a diverse set of operational activities. Responsible for set-up of new clients and maintenance of existing clients on various systems. Provides solutions to problems in situations that are atypical or occur infrequently based on...

Overview Cash Processing and Funds Transfer - IC1Monitors client payments, daily cash and wire transactions, and acts as a first line of defense by addressing flags raised by transaction system.Manages the daily processing of cash movements by bank clients and confirm validity of transactions with manager in cash processing and relationship managers with...

Tax Reporting and Compliance - S3Provides operational support for the preparation and maintenance of tax records, returns, and reports for internal and/or external clients.Supports the coordination of tax-related regulatory filings. Gathers required data elements, as needed, for various regulatory filings. Provides status updates on progress of data...

Fund Administration - S3Supports operational fund administration activities for funds with more intricate portfolio assets including processing transactions, tracking data, and compliance monitoring.Coordinates fund administration activities with internal partners.Assists with conducting fund expense budgeting. May make simple to moderately complex general...