Current jobs related to Financial Planning - Mumbai - Citi

  • Financial Planning Assistant

    3 months ago

    Mumbai, Maharashtra, India Manek Financial Advisors Pvt Ltd Full time

    The Financial Planning Associate will play a crucial role in supporting our team of experienced financial planners in developing and implementing effective financial strategies for our clients. This position offers an excellent opportunity for a detail-oriented professional with a strong passion for financial planning and client...

  • Financial Advisor

    3 months ago

    Mumbai, India Surabhi Financial Services Full time

    A member of our talent acquisition team will review your submission and it your experience and skills aligns, we will reach out to you and schedule a call to have a conversation. **Financial Advisor** Job Location - Mumbai Western Suburb : Kandivali (E) **What are we looking for / Job Description** We are looking for Financial Advisors to join our team....

  • Financial Planner

    3 months ago

    Navi Mumbai, 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...

  • Financial Planning

    4 months ago

    Mumbai, India Acme Services Full time

    Hiring for one of the Housing Finance Company (NBFC) Role : Financial Planning & analysis (FPA) Qualification : MBA Location : Churchgate, Mumbai Experience : 4 to 8 Years Preferred industry : NBFC/housing finance **Job description**: Managing all finance and accounting operations - Coordinating and directing the preparation of the budget and financial...

  • Financial Planning

    4 months ago

    Mumbai, India Acme Services Full time

    **Hiring for one of the well known Housing Finance Company!** **Job Position**: - Financial Planning & Analysis **Qualification required**: - MBA (Finance) **Experience**: - 3+ Years - Managing all finance and accounting operations - Coordinating and directing the preparation of the budget and financial forecasts and report variances - Preparing and...

  • Financial Planning Advisor

    4 months ago

    Mumbai, India That's My Job. Full time

    We are hiring financial planning advisor. **We need people who are** Active Listener. 2. Passionate about making money work harder for clients by Good Communicator. 4. Willing to take extra steps for clients. 5. Comfortable with Excel & MS Word & PPT 6. Entrepreneur mind set. **Their Day to Day job will include** Align Meetings for prospective...

  • Financial Planning and Analysis

    3 months ago

    Mumbai, India Mangalam Placement Full time

    **Company**: Vendiman Private Limited **Location** Mumbai **Experience** 6-8 Years **Key Skills** ratio analysis, Variance Analysis, budgeting, Balance Sheet **Position: Financial Planning and Analysis** **Qualification: MBA,PGDM** **Experience: 5 to 9 years** **Location: Mumbai** **Job description** Financial planning &...

  • Associate - Financial Planning

    3 months ago

    Mumbai, India TIAA Full time

    Key Responsibilities and Duties - Analyzes and forecasts financial, economic, and other data that provide accurate and timely information for strategic and operational decisions. - Prepares quantitative analyses of financial data in order to provide sound and defensible recommendations. - Reviews analysis of basic financial planning information and reports...

  • Chief Financial Officer

    24 hours ago

    mumbai, India Indian Diversified Financial Company Full time

    The ideal candidate will be responsible for financial strategy, financial planning and analysis, financial reports, company audits, compliance, and bank relationships. They will collaborate with the CEO and the executive team to make decisions regarding company's financial strategy and operations. The candidate will possess a strong background in finance and...

  • Financial Planning

    4 months ago

    Mumbai, India Ugam Solution Pvt Ltd. Full time

    **Role & Responsibility**: - Weekly Revenue forecasts - Monthly client wise profitability - Actual vs Budget Variance Analysis - Monthly/Quarterly financial performance tracking - Adhoc Pricing models - Adhoc analysis pertaining to revenue and costs - Should be willing to work in IST/GMT shift **Skills**: - Should have hands-on experience in creation of...

  • Chief Financial Officer

    2 weeks ago

    Mumbai, India Indian Diversified Financial Company Full time

    The ideal candidate will be responsible for financial strategy, financial planning and analysis, financial reports, company audits, compliance, and bank relationships. They will collaborate with the CEO and the executive team to make decisions regarding company's financial strategy and operations. The candidate will possess a strong background in finance and...

  • Lead - Financial Planning and Analysis

    4 months ago

    mumbai, India Mahindra Logistics Full time

    Position : Manager Financial Planning and analysisPosition Overview: The Financial Analysis and Planning Manager will play a critical role in driving the financial performance and strategic decision-making of the organization. This position requires a deep understanding of financial analysis techniques, proficiency in financial modeling, and the ability to...

  • Financial Planning and Analysis

    4 months ago

    Mumbai, Maharashtra, India Blis Full time

    **Finance Planning and Analysis specialist** Blis is looking for a Financial Planning and Analyst Specialist based in Mumbai working for our EMEA,APAC and US subsidiaries. The Financial Planning and Analyst will play a crucial role in supporting business decisions by collaborating with various teams to provide essential commercial finance analysis. The...

  • Director of Financial Planning and Analysis

    2 weeks ago

    Mumbai, India East 57th Street Partners Full time

    Job Title: Director of FP&ALocation: 100% Remote with Monthly Travel to Company HQCompensation: Based on Experience and Qualifications, Subject to Base Salary and BonusAbout East 57th Street Partners InternationalEast 57th Street Partners International, through its Executive and Direct Hire Search Practice, partners with high-growth companies to place...

  • Financial Planning

    3 months ago

    Mumbai, India Citi Full time

    The Financial Planning and Analysis Analyst is an intermediate level position responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to utilize specialty knowledge to create reports/analyses that gauge Citi’s alignment with forecasted...

  • Financial Planning and Analysis

    4 months ago

    Mumbai, India Citi Full time

    The Financial Planning and Analysis Analyst is an intermediate level position responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to utilize specialty knowledge to create reports/analyses that gauge Citi’s alignment with forecasted...

  • Financial Planning

    3 months ago

    Mumbai, India Citi Full time

    The Financial Planning and Analysis Analyst is an intermediate level position responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to utilize specialty knowledge to create reports/analyses that gauge Citi’s alignment with forecasted...

  • Financial Planning Analyst

    2 months ago

    Mumbai, India Aditya Birla Group Full time

    Job Context: Birla Carbon is having presence across 12 countries with 16 manufacturing facilities for a combined annual production capacity of over 2 million tonnes. Corporate Finance plays an important role in financial planning, reporting and controls to create value for the business.The position is responsible to support supporting Financial Analysts in...

  • Financial Planning Analyst

    2 months ago

    Mumbai, India Aditya Birla Group Full time

    Job Context: Birla Carbon is having presence across 12 countries with 16 manufacturing facilities for a combined annual production capacity of over 2 million tonnes. Corporate Finance plays an important role in financial planning, reporting and controls to create value for the business.The position is responsible to support supporting Financial Analysts in...

  • Financial Planning Analyst

    2 months ago

    Mumbai, India Aditya Birla Group Full time

    Job Context: Birla Carbon is having presence across 12 countries with 16 manufacturing facilities for a combined annual production capacity of over 2 million tonnes. Corporate Finance plays an important role in financial planning, reporting and controls to create value for the business. The position is responsible to support supporting Financial Analysts...

Financial Planning

4 months ago

Mumbai, India Citi Full time

The Financial Planning and Analysis Senior Analyst is an intermediate level position responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to utilize in-depth disciplinary knowledge to generate and analyze reports as well as contribute to the development of new techniques to improve processes and work-flow.

**Responsibilities**:

- Address strategic issues on an ad hoc basis that are complementary to the regular planning and analysis processes
- Contribute to Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
- Generate flash results/highlights for Board of Directors’ reports and Executive Management reports
- Develop/coordinate processes (e.g. the annual planning and periodic forecasting processes) and review results against plans monthly including business analysis functions performed by Business Unit Managers (BUMs)
- Participate in annual budget CCAR PPNR forecasts, 3-year strategic and operating plans and monthly estimate outlook process
- Oversee the estimation of risk capital and incorporate results into management report metrics for decision processes
- Analyze key management review presentations for individual Regions and Products
- Execute time critical activities for client facing Financial Planning and Analysis teams
- Contribute to the development of review material for internal leadership and external regulator reviews
- Has the ability to operate with a limited level of direct supervision.
- Can exercise independence of judgement and autonomy.
- Acts as SME to senior stakeholders and /or other team members.

**Qualifications**:

- 7+ years of experience working with a variety of financial platforms
- Demonstrated presentation skills
- Consistently demonstrates clear and concise written and verbal communication skills

**Education**:

- CA/MBA/CFA with 7+ years of experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
- **Job Family Group**:
Finance
- **Job Family**:
Financial Planning & Analysis
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

View the **EEO Policy Statement**.

View the **Pay Transparency Posting