Intermediate Representative, Financial Planning

2 weeks ago


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 accounts.Performs financial accounting and systems analyses to support management in measuring and evaluating performance for an assigned line of business, corporate function or region. Deciphers moderately complex financial information and analyzes trends. May assist more junior level support staff in identifying more complex differences. Escalates suspected errors or issues to more senior support staff. Supports variance analyses, Key Performance Indicators (KPI) metrics tracking, scorecard reporting, capital planning, project planning, and budget management, as assigned. Supports the completion of financial activities, including financial transactions, budgeting, forecasting, planning and reporting, and analysis of general ledger accounts, operating performance, profitability and industry trends.Analyzes and documents the needs of the assigned line of business, corporate function or region and may help to develop a solution.Assists with the preparation of daily, weekly and monthly financial and accounting policies, reports and statements. May assist with regulatory reporting.No direct reports. May provide guidance to less experienced staff.Impact related to own work, supports the achievement of team objectives.Modified based upon local regulations/requirements.High School/secondary school or the equivalent combination of education and experience is required,, Bachelor‘s degree preferred.2-3 years of total work experience preferred,, experience in brokerage/banking operations 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.

**Employer Description**:



  • Pune, India BNY Mellon Full time

    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...


  • 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 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 BNY Mellon 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,...


  • pune, India BNY Mellon 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,...


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

    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...


  • Pune, India ADP Full time

    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...

  • Ca Intermediate

    4 days ago


    Pune, India Ashok Chhajed & associates Full time

    Ashok Chhajed & Associates is 38 years old Chartered Accountant Firm having Head Office at Ahmedabad and branches on PAN India basis. The Firm is hiring CA Intermediate for Pune Location. **Salary**: ₹15,000.00 - ₹23,000.00 per month Ability to commute/relocate: - Pune, Maharashtra: Reliably commute or planning to relocate before starting work...


  • Pune, India BNY Mellon Full time

    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...


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

    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...


  • Pune, India BNY Mellon Full time

    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...


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

    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...


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

    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...


  • 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 The Bank of New York Mellon Corporation Full time

    AML/KYC/Prevention - S3Prepares basic and more detailed risk profiles for moderately complex clients and conducts periodic reviews of client profiles for renewal. Gathers information from independent research, online tools or directly from the relationship manager in order to populate risk profiles for new or existing clients. Performs due diligence to...


  • Pune, India Citi Full time

    The Recruiter Intermediate is an intermediate position responsible for the end-to-end strategy, execution and delivery of the recruitment process in coordination with the Human Resources team. The overall objective of this role is to participate in various recruitment initiatives in support of the overall business strategy. Responsibilities: Consult...


  • pune, India Citi Full time

    The Recruiter Intermediate is an intermediate position responsible for the end-to-end strategy, execution and delivery of the recruitment process in coordination with the Human Resources team. The overall objective of this role is to participate in various recruitment initiatives in support of the overall business strategy. Responsibilities: Consult...


  • Pune, India BNY Mellon Full time

    Client Processing - S4Applies expertise and judgement in providing quality, and occasionally complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely...


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

    Middle Office - S2Under mínimal supervision, provides accounting and trading support activities for funds of moderate complexity. Performs reviews of moderately complex documents processed from across the Bank to confirm compliance with established processes and procedures. Under mínimal supervision, performs moderately complex functions supporting...