Financial Advisor

6 months ago

Ahmedabad Gujarat, India TTEC Full time

Financial Advisor

**JOB TITLE : Financial Advisor**
**What you’ll be doing**:
**What you’ll bring to us**:

- **Willingness to learn the business and use that knowledge to identify variances in operational and financial performance and research root cause with your operations partners and other teams involved in delivering to our clients.**:

- **Ability to understand financial goals and targets and leverage your skills to ensure the variance between actual operational and financial results are within those goals and targets.**:

- **Works with business leaders to strategize and model operational delivery that drives improvement in the business to achieve targeted results.**:

- **Responsible for communicating financial and business results, future risks and opportunities to the Finance team, Finance management, Executives and Managers, and other internal customers.**:

- **Ability to prioritize work, plan ahead, and manage timelines to meet or exceed deadlines. Ability to communicate status of work, projects, and ad hoc efforts in a timely fashion both written and verbally.**:

- **Ability to work in a matrixed organization where you will work with peers that are at, below, and above your role and/or skill set.**:

- **Responsible for maintaining and implementing Excel based complex forecasting models to help predict and model company revenue and expense by client and line of business. These models are multi-variable month base Excel based models.**:

- **Ability to manage annual, quarterly, monthly, and weekly reporting between forecast models and actuals results across multiple clients and lines of business. Willingness to work across multiple teams to capture all the data necessary to report accurately for each reporting period.**:

- **Ability to be consistent and follow modeling, file, and naming conventions. Ability to document your work effort weekly for status reporting to management.**:

- **Ability to recognize when a model, process, or approach is not efficient or is broken. Ability to design the solution, including gaining agreement from your business peers and then implement the solution. In situations where the problem is too large to resolve yourself, ability to communicate the problem and participate in the solution.**:

- **Willingness to manage/coach one junior financial analyst that supports your portfolio, but manages a smaller number of clients and forecasting models.**:
**What skills you’ll need**:

- **Must have experience in Excel based Financial Planning and Analysis (FP&A). Minimum 4 years’ experience preferred.**:

- **Prior experience in business process outsourcing (BPO) industry or similar industry preferred.**:

- **Experience in pricing and/or business case modeling a benefit, especially Excel based modeling.**:

- **Ability to communicate at different levels both written and spoken.**:

- **Demonstrated experience in Hyperion Essbase.**:

- **Must have a successful track record in planning long-term strategic plans and meeting established milestones.**:

- **Should be informed on current industry trends and technologies to keep business unit on leading edge.**

**Who We Are**:
**Our business is about making customers happy. That’s all we do. Since 1982, we’ve helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world’s leading iconic and disruptive brands, we talk, message, text and video chat with millions of customers every day. These exceptional customer experiences start with you. TTEC is proud to be an equal opportunity employer. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We strive to reflect the communities we serve by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued and comfortable being their authentic selves at work. As a global company, we know diversity is our strength. It enables us to view projects and ideas from dierent vantage points and allows every individual to bring value to the table in their own unique way.**
**About the company**:
**We are a leading global customer experience technology and services company focused on the design, implementation, and delivery of transformative customer experience for many of the world’s most iconic and disruptive brands. We deliver outcome-based customer engagement solutions through TTEC Digital, our digital consultancy that designs and builds human centric, tech-enabled, insight-driven customer experience solutions for clients and TTEC Engage, our delivery center of excellence, that operates customer acquisition, care, fraud prevention and detection, and content moderation services. Founded in 1982, our employees operate on six continents across the globe and live by a set of customer-focused values that gui

  • Financial Advisor

    3 months ago

    Ahmedabad, Gujarat, India TTEC Full time

    Financial Advisor Be the spark that brightens days and ignite your career with TTEC’s award-winning employment experience. As a Financial Advisor working hybrid in Ahmedabad, India you’ll be a part of bringing humanity to business. #experienceTTEC Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work®...

  • Financial Advisor

    3 months ago

    Ahmedabad, Gujarat, India TTEC Full time

    Financial Advisor Be the spark that brightens days and ignites your career with TTEC’s award-winning employment experience. As a **Financial Advisor** working **Remote** in **Ahmedabad**, you’ll be a part of bringing humanity to business. #experienceTTEC Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to...

  • Financial Advisor

    4 weeks ago

    Vesu, Surat, Gujarat, India Telios Tax Solutions & Business Management Private Limited Full time

    Position: Financial Advisor Company : Telios Tax Solutions & Business Management Private Limited Job Location: Surat **Job Description**: - Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) - Assess client’s overall financial picture, understand their needs...

  • Commodity Advisor

    6 months ago

    Ahmedabad, Gujarat, India Serving Skill Full time

    Commodity advisor 6 months - 2 years in broking or financial services JD- Advising Clients for Commodities and Currency products. - Punching orders on behalf of clients after their consent. - Generating Brokerage. - Passing on research calls and engaging clients to trade. - Activating clients for Commodities. Pay: ₹300,000.00 - ₹450,000.00 per...

  • Chief Financial Advisor

    1 month ago

    Ahmedabad, Gujarat, India GFL Recruitment Private Limited Full time

    At GFL Recruitment Private Limited, we are seeking a highly skilled Chief Financial Advisor to join our team. The ideal candidate will have expertise in Division 7A, particularly with regards to distributable surplus repayments, loan conversion dates, and the reasonable person test.We require someone who is proficient in reviewing dividends, including...

  • Financial Adviser

    6 months ago

    Ahmedabad, India Galaxy International Full time

    We are looking to hire a financial advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy. To excel in this tightly regulated role you should already have the appropriate licenses and deep knowledge of all the latest financial...

  • Senior Portfolio Advisor

    3 weeks ago

    Ahmedabad, Gujarat, India Caring Click Enterprises LLP Full time

    Caring Click Enterprises LLP seeks a highly skilled and experienced Senior Portfolio Advisor to join our team.About the RoleWe are looking for a talented individual who can manage client relationships, increase revenue from existing clients, and advise clients on their portfolio and investments.The ideal candidate will have excellent communication skills, be...

  • Insurance Advisor

    6 months ago

    Ahmedabad, India MAHALAXMI GRAND WHEELES LLP Full time

    provides financial advice to clients on retirement planning, investing, and protecting against risks. Insurance advisors complete a financial needs analysis with clients, which includes assets and liabilities, tax status, existing insurance and risk analysis Meeting with clients. Offering specialized financial guidance and advice. Completing financial...

  • Senior Financial Operations Manager

    2 weeks ago

    Ahmedabad, Gujarat, India GetFive Full time

    Job Title: Senior Financial Operations ManagerAt Getfive Advisors, we are seeking an experienced and detail-oriented Senior Financial Operations Manager to join our team. This pivotal role will involve managing accounts, operations, and contributing to administrative functions to support the organization's success.Job Description:Financial Management: The...

  • Financial / Investment Advisor

    3 weeks ago

    Vadodara, Gujarat, India KK HR services Full time

    **Key Responsibilities** - Develop and maintain sophisticated financial models for purposes such as investment analysis, corporate strategy, or business planning. - Conduct in-depth scenario and sensitivity analyses to assess potential financial outcomes and their impact on business decisions. - Build and update models that evaluate financing strategies,...

  • Financial Planning Associate

    4 weeks ago

    ahmedabad, India Xpertvoice Full time

    Company Description At Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...

  • Financial Planning Associate

    4 weeks ago

    Ahmedabad, India Xpertvoice Full time

    Company DescriptionAt Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...

  • Financial Planning Associate

    4 weeks ago

    ahmedabad, India Xpertvoice Full time

    Company DescriptionAt Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...

  • Financial Planning Associate

    4 weeks ago

    Ahmedabad, India Xpertvoice Full time

    Company DescriptionAt Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...

  • Focco Tl

    4 months ago

    Ahmedabad, Gujarat, India Serving Skill Full time

    1. Handling Team of 25+ FOCO Advisors & Driving Revenue from clients mapped to them on commodity Market. 2. Creation of revenue & Activation of Inactive clients through effective Advisory Drive and Terminal Operations 3. Helping & training the Team to Handling Queries & complains of client's & solving it within TAT. 4. Achieving the targets set for Team...

  • Centric Wealth Advisors Llp | Back Office Employee | ahmedabad

    1 week ago

    Ahmedabad, India Centric Wealth Advisors Llp Full time

    Company DescriptionCentric Wealth Advisors Llp is a investment and insurance advisory services company based in Ahmedabad, Gujarat, India. We provide comprehensive and personalized financial planning and wealth management services to our clients. Our team is dedicated to helping individuals and families achieve their financial goals and dreams.Role...

  • Financial Planning Associate

    3 weeks ago

    Ahmedabad, India Xpertvoice Full time

    Company Description At Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...

  • Financial Planning Associate

    4 weeks ago

    Ahmedabad, India Xpertvoice Full time

    Company DescriptionAt Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...

  • Financial Planning Associate

    4 weeks ago

    Ahmedabad, India Xpertvoice Full time

    Company Description At Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...

  • Financial Planning Associate

    4 weeks ago

    Ahmedabad, India Xpertvoice Full time

    Company Description At Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...