Financial Planning Professional

7 hours ago


Cochin, Kerala, India beBeeFinancialPlanning Full time ₹ 15,00,000 - ₹ 20,00,000

Job Summary:

We are seeking a highly skilled Financial Planning Professional to support the management of project finances. This role will be responsible for creating financial plans, managing budgets, and forecasting revenue while ensuring compliance with contractual agreements.

Key Responsibilities:

  • Financial Planning & Budgeting:
    • Develop comprehensive financial plans and budget forecasts in alignment with business objectives.
    • Monitor and track actual expenses against budgeted amounts, identifying areas for improvement.
    • Collaborate with stakeholders to optimize resource allocation and ensure effective cost management.
  • Invoicing & Revenue Management:
    • Support the finance team in generating accurate invoices for client projects.
    • Manage vendor payments and software subscription fees using Zoho.
    • Ensure timely payment from clients by tracking receivables.
  • Forecasting & Projections:
    • Analyze sales pipeline and current utilization to estimate future revenue and cost projections.
    • Provide insightful financial analysis to support strategic decision-making.
    • Prepare regular reports on project financial performance and utilization rates.


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