Lead Financial Planner

5 days ago


Chennai, Tamil Nadu, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 28,00,000
Financial Analysis Expert

About the role:

  • This position plays a pivotal part in providing insightful financial analysis, cost evaluation, budgeting, forecasting, and special projects to support business growth initiatives. Responsibilities include analyzing financial statements, developing financial models, preparing projections, and performing research and analysis as needed by leadership.

Responsibilities include:

  1. Leading financial planning and budgeting processes, ensuring timely and accurate financial reporting, and developing key performance indicators (KPIs) to measure the company's financial health.
  2. Collaborating with cross-functional teams to drive financial best practices and make data-driven decisions that impact the organization's financial stability.
  3. Developing and maintaining comprehensive financial models to forecast revenue and expenses, and identifying areas for cost reduction and process improvement.
  4. Providing guidance on financial policies and procedures, ensuring compliance with accounting standards and regulatory requirements.
  5. Staying up-to-date with industry trends and developments in finance and accounting, applying this knowledge to improve financial processes and decision-making.

Qualifications:

  • 8-10 years of experience in Record to Report (RTR) and Financial Planning & Analysis (FP&A) domains, with expertise in financial modeling, analysis, and planning.
  • Strong understanding of US GAAP and IFRS accounting principles, with ability to apply these principles in a practical setting.
  • MBA Finance or equivalent degree, with strong technology skills and excellent communication and organizational abilities.


  • Chennai, Tamil Nadu, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 1,08,00,000

    Job Title: Insurance Financial PlannerJob Description:The role of an Insurance Financial Planner involves advising clients on financial matters and providing guidance on specialized insurance products. Key responsibilities include conducting thorough assessments of clients' financial situations, creating customized plans to meet their financial goals,...


  • Chennai, Tamil Nadu, India Holisticinvestment Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Key ResponsibilitiesAnalyze client requirementsGather necessary financial dataEvaluate financial information (income, expenses, loans, insurance, and investments)Conduct feasibility analysis to achieve client goalsPrepare comprehensive financial reportsReview client portfolio at regular intervalsAbout Company: Holistic Investment Planners Private Limited is...


  • Chennai, Tamil Nadu, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 2,00,00,000

    Job TitleSenior Financial Planner and Relationship ManagerWe are seeking an experienced Senior Financial Planner and Relationship Manager to join our team. As a trusted advisor to high-net-worth clients, you will provide holistic financial advice and design tailored financial plans.Your expertise in financial planning and relationship-building skills will be...


  • Chennai, Tamil Nadu, India beBeeFinancialAnalyst Full time ₹ 1,04,000 - ₹ 1,30,878

    About UsWe are a leading provider of comprehensive financial solutions to enterprise and midmarket clients across the United States and Canada. Our team combines deep technical expertise with flexible technology solutions, including Application Modernization, Managed Hybrid Cloud, Cybersecurity, Unified Communications, and Infrastructure solutions.Job...


  • Chennai, Tamil Nadu, India beBeeInteriorDesigner Full time ₹ 9,00,000 - ₹ 12,00,000

    Job Title: Visionary Space PlannerWe are seeking an exceptionally skilled and creative Visionary Space Planner to join our team. As a key member of our design community, you will be responsible for conceptualizing and delivering innovative interior solutions that exceed client expectations.Key Responsibilities:Client Experience: Own the client experience...


  • Chennai, Tamil Nadu, India beBeeFinancial Full time ₹ 18,68,796 - ₹ 24,47,430

    Our mission at Imaging Endpoints is to Connect Imaging to the Cure. We are seeking a seasoned Finance Professional to join our Business Development Operations team. The ideal candidate will provide expert guidance on financial planning, budgeting, and pricing strategies for new business opportunities.This role is critical in supporting the creation of...


  • Chennai, Tamil Nadu, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Job OverviewWe are seeking an accomplished Financial Strategist to lead financial planning, analytical reporting, fundraising support, and investor presentations at both project and group levels.Financial AnalysisCreate detailed financial reports covering sales, collections, costs, and profitability for ongoing projects.Develop and maintain consolidated...


  • Chennai, Tamil Nadu, India beBeeFinance Full time ₹ 25,00,000 - ₹ 35,00,000

    Financial Planning and Analysis Manager Job DescriptionWe are seeking a seasoned FP&A Specialist to lead our team in Chennai.This role is perfect for a finance professional with proven leadership, transformation, and analytical experience in a fast-paced FMCG environment.Key Responsibilities:Oversee a team of analysts to ensure timely delivery of divisional...


  • Chennai, Tamil Nadu, India beBeeFinancialPlanning Full time ₹ 12,00,000 - ₹ 15,00,000

    Job OverviewWe are seeking a detail-oriented and proactive Financial Planning Specialist to support project and operational finance activities.This role will be responsible for managing financial plans, budgeting, forecasting, invoicing, revenue tracking, and vendor payment processes while ensuring compliance with contractual agreements and internal...


  • Chennai, Tamil Nadu, India beBeeFinance Full time ₹ 15,00,000 - ₹ 25,00,000

    Job OverviewWe seek a seasoned Financial Planning & Analysis Manager to oversee the development and execution of comprehensive financial plans, forecasts, and budgets. This role requires a strategic thinker with exceptional business acumen and advanced financial expertise.Key Responsibilities:Strategic Financial Planning: Design and implement annual budgets,...