
Senior Financial Planner
1 day ago
A financial planning analyst is responsible for preparing and analyzing financial models, ensuring the implementation of appropriate systems and internal controls, and producing timely statutory and internal financial reports.
- Preparing budgets, forecasts, and cash flows
- Developing and maintaining financial models
- Ensuring accuracy and reliability of financial data
- Managing and reconciling monthly profit and loss accounts, balance sheets, and cash flow statements for multiple entities across multiple locations
- Preparing management information systems (MIS), financial statements, and driving book closure and audit activities
Key Skills and Competencies:
- Financial controlling and allocation expertise
- Financial reporting skills, both external and internal verticals
- Process and SOPs implementation experience
- Audit and compliance check expertise
- Effective people management skills
Qualifications:
- Graduation in commerce with a focus on finance or related field
- Professional certification such as CA or ICWA (intermediate) or MBA Finance
- Minimum 6-8 years of relevant experience with 3-4 years in specific roles
-
Expert Financial Planner
2 days ago
Bengaluru, Karnataka, India beBeeWealthManagement Full time ₹ 10,00,000 - ₹ 15,00,000Private Wealth Management SpecialistWe seek an accomplished Financial Planner to join our esteemed organization and contribute to the growth of our wealth management department.This is a full-time on-site role, requiring expertise in creating personalized financial plans, managing investments, and conducting thorough financial analysis. Key responsibilities...
-
Senior Financial Planner
3 days ago
Bengaluru, Karnataka, India beBeeFinancial Full time ₹ 2,00,00,000 - ₹ 2,50,00,000Job Title:Senior Financial Planning and Analysis SpecialistJob DescriptionWe are seeking a highly skilled Senior Financial Planning and Analysis Specialist to join our team. This is an exciting opportunity for someone who is passionate about finance and analysis, and wants to contribute to the success of our organization.Key ResponsibilitiesDevelop...
-
Financial planner cum Investment Advisor
4 weeks ago
Bengaluru, Karnataka, India myMoneySage Full timeIf you have in-depth knowledge of personal finance and are passionate about helping people accomplish their financial goals, here is an excellent opportunity to be a part of a client-centric personal finance Ecosystem. Preferred Background: Wealth Management / RIA Experience Required Who should apply?This role is specifically designed for experienced...
-
Intern - Planner
11 hours ago
Bengaluru, Karnataka, India Meragi Full timeJob DescriptionAs Indias largest wedding planning startup, Meragi delivers thousands of weddings annually in metro cities and picturesque destinations. We are passionate about creating unforgettable celebrations, allowing couples their big day and their journey without stress. What sets Meragi apart is industry-first technology and process solutions that...
-
Strategic Financial Planner
1 day ago
Bengaluru, Karnataka, India beBeeFinance Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Corporate Finance ProfessionalWe are a leading organization in the financial sector where finance professionals come first. Our ambition is to make a significant impact by fostering a culture of innovative thinking and disruptive innovation.Key Responsibilities:Lead strategic financial planning processes.Collaborate with key stakeholders across business...
-
Strategic Financial Planner
2 days ago
Bengaluru, Karnataka, India beBeeParaplanning Full time AU$ 95,000 - AU$ 1,10,000Senior ParaplannerAs a seasoned paraplanner, you will play a pivotal role in the development of comprehensive financial strategies for high-net-worth clients. You will be responsible for crafting technically sound Statements of Advice (SoAs) and Records of Advice (RoAs), while also conducting detailed financial modelling, legislative research, and product...
-
Senior Financial Planner
3 days ago
Bengaluru, Karnataka, India beBeeFinance Full time ₹ 9,00,000 - ₹ 12,00,000Financial Strategist RoleThe Financial Strategist plays a pivotal part in ensuring the organization's financial considerations align with broader business strategies and goals. This role is responsible for providing comprehensive financial insights, analysis, and support for strategic decision making.Key Responsibilities:Develop and maintain financial models...
-
Expert Financial Planner
3 days ago
Bengaluru, Karnataka, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 12,00,000Financial Planning and Analysis ExpertRole OverviewBudgeting and Forecasting: Develop and implement annual budgets and long-term financial plans.Collaborate with various business units to gather relevant data and insights for budgeting and forecasting processes.Analyze budget variances and provide detailed explanations to senior management.Financial...
-
Senior Financial Planner
16 minutes ago
Bengaluru, Karnataka, India beBeeFinance Full time ₹ 30,00,000 - ₹ 37,50,000Financial Planning Manager Role OverviewWe are seeking a highly skilled and experienced financial planning professional to lead our team's budgeting process. The successful candidate will be responsible for analyzing financial data, developing strategic financial models, and collaborating with various departments to achieve optimal results.Key...
-
Senior Financial Planner
1 day ago
Bengaluru, Karnataka, India beBeeFinancialExpert Full time ₹ 1,80,00,000 - ₹ 2,15,00,000Financial Planning ExpertAbout the RoleThe successful candidate will have strong analytical skills, with the ability to drive business outcomes through financial planning and analysis.This is a challenging opportunity for an individual to develop and implement financial strategies that align with the company's overall vision and goals.The ideal candidate...