Financial Planning Specialist

2 days ago


Chennai, Tamil Nadu, India beBeeFinance Full time ₹ 1,80,00,000 - ₹ 2,50,00,000
Financial Planning Specialist

This is a full-time on-site role that requires the individual to work closely with internal departments to ensure accurate financial planning and reporting.

Daily tasks will include preparing financial reports, monitoring project costs, and providing insights to support financial decision-making.

  • Strong Analytical Skills
  • Expertise in Financial Modeling, Financial Analysis, and Budgeting
  • Proficiency in financial software and tools
  • Excellent written and verbal communication skills
  • Ability to work collaboratively in a team-oriented environment
  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • Relevant certifications (e.g., CFA, CPA) are an advantage

The Financial Planning Specialist will also be responsible for sourcing and closing funding from international banks, high net worth individuals, and family offices for eligible projects and operating businesses.

Required Skills and Qualifications

Key Responsibilities:

  • Prepare detailed financial reports and analysis
  • Monitor project costs and provide recommendations for cost optimization
  • Develop and maintain financial models and forecasts
  • Collaborate with cross-functional teams to ensure alignment of financial goals

Education and Experience:

  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • Relevant certifications (e.g., CFA, CPA)
  • Minimum 2 years of experience in finance or accounting

Personal Qualities:

  • Strong analytical and problem-solving skills
  • Excellent written and verbal communication skills
  • Ability to work collaboratively in a team-oriented environment


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