Financial Planning Specialist

6 hours ago


Mount Abu, Rajasthan, India beBeeAccounting Full time ₹ 8,00,000 - ₹ 10,40,000
Financial Planning Specialist

As a Financial Planning Specialist, you will play a key role in crafting long-term business strategies and preparing comprehensive financial plans in collaboration with the business teams.

Key Responsibilities:

  • Industry Analysis: Conduct thorough competitor analysis and industry research to gather relevant information for strategy formulation.
  • Business Strategy Development: Develop long-term business plans, yearly budgets, and forecasts in collaboration with the Business teams.
  • Performance Tracking: Publish and analyze relevant dashboards highlighting business performance against targets. Identify areas of improvement and opportunities for growth.
  • Customer Support: Provide assistance to customers, ensuring fair understanding of taxation laws and compliance.
  • Process Improvement: Develop and review new business processes to enhance efficiency and suggest cost optimization alternatives.

Requirements:

  • Educational Qualifications: MBA (Finance), CA, or CFA degree.
  • Experience: Minimum 1 year experience in financial planning and analysis in a bank or financial institution.
  • Functional Skills: Strong accounting background, expert in handling data, and hands-on experience with MS Office.

Benefits:

This role offers an opportunity to work closely with business teams and contribute to strategic decision-making.



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