Financial Planning Manager for Investment Operations

2 days ago


Amrāvati, Maharashtra, India beBeeFinancialPlanning Full time ₹ 1,44,00,000 - ₹ 2,02,50,000

We seek an experienced Financial Planning Manager to oversee our investment operations.

This role is critical for ensuring accurate financial planning and supporting staff with complex entries and reconciliations.

The ideal candidate will have hands-on experience in both financial planning and general ledger accounting, as well as a strong understanding of consolidated concepts and private equity accounting.

Key Skills
  • General ledger accounting
  • Investment accounting (Sage, QBO, Geneva, Investran)
  • Consolidated accounting concepts (eliminating entries)
  • Private equity accounting
  • Wealth enterprise accounting (entity cost allocation)
  • Trust & foundation accounting
  • Basic tax treatments
  • Diverse experience in investment and personal accounting
PREFERRED QUALIFICATIONS
  • Hands-on experience with investment performance platforms (Black Diamond) and accounting systems (Sage, QBO)
  • Proven track record in investment accounting for family offices or similar environments
  • Ability to train and support staff on complex accounting entries and reconciliations

Please note that this role requires a deep understanding of financial planning and a proven ability to manage complex financial operations.



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