Financial Planning Manager for Investment Operations
2 days ago
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
- 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.
-
Financial Planning Manager
2 days ago
Amrāvati, Maharashtra, India beBeeFinance Full time ₹ 20,00,000 - ₹ 25,00,000Financial Planning RoleDevelop, manage, and monitor the annual operating plan and long-term financial outlook for hospital departments and business units.Create analytical models to support strategic initiatives, investment opportunities, and assess various financial scenarios.Track key performance indicators (KPIs), compare actual financial results against...
-
Financial Planning and Analysis Manager
1 week ago
Amrāvati, Maharashtra, India CR3 Full timeManager, Financial Planning & Analysis (FP&A)As the Manager, Financial Planning & Analysis (FP&A), you will serve as a strategic partner to senior leadership, driving financial clarity and enabling smarter, faster business decisions. This role is at the heart of transforming how the organization plans, allocates resources, and responds to a dynamic market...
-
Senior Manager Financial Planning Expert
4 days ago
Amrāvati, Maharashtra, India beBeeFinancial Full time ₹ 20,00,341 - ₹ 23,24,826We are seeking a strategic and analytical professional to lead financial planning, forecasting, budgeting, and analysis initiatives.This role will partner with business leaders to drive data-driven decision-making, optimize financial performance, and support long-term strategic growth.Lead the annual budgeting, monthly forecasting, and long-range planning...
-
Senior Financial Analyst
6 days ago
Amrāvati, Maharashtra, India beBeeInvestment Full time ₹ 17,50,000 - ₹ 24,75,000We are currently seeking a seasoned professional to join our Investment Banking Operations team. As a key member of the team, you will be responsible for managing client relationships, handling client calls, and escalating issues to internal managers as needed.The ideal candidate should possess strong business acumen with a deep understanding of financial...
-
Financial Operations Director
3 hours ago
Amrāvati, Maharashtra, India beBeefinancial Full time ₹ 20,00,000 - ₹ 30,00,000About the RoleWe are seeking a strategic Financial Operations Director to lead our financial operations during an exciting period of growth. The successful candidate will be responsible for overseeing all financial aspects of the company, providing strategic financial guidance, and ensuring robust financial controls and reporting.Key ResponsibilitiesDevelop...
-
Chief Executive for Financial Operations
4 days ago
Amrāvati, Maharashtra, India beBeeLeadership Full time ₹ 4,20,00,000 - ₹ 6,00,00,000Key Financial Leadership RoleThis role will lead the company's financial strategy and operations.Financial ResponsibilitiesThe Group Chief Financial Officer will oversee day-to-day accounting operations, ensuring accuracy and timely reporting.Establish and maintain robust financial controls and accounting systems.Ensure compliance with all statutory...
-
Investment Manager
2 days ago
Amrāvati, Maharashtra, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,50,00,000As a seasoned Investment Banking professional, you will be responsible for leading end-to-end transaction management, including due diligence, negotiations, regulatory filings, and closing documentation.Deal execution will span Mergers & Acquisitions, Private Equity, Venture Capital, ECM, and DCM. You will build and manage investor relationships with venture...
-
Chief Financial Planning Strategist
24 hours ago
Amrāvati, Maharashtra, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 22,00,000Senior FP&A Analyst PositionThe role involves driving the financial planning, forecasting, and analytical processes for the organization.Preparation of annual budgets, quarterly forecasts, and long-term plans.Collaborate with cross-functional teams to gather inputs and ensure accurate financial projections.Provide insights into variances between actual...
-
Senior Investment Manager
7 days ago
Amrāvati, Maharashtra, India beBeeInvestment Full time ₹ 1,80,00,000 - ₹ 2,40,00,000Investment ExpertiseWe are seeking an experienced investment professional to lead transaction management from start to finish, including due diligence, negotiations, regulatory filings, and closing documentation.Key ResponsibilitiesLead deal execution across mergers and acquisitions, private equity, venture capital, ECM, and DCM.Develop and maintain...
-
Financial Operations Manager
1 week ago
Amrāvati, Maharashtra, India beBeeAccountant Full time ₹ 5,00,000 - ₹ 10,00,000Financial Operations ManagerThis full-time role requires managing financial records, preparing financial reports, and ensuring compliance with financial regulations.Key Responsibilities:Managing financial data, producing accurate financial reports.Maintaining account reconciliation and adhering to financial standards.Coordinating invoice processing, payroll...