
Senior Financial Planner
7 hours ago
The Opportunity
As Chief Financial Strategist, you will partner with senior leadership to shape the company's financial strategy and enable data-driven decision making across the organization. This is a high-impact role suited for senior professionals who excel in dynamic, high-growth environments.
Key Responsibilities:
- Lead development of annual budgets, forecasts, and long-term financial plans aligned with strategic objectives.
- Provide actionable insights and trend analysis to senior leadership for informed decision-making.
- Oversee preparation and presentation of accurate monthly, quarterly, and annual financial reports.
- Collaborate with cross-functional teams to evaluate business initiatives, investments, and cost optimization.
- Implement and enhance financial modeling, planning tools, and processes for greater efficiency.
- Monitor KPIs and develop dashboards to track financial and operational performance.
- Ensure compliance with internal controls, corporate policies, and regulatory requirements.
- Bring technology to improve processes and efficiencies
A Typical Day
Begins by reviewing key financial reports and dashboards, identifying trends and priority areas. Leads team meetings to set daily objectives, collaborates with department heads to guide strategic initiatives, and presents insights to the executive team. Mentors the finance team while driving continuous process improvements and ensuring financial accuracy and compliance.
Required Skills and Qualifications
To succeed as a Chief Financial Strategist, you will need:
- Strategic thinking and problem-solving skills
- Proven experience in financial planning and analysis
- Strong communication and collaboration skills
- Ability to work in a fast-paced environment and adapt to changing priorities
- Knowledge of financial modeling and planning tools
- Experience with data visualization and dashboard creation
- Understanding of regulatory requirements and internal controls
Benefits
This role offers a competitive salary, comprehensive benefits package, and opportunities for career growth and professional development.
About the Role
This is a challenging and rewarding role that requires a strong combination of technical, business, and leadership skills. If you are a motivated and results-driven professional looking for a new challenge, we encourage you to apply.
-
Assistant Financial Planner
5 days ago
Vadodara, Gujarat, India Ascent Financial Solutions Full time ₹ 1,04,000 - ₹ 1,30,878 per yearAs an Assistant Financial Planner, you will be part of our financial planning team, assisting clients in achieving their financial goals. You will work under the guidance of senior financial planners and contribute to the creation of comprehensive financial plans.ResponsibilitiesAssisting in gathering client financial information and conducting financial...
-
Financial Planning Assistant
5 days ago
Vadodara, Gujarat, India Ascent Financial Solutions Full time ₹ 1,04,000 - ₹ 1,30,878 per yearAs an Assistant Financial Planner, you will be part of our financial planning team, assisting clients in achieving their financial goals. You will work under the guidance of senior financial planners and contribute to the creation of comprehensive financial plans.ResponsibilitiesAssisting in gathering client financial information and conducting financial...
-
Strategic Financial Planner
1 day ago
Vadodara, Gujarat, India beBeeFinancial Full time ₹ 1,80,00,000 - ₹ 2,50,00,000Senior Financial Advisor & Investor SpecialistOur organization is a leading fintech platform that is revolutionizing the way Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions with significant monthly investments and millions of transactions.Job Title: Senior CFP & Relationship Manager /...
-
Senior Enterprise Planner
1 day ago
Vadodara, Gujarat, India beBeeEnterprise Full time US$ 20,00,000 - US$ 25,00,000Job OverviewWe are seeking a seasoned Senior Enterprise Planner to lead the design, configuration, and delivery of enterprise planning solutions across multiple domains.This individual will serve as a senior expert ensuring accuracy, scalability, and innovation in enterprise planning and forecasting processes. They will define reusable patterns, influence...
-
Senior Financial Planning Specialist
7 days ago
Vadodara, Gujarat, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 10,00,000Job TitleFinancial Planner and AnalystWe are seeking a skilled financial planner and analyst to join our team. As a key member of the business finance domain, you will be responsible for performing financial analysis, forecasting, budgeting, and variance analysis.The successful candidate will have a strong understanding of financial concepts, including...
-
Chief Financial Planner
3 days ago
Vadodara, Gujarat, India beBeeFinance Full time ₹ 15,00,000 - ₹ 25,00,000Job Opportunity: Finance ProfessionalAbout the RoleThis is an exciting opportunity to join a finance team and take on responsibilities related to financial planning, budgeting, forecasting, cost management, and financial reporting.Key ResponsibilitiesFinancial Planning and Analysis: Assist in preparing and managing budgets, forecasts, and financial reports...
-
Strategic Financial Planner
3 days ago
Vadodara, Gujarat, India beBeeLeadership Full time ₹ 25,00,000 - ₹ 35,00,000Financial Planning and Analysis LeaderAbout the Role:We are seeking a strategic and analytical financial planning leader to drive financial performance, forecasting, budgeting, and analysis initiatives. This role will partner with business leaders to optimize financial performance and support long-term strategic growth.Key Responsibilities:Lead annual...
-
Senior Financial Planner
7 days ago
Vadodara, Gujarat, India beBeeFinancialAnalyst Full time ₹ 60,00,000 - ₹ 1,00,00,000Job DescriptionAbout our clientA trusted player in the secured lending space, we specialize in offering credit solutions backed by high-value assets.The role will bring clarity to complexity and drive scalable financial decision-making.This position will also help us identify opportunities to improve profitability and resource allocation through the...
-
Chief Financial Officer
7 days ago
Vadodara, Gujarat, India beBeeFinancial Full time ₹ 42,00,000 - ₹ 49,00,000We are looking for a seasoned Financial Strategist to oversee our company's financial operations.Responsibilities: Financial LeadershipDevelop and execute comprehensive financial strategies aligned with business objectives.Lead annual budgeting, forecasting, and financial planning cycles to drive informed decision-making.Provide expert insights and...
-
Senior Financial Planner CA
7 days ago
Vadodara, Gujarat, India beBeeStrategist Full time ₹ 12,00,000 - ₹ 15,00,000Job Role: Financial StrategistThe Financial Strategist is responsible for developing and implementing financial plans that align with the organization's goals. This involves analyzing financial data, monitoring cash flow, and ensuring compliance with regulatory requirements.Key Responsibilities:Financial Planning: Develop and implement financial strategies,...