Strategic Financial Planning Specialist

1 day ago


Gurgaon, Haryana, India Planify Capital Limited Full time

We are seeking a highly skilled Strategic Financial Planning Specialist to support our organization's strategic objectives. The ideal candidate will possess advanced knowledge of financial planning, analysis, and portfolio management.

Key Responsibilities:
  • Develop and implement comprehensive financial models and forecasts to inform business decisions.
  • Evaluate investment opportunities and assess potential risks and returns in the context of our organization's strategic objectives.
  • Collaborate with cross-functional teams to drive financial planning and budgeting processes, ensuring alignment with organizational goals.
  • Presents findings and recommendations to senior management, highlighting key financial insights and strategic implications.
  • Monitor market trends and economic conditions to inform investment strategies and mitigate potential risks.
  • Ensure compliance with regulatory requirements and internal policies, maintaining a high level of professionalism and integrity.
Requirements:
  • Completion of CFA Level 3 certification or equivalent experience.
  • Minimum of 5 years of experience in financial planning, analysis, or a related field.
  • Strong analytical skills and attention to detail, with the ability to communicate complex financial concepts effectively.
  • Proficiency in financial modeling and data analysis tools, with a strong understanding of their applications in financial planning.
  • Excellent communication and presentation skills, with the ability to engage senior management and other stakeholders.
  • Ability to work independently and as part of a team, with a strong commitment to collaboration and teamwork.

In this role, you can expect an annual salary of $140,000 - $170,000, commensurate with your experience and qualifications.



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