Financial Planning and Strategy Executive

4 days ago

Mumbai, Maharashtra, India beBeeFinance Full time ₹ 1,50,000 - ₹ 28,00,000

Job Title: Financial Planning and Strategy Executive

Job Summary:

We are seeking a skilled financial planning and strategy executive to join our organization. The ideal candidate will have experience in developing and implementing financial plans, analyzing financial data, and providing strategic recommendations.

Responsibilities:

  • Financial Reporting & Analysis: Prepare comprehensive financial reports, including detailed cash-flow statements, and other key financial documents for internal and external stakeholders.
  • Profit Maximization & Cost Reduction: Collaborate effectively with other executives and department heads to identify opportunities for maximizing company profits and implementing strategies to decrease operational costs.
  • Financial Trend Monitoring: Continuously monitor financial trends, market conditions, and economic indicators to provide proactive insights and inform strategic decision-making.
  • Budgeting & Forecasting: Authorize and manage budgets across various departments, ensuring alignment with financial goals and overseeing the entire budgeting and forecasting process.
  • Company Financial Monitoring: Diligently monitor the overall financial health of the organization, tracking key financial metrics, performance indicators, and financial risks.
  • Data Management: Perform accurate and timely data entry related to financial transactions and information into relevant systems.
  • Financial Statement Oversight: Oversee the meticulous completion and review of all financial statements, ensuring accuracy, compliance, and adherence to reporting deadlines.
  • SOP Documentation: Document and maintain detailed standard operating procedures (SOPs) for all financial planning and analysis processes, ensuring consistency and efficiency.
  • Staff Supervision (if applicable): Supervise and coordinate the schedules of financial staff, providing guidance and support to ensure team productivity and high-quality output.
  • Strategic Financial Health: Take a proactive role in overseeing the overall financial health and strategic direction of the organization, providing insights and recommendations to senior management.

Required Skills & Qualifications:

  • Proven experience in writing financial reports and cash-flow statements.
  • Strong ability to communicate effectively with other executives to achieve financial objectives (profit maximization, cost reduction).
  • Expertise in monitoring financial trends and providing actionable insights.
  • Experience in authorizing and managing budgets.
  • Proficiency in monitoring company finances and performing accurate data entry.
  • Capability to oversee the completion of financial statements.
  • Experience in documenting standard operating procedures (SOPs).
  • Strong analytical, problem-solving, and decision-making skills.
  • Excellent communication and interpersonal skills.
  • Understanding of financial principles, accounting standards, and regulatory compliance.

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