Strategic Financial Planner

2 days ago

Belgaum, Karnataka, India beBeeFinancial Full time ₹ 18,00,000 - ₹ 25,00,000
Financial Planning Role

The ideal candidate will be responsible for assisting in the preparation and analysis of financial forecasts, budgets, and strategic financial planning.

Key responsibilities include:

  • Financial Planning & Analysis: Assist in the preparation and analysis of financial forecasts, budgets, and strategic financial planning.
  • Preparation of Financial Statements: Assist in the preparation and presentation of the company's financial statements, ensuring accuracy and timely submission.
  • Closure of Books: Timely and accurate closure of the company's books of accounts on a monthly and annual basis.
  • Management Information Systems: Prepare and review Management Information Systems (MIS) reports, providing insights and recommendations for business decision-making.
  • Regulatory Compliance: Oversee and ensure compliance with key regulations including GAAP, Income Tax Act, Companies Act, and indirect tax regulations.
  • Process Improvement: Identify areas for process improvements and bring efficiencies in existing financial systems and practices.

Requirements:

  • Chartered Accountant (CA) or Semi qualified Chartered Accountant (CA)/ MBA-Finance with 2-3 years of post-qualification experience.
  • Background in accounting, compliance, and financial reporting, exposure to healthcare or startup environments is considered a plus.
  • Deep understanding of GAAP, Income Tax Act, Companies Act, and indirect tax regulations.
  • Strong analytical skills with the ability to provide actionable insights from financial data.
  • Experience with accounting software and ERP systems, along with advanced Excel skills.
  • Excellent communication and interpersonal skills to work effectively with cross-functional teams, external stakeholders, and senior management.
  • A meticulous approach to managing financial records and ensuring accuracy in reporting.

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