Financial Planning Specialist

Support advisors in creating and delivering comprehensive financial plans for their retail clients.Key ResponsibilitiesSupport financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household levelData inputs in financial planning tools such as MoneyGuide, based on careful examination of...

Support advisors in creating and delivering comprehensive financial plans for their retail clients.Key ResponsibilitiesSupport financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household levelData inputs in financial planning tools such as MoneyGuide, based on careful examination of...

Financial Planning & Analysis SpecialistAbout the Role:We are seeking a highly skilled Financial Planning & Analysis Specialist to join our team. The successful candidate will be responsible for leading AOP exercises, conducting monthly and quarterly reviews, and analyzing data to meet the needs of senior management.The ideal candidate will have a strong...

About us, we're committed to fighting financial crimes for clients and the world. We're a leading firm focused on Anti-Money Laundering (AML)/ Bank Secrecy Act (BSA) and financial crimes compliance solutions.Our highly trained workforce includes over 6,000 analysts and subject matter experts. They work in secure facilities worldwide, including the U.S.,...

Financial Planning & Analysis SpecialistWe are seeking a skilled professional in financial planning and analysis (FP&A) with a strong background in SQL. The ideal candidate will have hands-on experience in budgeting, forecasting, and variance analysis.This is a great opportunity for a commerce graduate to leverage their analytical skills in a dynamic finance...

Job Title:FP&A Ops SpecialistDescription:The Financial Planning and Analysis Operations specialist will be responsible for creating and managing financial reports. This role works closely with the FP&A team and other departments to design, develop, and implement financial planning processes.This position requires a strong analytical mindset and excellent...

JOB DETAILS 1 Lead AOP exercise, Monthly/quarterly reviews, Analysis2 Reporting to Investors, meeting data needs of the Senior Management3 Cost reduction initiatives and review at corporate level4 Projections, funding options, new investor, new bankers, banking relationship at Mumbai5 To liaise with various consultants, tax experts, advocates6 Cost sharing,...

JOB DETAILS Lead AOP exercise, Monthly/quarterly reviews, AnalysisReporting to Investors, meeting data needs of the Senior ManagementCost reduction initiatives and review at corporate levelProjections, funding options, new investor, new bankers, banking relationship at MumbaiTo liaise with various consultants, tax experts, advocatesCost sharing, cost...

We are seeking a skilled financial professional to join our organization in the role of Senior Financial Planning Analyst - SQL Specialist. The ideal candidate will possess strong analytical skills and experience with budgeting, forecasting, and variance analysis.Key Responsibilities:Conduct detailed financial analysis and create comprehensive reports using...

Job Title:FP&ALocation: NoidaAbout Paytm: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm's mission is to serve half a billion Indians and bring them to the mainstream economy with...