Strategic Financial Planner

1 day ago

Mumbai, Maharashtra, India beBeeFinance Full time ₹ 14,95,500 - ₹ 24,99,900
Financial Strategist

This role plays a pivotal part in driving strategic business initiatives to deliver financial performance.

They are also responsible for partnering across functions and disciplines to help achieve the firm's overall finance objectives.

Main Responsibilities
  • Collaborating with senior management to deliver on financial objectives, including revenue and expense goals, by providing insightful analysis and strategic advice on financial business decisions and plans.
  • Serving as primary point of contact for business management teams for all Finance disciplines, including Finance Officers, Controllers, Treasury, and Tax.
  • Informing and understanding business priorities to develop financial strategies.
  • Supporting performance-based outcomes.
  • Contributing to and executing on the strategic direction of the team.
  • Responsible for managing various financial aspects, including:
    • Maintaining strong partnerships with business heads to drive and influence strategic financial business decisions and plans.
    • Partnering effectively across internal and external stakeholders, including regulators, Investor Relations, Treasury, Risk, Legal, and other functions, while leading delivery of capital, risk, and profitability targets.
    • Helping drive financial discipline, efficiencies, and a culture of accountability of delivering financial results.
    • Developing multi-year financial plans in partnership with business heads that are integrated with the company's overall strategic planning process.
  • Providing regular financial performance updates to business heads, including escalation of any variances to financial plans with proposed actions to address.
  • Developing business cases and analyses to inform and influence business investment decisions, such as new product development, client segments, new market entries, external partnerships, technology builds, client decisions, and marketing spend decisions.
  • Contributing to solutions for complex and multi-layered financial challenges to drive appropriate outcomes across the business requiring conceptual thinking and analysis.
  • Working with business to identify and execute on long- and short-term expense management and optimization initiatives.
  • Providing financial reports and analytics to senior management, including key financial metrics, results, trends, and analysis.
  • Providing input and thought leadership on internal decisions that have a major impact on the area managed and possibly other related areas and the organization.
  • Achieving compliance with applicable laws, rules, and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency, as well as effectively supervising the activity of others and creating accountability with those who fail to maintain these standards.

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