Analyst, Financial Planning

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 NaviPlan and MoneyGuide, based on careful...

We are looking for a Senior Financial Analyst to join our growing Financial Advisory practice. Ideal candidates are analytical, inquisitive, and enjoy diving into financial data to identify key performance drivers and fresh insights.This is a client-facing role and candidates should be confident participating in client discussions, and  delivering and...

Company Description At DraconX, we transform innovative ideas into intelligent, scalable digital solutions. Specializing in AI business automation and AI-driven SaaS platforms, we develop MVPs, custom software, and automation systems to accelerate growth and innovation for startups and enterprises. Our expertise in AI, data analytics, and cloud technologies...

Company Description At DraconX, we transform innovative ideas into intelligent, scalable digital solutions. Specializing in AI business automation and AI-driven SaaS platforms, we develop MVPs, custom software, and automation systems to accelerate growth and innovation for startups and enterprises. Our expertise in AI, data analytics, and cloud technologies...

Company Description At DraconX, we transform innovative ideas into intelligent, scalable digital solutions. Specializing in AI business automation and AI-driven SaaS platforms, we develop MVPs, custom software, and automation systems to accelerate growth and innovation for startups and enterprises. Our expertise in AI, data analytics, and cloud technologies...

Financial Analyst – Job DescriptionPosition SummaryThe Financial Analyst is responsible for analyzing financial data, creating reports, forecasting trends, and supporting business decision-making. This role works closely with finance, accounting, and leadership teams to ensure accurate budgeting, planning, and financial performance tracking.Key...

Financial Analyst – Job Description Position Summary The Financial Analyst is responsible for analyzing financial data, creating reports, forecasting trends, and supporting business decision-making. This role works closely with finance, accounting, and leadership teams to ensure accurate budgeting, planning, and financial performance tracking. Key...

ORGANIZATIONAL STRUCUTRE BUSINESS: CIRCOR LOCATION: COIMBATORE, INDIA DIRECT REPORTING: FINANCE CONTROLLER / DIRECTOR FUNCTIONAL REPORTING: NA POSITION DETAILS Position Summary Continuously develop and execute of financial Accounting, planning and analysis system to meet the business objectives Principal Activities - Preparing accurate and timely actual...

Job Purpose To aid Senior Management in taking timely corrective actions by highlighting the areas of concern & providing meaningful insights across business parameters & strategic key objectives Job Responsibilities(JR) : 6 – 8 Areas Actionable (4-6) Planning & Forecasting System requirements--Give suggestions on system requirements and logics Data inputs...

Job Description Job Title: Financial Planning and Analysis (FP&A) Analyst / Manager Location: Gurugram Organization: MSM Unify Working days : 5 days( WFO)+1 Day (WFH) Job Summary: The Financial Planning and Analysis (FP&A) professional at MSM Unify will play a pivotal role in driving financial planning, budgeting, forecasting, and performance analysis. This...