Financial Planning Assistant

Prepare annual, semiannual, and quarterly financial reports for the Columbia Mutual Funds, Life and Annuity Products and Collective Funds, including financial statements, notes to the financial statements, financial highlights and portfolio of investments. Preparation of various internal reports and reports that are filed with regulatory agencies including...

**(AVP)** As a key member of the Bank’s Global Finance team, you will drive a broad range of **financial planning, analysis, reporting, and investor relations activities**, while acting as a strategic partner to senior leadership and business teams. **Key Responsibilities**: - Prepare accurate and timely monthly/quarterly MIS, management packs, and...

Financial Planning & Analysis JD Location: Onsite Gurugram Experience required- 3 to 5 years Responsibilities :   Financial Analysis and Reporting:   Conduct comprehensive financial analyses to support strategic decision-making.  Prepare monthly, quarterly, and annual financial reports for management review.  Monitor key financial metrics and provide...

Gurugram Full time **Company Profile**: **Know T.A.C.** The Ayurveda Co. (T.A.C) is a thriving, direct-to-consumer startup that translates the ancient wisdom of Ayurveda into the language of the young and dynamic India - the millennials and Gen Z. We offer a broad range of Ayurvedic beauty and wellness products, crafted especially to resonate with the...

**Key Responsibilities**: Internal Operational activities: - Assist financial advisors in servicing clients through operational and analytical support - Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures. - Maintaining social media platforms (Facebook & LinkedIn) with relevant and...

Work with Region and Territory leaders to develop a robust activity schedule based on their calendar. Contact targeted advisors to schedule visits, track schedule and report on results and efforts. Proactively contact advisors and their staff and to schedule meetings with Ameriprise field leader and is liaison for any scheduling changes. Additional duties...

Job Description Shift: US Shift Summary The role of a Business Analyst is to ensure service delivery in accordance with the defined SLAs/KPIs. Ensure to deliver performance that meets or exceeds the Service Level Agreement in terms of quality and efficiency; assist the FP&A Leader on resolving issues; generates ideas for and participates in process...

This role is an integral part of the team responsible for maintaining efficient and accurate revenue calculations. The role will also be involved in reporting key data to the rest of the business and assisting with ad-hoc queries from Business teams based in Swindon (UK). **Responsibilities** - Calculation of revenues within the Billing/Accounts Receivable...

We believe that inclusion helps us thrive and grow at United across our collaborative Finance teams consisting of Financial Planning Analysis Internal Audit Treasury Global Procurement Controllership Investor Relations and more These teams provide the financial fuel that keeps our operation running from providing detailed analyses of financial planning...

The Travel Coordinator will be responsible for arranging, managing, and coordinating all aspects of Domestic & International Hotel & Travel bookings to meet the specific needs of employees, departments & guests including Issuance of Forex and Insurance. **Responsibilities** Handling & advising employees on travel arrangements and visas. Rely on...