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...

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...

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...

Carry out analysis as per the requirements of the Head - Financial Planning & Analysis in the form of feasibility studies, cost benefit analysis of various alternatives, etc. in the FP&A space, with a view to supporting the Head - Financial Planning & Analysis in making data driven decisions.Support the Head - Financial Planning & Analysis by developing...

Financial Planning ManagerWe are seeking an experienced Financial Planning Manager to join our team. In this role, you will be responsible for managing the financial planning and analysis processes across various business segments.

Strategic Planning and Decision MakingVision & Strategy Plan (VSP): Assist in creating a rolling three-year VSP, detailing revenue and profit expectations, and collaborate with marketing, business development, and sales teams.Annual Budget and Planning: Collaborate with the Executive team to develop annual budgets and plans for business units.Sales Incentive...

Role & responsibilities-Financial Analysis:• Conduct thorough financial analysis, interpreting and communicating key performance indicators (KPIs) to aid management decision-making.• Analyse trends, variances, and financial drivers to provide actionable insights.Budgeting and Forecasting:• Collaborate with various departments to develop and manage the...

Experienced Financial Planning and Analysis professional to join Corporate Finance team at OakNorth to focus on reporting (both internal and external) as well as a broad array of planning projects and processes. **Responsibilities**: - Will become a key member of the Bank Corporate Finance team and will drive a broad array of financial planning and...

As a senior treasury manager, you will be responsible for providing strategic guidance on financial planning and risk management.Key ResponsibilitiesDevelop comprehensive financial plans to achieve business objectives.Optimize cash flows, investments, and funding requirements.Provide expert advice on financial modeling, forecasting, and scenario...

Role & responsibilitiesFinancial Planning and Analysis, Reporting, Costing, Process Improvements.Good knowledge of Accounting Principles and standards, ability to understand Revenue and Cost accounting as per US GAAPs.Month-end close activities (accruals, revenue & expense re-classes)Create detailed financial reports and graphical presentations to support...