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...

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...

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...

Title and SummaryDirector, Financial Planning & Analysis - CorporateOverview: Mastercard is a global technology company in the payments industry. Our mission is to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart, and accessible. Using secure data and networks, partnerships and...

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...

We are seeking a detail-oriented and analyticalFinancial Planning & Analysis (FP&A) Specialistto join our Finance team in the fast-paced and growing background verification industry. This role will be pivotal in supporting strategic decision-making by providing accurate forecasting, budgeting, and financial insights. The ideal candidate will have a strong...

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with anemphasis on creating and delivering a unique client experience that defines and differentiates advisors'practices. This position will...

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors' practices. This position will...

Role & responsibilitiesFinancial Reporting and Analysis:Prepared monthly PnL, variance analysis and business dashboard.Prepared forecasted PnL and discuss with senior leadership team on risk and opportunities.Drive profitability analysis by business line, and product category.Track key performance indicators (KPI) and operating metrics; highlight risks and...