Financial Planning

2 weeks ago


Mumbai, India Citi Full time

**Responsibilities**: - Analyze of Citi’s/Citi’s competitors’ financial performance - Develop and coordinate the annual planning and periodic forecasting processes and review results against plans monthly including annual budget planning and monthly estimate process - Generate flash results/highlights for Board of Directors’ reports and Executive Management reports - Conduct various ad hoc analyses and strategically address issues that are complementary to the regular Planning and Analysis processes - Participate in Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports - Aid with using metrics to evaluate proposed business decisions - Execute time critical activities for client facing Financial Planning and Analysis teams - Assist in the development of review with material for internal senior leadership internal and external regulator reviews - Has the ability to operate with a limited level of direct supervision. - Can exercise independence of judgement and autonomy. - Acts as SME to senior stakeholders and /or other team members. **Qualifications**: - 4-7 years of experience in accounting and/or finance - Experience in financial services preferred - Knowledge of financial, analytical, and reporting tools - Demonstrated analytical skills - Consistently demonstrates clear and concise written and verbal communication skills **Education**: - CA/MBA/CFA with 4-7 years’ work experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. - **Job Family Group**: Finance - **Job Family**: Financial Planning & Analysis - **Time Type**: Full time - Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**. View the **EEO Policy Statement**. View the **Pay Transparency Posting



  • Mumbai, India Avanse Financial Services Ltd Full time

    Role: FP&A roleReporting to: Head Corporate PlanningPlace of Posting: Mumbai HO- (Andheri- Marol)Job Purpose:The candidate will be responsible to assess the profitability, liquidity and stability of the company through various analytical reports and assist the management with the information to make strategic, operational, and tactical decisionsKey...


  • Mumbai Metropolitan Region, India InCred Financial Services Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job Title: Assistant Manager/Manager -Business FinanceLocation: MumbaiJob Description:Core Business Finance including tracking monthly entity and business level profitability, building annual operating plan and scenario modelling, detailed data deep dive to bring out business insightsDevelop, consolidate, and present insightful and robust qualitative and...


  • Mumbai, Maharashtra, India MoneyCare Financial Planning Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    About UsFounded in 2002,MoneyCare Financial Planningis one of India's pioneering financial planning practices. We are a boutique wealth management firm, known for our fiduciary approach, transparency and holistic strategies for investors.Role OverviewWe are seeking aMarketing & Sales Managerwith expertise inMutual Funds (HNIs)andSocial Media Marketing. This...

  • Financial Planning

    1 week ago


    Mumbai, Maharashtra, India Citi Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job DescriptionThis role supports the development and implementation of strategic business initiatives to deliver financial performance. They are also the stewards within Finance who partner across other functions and Finance disciplines to help achieve the firm's overall finance objectives.Responsibilities:Partnering with senior management to deliver on...

  • Financial Planning

    2 weeks ago


    Mumbai, Maharashtra, India Citi Full time ₹ 17,50,000 - ₹ 25,00,000 per year

    Job DescriptionThis role supports the development and implementation of strategic business initiatives to deliver financial performance. They are also the stewards within Finance who partner across other functions and Finance disciplines to help achieve the firm's overall finance objectives.Responsibilities:Partnering with senior management to deliver on...

  • Financial Planning

    1 week ago


    Mumbai, Maharashtra, India Citi Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    This role supports the development and implementation of strategic business initiatives to deliver financial performance. They are also the stewards within Finance who partner across other functions and Finance disciplines to help achieve the firm's overall finance objectives.Responsibilities:Partnering with senior management to deliver on financial...

  • Financial Planning

    1 week ago


    Mumbai, Maharashtra, India JPMorgan Chase & Co. Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job Description You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team. As an Associate in Planning and Analysis, you will be responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations. Job Responsibilities Serve as a...

  • Financial Planning

    2 weeks ago


    Mumbai, India Michael Page Full time

    Opportunity to work with an Indian company with global presence.Opportunity to work alongside senior leadership.About Our ClientThe hiring company is a medium-sized organization in the manufacturing industry, known for its robust product portfolio and market presence. It is committed to fostering innovation and delivering high-quality products that meet...

  • Financial Planning

    2 weeks ago


    Mumbai, Maharashtra, India JPMorganChase Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    JOB DESCRIPTIONYou are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.As a Financial Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. . As an Associate in our Global Private Bank (GPB) team, which is part of the Asset & Wealth...

  • Financial Advisor

    2 weeks ago


    Mumbai, Maharashtra, India Smart Financial Planners Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Role OverviewAs aFinancial Advisoryou'll be responsible for advising clients on life-stage-based investment and insurance planning using a consultative and data-driven approach. You will serve as the client's financial ally, presenting personalized Family Investment Portfolios (FIPs), recommending insurance, investments and allied financial products, and...