Executive- Financial Planning

3 days ago

Lucknow Uttar Pradesh, India Microsave Consulting Full time

1. Documentation Management:

- Understand the documentation requirements for business development proposals, including Expression of Interest (EOI), Term of Reference (TOR), and Request for Proposal (RFP).
- Evaluate participation criteria and ensure all mandatory documentation requirements are met.
- Oversee the preparation, compilation, and organization of legal and financial documents for proposals.
- Maintain a comprehensive repository of templates, past submissions, and relevant policies for quick reference.

2. Compliance and Accuracy:

- Conduct thorough reviews to identify and rectify discrepancies or errors in documentation.
- Verify financial documents for compliance with internal policies and client requirements, ensuring accuracy and consistency.

3. Stakeholder Coordination:

- Collaborate with various departments to gather necessary information and complete documentation requirements.
- Communicate timelines and documentation needs to all stakeholders to ensure timely and seamless execution.

4. Financial and legal Documentation:

- Prepare financial budgets for proposal submissions under the bidding process.
- Compile and organize financial documents such as budget sheets, compliance certifications, and other essential records for submission to the Business Development team.
- Organize legal and tax documents such as incorporation documents, tax registration documents, and other as applicable

5. Data Management:

- Maintain a centralized database of legal, financial, departmental, and organizational policies.
- Ensure the database is complete, up-to-date, and free of duplicity.

6. Financial Analysis and Reporting:

- Collect, interpret, and review financial information to predict trends and provide actionable insights.
- Produce reports on budgets, proposal submissions, project pipelines, bid analysis, account payables/receivables, and expenses.
- Analyze business challenges and propose innovative financial solutions.
- Provide strategic financial insights to support business development activities.

**Job Types**: Full-time, Permanent

Pay: From ₹600,000.00 per year

**Benefits**:

- Health insurance

Schedule:

- Day shift
- Monday to Friday
- Morning shift

Supplemental Pay:

- Performance bonus

Application Question(s):

- What is your salary expectations?

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

  • Financial Planning and Analysis Manager

    5 days ago

    uttar pradesh, India UNIVO Education Full time

    Assist in the development and maintenance of the company's annual budget and long-term financial plans. Collaborate with various departments to gather data and inputs for budgeting and forecasting processes. Prepare financial models and scenarios to support strategic planning initiatives. Monitor actual financial performance against budget and forecast,...

  • Financial Planning Analyst

    5 days ago

    uttar pradesh, India Signify Full time

    We’re looking for a FP&A Analyst to join our teamWe are Signify, the new company name of Philips Lighting. We’re the world leader in lighting for professionals, consumers and for the Internet of Things. Our passion for sustainability makes us one of the top 10 greenest companies in the world. We’re greater together through peer learning in our globally...

  • Financial Planning and Analysis Manager

    4 weeks ago

    Lucknow, India BrightEdge Full time

    Company Overview:BrightEdge is a leading enterprise SEO and content performance platform trusted by over 1,500 global brands including Microsoft, Adobe, and Marriott.What makes BrightEdge special is our innovative technology that transforms complex search data into actionable insights. We're not just another martech company – we literally pioneered the SEO...

  • Analyst Financial Advisory Support

    3 weeks ago

    Noida, Uttar Pradesh, India Ameriprise Financial Full time

    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...

  • Financial Advisor

    1 week ago

    Lucknow, Uttar Pradesh, India Bajaj life insurance Full time

    Here’s a professional Job Description for the post of Financial Advisor at Bajaj Allianz Life Insurance Company — you can use this for job listings, resumes, or recruitment purposes: --- Job Title: Financial Advisor Company: Bajaj Allianz Life Insurance Company Ltd. Location: Lucknow/Barabanki/WFH Job Type: Full-Time / Part-Time --- Job Summary: As a...

  • Financial Planning and Analysis Manager

    5 days ago

    Noida, Uttar Pradesh, India, Ghaziabad UNIVO Education Full time

    Assist in the development and maintenance of the company's annual budget and long-term financial plans. Collaborate with various departments to gather data and inputs for budgeting and forecasting processes. Prepare financial models and scenarios to support strategic planning initiatives. Monitor actual financial performance against budget and forecast,...

  • Financial Advisor

    7 days ago

    Lucknow, Uttar Pradesh, India Aditya Birla Capital Full time

    Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

  • Financial Advisor

    7 days ago

    Gomtinagar, Lucknow, Uttar Pradesh, India Aditya Birla Sun Life Insurance Full time

    This is a Full-Time and Part-Time hybrid role for a (Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow. The Financial Advisor will be Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments. This Role allows for Flexibility with Work from Home or...

  • Financial Advisor

    1 week ago

    Gomtinagar, Lucknow, Uttar Pradesh, India Aditya Birla Sun Life Insurance Full time

    This is a Full-Time and Part-Time hybrid role for a (Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow. The Financial Advisor will be Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments. This Role allows for Flexibility with Work from Home or...

  • Financial Advisor

    1 week ago

    Gomtinagar, Lucknow, Uttar Pradesh, India Aditya Birla Sun Life Insurance Full time

    This is a Full-Time and Part-Time hybrid role for a (Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow. The Financial Advisor will be Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments. This Role allows for Flexibility with Work from Home or...