18 Financial Advisor jobs in Ahmedabad
Financial Advisor
Posted today
Job Viewed
Job Description
Your potential has a place here with TTEC's award-winning employment experience. As a Financial Advisor working remote in Ahmedabad, India, you'll be a part of bringing humanity to business. #experienceTTEC
Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in INDIA says it all!
**What You'll Do -**
Under general supervision, this position will be responsible for reporting and forecasting top line revenue for the Engage portfolios. The role also requires that all new business is added to their portfolio correctly and managed following the same process. The successful candidate will need to work independently across multiple internal groups and teams to get the data required to track and manage all newly sold business. The successful candidate will demonstrate a willingness to learn the industry and how TTEC oversees their business to ensure they model accurately. Candidates must have strong problem solving capabilities to think outside of the box and the ability to adapt and overcome through different types of obstacles. The candidate must demonstrate good communication skills, both written and spoken.
You will be reporting to Executive Director, Finance
**During a Typical Day, You'll**
+ Willingness to learn the business and use that knowledge to identify variances in operational and financial performance and research root cause with your operations partners and other teams involved in delivering to our clients.
+ Ability to understand financial goals and targets and leverage your skills to ensure the variance between actual operational and financial results are within those goals and targets.
+ Works with business leaders to strategize and model financial outcomes that improve topline revenue and margins to achieve targeted results.
+ Responsible for communicating financial and business results, future risks and opportunities to the Finance team, Finance management, Executives and Managers, and other internal customers.
+ Ability to work in a matrixed organization where you will work with peers that are at, below, and above your role and/or skill set.
+ Responsible for maintaining and implementing Excel based reporting dashboards to report company revenue and expense by client and line of business.
+ Ability to manage annual, quarterly, monthly, and weekly reporting across multiple clients and lines of business. Willingness to work across multiple teams to capture all the data necessary to report accurately for each reporting period.
+ Ability to be consistent and follow modeling, file, and naming conventions. Ability to document your work effort weekly for status reporting to management.
+ Ability to recognize when a model, process, or approach is not efficient or is broken. Ability to design the solution, including gaining agreement from your business peers and then implement the solution. In situations where the problem is too large to resolve yourself, ability to communicate the problem and participate in the solution.
**What You Bring to the Role**
+ Experience in pricing and/or business case modeling required, especially Excel based modeling.
+ Experience supporting a sales organization or teams focused on top line revenue growth.
+ Must have experience in Excel based Financial Planning and Analysis (FP&A). Minimum 4 years' experience preferred.
+ Prior experience in business process outsourcing (BPO) industry or similar industry preferred.
+ Ability to communicate at different levels both written and spoken.
+ Demonstrated experience in Hyperion Essbase.
+ Should be informed on current industry trends and technologies to keep business unit on leading edge.
**What You Can Expect**
- Supportive of your career and professional development
- An inclusive culture and community minded organization where giving back is encouraged
- A global team of curious lifelong learners guided by our company values
- Ask us about our paid time off (PTO) and wellness and healthcare benefits
- And yes. a great compensation package and performance bonus opportunities, benefits you'd expect and maybe a few that would pleasantly surprise you (like tuition reimbursement)
**About TTEC**
Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
#LI-remote
**Employment Requirements** : _TTEC requires all employees hired in the India to successfully pass a background check including employment credentials, education, permanent and current address verification and if applicable, immigration and work permit documentation as a condition of employment. Depending on location and client program, a drug test may also be required as a condition of employment. TTEC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. You will be asked to share with TTEC as well as its representatives, all such personal information that it may require to conduct such background verification and also agree to TTEC and its representatives collecting and storing such personal information and transferring the same, whether in India or abroad._
**Title:** _Financial Advisor_
**Location:** _India-Gujarat-Ahmedabad_
**Requisition ID:** _046PV_
Financial Advisor Ahmedabad, India
Posted 1 day ago
Job Viewed
Job Description
Description - External
Your potential has a place here with TTEC’s award-winning employment experience. As a Financial Advisor working remote in Ahmedabad, India, you’ll be a part of bringing humanity to business. #experienceTTEC
Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work certification in INDIA says it all!
What You’ll Do -
Under general supervision, this position will be responsible for reporting and forecasting top line revenue for the Engage portfolios. The role also requires that all new business is added to their portfolio correctly and managed following the same process. The successful candidate will need to work independently across multiple internal groups and teams to get the data required to track and manage all newly sold business. The successful candidate will demonstrate a willingness to learn the industry and how TTEC oversees their business to ensure they model accurately. Candidates must have strong problem solving capabilities to think outside of the box and the ability to adapt and overcome through different types of obstacles. The candidate must demonstrate good communication skills, both written and spoken.
You will be reporting to Executive Director, Finance
During a Typical Day, You’ll
What You Bring to the Role
What You Can Expect
• Supportive of your career and professional development
• An inclusive culture and community minded organization where giving back is encouraged
• A global team of curious lifelong learners guided by our company values
• Ask us about our paid time off (PTO) and wellness and healthcare benefits
• And yes. a great compensation package and performance bonus opportunities, benefits you'd expect and maybe a few that would pleasantly surprise you (like tuition reimbursement)
Financial Planning & Analysis
Posted today
Job Viewed
Job Description
Dear Candidates ,
We have a Job Opportunity for an Financial Planning & Analysis role with Infogain. Please find the Company Description below and the Job Description.
We are looking for a fresher who has good understanding of financial analysis, forecasting, budgeting, and variance analysis.
Company Description
• Infogain is a Silicon Valley headquartered company with expertise in software platform engineering and deep domain skills in travel, retail, insurance, and high technology. We accelerate the delivery of digital customer engagement systems using digital technologies such as cloud, microservices, robotic process automation, and artificial intelligence for our clients.
• Our 6000+ global employees are across the US, UK, Singapore, Middle East, and India.
Job Title: Financial Planning & Analysis
- Location: Bengaluru
- Job Type: Full-Time
Job Description:
Key Responsibilities :
- Serve as an individual contributor in the Business Finance and Financial Planning & Analysis (FP&A) domain.
- Perform financial analysis, forecasting, budgeting, and variance analysis.
- Collaborate with various departments to gather financial data and insights for informed decision-making.
- Develop and present financial reports and dashboards to senior management.
- Identify financial trends and provide recommendations for improvement.
- Support strategic financial planning and analysis initiatives.
Job Description :
- Budgeting and forecasting – revenue & margin.
- Cost management to improve margins.
- KPIs tracking.
- Business and delivery support (including pricing).
- MSA/SOW review.
Qualifications :
- CA/MBA with a specialization in Business Finance Management (BFM) or Financial Planning & Analysis (FP&A).
- 2-3 years of post-qualification experience in the IT industry.
- Demonstrated experience in financial analysis, budgeting, forecasting, and reporting.
- Strong analytical thinking and problem-solving skills.
- Excellent communication and interpersonal skills to collaborate effectively with cross-functional teams.
Skillsets Required :
- Good communication skills.
- Stakeholder management.
- Analytical skills.
- Medium to high level Excel proficiency.
- Problem-solving & ownership qualities.
- Presentation skills.
Preferred Skills :
- Proficiency in financial software and tools.
- Ability to work independently and manage multiple tasks.
- Attention to detail and strong organizational skills.
Please share your resume on :
Financial Planning & Analysis
Posted today
Job Viewed
Job Description
Dear Candidates ,
We have a Job Opportunity for an Financial Planning & Analysis role with Infogain. Please find the Company Description below and the Job Description.
We are looking for a fresher who has good understanding of financial analysis, forecasting, budgeting, and variance analysis.
Company Description
• Infogain is a Silicon Valley headquartered company with expertise in software platform engineering and deep domain skills in travel, retail, insurance, and high technology. We accelerate the delivery of digital customer engagement systems using digital technologies such as cloud, microservices, robotic process automation, and artificial intelligence for our clients.
• Our 6000+ global employees are across the US, UK, Singapore, Middle East, and India.
Job Title: Financial Planning & Analysis
- Location: Bengaluru
- Job Type: Full-Time
Job Description:
Key Responsibilities :
- Serve as an individual contributor in the Business Finance and Financial Planning & Analysis (FP&A) domain.
- Perform financial analysis, forecasting, budgeting, and variance analysis.
- Collaborate with various departments to gather financial data and insights for informed decision-making.
- Develop and present financial reports and dashboards to senior management.
- Identify financial trends and provide recommendations for improvement.
- Support strategic financial planning and analysis initiatives.
Job Description :
- Budgeting and forecasting – revenue & margin.
- Cost management to improve margins.
- KPIs tracking.
- Business and delivery support (including pricing).
- MSA/SOW review.
Qualifications :
- CA/MBA with a specialization in Business Finance Management (BFM) or Financial Planning & Analysis (FP&A).
- 2-3 years of post-qualification experience in the IT industry.
- Demonstrated experience in financial analysis, budgeting, forecasting, and reporting.
- Strong analytical thinking and problem-solving skills.
- Excellent communication and interpersonal skills to collaborate effectively with cross-functional teams.
Skillsets Required :
- Good communication skills.
- Stakeholder management.
- Analytical skills.
- Medium to high level Excel proficiency.
- Problem-solving & ownership qualities.
- Presentation skills.
Preferred Skills :
- Proficiency in financial software and tools.
- Ability to work independently and manage multiple tasks.
- Attention to detail and strong organizational skills.
Please share your resume on :
Financial Planning and Analysis Manager
Posted today
Job Viewed
Job Description
Key responsibilities:
∙Working closely on the periodic forecast and annual planning for the company
∙Providing stakeholders with an analysis and insight into revenue and cost aspects
∙Review Actuals against plans monthly including Account analysis
∙Utilize in-depth Finance knowledge to create/ generate and analyze reports, analysis metrices
impacting the financials
∙Work on key internal and external presentations
∙Analyzing/working on excel and larger database to provide insights as and when requested.
∙Drive process improvement and policy development initiatives that impact the function.
Working closely with senior management and independently to drive process improvements,
provide business insights on a periodic basis
∙Coordinating Audit processes
∙Perform Peer Benchmarking and closely track the performances of the peers
∙Work with top management in creating presentation documents to be delivered to board
members and/or customers
Qualifications:
∙Around 2 – 5 years / 5 – 12 years of experience, ideally in IT Industry.
∙Preferred CA or MBA
∙Experience working with corporate Finance at FP&A function or Business Finance
∙Sharp analytical skills
∙Preferred Industry Experience
∙Excellent Microsoft Office skills with advanced working knowledge of Excel and PowerPoint.
∙Consistently demonstrates clear and concise written and verbal communication skills
∙Ability to work across multiple teams and manage timelines while working with multiple
disciplines and organization groups.
∙Ability to work within a complex and often ambiguous environment, and to influence top
management and relevant stakeholders with data / analysis.
∙Take complete ownership of the responsibilities given and should be driven to ensure closure
of all deliverables in a timely manner.
Financial Planning and Analysis Manager
Posted today
Job Viewed
Job Description
Key responsibilities:
∙Working closely on the periodic forecast and annual planning for the company
∙Providing stakeholders with an analysis and insight into revenue and cost aspects
∙Review Actuals against plans monthly including Account analysis
∙Utilize in-depth Finance knowledge to create/ generate and analyze reports, analysis metrices
impacting the financials
∙Work on key internal and external presentations
∙Analyzing/working on excel and larger database to provide insights as and when requested.
∙Drive process improvement and policy development initiatives that impact the function.
Working closely with senior management and independently to drive process improvements,
provide business insights on a periodic basis
∙Coordinating Audit processes
∙Perform Peer Benchmarking and closely track the performances of the peers
∙Work with top management in creating presentation documents to be delivered to board
members and/or customers
Qualifications:
∙Around 2 – 5 years / 5 – 12 years of experience, ideally in IT Industry.
∙Preferred CA or MBA
∙Experience working with corporate Finance at FP&A function or Business Finance
∙Sharp analytical skills
∙Preferred Industry Experience
∙Excellent Microsoft Office skills with advanced working knowledge of Excel and PowerPoint.
∙Consistently demonstrates clear and concise written and verbal communication skills
∙Ability to work across multiple teams and manage timelines while working with multiple
disciplines and organization groups.
∙Ability to work within a complex and often ambiguous environment, and to influence top
management and relevant stakeholders with data / analysis.
∙Take complete ownership of the responsibilities given and should be driven to ensure closure
of all deliverables in a timely manner.
Financial Planning and Analysis Manager
Posted today
Job Viewed
Job Description
We’re Hiring: Financial Planning & Analysis (FP&A) – Finance & Accounts
Location: Delhi NCR
Designation: Assistant Manager / Manager
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Senior Investment Analyst - Portfolio Management
Posted 5 days ago
Job Viewed
Job Description
Key Responsibilities:
- Conduct thorough fundamental analysis of companies and securities across equities, fixed income, and other asset classes.
- Develop and maintain detailed financial models to forecast company performance, assess valuations, and analyze investment risks and returns.
- Research macroeconomic trends, industry developments, and geopolitical events that may impact investment portfolios.
- Prepare investment research reports, presentations, and recommendations for portfolio managers and investment committees.
- Monitor existing portfolio holdings, track performance against benchmarks, and provide ongoing analysis and insights.
- Collaborate with portfolio managers to identify suitable investment opportunities and manage portfolio risk effectively.
- Stay informed about regulatory changes and market best practices in investment management.
- Utilize financial databases and analytical tools (e.g., Bloomberg, FactSet, Refinitiv) to gather and analyze data.
- Communicate complex financial concepts clearly and concisely to diverse audiences.
- Contribute to the continuous improvement of investment processes and methodologies.
Qualifications:
- Master's degree in Finance, Economics, Mathematics, or a related quantitative field; CFA charter or progress towards it is highly preferred.
- 5+ years of experience in investment analysis, portfolio management, or equity research.
- Strong proficiency in financial modeling, valuation techniques, and quantitative analysis.
- In-depth knowledge of financial markets, various asset classes, and investment strategies.
- Expertise in using financial data terminals and analytical software.
- Excellent analytical, critical thinking, and problem-solving skills.
- Strong written and verbal communication skills, with the ability to present complex information effectively.
- Ability to work independently, manage multiple projects, and meet deadlines in a remote environment.
- High level of attention to detail and accuracy.