858 Financial Advisory Services jobs in India
Financial Advisory Services - Credit - Senior Analyst
Posted today
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Job Description
Oxane Partners is a technology-driven solutions provider to the private markets industry. Our solutions transform the way private markets investment firms and banks analyze and manage their investments. We unify our technology with deep domain expertise to provide compelling and relevant solutions across all asset classes. Founded in 2013 by former credit traders from Deutsche Bank, Oxane Partners has grown to a team of 250+ highly skilled financial analysts and technology experts. Oxane Partners is headquartered in London and has additional offices in New York, Gurgaon, and Hyderabad.
Job Description
This role is part of our advisory services business and involves working directly with global institutional investors such as investment banks, hedge funds and private equity firms. This is a two-pronged business line, which includes working with the client pre and post deal closure. The role would involve working closely with clients on credit review and financial spreading of leverage loans. The incumbent will be expected to co-ordinate and communicate directly with the client and make sure that the deliverables are completed and shared within the stipulated timeframe.
Requirements
Key Responsibilities• Supporting clients in monitoring the performance of their investments in corporate credit across various sectors
• Write appraisal reports as per client’s requirements based on the quarterly performance
• Identify the key business drivers and KPIs to forecast performance
• Extract and review key data from facility agreements, amendment documents, financial statements, compliance certificates, budgets, etc.
• Monitor financial covenants (leverage ratios, interest coverage ratios, etc.) and other credit metrics to highlight any red flags on the credits
• Present and discuss the analysis with clients
Required Experience/ Skill Set
• Good understanding of the commercial lending process
• Understanding of leveraged loan structures and underlying documentation
• Experience in credit appraisals, capital structure analysis, pro-forma analysis, covenant compliance testing
• Proficiency in using various financial databases
• Ability to work independently and collaboratively as part of a team in a fast-paced environment
• Strong communication skills - written, verbal and interpersonal
• Ability to work well under pressure to meet strict deadlines
• Good attention to detail and a logical thought process to analyse qualitative and quantitative data
• An MBA or an equivalent master’s degree
Financial Planning
Posted today
Job Viewed
Job Description
Financial Planning
Location: ABHI One India Bulls, Maharashtra
Job Purpose
- To assist and plan the formulation & achievement of Long-term Operating Plan for the entire organization for consolidation, finalization of key assumptions, initiatives and sensitivities.
Collaborate with the other work stream owners on various proposals on ongoing basis. Key responsibility includes ascertaining financial viability, review, close commercial negotiations and contract structure etc.
Reviewing MIS & Provide Value added analysis through lead / lag indicators highlighting exceptions on Key Business Drivers
KRA2Plan modules consolidation, Actuarial assumptions, Finalizing sensitivities1. Support the corporate finance initiatives including solvency and capital infusion
2. Analyze and review the projected consolidated and individual financial Statements including Profit and Loss Statement with Balance Sheet
3. Review the actuarial assumptions to be considered for plan with reference to actual experience and analyze the projected changes
4. Finalizing sensitivities and what-if analysis for top management decisions
5. Forecasting P&L on a period basisKRA3Partner with Channel Heads towards achievement of Sales Targets synergized with Organizational Goals1. Provide decision support to channel in terms of financial evaluation of all new initiatives incl, strategic tie-up with bank partners, viability of new channels, R&R, incentives etc.
2. Benchmark competition on important KPIs and brainstorm with senior management for improvising Channel Performance against Industry
3. Validate the R&R program with regard to Contest / Club / Rewards design to optimize Sales, Profitability and Product Mix ObjectivesKRA4Formulation and Monitoring of Annual Operating Plan1. Liaise with Functional Heads / CXOs across all sales channels (Agency, CAB, Banca & Digital) and corporate functions to formulate the business plan during Plan cycle & ensure they are aligned to the Organizational Goals
2. Facilitate building a robust Financial Model to rollup Consolidated Plan
3. Measurement of performance of the defined matrices initiatives towards achievement of Goals
4. Negotiate and build consensus with Channel to ensure budgets are in line with company objectives
5. Track rigorously the above on an on-going basis, highlight deviations and work jointly for achieving desired objectivesMinimum Experience Level
- 5 - 8 yearsJob Qualifications
- 02 degree
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 Analyst
Posted 8 days ago
Job Viewed
Job Description
About the Company
Established in 1989, Rollick is today, amongst the largest manufacturers of frozen dessert in Eastern India, with state of the art manufacturing units in Kolkata. It has a fast growing network of over 500 distributors across the region. Rollick’s product range includes a variety of ready to eat cups, sticks, cones, take home tubs and bulk packs. These products are available in more than 20,000 retail outlets and 600 pushcarts. Rollick has a unique range of products catering to all tastes and preferences. Selling within a price range of Rs 5-50 for a single consumption pack, the aim is to be affordable by all. Today, Rollick is present in 15 states and has plans to soon be available pan India.
website:
Location: Kolkata ( Sector-V )
Interested candidate please share your updated resume:
About the Role
The Financial Planning & Analyst supports the finance function by leading project management initiatives, improving business processes, conducting in-depth financial analysis, and providing data-driven insights to senior management. The role is essential in identifying cost-saving opportunities, driving operational efficiency, and supporting strategic decisions to ensure the company’s financial health and growth. The role requires minimal travel for business purposes.
Responsibilities
- Project Management:
- Lead and manage key finance projects, ensuring on-time delivery, resource optimization, and alignment with business objectives.
- Collaborate with cross-functional teams to drive project success and achieve measurable outcomes.
- Process Improvement:
- Identify inefficiencies in current business processes and propose solutions to optimize workflows, reduce waste, and enhance productivity across the organization.
- Implement best practices and monitor progress post-implementation.
- Financial Analysis:
- Conduct thorough financial analysis to support decision-making, including profitability analysis, variance analysis, and scenario planning.
- Provide financial modelling to evaluate potential investments and business opportunities.
- Cost-saving Initiatives:
- Identify and evaluate opportunities for cost reduction and process efficiency improvements.
- Collaborate with operations and finance teams to implement initiatives that result in measurable cost savings.
- Data-driven Insights:
- Analyse financial, sales and operational data to generate actionable insights for senior management.
- Create reports, dashboards, and presentations to communicate findings and make recommendations that support the company’s strategic goals.
- Support Strategic Decisions:
- Provide analytical support to senior management in evaluating strategic options, mergers, acquisitions, or expansions.
- Assess financial risks and returns to guide critical decision-making processes.
Qualifications
- Master’s degree in Finance, Business Administration, or related field
- 2-4 years of experience in business analysis, project management, or financial analysis within the manufacturing industry
Required Skills
- Technical:
- Business Modelling & Analysis
- Advanced Excel & Data Visualization Tools
- Project Management Software Proficiency
- Cost-Benefit Analysis
- Business Process Optimization Techniques
- Behavioural:
- Analytical Precision
- Attention to Detail
- Strategic Thinking
- Data-Driven Decision Making
- Problem-Solving Orientation
- Influencing
- Result Orientation
- Time Management and Prioritization
- Proactive Initiative & Continuous Improvement Mindset
Preferred Skills
- KRA & KPI
- Lead projects: Project completion and outcomes.
- Improve business processes: Process efficiencies and cost reductions.
- Provide financial analysis: Accuracy and relevance of reports.
- Identify cost-saving opportunities: Achieved cost savings.
- Present data-driven insights: Insight Accuracy Rate (Percentage of insights and data interpretations that accurately reflect business outcomes).
Financial Planning Consultant
Posted 17 days ago
Job Viewed
Job Description
Responsibilities
- Identify partnership opportunities
- Develop new relationships in an effort to grow business and help company expand
- Maintain existing business
- Think critically when planning to assure project success
- Bachelor's degree or equivalent experience
- 3 - 4 years' prior industry related business development experience
- Strong communication and interpersonal skills
- Proven knowledge and execution of successful development strategies
- Focused and goal-oriented
Financial Planning Analyst
Posted 17 days ago
Job Viewed
Job Description
ORGANIZATIONAL STRUCUTRE
BUSINESS: CIRCOR
LOCATION: COIMBATORE, INDIA
DIRECT REPORTING: FINANCE CONTROLLER / DIRECTOR
FUNCTIONAL REPORTING: NA
POSITION DETAILS
Position Summary
Continuously develop and execute of financial Accounting, planning and analysis system to meet the business objectives
Principal Activities
- Preparing accurate and timely actual financial statements and reports
- Preparing accurate and timely forecasts / Budget / Latest estimates
- Monitor financial transactions and ensure compliance with financial policies and procedures
- Collaborate with cross-functional teams to identify areas for process improvement and cost optimization
- Monitoring financial audits and regulatory compliance
- Planning, Studying, and collecting data to determine costs of business activity such as raw material purchases, inventory and labor and Analyzing data collected and recording results for Improvements
- Analyzing changes in product design, materials Procurement and handling, manufacturing methods, processes or services provided, to determine effects on cost
- Making estimates of new and proposed product costs
- Analyzing actual manufacturing costs and preparing periodic reports comparing standard costs to actual production costs
- Recording cost information for use in controlling expenditures and Active participations & guidance in the plant in Cost Reduction/Cost Out initiatives and efforts towards Cost Avoidance. Close coordination required with SCM, Logistics, Manufacturing Engineering and Quality for cost movement tracking, Routing accuracy and deployment, cost of non-conformance and Renegotiation, Resourcing and VA/VE/VSM.
- Providing management with reports specifying and comparing factors affecting prices and profitability of products or services with Actionable Recommendations
- Conducts physical inventories and monitors cycle count program and Reconciles the variances in inventories
- Evaluate the Excess and Obsolete inventory and action plan to reduce it.
- Ensure Import and Export compliances including licenses and export benefit schemes
CANDIDATE REQUIREMENTS
Knowledge Skills & Abilities
- Must have a strong financial accounting background and have excellent analytical skills; sound understanding of accounting principals
- Computer Literate – Strong Excel skills and the ability to use Outlook and Word. Working Knowledge of SAP will be an added advantage. Exposure to latest presentation tools like Power BI is preferred
- Experience working with engineering and manufacturing personnel on development and analysis of cost standards
- Ability to accurately prepare daily, weekly, monthly, quarterly and annual reports
Education & Experience
• Minimum of 5 solid years of experience in Manufacturing Environment, preferably with a Multinational Company
• Bachelor’s degree in accounting
• Professional certification such as Chartered accountant / Cost accountant is preferred (Qualified / Semi Qualified)
- Strong knowledge of financial principles and practices
• Work Experience at Remote Location in a Matrix Organization with Multiple Reporting will be considered as preferred
CIRCOR is an EEO Employer of Females / Minorities / Veterans / Individuals with Disabilities
Financial Planning Analyst
Posted 17 days ago
Job Viewed
Job Description
We 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 diverse team, with different backgrounds and nationalities.
See #SignifyLife through the eyes of our employees!
As a FP&A Analyst you’ll be responsible for providing End to End FP&A support to the Markets/country Organisation, team up with the Finance Business partner in driving the financial performance of the organisation towards Growth, Profitability and Cash including decision support and in driving the E2E processes related to Business Planning and Forecasting.
What you’ll do
- The incumbent will be responsible for providing End-to-End FP&A support to the Market/Country Organization, he/she will be asked to support.
- The incumbent will have to work closely with the Leadership Team of the Market/Country Organization and across functions like General Management, Finance, Supply Chain, Sales, Marketing and HR
- The incumbent will have to play a leading role in driving the E2E processes related to Business Planning and Forecasting – Quarterly FC, Annual Operating Plans (AOP) and 3 Year Strategic Plans
- The incumbent will be the single point of contact for the Market/Country in providing decision support and actionable intelligence to the business, through analytics and insights on financial performance, MIS and Reporting
- The incumbent will be expected to team up with the Market/Country leadership in driving operational excellence in areas like Margin Management, NMC reduction initiatives, channel and customer profitability, sales promotion effectiveness, budgetary controls over discretionary costs, slow moving and obsolete Inventories etc.
- The incumbent will attend all relevant and important business meetings (e.g. S&OP meetings, Weekly Sales Review Meetings, Performance Review Meetings) and keep track of follow up actions therefrom and proactively bring financial issues to the attention of relevant stakeholders.
- The incumbent will participate in cross functional continuous improvement projects
- The incumbent should be flexible on timing, depending on the markets assigned
What you’ll need
- Chartered Accountant
- Excellent people management skills in working closely with cross functional teams within the organization and external stakeholders.
- Consistent approach as well as calculated risk mind set are drivers for success
- 8+ years of experience in Finance, preferably FP&A domain
What you’ll get in return…
We’re offering multiple opportunities for career development, like mentoring, coaching and stretch assignments, with strong international exposure for dynamic profiles. Learning is fundamental to our culture. Through continuous learning, we are transforming the industry. You have the chance to learn every day, acquire new skills and perspectives through customized online programs, and on-the-job experiences.
Read more about us at:
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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 Analyst
Posted 1 day ago
Job Viewed
Job Description
About the Company
Established in 1989, Rollick is today, amongst the largest manufacturers of frozen dessert in Eastern India, with state of the art manufacturing units in Kolkata. It has a fast growing network of over 500 distributors across the region. Rollick’s product range includes a variety of ready to eat cups, sticks, cones, take home tubs and bulk packs. These products are available in more than 20,000 retail outlets and 600 pushcarts. Rollick has a unique range of products catering to all tastes and preferences. Selling within a price range of Rs 5-50 for a single consumption pack, the aim is to be affordable by all. Today, Rollick is present in 15 states and has plans to soon be available pan India.
website:
Location: Kolkata ( Sector-V )
Interested candidate please share your updated resume:
About the Role
The Financial Planning & Analyst supports the finance function by leading project management initiatives, improving business processes, conducting in-depth financial analysis, and providing data-driven insights to senior management. The role is essential in identifying cost-saving opportunities, driving operational efficiency, and supporting strategic decisions to ensure the company’s financial health and growth. The role requires minimal travel for business purposes.
Responsibilities
- Project Management:
- Lead and manage key finance projects, ensuring on-time delivery, resource optimization, and alignment with business objectives.
- Collaborate with cross-functional teams to drive project success and achieve measurable outcomes.
- Process Improvement:
- Identify inefficiencies in current business processes and propose solutions to optimize workflows, reduce waste, and enhance productivity across the organization.
- Implement best practices and monitor progress post-implementation.
- Financial Analysis:
- Conduct thorough financial analysis to support decision-making, including profitability analysis, variance analysis, and scenario planning.
- Provide financial modelling to evaluate potential investments and business opportunities.
- Cost-saving Initiatives:
- Identify and evaluate opportunities for cost reduction and process efficiency improvements.
- Collaborate with operations and finance teams to implement initiatives that result in measurable cost savings.
- Data-driven Insights:
- Analyse financial, sales and operational data to generate actionable insights for senior management.
- Create reports, dashboards, and presentations to communicate findings and make recommendations that support the company’s strategic goals.
- Support Strategic Decisions:
- Provide analytical support to senior management in evaluating strategic options, mergers, acquisitions, or expansions.
- Assess financial risks and returns to guide critical decision-making processes.
Qualifications
- Master’s degree in Finance, Business Administration, or related field
- 2-4 years of experience in business analysis, project management, or financial analysis within the manufacturing industry
Required Skills
- Technical:
- Business Modelling & Analysis
- Advanced Excel & Data Visualization Tools
- Project Management Software Proficiency
- Cost-Benefit Analysis
- Business Process Optimization Techniques
- Behavioural:
- Analytical Precision
- Attention to Detail
- Strategic Thinking
- Data-Driven Decision Making
- Problem-Solving Orientation
- Influencing
- Result Orientation
- Time Management and Prioritization
- Proactive Initiative & Continuous Improvement Mindset
Preferred Skills
- KRA & KPI
- Lead projects: Project completion and outcomes.
- Improve business processes: Process efficiencies and cost reductions.
- Provide financial analysis: Accuracy and relevance of reports.
- Identify cost-saving opportunities: Achieved cost savings.
- Present data-driven insights: Insight Accuracy Rate (Percentage of insights and data interpretations that accurately reflect business outcomes).
Financial Planning Consultant
Posted 3 days ago
Job Viewed
Job Description
Responsibilities
- Identify partnership opportunities
- Develop new relationships in an effort to grow business and help company expand
- Maintain existing business
- Think critically when planning to assure project success
- Bachelor's degree or equivalent experience
- 3 - 4 years' prior industry related business development experience
- Strong communication and interpersonal skills
- Proven knowledge and execution of successful development strategies
- Focused and goal-oriented