60 Financial Advisory Services jobs in Delhi
Financial Planning Analyst
Posted 1 day ago
Job Viewed
Job Description
About us-
StoneX , was founded in 2003 as a partnership firm.
In recent years, StoneX has forayed into an art-driven luxury lifestyle brand, focused on delivering enriching experiences. Challenging conventions, it merges artistic expression with exceptional craftsmanship, offering over 700 varieties of marble, granite, onyx, limestone, and semi-precious stones, sourced globally and processed in one of the world’s finest refineries in Kishangarh, Rajasthan.
Renowned for its commitment to quality, StoneX meets international standards across India, the USA, UAE, UK, Australia, and Singapore.
Stonex India is awarded with following prestigious awards
THE WORLD’S GREATEST BRANDS 2015 – 16 – INDIA
The “FASTEST GROWING COMPANY” in MSME sector by CNBC-TV18 & Union Bank of India
Our Directors Mr. Gaurav Agarwal is recognized as Top 50 Emerging Leaders in Asia & Africa Region &
Mr. Saurav Agarwal is given “Youth Business Leader” in North India by Times of India
The “Extraordinaire Award” to Stonex India being a Visionary and a Game changer in Stone Industry
Saurav Agrawal Included in the elite “Time 40 Under 40” Club
“ In line with its purpose to elevate the value of stone, StoneX entered into a three-year partnership with Wallpaper magazine at this year’s Milan Design Week —uniting to celebrate and promote art and design on a global stage.”
Plan/ Target: Stonex India is eyeing to aggressively grow its revenue and achieve first milestone of 1500 crore revenue by . Company also has a vision of making Stonex a Globally renowned luxury brand.
Reporting to: DGM Finance & Accounts
Location - Delhi
Job Description:
1) Prepare and review of monthly, quarterly and yearly financial performance reports and MIS
2) Ensure day to day compliance in banking operations and optimum utilization of bank limits
3) Manage and maintain relationship with multiple banks on regular basis
4) Negotiate with banker to minimize finance cost
5) Prepare annual budget and financial forecast
6) Ensure compliance with financial guidelines, company policies and applicable legal requirements
7) Develop and monitor performance indicators, highlighting trends and analysing cause of variances
8) Collaborate with cross functional team to provide financial insights and recommendations
9) Enhance financial forecasting and reporting systems and models
10) Oversee and manage the continues development of budgeting, financial forecasting, operating plan and modelling tool
Desired Skill set
1) Chartered Accountant with 2+ years of experience
2) Prior experience in corporate banking operations is essential
3) Good communication and interpersonal skills
4) Strong proficiency in MS Excel, Word and PPT
5) Ability to work in high pressure environment
URL :Website
Financial Planning Analyst
Posted today
Job Viewed
Job Description
StoneX, was founded in 2003 as a partnership firm.
In recent years, StoneX has forayed into an art-driven luxury lifestyle brand, focused on delivering enriching experiences. Challenging conventions, it merges artistic expression with exceptional craftsmanship, offering over 700 varieties of marble, granite, onyx, limestone, and semi-precious stones, sourced globally and processed in one of the world’s finest refineries in Kishangarh, Rajasthan.
Renowned for its commitment to quality, StoneX meets international standards across India, the USA, UAE, UK, Australia, and Singapore.
Stonex India is awarded with following prestigious awards
THE WORLD’S GREATEST BRANDS 2015 – 16 – INDIA
The “FASTEST GROWING COMPANY” in MSME sector by CNBC-TV18 & Union Bank of India
Our Directors Mr. Gaurav Agarwal is recognized as Top 50 Emerging Leaders in Asia & Africa Region &
Mr. Saurav Agarwal is given “Youth Business Leader” in North India by Times of India
The “Extraordinaire Award” to Stonex India being a Visionary and a Game changer in Stone Industry
Saurav Agrawal Included in the elite “Time 40 Under 40” Club
“In line with its purpose to elevate the value of stone, StoneX entered into a three-year partnership with Wallpaper magazine at this year’s Milan Design Week—uniting to celebrate and promote art and design on a global stage.”
Plan/ Target: Stonex India is eyeing to aggressively grow its revenue and achieve first milestone of 1500 crore revenue by . Company also has a vision of making Stonex a Globally renowned luxury brand.
Reporting to: DGM Finance & Accounts
Location - Delhi
Job Description:
1) Prepare and review of monthly, quarterly and yearly financial performance reports and MIS
2) Ensure day to day compliance in banking operations and optimum utilization of bank limits
3) Manage and maintain relationship with multiple banks on regular basis
4) Negotiate with banker to minimize finance cost
5) Prepare annual budget and financial forecast
6) Ensure compliance with financial guidelines, company policies and applicable legal requirements
7) Develop and monitor performance indicators, highlighting trends and analysing cause of variances
8) Collaborate with cross functional team to provide financial insights and recommendations
9) Enhance financial forecasting and reporting systems and models
10) Oversee and manage the continues development of budgeting, financial forecasting, operating plan and modelling tool
Desired Skill set
1) Chartered Accountant with 2+ years of experience
2) Prior experience in corporate banking operations is essential
3) Good communication and interpersonal skills
4) Strong proficiency in MS Excel, Word and PPT
5) Ability to work in high pressure environment
URL :Website
Financial Planning Analyst
Posted today
Job Viewed
Job Description
About us-
StoneX , was founded in 2003 as a partnership firm.
In recent years, StoneX has forayed into an art-driven luxury lifestyle brand, focused on delivering enriching experiences. Challenging conventions, it merges artistic expression with exceptional craftsmanship, offering over 700 varieties of marble, granite, onyx, limestone, and semi-precious stones, sourced globally and processed in one of the world’s finest refineries in Kishangarh, Rajasthan.
Renowned for its commitment to quality, StoneX meets international standards across India, the USA, UAE, UK, Australia, and Singapore.
Stonex India is awarded with following prestigious awards
THE WORLD’S GREATEST BRANDS 2015 – 16 – INDIA
The “FASTEST GROWING COMPANY” in MSME sector by CNBC-TV18 & Union Bank of India
Our Directors Mr. Gaurav Agarwal is recognized as Top 50 Emerging Leaders in Asia & Africa Region &
Mr. Saurav Agarwal is given “Youth Business Leader” in North India by Times of India
The “Extraordinaire Award” to Stonex India being a Visionary and a Game changer in Stone Industry
Saurav Agrawal Included in the elite “Time 40 Under 40” Club
“ In line with its purpose to elevate the value of stone, StoneX entered into a three-year partnership with Wallpaper magazine at this year’s Milan Design Week —uniting to celebrate and promote art and design on a global stage.”
Plan/ Target: Stonex India is eyeing to aggressively grow its revenue and achieve first milestone of 1500 crore revenue by . Company also has a vision of making Stonex a Globally renowned luxury brand.
Reporting to: DGM Finance & Accounts
Location - Delhi
Job Description:
1) Prepare and review of monthly, quarterly and yearly financial performance reports and MIS
2) Ensure day to day compliance in banking operations and optimum utilization of bank limits
3) Manage and maintain relationship with multiple banks on regular basis
4) Negotiate with banker to minimize finance cost
5) Prepare annual budget and financial forecast
6) Ensure compliance with financial guidelines, company policies and applicable legal requirements
7) Develop and monitor performance indicators, highlighting trends and analysing cause of variances
8) Collaborate with cross functional team to provide financial insights and recommendations
9) Enhance financial forecasting and reporting systems and models
10) Oversee and manage the continues development of budgeting, financial forecasting, operating plan and modelling tool
Desired Skill set
1) Chartered Accountant with 2+ years of experience
2) Prior experience in corporate banking operations is essential
3) Good communication and interpersonal skills
4) Strong proficiency in MS Excel, Word and PPT
5) Ability to work in high pressure environment
URL :Website
Senior Manager, Financial Planning & Analysis
Posted today
Job Viewed
Job Description
POSITION REPORTS TO: Chief Finance Officer (CFO)
EMPLOYMENT BASIS: Full-time
LOCATION: Remote (AEST time zone)
TIME COMMITMENT: 5 days per week
Role Description
ATEC exists to decarbonise cooking for all households across the Global South with our smart eCook stoves. 4 billion people across Asia & Africa still lack access to modern cooking - generating 1 gigaton of emissions, more than the global airline industry. ATEC’s patented IoT technology means usage data is converted into 100% data-verified carbon credits - a global first for the sector. ATEC is now expanding across Asia & Africa - working with last-mile distributors and net-zero partners to decarbonise cooking at scale.
The Senior Manager, FP&A will be responsible for delivering robust financial insights, analysis, and reporting to support ATEC’s strategic decision-making and growth. This position will lead budgeting, forecasting, and financial modelling activities, partner with teams inside and outside the organization, and serve as a finance business partner to senior leaders. The Senior Manager, FP&A will also drive process improvements, support resource allocation, and help optimize business performance and operational efficiency.
The role will support the review and enhancement of ATEC’s financial model in order to further ATEC’s strategic mission. This is a hands-on role reporting to the CFO and is part of a small finance team, working closely with the Finance Manager.
Key Responsibilities
Financial Analysis, Modelling and Reporting
- Build and maintain financial models, conduct scenario & variance planning and analyses, translate strategic initiatives into financial terms, identify key financial drivers, and support decision-making across the organization.
- Analyze financial data, KPIs, and trends to provide actionable insights and recommendations for improving business performance and informing strategic discussions.
- Provide financial guidance and support for new projects, investments, and cost-saving initiatives.
- Analyze financial data, key performance indicators, and trends to provide insights and recommendations for improving business performance.
- Prepare and present financial reports (including grant reports), forecasts, budgets, and variance analysis to senior management.
Budgeting, Forecasting & Planning
- Lead the annual budgeting, cash flow planning, and periodic re-forecasting processes in collaboration with department heads and senior leadership.
- Oversee and consolidate quarterly and annual planning cycles, ensuring alignment with organizational goals and timely completion of financial plans.
Stakeholder and Investor Management
- Support the (monthly) financial close process and prepare financial reporting packages for senior leadership, functional units, Board and FRAC Committees.
- Serve as a finance business partner to leaders across functions, building strong relationships to drive financial alignment and accountability.
- Prepare and support the due diligence process for investors, working across teams to collate and prepare responses.
- Design, guide, and streamline the communication between ATEC and its board, investors, and potential future business/finance partners for finance related matters.
- Communicate with internal stakeholders on matters related to budgeting, forecasting and financial planning.
Process Improvement & Data Management
- Identify and implement process improvements to enhance the efficiency and effectiveness of FP&A activities, including automation and digitization of reporting.
- Ensure integrity and accuracy of financial data across systems and reports, creating standardized templates and validation processes.
- Support the integration and optimization of financial systems and business intelligence tools.
- Collaborate with cross-functional and global teams to understand business drivers and support resource allocation.
- Identify opportunities to streamline processes and improve efficiencies within the finance function.
- Develop business cases for proposed process improvements or system enhancements.
- Ensure accuracy and integrity of data used in financial analyses through regular validation processes.
- Create standardized templates for reporting purposes and ensure consistent data collection across the organization.
Special Projects
- Lead or participate in special projects and ad hoc analyses, such as fundraising, grant raising and reporting, or market expansion
Other activities as determined by the CFO
QUALIFICATIONS AND EXPERIENCE
- CA or CPA qualification
- Finance degree or equivalent degree in Statistics or a related field
- Minimum of 3-5 years relevant experience in financial management, budgeting, planning and analysis
- Advanced Microsoft Excel skills
- Business Intelligence experience (desirable)
- Experience working in a distributed team in a regional or global context, within a complex industry
Personal Attributes
- Alignment with ATEC’s core values of One Team, Continuous Learning & Goal-Orientated
- Enjoy working in a fast paced and distributed startup/scaleup work environment
- Comfortable with rapid iteration
- High attention to detail
- Excellent written & verbal communicator, with the ability to translate complex financial concepts into everyday language across languages and cultures
- Resolute in using your skills and experience to make the strongest possible impact in the world
Financial Planning and Analysis Manager
Posted today
Job Viewed
Job Description
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 platform category and continue to lead with AI-powered solutions.
Working with us means joining a team that's solving fascinating technical and business challenges at scale. You'll be directly impacting how major brands connect with their audiences online.
We are seeking an experienced FP&A Lead / Manager to join our team and drive strategic financial initiatives while providing critical insights to our executive leadership team.
Position Summary:
We're seeking an experienced FP&A Manager to join our finance team and drive strategic financial planning for our rapidly growing SaaS business. You'll be responsible for forecasting, budgeting, and providing analytical insights to support our ARR growth.
Key Responsibilities:
Own annual budgeting and quarterly forecasting processes for the entire organization
Develop and maintain comprehensive SaaS metrics reporting including ARR, churn, LTV/CAC, and unit economics
Partner with Sales, Marketing, and Customer Success teams to analyze performance and identify growth opportunities
Prepare monthly board packages and present financial results to executive leadership
Build financial models to support strategic initiatives, pricing decisions, and investment prioritization
Lead variance analysis and provide actionable insights to drive business performance
Support fundraising activities with investor materials and financial due diligence
Required Qualifications:
5-10 years of FP&A experience, with 3+ years in SaaS/subscription businesses
Deep understanding of SaaS metrics (ARR, MRR, churn, LTV/CAC, cohort analysis)
Advanced Excel/Google Sheets and SQL skills
Experience with Salesforce, NetSuite, and BI tools (Tableau/Looker preferred)
Strong analytical and financial modeling skills
Excellent communication and presentation abilities
Bachelor's degree in Finance, Accounting, Economics, or related field
Preferred Qualifications:
MBA or CFA designation
Experience at high-growth SaaS companies ($10M-$100M ARR)
Familiarity with revenue recognition standards (ASC 606)
Experience with planning tools (Adaptive, Anaplan, etc.)
Python/R programming skills
Ability to overlap with EST / PST timezones (till 12:30 AM IST)
Interview Process
Recruiter Screen
Interview with Director of FP&A
Assessment - Financial Modeling
Interview with Head of Finance / Head of Operations / Director - Strategy
Interview with CEO / CTO
Financial Planning and Analysis Manager
Posted today
Job Viewed
Job Description
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 platform category and continue to lead with AI-powered solutions.
Working with us means joining a team that's solving fascinating technical and business challenges at scale. You'll be directly impacting how major brands connect with their audiences online.
We are seeking an experienced FP&A Lead / Manager to join our team and drive strategic financial initiatives while providing critical insights to our executive leadership team.
Position Summary:
We're seeking an experienced FP&A Manager to join our finance team and drive strategic financial planning for our rapidly growing SaaS business. You'll be responsible for forecasting, budgeting, and providing analytical insights to support our ARR growth.
Key Responsibilities:
- Own annual budgeting and quarterly forecasting processes for the entire organization
- Develop and maintain comprehensive SaaS metrics reporting including ARR, churn, LTV/CAC, and unit economics
- Partner with Sales, Marketing, and Customer Success teams to analyze performance and identify growth opportunities
- Prepare monthly board packages and present financial results to executive leadership
- Build financial models to support strategic initiatives, pricing decisions, and investment prioritization
- Lead variance analysis and provide actionable insights to drive business performance
- Support fundraising activities with investor materials and financial due diligence
Required Qualifications:
- 5-10 years of FP&A experience, with 3+ years in SaaS/subscription businesses
- Deep understanding of SaaS metrics (ARR, MRR, churn, LTV/CAC, cohort analysis)
- Advanced Excel/Google Sheets and SQL skills
- Experience with Salesforce, NetSuite, and BI tools (Tableau/Looker preferred)
- Strong analytical and financial modeling skills
- Excellent communication and presentation abilities
- Bachelor's degree in Finance, Accounting, Economics, or related field
Preferred Qualifications:
- MBA or CFA designation
- Experience at high-growth SaaS companies ($10M-$100M ARR)
- Familiarity with revenue recognition standards (ASC 606)
- Experience with planning tools (Adaptive, Anaplan, etc.)
- Python/R programming skills
- Ability to overlap with EST / PST timezones (till 12:30 AM IST)
Interview Process
- Recruiter Screen
- Interview with Director of FP&A
- Assessment - Financial Modeling
- Interview with Head of Finance / Head of Operations / Director - Strategy
- Interview with CEO / CTO
Wealth Management Intern
Posted today
Job Viewed
Job Description
ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.
About the Role
We are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory.
About the Internship:
As a Wealth Manager, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling. You will have the opportunity to engage in multiple mini-projects across a large number of functional areas. The internship is designed to provide practical exposure to wealth management simulation.
Key Responsibilities
As part of the internship, you will work through a structured set of assignments designed to enhance your understanding of investment strategies and client portfolio management - asset allocation. Your primary responsibilities will include:
1. Wealth Management & Client Engagement
- Learn about client interaction and investment strategies.
- Assist in preparing pitch books and investment presentations for clients.
- Analyze and present market data insights for portfolio recommendations.
- Participate in mock client meetings to develop communication skills.
2. Financial Research & Analysis
- Conduct fundamental and technical analysis of equities and alternative investments.
- Understand debt securities and yield to maturity (YTM) calculations.
- Compare investment options such as corporate bonds, NCDs, and mutual funds.
3. Portfolio & Risk Management
- Develop portfolio allocation strategies.
- Perform AI powered risk profiling using our Virtual Risk Analyser and understand your behavioural biases.
- Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments such as REITs, INVITs etc. with near live price feeds and compare your asset allocation to target asset allocation suggested through AI powered risk profiling.
4. Technical & AI-Driven Financial Tools
- Learn about artificial intelligence in portfolio management.
- Work on Virtual Risk Analyser.
- Work on Virtual Portfolio Analyser.
5. Capstone Project
- Prepare an investment proposal for a client, including:
- Portfolio allocation recommendations.
- Long-term macroeconomic outlook.
- Security/fund selection and justification.
What You Will Learn
- Practical exposure to investment advisory, portfolio construction, and risk analysis.
- Hands-on experience of asset allocation using investment advisory tools.
- Strong analytical and financial modelling skills.
- Enhanced presentation and communication skills.
- Knowledge of AI applications in finance.
Who Should Apply?
- Student of fresh graduate from any academic discipline.
- Strong analytical and problem-solving skills.
- Basic knowledge of Microsoft Office.
- Willingness to self-learn and work in a fast-paced environment.
Internship Details
Duration: Self-paced. Option of 1 month or 2 months within a period of 4 months provided.
Type: Unpaid
Be The First To Know
About the latest Financial advisory services Jobs in Delhi !
Private Wealth Management Specialist
Posted today
Job Viewed
Job Description
Director / Partner Client Relations
Locations – Ahmedabad, Surat, Baroda, Chennai, Bengaluru, Cochin, Hyderabad, Delhi, Mumbai, Pune
Job Objective
- To acquire and engage with Institutional clients i.e. Corporate, SME, Banks, Finance and Institution and manage the portfolios along with giving the market/product updates to the clients and making recommendations thereof.
- The Wealth Management division of our client is engaged in providing strong research-backed financial services advisory to the HNI clients and managing their ongoing financial advisory and Portfolio Management needs. The product portfolio includes Mutual funds, Life insurance, Bonds, Structured products, Real estate advisory, Company fixed deposits & Equity Commodity Broking services etc.
- Partner Client Relations are responsible for Identification and acquisition of Institutional clients and manage the overall relationship. Will also be engaged in providing the Treasury solutions, selling of all investments products and also generating business leads for our SME lending business.
- The critical skill sets that this profile requires are a strong local network, Market and Investment product knowledge, ability to interpret market trends, high collaboration, good communication and negotiation skills, target orientation, acquisition experience/expertise and customer centricity.
- The key job is to provide continuous & superior guidance to the team members to focus on (1) Client acquisition (2) Client retention & deepening (3) positioning the brand effectively to attract talent.
Key Result Areas:
To undertake new client acquisition, retention & growth:
- To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. Daily tracking of targets & personal meeting with clients. To identify potential clients (Corporates/FIs) through referral networks and other channel of sourcing new customers like ads, directories of various corporate associations, internet etc
- To ensure 100% client penetration for business sourced & enabling increase in share of wallet & revenues
- To undertake joint calls with research team / portfolio review of clients with research team / worksite for corporate clients.
- To work with the retail teams in arranging worksites in the premises of Institutional clients
To achieve targeted profitability & fee income
- To maintain sales volumes & achieve targeted revenue from all customers/ products.
- To share regular market updates with clients and provide right investment solution.
- To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them.
To contribute to customer satisfaction initiatives
- To follow the ethical and fair practices code for selling products
- To ensure regular availability of research material and inputs to the clients
- To ensure that client promises are kept and their grievances are adequately addressed or highlighted
- To keep up breast of the latest developments & report to the Regional Head, research team of the upcoming client requirements to innovate the product/service mix
To ensure policy adherence and documentation
- To be aware of all critical policies & procedures & ensure compliance with them
- To help the risk & review process through continual monitoring of client profile & ensuring thorough documentation relating to proposals & KYC procedures
- To coordinate with CSM and market intermediaries like MFs & banks for smooth transaction and operations
To formulate periodic MIS and track competitor moves and report them periodically
- To send detailed periodic activity & sales reports to the Teal Lead
- To monitor competitor moves and products, marketing initiatives and report the same to the management, product, and research teams
To contribute in skill enhancement
- To ensure ongoing self-development, attend internal and external training programs, and other relevant certifications that enhance the skills in the financial sales services
Must Have
- Should have at least 12 plus years of work experience in wealth related profiles
- Should have managed Ultra HNI customers
- Should have thorough working knowledge of Equity & Debt Markets
- Should be able to get a Book of at least 50 CR to 100 CR of MF + PMS AUM
- Should have spent at least 5 years in the current or Previous organization
Business Development Manager - Wealth Management
Posted 4 days ago
Job Viewed
Job Description
Company Description
Finvestfx.com is a cutting-edge Fin-Tech company founded by IIT and IIM alumni. The company is dedicated to disrupting global financial markets with innovative fin-tech solutions in Wealth Management.
Role Description
This is a full-time on-site role for a Business Development Manager - Wealth Management, based in Delhi, India. The Business Development Manager will be responsible for identifying new business opportunities, building and maintaining client relationships, developing and executing strategic plans, and driving revenue growth. The role involves understanding clients' financial needs, presenting suitable wealth management solutions, and achieving sales targets.
Qualifications
- Experience in business development, client relationship management, and sales
- Knowledge of wealth management products, financial markets, and investment strategies
- Strong analytical skills and the ability to develop strategic plans
- Excellent communication and presentation skills
- Proficiency in using CRM software and other relevant technology tools
- Bachelor's degree in Finance, Business Administration, or a related field; an MBA or equivalent qualification is a plus
- Ability to work on-site in Delhi, India
Business Development Manager - Wealth Management
Posted today
Job Viewed
Job Description
Finvestfx.com is a cutting-edge Fin-Tech company founded by IIT and IIM alumni. The company is dedicated to disrupting global financial markets with innovative fin-tech solutions in Wealth Management.
Role Description
This is a full-time on-site role for a Business Development Manager - Wealth Management, based in Delhi, India. The Business Development Manager will be responsible for identifying new business opportunities, building and maintaining client relationships, developing and executing strategic plans, and driving revenue growth. The role involves understanding clients' financial needs, presenting suitable wealth management solutions, and achieving sales targets.
Qualifications
- Experience in business development, client relationship management, and sales
- Knowledge of wealth management products, financial markets, and investment strategies
- Strong analytical skills and the ability to develop strategic plans
- Excellent communication and presentation skills
- Proficiency in using CRM software and other relevant technology tools
- Bachelor's degree in Finance, Business Administration, or a related field; an MBA or equivalent qualification is a plus
- Ability to work on-site in Delhi, India