Explore financial analysis jobs in 444 Financial Analysis jobs in Mumbai
Financial Analysis
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JOB DESCRIPTION
You are a strategic thinker passionate about driving solutions in financial planning and analysis. You have found the right team.
As a Financial Analysis - Associate within our Financial Planning & Analysis (FP&A) team, you will spend each day leading and coordinating the budgeting and forecasting processes. You will focus on projecting earnings and capital over both short- and long-term horizons across various economic scenarios. In this role, you will work closely with firm-wide groups within each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.
Job responsibilities
- Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams and other support teams in order to provide impactful reporting, planning and insightful analyses
- Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
- Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances
- Create, maintain and review financial models and analyses (both recurring and ad-hoc)
- Conduct "deep dive" analyses on key issues impacting client to determine root cause and propose solutions
- Collaborate with business partners across P&A, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
- Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams
Required qualifications, capabilities, and skills
- The candidate must be a self-starter who is able to work in a fast paced, results driven environment
- Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities
- The ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment
- Excellent organizational, management, and both verbal and written communication skills
- Strong quantitative, analytical, and problem solving skills
- Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
- Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
- Detail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
- Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
Preferred qualifications, capabilities, and skills
- Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically
- BA/BS in Finance, Economics, Accounting (CFA, CPA, MBA a plus)
- At least 4 years of relevant FP&A experience, preferably in the financial services industry
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.
Financial Analysis, Budgeting
Posted today
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Job Description
Company Description
Metro Brands Limited (MBL) is one of the largest Indian footwear specialty retailers, recognized for its strong aspirational brands including Metro Shoes, Mochi, and Walkway. Established in 1977, Metro Brands operates 598 stores across 136 cities in India. Known for its strong vendor network, advanced international sourcing capabilities, and investment in technology, Metro Brands Limited maintains a fresh and innovative approach to meet customer needs. MBL also manages a robust e-commerce platform for its key brands, ensuring comprehensive customer satisfaction.
Role Description
This is a full-time on-site role based in Mumbai for Financial Analysis, Budgeting & Forecasting. The day-to-day responsibilities include analyzing financial data, preparing budgets and forecasts, conducting market research, and presenting findings to management. The role also involves coordinating with various departments to ensure financial goals are met and supporting decision-making processes through financial analysis.
Educational Qualification : Strong Analytical Skills and Finance knowledge CA/MBA-Finance with FP& A background
Years of Experience : 5 to 7 Years
Location : Mumbai
1. Financial Analysis, Budgeting & Forecasting
- Analyze monthly trends across key business KPIs such as channel sales, brand/category performance, margins, and productivity.
- Identify performance variances through deep-dive analytics and recommend corrective actions.
- Support strategic and tactical decision-making through detailed financial modeling and scenario planning.
- Manage monthly, quarterly, and annual forecasts, partnering with business stakeholders to ensure alignment.
2. Reporting, Automation & Insights
- Lead the automation and standardization of financial and operational KPIs across dashboards and reports.
- Transition existing Excel-based reporting to dynamic platforms such as Power BI, Jupyter etc
- Build insightful dashboards on profitability, inventory metrics, forecast accuracy, and working capital health.
3. Merchandise Planning Pre-Season & In-Season
- Drive the pre-season planning process with cross-functional alignment on growth and assortment strategies.
- Prepare detailed assortment plans based on store count, grade, and consumer freshness preferences.
- Regularly evaluate planned vs actual assortment, suggesting mid-season corrections where necessary.
- Collaborate with analytics partners to validate demand forecasts and inform timely reordering.
4. Store Clustering & Assortment Localization
- Own the clustering and grading framework using store size, demographics, and sales trends.
- Use clusters to drive tailored assortment and allocation strategies across concepts and regions.
- Re-evaluate clustering logic periodically to stay aligned with evolving consumer and market trends.
Key Skills Required:
- Strong analytical thinking and commercial acumen
- Hands-on experience in FP&A, financial modelling, and planning in a retail context
- Proven track record in merchandise planning, especially in fashion/footwear
- Proficiency in Excel; knowledge of Power BI/Tableau is a plus
- Strong collaboration and stakeholder management skills
- Exposure to demand forecasting and inventory lifecycle
Interested candidates can send resumes on
Financial Analysis - Associate
Posted today
Job Viewed
Job Description
You are a strategic thinker passionate about driving solutions in **financial analysis**. You have found the right team.
Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies.
**Responsibilities**:
- Managing annual/continual financial planning activities for product areas, providing business rational and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
- Efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
- Creating financial business cases supporting business initiatives. Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
- Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
- Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
- Helping design new reports and dashboards to efficiently deliver the financial results to senior management
- Enhancing controls and streamlining processes, introducing automation where possible
**Required qualifications, capabilities, and skills**
- 4+ years of work experience, preferably in Financial Services, and/or accounting/controller background
- Advanced skills in Excel and PowerPoint
- Proficiency with data mining/gathering and manipulation of data sets
- Inquisitive, enthusiastic and diligent, and capable of challenging peers
- Strong verbal and written communication skills with the ability to articulate complex issues clearly. Ability to create ad hoc reporting for senior management
- Proven track record for executing on special projects / assignments with often little lead time or information. Highly motivated and able to thrive and think clearly under pressure and tight deadlines
**Preferred qualifications, capabilities, and skills**
- Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
- Highly motivated self-starter with excellent time management/prioritization skills
- Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
**ABOUT US**
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
**ABOUT THE TEAM**
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance she
Financial Reporting And Analysis
Posted today
Job Viewed
Job Description
Job description
Financial Reporting and Analysis
Location - Nariman Point Mumbai
Key Responsibilities -
Financial Accounting & Reporting:
Statutory Compliance and Audit:
ternal Audit and Controls:
quidity & Cash Flow Management:
pital Expenditure Management:
am Leadership & Collaboration:
Skills and Competencies
Advanced knowledge of financial accounting and Group reporting.
Working knowledge of tools such as
Group Reporting or BPC and ERP systems (SAP).
Analytical and Problem solving Strong communication and leadership
Experience At least 3 years of post-qualification experience in finance and accounting function,
particularly in manufacturing or global operations.
Financial Analysis & Planning - Lead
Posted 1 day ago
Job Viewed
Job Description
Role description
This position offers a high level of visibility with Senior Finance stakeholders and requires excellent and pro-active communication skills and the ability to manage a strong team of FP&A and Business Partnering professionals. Being a role which is “Manager of Managers” this requires a passionate individual who can gain a big picture view of a company's Business operations and make contributions in the areas of Financial Planning & Analysis and Finance Business Partnering. The incumbent will have to develop a strong understanding of the Revenue and Cost drivers to provide guidance to the team and meaningful support to the Finance stakeholders and Business. The GCC team will be an integral part of the Travelex FP&A fraternity which provides strategic support to the business. There will be a need to develop strong relationship with the various Business Heads to provide Finance Business Partnering to the business.
- Financial Planning & Analysis vertical within will be an integral part of GCC Finance and will work on a Team extension model.
- The job holder will lead a team of Senior Professionals and will be accountable to the onshore FP&A heads and Business Heads for exemplary service delivery and business partnering.
- The job holder will report into the GCC - Head of Finance and will be responsible to meet agreed service levels.
Key responsibilities
Lead and mentor the FP&A team, ensuring their development and performance and ensure the team which support the following processes are providing exemplary support to onshore and business stakeholders. Expert knowledge of the following is a necessity to be successful in this role:
- Strategic Planning & Business Partnering: Work closely with senior management to develop and execute long-term financial plans, providing strategic financial insights and guidance.
- Financial Planning & Forecasting: Oversee the annual budgeting, forecasting, and long-range financial planning processes.
- Financial Modelling and Analysis: Development of financial models, conducting in-depth financial analysis and identifying key drivers and trends
- Reporting & Communication: Preparation of and presentation of financial reports, including quarterly earnings, board presentations and firm forecasts / budgets.
- Performance Management and Improvement: Drive improvements in financial processes, systems and reporting capabilities to enhance efficiency and accuracy
- Collaboration and Stakeholder Management: Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives
- Variance Analysis and Ad-hoc Analysis: Conduct variance analysis, provide financial insights, and support ad-hoc requests from management
- Internal Finance Controls and Risk Management: Ensure compliance with Internal Finance Controls- and contribute to enterprise risk management.
Key accountabilities
Relationship management
- Develop sound professional working relationships with Finance teams based in other geographies.
- Lead, line manage and develop the team members, supporting development and training needs
- Be a key participant at weekly operational and monthly SLA meetings
Communication
- Write and speak fluently on all aspects of work and communicate effectively with all levels of management
- Proactive and regular communications with all stakeholder groups – onshore counterparts, local support teams
- Actively communicate and seek feedback from colleagues and customers
- Ensure feedback to line manager outlining general activities of role and “how we are doing” and any risks or concerns
- Be supportive and encourage support for “people initiatives” e.g. Your Voice, Travelex Awards etc
General
- Undertake any necessary trainings associated with the duties of the post and participate in training and development procedures
- Comply with all Company Health and Safety policies and legislation in the performance of their duties and responsibilities
- Maintain confidentiality and observes data protection guidelines
- Manage expenses in accordance with Company Expense Policy
- Carry out any other reasonable duties commensurate with their capability.
Experience and personal qualities
Essential
- A qualified Chartered Accountant or MBA Finance with 15 to 20 years of Post Qualification Experience. With at least 5 years in leadership role. These criteria may be marginally relaxed in deserving cases
- Proven ability to manage, guide & supervise a team of ~30 FTEs
- Excellent knowledge of current regulations including IFRS, UK GAAP.
- Good knowledge of core financial systems (Oracle Fusion – EPM) and general accounting procedures
- A committed and valued leader
- Ability to approach technical problems in a thorough and logical manner
- Advanced computer skills on MS Office, accounting software (Oracle Fusion) or similar ERP.
- Ability to resolve issues to conclusion.
Desirable
- Experience of handling change projects
- Experience of identifying and supervising continuous improvement opportunities
- Having hands on work experience with Oracle Fusion would be a significant advantage
- Experience in transitioning processes from host country
Senior Associate, Financial Analysis
Posted today
Job Viewed
Job Description
Earlier this year, building on the strong foundation of Copenhagen Infrastructure Partners (CIP) as a fund manager, we introduced an optimized CIP Platform, with three platform companies providing services to CIP. To learn more, please refer to the CIP Platform section below.
In our optimized CIP Platform, CIP Terra Technologies – a project delivery company delivering projects from onshore wind, solar PV and battery energy storage systems, to bioenergy, thermal and transmission infrastructure – is currently looking for a Senior Associate, Financial Analysis & Modelling to join the team in Mumbai, India.
The role
As our new Senior Associate, you will support the CIP investment funds and investment management team by handling reporting and workstreams throughout the lifecycle of renewable investments, including project financing/re-financing, divestments, and risk management.
Your role will involve providing financial analysis, valuation, decision support, and participating in performance management and reporting for APAC's investments. Additionally, you will conduct ad hoc analysis on topics such as power markets, hedging strategies, currency swaps, and other financial products.
Responsibilities will further consist of:
- Develop and maintain complex financial models for upcoming and existing assets.
- Report on quarterly valuation and investment returns.
- Provide detailed analysis and support to the CIP partner and investment management team.
- Deliver ad hoc analysis of investments and development projects to identify opportunities and risks.
- Provide high-quality financial analysis and PowerPoint presentations for informed management decisions.
- Participate in refinancing and divestment processes and other ad hoc tasks.
You
We are looking for candidates with a bachelor's degree in Accounting, Finance, Business, Economics, or a related field. You must possess 3 to 7 years of experience in operational finance, audit, and controlling within a multinational setting. Solid valuation and financial modeling experience from a private equity firm, consulting, or multinational corporation is required. Relevant educational qualifications combined with appropriate work experience will also be considered.
Moreover, you are a highly responsible and motivated individual who is thriving in a highly effective and innovative environment.
We look for the following in a candidate:
- Highly skilled in numerical analysis with acute attention to detail.
- Proficient in Excel and PowerPoint.
- Efficient in prioritizing and coordinating tasks to meet deadlines.
- Capable of delivering quality results under stringent deadlines.
- Proficient in written and spoken English communication.
- Motivated to thrive in a stimulating international context.
The process
Please apply online as soon as possible as applications will be processed on an ongoing basis. For questions related to the role, please reach out to our Talent Acquisition team at We do not include CV's and Cover Letters sent by email.
As we continue to improve our candidate experience, diversity and avoid unconscious bias, please avoid having a photo in your CV. We commit to an inclusive recruitment process and equality for all applicants.
Please be aware that we will not accept speculative CV submissions for any of our roles from recruitment agencies, and any unsolicited candidate submissions will be exempt from any payment expectations and ownership.
Building value that matters
Founded in 2012, Copenhagen Infrastructure Partners P/S (CIP) today is the world's largest dedicated fund manager within greenfield renewable energy investments and a global leader in offshore wind. To date, CIP has developed and constructed more than +50 greenfield renewable projects around the world. CIP is developing a greenfield project portfolio of ~160GW totally, and ~16 GW is in operation or under construction. CIP manages 12 funds and has to date raised approximately EUR ~32 billion for investments in energy and associated infrastructure from more than 180 international institutional investors.
CIP has a multinational team of ~500 full time employees with extensive experience and knowledge within the fields of renewable energy project development and regulated infrastructure. In addition, CIP has a broad range of competencies within corporate finance, mergers & acquisitions, engineering, construction, project development, and project management.
CIP has built a prominent investment team capable of originating proprietary investment opportunities and executing projects and investments based on the team's industrial background, large industrial network, and extensive experience in structuring, executing, and managing investments within energy infrastructure. Headquartered in Copenhagen, CIP also operates from key locations across the globe, including offices in Hamburg, Munich, London, Utrecht, New York, Tokyo, Melbourne, Luxembourg, Kuala Lumpur, Seoul and Singapore. In addition, CIP has 17 local project offices globally.
For more information, visit
Financial Analysis & Planning - Lead
Posted 1 day ago
Job Viewed
Job Description
This position offers a high level of visibility with Senior Finance stakeholders and requires excellent and pro-active communication skills and the ability to manage a strong team of FP&A and Business Partnering professionals. Being a role which is “Manager of Managers” this requires a passionate individual who can gain a big picture view of a company's Business operations and make contributions in the areas of Financial Planning & Analysis and Finance Business Partnering. The incumbent will have to develop a strong understanding of the Revenue and Cost drivers to provide guidance to the team and meaningful support to the Finance stakeholders and Business. The GCC team will be an integral part of the Travelex FP&A fraternity which provides strategic support to the business. There will be a need to develop strong relationship with the various Business Heads to provide Finance Business Partnering to the business.
Financial Planning & Analysis vertical within will be an integral part of GCC Finance and will work on a Team extension model.
The job holder will lead a team of Senior Professionals and will be accountable to the onshore FP&A heads and Business Heads for exemplary service delivery and business partnering.
The job holder will report into the GCC - Head of Finance and will be responsible to meet agreed service levels.
Key responsibilities
Lead and mentor the FP&A team, ensuring their development and performance and ensure the team which support the following processes are providing exemplary support to onshore and business stakeholders. Expert knowledge of the following is a necessity to be successful in this role:
Strategic Planning & Business Partnering: Work closely with senior management to develop and execute long-term financial plans, providing strategic financial insights and guidance.
Financial Planning & Forecasting: Oversee the annual budgeting, forecasting, and long-range financial planning processes.
Financial Modelling and Analysis: Development of financial models, conducting in-depth financial analysis and identifying key drivers and trends
Reporting & Communication: Preparation of and presentation of financial reports, including quarterly earnings, board presentations and firm forecasts / budgets.
Performance Management and Improvement: Drive improvements in financial processes, systems and reporting capabilities to enhance efficiency and accuracy
Collaboration and Stakeholder Management: Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives
Variance Analysis and Ad-hoc Analysis: Conduct variance analysis, provide financial insights, and support ad-hoc requests from management
Internal Finance Controls and Risk Management: Ensure compliance with Internal Finance Controls- and contribute to enterprise risk management.
Key accountabilities
Relationship management
Develop sound professional working relationships with Finance teams based in other geographies.
Lead, line manage and develop the team members, supporting development and training needs
Be a key participant at weekly operational and monthly SLA meetings
Communication
Write and speak fluently on all aspects of work and communicate effectively with all levels of management
Proactive and regular communications with all stakeholder groups – onshore counterparts, local support teams
Actively communicate and seek feedback from colleagues and customers
Ensure feedback to line manager outlining general activities of role and “how we are doing” and any risks or concerns
Be supportive and encourage support for “people initiatives” e.g. Your Voice, Travelex Awards etc
General
Undertake any necessary trainings associated with the duties of the post and participate in training and development procedures
Comply with all Company Health and Safety policies and legislation in the performance of their duties and responsibilities
Maintain confidentiality and observes data protection guidelines
Manage expenses in accordance with Company Expense Policy
Carry out any other reasonable duties commensurate with their capability.
Experience and personal qualities
Essential
A qualified Chartered Accountant or MBA Finance with 15 to 20 years of Post Qualification Experience. With at least 5 years in leadership role. These criteria may be marginally relaxed in deserving cases
Proven ability to manage, guide & supervise a team of ~30 FTEs
Excellent knowledge of current regulations including IFRS, UK GAAP.
Good knowledge of core financial systems (Oracle Fusion – EPM) and general accounting procedures
A committed and valued leader
Ability to approach technical problems in a thorough and logical manner
Advanced computer skills on MS Office, accounting software (Oracle Fusion) or similar ERP.
Ability to resolve issues to conclusion.
Desirable
Experience of handling change projects
Experience of identifying and supervising continuous improvement opportunities
Having hands on work experience with Oracle Fusion would be a significant advantage
Experience in transitioning processes from host country
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Financial Analysis & Planning - Lead
Posted 6 days ago
Job Viewed
Job Description
Role description
This position offers a high level of visibility with Senior Finance stakeholders and requires excellent and pro-active communication skills and the ability to manage a strong team of FP&A and Business Partnering professionals. Being a role which is “Manager of Managers” this requires a passionate individual who can gain a big picture view of a company's Business operations and make contributions in the areas of Financial Planning & Analysis and Finance Business Partnering. The incumbent will have to develop a strong understanding of the Revenue and Cost drivers to provide guidance to the team and meaningful support to the Finance stakeholders and Business. The GCC team will be an integral part of the Travelex FP&A fraternity which provides strategic support to the business. There will be a need to develop strong relationship with the various Business Heads to provide Finance Business Partnering to the business.
- Financial Planning & Analysis vertical within will be an integral part of GCC Finance and will work on a Team extension model.
- The job holder will lead a team of Senior Professionals and will be accountable to the onshore FP&A heads and Business Heads for exemplary service delivery and business partnering.
- The job holder will report into the GCC - Head of Finance and will be responsible to meet agreed service levels.
Key responsibilities
Lead and mentor the FP&A team, ensuring their development and performance and ensure the team which support the following processes are providing exemplary support to onshore and business stakeholders. Expert knowledge of the following is a necessity to be successful in this role:
- Strategic Planning & Business Partnering: Work closely with senior management to develop and execute long-term financial plans, providing strategic financial insights and guidance.
- Financial Planning & Forecasting: Oversee the annual budgeting, forecasting, and long-range financial planning processes.
- Financial Modelling and Analysis: Development of financial models, conducting in-depth financial analysis and identifying key drivers and trends
- Reporting & Communication: Preparation of and presentation of financial reports, including quarterly earnings, board presentations and firm forecasts / budgets.
- Performance Management and Improvement: Drive improvements in financial processes, systems and reporting capabilities to enhance efficiency and accuracy
- Collaboration and Stakeholder Management: Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives
- Variance Analysis and Ad-hoc Analysis: Conduct variance analysis, provide financial insights, and support ad-hoc requests from management
- Internal Finance Controls and Risk Management: Ensure compliance with Internal Finance Controls- and contribute to enterprise risk management.
Key accountabilities
Relationship management
- Develop sound professional working relationships with Finance teams based in other geographies.
- Lead, line manage and develop the team members, supporting development and training needs
- Be a key participant at weekly operational and monthly SLA meetings
Communication
- Write and speak fluently on all aspects of work and communicate effectively with all levels of management
- Proactive and regular communications with all stakeholder groups – onshore counterparts, local support teams
- Actively communicate and seek feedback from colleagues and customers
- Ensure feedback to line manager outlining general activities of role and “how we are doing” and any risks or concerns
- Be supportive and encourage support for “people initiatives” e.g. Your Voice, Travelex Awards etc
General
- Undertake any necessary trainings associated with the duties of the post and participate in training and development procedures
- Comply with all Company Health and Safety policies and legislation in the performance of their duties and responsibilities
- Maintain confidentiality and observes data protection guidelines
- Manage expenses in accordance with Company Expense Policy
- Carry out any other reasonable duties commensurate with their capability.
Experience and personal qualities
Essential
- A qualified Chartered Accountant or MBA Finance with 15 to 20 years of Post Qualification Experience. With at least 5 years in leadership role. These criteria may be marginally relaxed in deserving cases
- Proven ability to manage, guide & supervise a team of ~30 FTEs
- Excellent knowledge of current regulations including IFRS, UK GAAP.
- Good knowledge of core financial systems (Oracle Fusion – EPM) and general accounting procedures
- A committed and valued leader
- Ability to approach technical problems in a thorough and logical manner
- Advanced computer skills on MS Office, accounting software (Oracle Fusion) or similar ERP.
- Ability to resolve issues to conclusion.
Desirable
- Experience of handling change projects
- Experience of identifying and supervising continuous improvement opportunities
- Having hands on work experience with Oracle Fusion would be a significant advantage
- Experience in transitioning processes from host country
Cib-financial Analysis-associate
Posted today
Job Viewed
Job Description
In a Financial Analysis role, you would be responsible for:
- Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams and other support teams to ensure successful roll out of the end-to-end Expense and Headcount Budgeting process in Anaplan.
- Act as the primary contact for CIB business support to help businesses develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget and quarterly/monthly forecast variances in Anaplan
- Managing annual/continual financial planning activities for product areas, providing business rational and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
- Efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
- Creating financial business cases supporting business initiatives
- Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
- Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
- Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
- Helping design new reports and dashboards to efficiently deliver the financial results to senior management
- Enhancing controls and streamlining processes, introducing automation where possible
**Qualifications**
- At least 6 years of relevant Financial Planning & Analysis experience, preferably in the financial services industry
- Relevant prior experience as a business user in Anaplan while performing FP&A activities
- Advanced skills in Excel and PowerPoint
- Ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment
- Proficiency with data mining/gathering and manipulation of data sets
- Inquisitive, enthusiastic and diligent, and capable of challenging peers
- Strong verbal and written communication skills with the ability to articulate complex issues clearly
- Ability to create ad hoc reporting for senior management
- Proven track record for executing on special projects / assignments with often little lead time or information
- Highly motivated and able to thrive and think clearly under pressure and tight deadlines
- Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
- Highly motivated self-starter with excellent time management/prioritization skills
- Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Financial Reporting
Posted today
Job Viewed
Job Description
Role & responsibilities
Financial Reporting & Audit
- Prepare & review financial statements under Ind AS / IFRS.
- Independently manage quarterly & annual audits with Big 4 firms.
- Establish internal controls, policies & SOPs.
- Prepare consolidated financials across domestic & overseas entities.
Regulatory & Compliance
- Ensure compliance with SEBI (AIF / PMS / MF), RBI, and Companies Act.
- Manage filings, submissions & investor reporting.
- Handle FEMA & cross-border compliance (added advantage).
Taxation
- Oversee direct & indirect tax compliance (TDS, GST, income tax, audits).
- Manage tax assessments, transfer pricing & documentation.
- Monitor evolving tax laws & ensure effective tax planning.
- Support fund structuring from a tax efficiency perspective.
Business Finance & Support
- Partner with AIF, PE, PMS & MF teams for financial insights.
- Support new fund launches & investment structures.
- Liaise with regulators, auditors & internal stakeholders.
People & Process Management
- Mentor team members across finance, accounts & tax.
- Drive process improvements, automation & best practices.
Preferred candidate profile
- Qualification: Chartered Accountant (CA).
- Experience: 7+ years in finance, accounting, taxation & compliance.
- Industry Expertise: Asset Management AIFs, PE, Mutual Funds.
- Technical Skills:
- Strong knowledge Ind AS, IFRS, Companies Act, Income Tax Act.
- Direct & indirect taxation, transfer pricing, audit closures.
- SEBI, RBI, FEMA, cross-border structures related regulations.
- Proficiency in Oracle ERP systems and MS Office suite
- Strong analytical, problem-solving & stakeholder management skills.
- Proactive, detail-oriented & adaptable to fast-paced environments.