1,433 Financial Analysts jobs in India

Financial Reporting Sr Analysts C12

Citigroup

Posted 5 days ago

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Job Description

Key Responsibilities / Functions / Role:
-Preparation/review of financial statements/regulatory reports like- Balance sheet, P&L, SOI, Notes to financial statements. Understanding of regulatory disclosures like form PF
-Acting as subject matter expert for the team. Following US GAAPs, IFRS, Lux GAAPs and IRISH GAAPs.
-
Identify Opportunities to implement process improvement & recommend system, service & process enhancement initiatives and efficiency gain
-
Engage as an active collaborator with business / Onshore teams to ensure alignment with key stakeholders in Business, Ops and Technology
-
During Confluence migration focus on transparency, timely escalation, cross site collaboration, shared learnings
-
Successful implementation of key client onboarding initiatives on Confluence
-
Develop a strong governance & control structure, support audits, interfacing with auditors & close process gaps
-
Act as Confluence system SMEs as required & support the testing & rollout of the applications across the FR
-
Actively participate in Productivity workgroup and contribute to the success of the workgroup
-
Preparation of MIS, Meet SLAs, engage GPC site level priority workgroups & contribute to project deliverables
Desired Candidate Profile :
-
8-12 years of experience in Fund accounting/ Financial Reporting for hedge funds or mutual funds.
-
M. Com, MBA, Post-Graduation from recognized business institute/university, major in Accounting or Finance.
-
Professional qualifications like CA, CFA, and CPA will be an added advantage.
-
Experience with Confluence Unity financial reporting platform, Publishing and Workbook functionality, is a plus
-
3-5 years of people management experience required.
-
Demonstrate leadership & management skills, ability to work in team-oriented environment
-
Should have sound understanding of Derivatives, Equities and Fixed income securities.
-
Prior working experience in BPO/captive on capital markets back office processes, is a plus.
-
Experience in process set-up/migration of work from onshore would be preferred
Essential Skills:
-
Excellent communication / Domain skills.
-
Excellent interpersonal skills & people management skills
-
Good Team Player, Interpersonal skill, Quick learner.
-
Should be willing to work in shifts and flexible work hours as per process requirements
-
Advanced experience working with Microsoft Office applications required, specifically Excel
---
**Job Family Group:**
Operations - Transaction Services
---
**Job Family:**
Fund Accounting
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
This advertiser has chosen not to accept applicants from your region.

Financial Reporting Sr Analysts C12

Citigroup

Posted 5 days ago

Job Viewed

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Job Description

The Fund Accounting Manager is an intermediate management level position responsible in financial reporting in the Fund Services Function and will act as an SME Reviewer in the preparation of financial statements for key clients at NAM
**Key Responsibilities / Functions / Role:**
- Preparation/review of financial statements/regulatory reports like- Balance sheet, P&L, SOI, Notes to financial statements. Understanding of regulatory disclosures to SEC and other EMEA Regulatories
- Acting as subject matter expert for the team. Following US GAAPs, IFRS, Lux GAAPs and IRISH GAAPs.
- Identify Opportunities to implement process improvement & recommend system, service & process enhancement initiatives and efficiency gain
- Engage as an active collaborator with business / Onshore teams to ensure alignment with key stakeholders in Business, Ops and Technology
- During Confluence migration focus on transparency, timely escalation, cross site collaboration, shared learnings
- Successful implementation of key client onboarding initiatives on Confluence
- Develop a strong governance & control structure, support audits, interfacing with auditors & close process gaps
- Act as Confluence system SMEs as required & support the testing & rollout of the applications across the FR
- Actively participate in Productivity workgroup and contribute to the success of the workgroup
- Preparation of MIS, Meet SLAs, engage GPC site level priority workgroups & contribute to project deliverables
**Desired Candidate Profile :**
- 8-12 years of experience in Fund accounting/ Financial Reporting for hedge funds or mutual funds.
- M. Com, MBA, Post-Graduation from recognized business institute/university, major in Accounting or Finance.
- Professional qualifications like CA, CFA, and CPA will be an added advantage.
- Experience with Confluence Unity financial reporting platform/DFIN- Publishing and Workbook functionality, is a plus
- 3-5 years of people management experience is preferred
- Demonstrate leadership & management skills, ability to work in team-oriented environment
- Should have sound understanding of Derivatives, Equities and Fixed income securities.
- Prior working experience in BPO/captive on capital markets back office processes, is a plus.
- Experience in process set-up/migration of work from onshore would be preferred Essential Skills:
- Excellent communication / Domain skills. - Excellent interpersonal skills & people management skills
- Good Team Player, Interpersonal skill, Quick learner.
- Should be willing to work in shifts and flexible work hours as per process requirements
- Advanced experience working with Microsoft Office applications required, specifically Excel
---
**Job Family Group:**
Operations - Transaction Services
---
**Job Family:**
Fund Accounting
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
This advertiser has chosen not to accept applicants from your region.

Associate 2 - Investment Performance Analysis

Hyderabad, Andhra Pradesh State Street

Posted today

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Job Description

Performance & Analytics
- Produce accurate and timely operational data, from in house and 3rd party systems, on a monthly/quarterly basis for Equities, Fixed and Balanced clients.
- Assist where necessary to produce ad-hoc request for multiple clients
- Maintain strong relations with various areas of P&A and with the client directly via regular consultations and correspondence.
- Help drive team forward and promote team-working
- Engage in the Change Management Process for the Investment Performance Analytics team. Ensuring all changes logged from the client and affecting the team are actioned accordingly. Correspond with the Change team to highlight any missing information requirements and communicate issues we may have. Delegation of Change Requests to respective members of the Investment Performance Analytics team, and ensuring responses are given to the Change Team within the agreed SLA timelines.
- JV oversight - regular communication with the JV for oversight of the daily, weekly and monthly tasks. Ensuring the SLA and KPI requirements are met, and any issues are raised appropriately, including regular meetings and discussions with JV leads.
- Provide daily support to the Operations team. Ensuring all client timetabled deadlines are met and all ad-hoc queries are completed in a timely manner. Regularly review procedures and implement changes to improve the reporting and communication process. Contribute to driving any new client onboarding Projects forward and maintain oversight.
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Investment Performance Analysis - Associate 2

Mumbai, Maharashtra State Street

Posted today

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Job Description

Who we are looking for.

Able to work as a good collaborator and deliver results within a time limit.

Why this role is important to us.

The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created first open front-to-back platform - State Street Alpha, which was launched in 2019.

Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for.

Additional requirements

Capital market terminologies and excel proficiency is an added advantage.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we are making our mark on the financial services industry. For more than two centuries, we have been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live, and Grow. We make all efforts to create a splendid work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance, and savings plans, among other perks. You will have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

State Street is an equal opportunity and affirmative action employer.

State Street's Speak Up Line
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Investment Performance Analysis - Assistant Vice President

Maharashtra, Maharashtra State Street

Posted today

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Job Description

Job Description

– Performance Analytics AVP

Who we are looking for:

State Street Performance & Attribution team is looking for an experienced Performance & Attribution Analyst to lead the client relationship activities for highly complex clients, with a specific focus on Asset Managers. Must have a good experience of leading diverse onboarding, implementation and transformation roles in addition to BAU responsibilities. The candidate need to have detailed understandings of Investment Performance Measurement and the ability to deep dive into Attribution Analysis (Equity, Multi Asset and Fixed Income). 

Why this role is important to us:

The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities.

What you will be responsible for:

As an AVP in the Performance delivery team , you will play a pivotal role in leading operations teams as well as driving client experience. You will combine deep subject matter expertise with operational leadership to drive quality, efficiency, and scalability in our service delivery. Your key responsibilities and expectations will include:

  • Own new Client as well as service onboarding including liaising with Product as well as Technology teams
  • Good hold of the applications, with a techno functional mindset to solution for evolving client and operational requirements
  • Train and lead with expertise on the performance domain, including attribution modelling for fixed income and multi asset class portfolios as well as GIPS compliance standards
  • Engage with internal as well as external stakeholders to influence positive outcomes for the client
  • Lead from the front through engagement with client as well as client service personnel to deliver on change management solutions
  • Drive a proactive ‘Risk Excellence’ culture within the business, by conducting business risk control self assessments on time and ensuring adequate risk mitigation measures in place 
  • Responsible for day to day operation, service delivery and maintain KPIs
  • Provide SME support to the team towards tangible outcomes
  • Strong understanding of the investment decision making process of the client, and actively participate in providing apt solutions to client needs
  • Must be able to independently “troubleshoot” functional and quantitative issues to ensure high quality report production.
  • Collaborate with multiple departments across the firm to achieve firm wide goal of client objectives
  • Strong communication (written & verbal), interpersonal, organizational, analytical/detail oriented and time management skills
  • Willingness to work through flexible shifts, especially for issue/escalation management, as may be needed.
  • Team Management & Oversight Guide, train, and coach the teamContribute in effective backup planning and resource allocation to reduce dependency and help make the team self sufficientProvide regular feedback and support individual development goals and team performance.Result-oriented with an ownership and accountability mindsetCommercial acumen - Understanding of cost/budgets and lead as well as drive this for the businessDrive pay for performance and culture of performance differentiationTaking accountability of end-to-end outcomes as an enterprise, collaborating across functions/business and locationsExecutive presence, managing with influence and effective communication across stakeholder groups both regionally and globallyEmbed risk excellence culture across the teamsEncourage and drive a culture of change and ideation
  • What we value:

    These skills will help you succeed in this role:

  • Proven subject matter expertise
  • Having worked in the investment management and performance reporting domain
  • Ability to think critically , simplify complexity, and drive process transformation
  • Strong client-centric mindset with the ability to enhance client interactions and service quality.
  • Excellent written and verbal communication , interpersonal , and collaboration skills.
  • Advanced analytical abilities and proficiency in Microsoft Excel .
  • Strong organizational and time management skills; detail-oriented and deadline-driven.
  • Managing large scale, multi-location projects
  • Education & Preferred Qualifications:

  • Minimum of 11 years of experience in Fund Administration or related investment performance roles.
  • Good techno functional expertise
  • Good understanding of Cloud Data Warehouse Platforms and SQL query language; Strong technical skills in the area of MS Excel, Data visualization tools
  • Post graduate /professionally qualified in the area of finance
  • CFA or CIPM preferred
  • Strong knowledge of investment management industry, Performance measurement methodologies and platforms essential
  • Strong knowledge of asset valuations, including complex structured products
  • About State Street

    What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

    Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

    This advertiser has chosen not to accept applicants from your region.

    Financial Planning Analyst

    Ahmedabad, Gujarat SourceIN Solutions

    Posted today

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    Job Description

    • Develop and maintain detailed financial models for budgeting and forecasting.
    • Prepare monthly, quarterly, and annual financial reports for internal and external stakeholders.
    • Analyze financial performance against budgets, forecasts, and prior periods.
    • Identify trends, risks, and opportunities to improve financial outcomes.
    • Partner with cross-functional teams (Sales, Operations, HR) to gather inputs and provide insights.
    • Support month-end and year-end close processes with relevant reporting and reconciliations.
    • Assist with board reporting, KPI dashboards, and scenario analysis.
    • Implement process improvements to increase efficiency in financial planning and analysis.
    This advertiser has chosen not to accept applicants from your region.

    Financial Planning Analyst

    Kolkata, West Bengal Rollick Ice Cream

    Posted today

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    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

    CTC: 17LPA

    Interested candidate please share your updated resume :


    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.

    Job Responsibilities

    • Project Management:
    • Process Improvement:
    • Financial Analysis:
    • Cost-saving Initiatives:
    • Data-driven Insights:
    • Support Strategic Decisions:


    External Interfaces

    Internal Interfaces

    • External Auditors
    • Financial Consultants
    • Senior Management
    • Finance Team
    • Sales Team
    • Operations Team
    • Production Team
    • Logistics & Planning Team
    • IT Team




    Job Requirements

    Educational Qualification and Experience

    • 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

    Competencies

    Technical

    • Business Modelling & Analysis
    • Advanced Excel & Data Visualization Tools
    • Project Management Software Proficiency
    • Cost-Benefit Analysis
    • Business Process Optimization Techniques
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    Financial Planning Analyst

    Coimbatore, Tamil Nadu CIRCOR International, Inc.

    Posted today

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    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

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    Financial Planning Analyst

    Mumbai, Maharashtra EliteRecruitments

    Posted today

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    Job Description

    Role- FP&A Banking

    Designation – Consultant/Assistant Manager

    Location – Mumbai

    Notice Period – Immediate joiners preferred (Max 15 days’ notice)

    Budget – Upto 17 lpa max basis experience



    Responsibilities



    • Develop and maintain financial models to support budgeting, forecasting, and strategic planning.
    • Analyze financial performance, including revenue, expenses, and profitability across banking products and services.
    • Prepare monthly, quarterly, and annual financial reports with variance analysis.
    • Collaborate with business units to gather data and understand financial drivers.
    • Support capital planning, liquidity analysis, and regulatory reporting requirements.
    • Provide insights and recommendations to improve financial performance and operational efficiency.
    • Assist in evaluating new business opportunities, investments, and cost-saving initiatives.
    • Ensure compliance with internal controls and financial policies.


    Qualifications



    • Bachelor’s degree in finance, Accounting, Economics, or related field (MBA, CA, CFA preferred).
    • 3-7 years of experience in FP&A, preferably within the banking or financial services sector.
    • Strong proficiency in Excel, financial modeling, and data visualization tools (e.g., Power BI, Tableau).
    • Knowledge of banking products, financial regulations, and risk management.
    • Excellent analytical, problem-solving, and communication skills.
    • Ability to work independently and manage multiple priorities in a fast-paced environment.
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    Financial Planning Analyst

    Pune, Maharashtra Peoplefy

    Posted today

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    Job Description

    Hi All,

    Greetings of the day!


    We are urgently hiring for a reputed MNC based in Pune location!


    Looking for FP&A Analyst who has experienced in Financial Planning & Analysis, Budgeting, forecasting, variance analysis, Global Stakeholder Management.


    Years of Experience: 4-7 years of experience

    Location: Pune

    Education: Only CA Qualified

    Industry: FMCG, FMCD, Retail, Manufacturing Industries

    Please Note: Looking for candidates from Global MNCs only


    Interested Candidates please share your profiles on:

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