988 Financial Manager jobs in India
Financial Planning Manager
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Role & responsibilities
- It is a field job. You will have to travel within the assigned geography to meet customers assigned to you for sales.
- You will be evaluated on your ability to meet the business targets (Top line, Persistency, Product mix) by working on assigned calls.
- HDFC Life believes in technology driven sales and you will learn new technology/Mobility enhancements, to comply with the Sales Management Process.
- As a business professional you will be uphold organizational values in every action and ensure business ethics and integrity. You are expected to be compliant to regulatory and statutory regulations.
Preferred candidate profile
- Applicant must have stayed in the same location/vicinity for more than 2 years
- Educational Qualification - Any graduation
- Minimum 1 year of Sales Experience (BFSI/Pharma/FMCG/Consumer durables/IT/Telecom)
Age
- Year
2 WHEELER MANDATORY
INTERESTED CANDIDATES CAN CALL : HR - HARSHITHA
Financial Planning Manager
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About Company
BDO India LLP (or BDO India) is the India member firm of BDO International. BDO India offers advisory, accounting, tax & digital services for both domestic and international organizations across a range of industries. BDO India is led by more than 350+ Partners & Directors with a team of over 1000 professionals operating across 14 cities. We expect to grow sizably in the coming 3-5 years, adding various dimensions to our business and multiplying the increasing the current team size multi-fold.
Job Summary:
The Finance Manager will oversee the financial operations of the software development unit, ensuring efficient financial management and alignment with the company's strategic goals. This role involves budgeting, forecasting, financial analysis, controlling and collaboration with IT leadership to support business objectives.
Key Responsibilities:
- Budget Management: Develop and manage the IT budget, ensuring alignment with organizational priorities.
- Financial Analysis: Analysis of financial statements and MIS to provide insights on IT spending and resource allocation.
- Reporting: Prepare financial reports and presentations for stakeholders to facilitate decision-making.
- Project Costing: Collaborate with IT leaders to assess project costs and financial impacts.
- Compliance: Ensure compliance with financial regulations and company policies.
- Receivables and Revenue Management: Oversee revenue recognition as per billing milestones, contract and engagement letters, and collection thereof as per agreed credit norms.
- Vendor Management: Oversee vendor contracts and manage relationships to optimize costs.
- Performance Monitoring: Track financial performance and implement improvements to enhance efficiency.
- Team Leadership: Build, Lead and mentor the finance team, fostering a collaborative and high-performance culture.
Qualifications:
- Must be a fully qualified Chartered Accountant (CA).
- 6-8 years of experience in financial management, preferably within the IT/ITES sector, in a Software Development Unit.
- Strong quantitative and analytical skills.
- Proficiency in financial management software and advanced Excel skills
- Excellent strategic thinking and problem-solving abilities.
- Strong knowledge of regulatory and compliance requirements
- Ability to synthesize complex data into actionable information
- Effective communication and leadership skills. Adaptive and responsible.
Financial Planning Manager
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Dear Candidate,
Urgent Opening for FPM in Top MNC Life Insurance Co
Note: Only candidate's with at least 1 yr experience in Life Insurance - Direct Sales should apply
To apply call on or email to
Financial Planning Manager
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We are seeking a detail-oriented and analytical
Financial Planning & Analysis (FP&A) Specialist
to join our Finance team in the fast-paced and growing background verification industry. This role will be pivotal in supporting strategic decision-making by providing accurate forecasting, budgeting, and financial insights. The ideal candidate will have a strong understanding of financial modeling, cost control, and industry-specific metrics such as verification volume, turnaround time, and client retention profitability.
Key Responsibilities:
- Develop, maintain, and improve the annual budgeting and quarterly forecasting processes.
- Conduct detailed financial analysis to support strategic initiatives, pricing strategies, and operational efficiency in background verification processes.
- Prepare monthly and quarterly financial performance reports with variance analysis and key performance indicators (KPIs).
- Collaborate with operational and sales departments to forecast demand, analyze revenue streams, and optimize cost structures.
- Partner with the IT and Ops teams to understand system/data implications on financial metrics and reporting.
- Build dashboards and models to evaluate profitability by client, product line (e.g., criminal checks, education checks, employment verification), and geography.
- Monitor financial risks and opportunities, providing recommendations for improvement.
- Support investor reporting, board presentations, and ad hoc analysis.
- Ensure compliance with internal controls, policies, and regulatory financial reporting requirements.
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or a related field (CA/MBA/CPA/CMA preferred).
- 3–7 years of experience in financial planning and analysis, preferably within services, SaaS, or compliance-driven industries.
- Strong analytical and quantitative skills with proficiency in financial modeling and Excel.
- Experience with financial software/tools (e.g., NetSuite, SAP, Oracle, Power BI, Tableau).
- Understanding of background verification industry metrics and compliance requirements is a plus.
- Excellent communication skills and ability to work cross-functionally.
Key Competencies:
- Strategic thinking with attention to detail
- Strong business acumen and process orientation
- Adaptability in a fast-paced, evolving industry
- Ethical mindset and discretion with sensitive information
Financial Planning Manager
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-Maintain relationship with customer for more generate business.
- Planning and Preparing Presentation
-You have to organize sales visit for business development
-Lead based work
-Organizing sales visits
-Demonstrating and presenting products
Financial Planning Manager
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Strategic Planning and Decision Making
- Vision & Strategy Plan (VSP): Assist in creating a rolling three-year VSP, detailing revenue and profit expectations, and collaborate with marketing, business development, and sales teams.
- Annual Budget and Planning: Collaborate with the Executive team to develop annual budgets and plans for business units.
- Sales Incentive Plans: Collaborate on the preparation of sales incentive plans.
- Strategic Business Partner: Partner with the Leadership team, corporate and business unit leaders on growth and business development initiatives
Financial Reporting and Analysis
- Management Reporting: Lead monthly, quarterly, and annual financial reporting, including variance analysis and commentary to support decision-making.
- Financial Analysis and Control: Execute requirements for financial analysis, planning, control, budgeting, and reporting systems.
- Forecasting and Trend Analysis: Generate forecasts, analyze trends, and create financial models for future planning.
Compliance and Process Improvement
- Financial Compliance: Ensure compliance with IFRS, WK Accounting Manual, and financial policies in collaboration with the finance and accounts team
- Process Improvements: Drive process improvements for efficiency and transparency in enterprise reporting.
- Management Report Enhancement: Collaborate on enhancing management reports.
Leadership and Collaboration
- Leadership Team Participation: Actively participate in the GGM India and Finance Leadership team.
- Collaboration with Shared Services: Build relationships with shared services for financial reporting, accounting, compliance, internal controls, and taxation.
- Financial Support: Provide budgeting support, expense analysis, and decision-making support
- Market Trend Monitoring: Advise leadership on market trends affecting financial performance and recommend actions to mitigate risks or seize growth opportunities.
- Exercises considerable creativity, foresight, and judgment in conceiving, planning, and executing on initiatives.
Other Duties
- Various exciting ad hoc reporting requests for GGM India and GGM leadership
- Integral member of various Business or Finance Process Improvement Projects
Job Qualifications
- Bachelor's degree and equivalent finance/accounting work experience
- CA / MBA
Minimum Qualifications:
- Minimum of 8+ years' experience in broad based financial related positions.
- Tagetik, Power BI or equivalent reporting software experience and proficiency are preferred.
- Ability to work closely with senior management from both finance and non-finance background.
- Proven success in being able to evaluate and understand business transactions.
- Experience in a multidivisional corporation (mid to large size corporation).
CORE COMPETENCY REQUIREMENTS:
- Ability to clearly communicate concepts, research findings, issues analysis, project and evaluation results, and data interpretations
- Consulting mentality—extracting insights from very complex and/or limited information to make a recommendation to stakeholders
- Results-oriented; able to take concepts and ideas through from implementation to action.
- Demonstrated ability to take initiative, be proactive, and think independently, and anticipate needs related to future work.
- Highly responsive and resourceful. Positive 'can do' attitude and approach to problem solving
- Innovative mindset: willingness to try creative and different ways of accomplishing work.
CA /MBA Qualification
TraVEl Requirements
10% to 20%
Physical Demands
Hybrid (office and remote) depending on requirements.
Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.
Financial Planning Manager
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Company Description
OneInsure, the online entity of Robinhood Insurance Broker Ltd., is a leading IRDAI-licensed Insurance Broking Firm founded in 2008 by IIT and IIM alumni. offers a comprehensive range of life and general insurance products from leading companies, allowing easy comparison and knowledge-sharing for thousands of customers. With nationwide operations across 7 major cities and 35+ branches, our 700+ employees are dedicated to customer satisfaction. OneInsure also provides valuable services such as claim settlement and renewal reminders, ensuring a smooth and fair claim process for all policyholders. Our OneInsure app, shaped by customer feedback, offers 60+ services including renewal reminders and tax certificate generation.
Role Description
This is a full-time hybrid role for a Financial Planning Manager based in Chandigarh, allowing some work from home flexibility. The Financial Planning Manager is responsible for developing financial plans, providing investment advice, developing strategies to meet financial goals, analyzing financial data, and driving sales of financial products. Daily tasks include meeting with clients, conducting financial assessments, researching investment opportunities, and preparing detailed financial reports.
Qualifications
- Strong Financial Planning and Investment skills
- Excellent Analytical Skills and Finance knowledge
- Proven Sales capability within financial services
- Excellent communication and interpersonal skills
- Ability to work independently and in a hybrid work environment
- Bachelor's degree in Finance, Economics, or related field; Certified Financial Planner (CFP) designation is a plus
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Manager – Financial Planning
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Job Title:
Manager
–
Management Information Systems (MIS)
Experience:
6 to 8 Years
Qualification:
Chartered Accountant (CA)
Location:
Bangalore, India
Department:
Finance & Accounts
Job Summary:
- We are seeking an experienced Chartered Accountant (CA) for the role of Manager - Management Information Systems (MIS). The ideal candidate will take charge of MIS functions, delivering timely and accurate financial reporting, providing in-depth financial analysis, and contributing to strategic decision-making. This role involves managing a team, enhancing reporting processes, and ensuring compliance with internal controls.
Key Responsibilities:
MIS Reporting and Analysis:
- Prepare, analyze, and present monthly, quarterly, and annual MIS reports.
- Ensure accuracy, integrity, and timeliness of financial data in MIS reporting.
- Conduct variance analysis, identifying key trends, risks, and opportunities to inform strategic decisions.
- Develop and implement data management policies and reporting frameworks.
Process Improvement and Compliance:
- Streamline and automate reporting processes to improve efficiency and accuracy.
- Maintain compliance with internal controls, policies, and procedures, ensuring readiness for audits.
- Support both internal and external audit processes, with comprehensive documentation and record-keeping.
Collaboration and Team Support:
- Collaborate with finance, operations, and other departments to gather and interpret data for insightful analysis.
- Provide training and support to team members on MIS tools and best practices.
- Communicate effectively with senior management and stakeholders, presenting complex data clearly.
Qualifications:
- Qualified Chartered Accountant (CA) with 3-5 years of experience in MIS, financial analysis, or related roles.
- Proficient in financial software and advanced Microsoft Excel skills.
- Strong analytical, problem-solving, and decision-making abilities.
- Excellent communication, interpersonal, and team management skills.
- Detail-oriented with a high level of accuracy and compliance orientation.