46 Financial Planning jobs in Ahmedabad

Job Summary:

We are seeking a highly analytical and detail-oriented professional to manage the company’s Management Information Systems (MIS), budgeting and costing processes, and banking operations. The ideal candidate will be responsible for preparing accurate financial reports, analyzing cost data, managing budgets, and maintaining strong banking relationships to support operational efficiency and financial health.

Key Responsibilities:

1. MIS (Management Information System)

• Design, develop, and maintain robust MIS reports for various departments including production, sales, procurement, and finance.
• Ensure timely generation of daily, weekly, and monthly dashboards for senior management.
• Analyze variances between actual and budgeted financial results and present insights.
• Automate and streamline reporting processes for efficiency.
• Coordinate with IT/ERP team for report development and integration into ERP systems.

2. Budgeting

• Lead the annual budgeting process in coordination with department heads.
• Prepare rolling forecasts, long-range plans, and scenario-based financial models.
• Monitor budget utilization across departments and provide variance analysis.
• Identify cost-saving opportunities and support budgetary control initiatives.
• Ensure compliance with internal budgetary guidelines and approval processes.

3. Costing

• Monitor and evaluate product costing, standard cost updates, and variance analysis.
• Analyze raw material, labour, and overhead costs, and suggest cost optimization strategies.
• Support in setting and reviewing product pricing based on cost structures.
• Work closely with production and inventory teams to maintain accurate cost data.
• Conduct periodic cost audits and implement corrective actions.

4. Banking & Treasury Management

• Oversee daily banking operations including fund transfers, LC/BG issuance, bank reconciliations, and payments.
• Maintain strong relationships with banks and financial institutions.
• Prepare & Monitor cash flows, working capital, and optimize fund utilization across units.
• Support loan processing, interest rate negotiations, and compliance with financial covenants.
• Ensure timely submission of required reports and documents to banks.

Qualifications:

• Education: CA / CMA / MBA (Finance) or equivalent.
• Experience: 8–12 years of relevant experience in manufacturing industry.
• Proven expertise in budgeting, costing, MIS reporting, and banking functions.
• Strong working knowledge of ERP systems (SAP) and MS Excel (advanced).
• Experience in managing financial audits, cost control, and financial planning.

Key Skills:

• Financial analysis and reporting
• Budgeting and forecasting
• Cost control and variance analysis
• Cash flow and fund management
• ERP systems & Excel proficiency
• Stakeholder communication
• Attention to detail and problem-solving skills
• Team management and leadership

Personal Attributes:

• Strong analytical mindset and strategic thinking
• Excellent communication and interpersonal skills
• High level of integrity and professional ethics
• Proactive, with a hands-on approach to problem-solving
• Consistently delivers work on time by effectively managing deadlines.

Working Conditions:

• Full-time, on-site role
• May require occasional travel to factory units, banks
• High collaboration with cross-functional teams including Production, Procurement, and Sales

The Principal Officer (or Wealth Manager) will oversee the overall activities of the Fund Management Entity (FME) including but not limited to fund management, risk management and compliance at GIFT City, Gandhinagar. The position requires strong leadership and governance capabilities, ensuring compliance with regulatory requirements, risk management policies, and fund management activities.

Key Responsibilities:

1. Governance and Leadership

o Serve as the Principal Officer and lead the GIFT City office of the FME.

o Act as part of the Investment Committee, ensuring robust governance structures for fund management.

o Build and implement efficient processes and systems for smooth operations.

o Lead and facilitate interactions with the Board, Audit Committee, and other committees.

2. Regulatory Compliance and Risk Management

o Collaborate with SEZ, IFSCA, and other stakeholders to ensure regulatory compliance.

o Assess regulatory changes and proactively mitigate potential risks.

o Work closely with the Compliance and Risk Manager to review and ensure timely and accurate submissions of regulatory filings.

3. Operational and Strategic Initiatives

o Run projects related to Alternative Investment Funds (AIFs) and other product launches.

o Oversee portfolio composition proposals initiated by the GIFT City office.

o Drive innovation in fund operations and explore opportunities for business growth.

4. People Management

o Ensure the recruitment and development of personnel appropriate to the scale of operations.

o Appoint and manage Key Managerial Personnel (KMPs) as per regulatory requirements.

Educational Qualifications:

o Chartered Accountant (CA), Company Secretary (CS), or MBA in Finance/Investment/Operations.

o Professional qualification or a postgraduate degree/diploma (minimum two years) in finance, law, accountancy, business management, commerce, economics, capital markets, or related fields.

o Certifications such as NISM (Modules IIB, VII, VIII, XA & XB) are preferred.

Experience:

o Minimum of 5 years in securities markets or financial products, including roles such as portfolio manager, broker-dealer, investment advisor, wealth manager, research analyst, or fund management.

o Proven track record in operations, compliance, and client servicing within the equity, mutual funds, and capital markets domain.

o Experience in fintech or mobile app development will be an added advantage.

Why You’ll Love Working Here

We’re a team that hustles—plain and simple. But we also believe life outside work matters. No cubicles, no suits—just great people doing great work in a space built for comfort and creativity.

Here’s what we offer:

Competitive salary – Get paid what you’re worth.

Generous paid time off – Recharge and come back sharper.

Work with the best – Collaborate with top-tier global talent.

️ Adventure together – Annual offsites (mostly outside India) and regular team outings.

Performance rewards – Multiple bonuses for those who go above and beyond.

Health covered – Comprehensive insurance so you’re always protected.

Fun, not just work – On-site sports, games, and a lively workspace.

Paraplanner (Australia)

Roles and Responsibilities:

• Perform quality assurance checks to ensure the highest quality of work across the board.
• Drive improvement of the paraplanning process and contribute to a continuous improvement culture
• Contribute to operational processes and quality improvement initiatives
• Liaise with Advisers and communicate case updates and required information
• Provide guidance to junior members of the team and take a mentoring approach to support Junior Paraplanners
• High degree of accuracy and attention to detail
• Follow and adhere to ISO policies.

Requirements

• Strong understanding of key areas such as SOA, ROA, financial projections, and WealthSolver.
• Excellent English communication skills are highly valued, both spoken and written
• High degree of accuracy and attention to detail
• Able to handle multiple priorities and requests with adequate planning
• Confident and pleasant personality to build relationships with clients
• Well-organised and able to work independently with excellent time management skills
• Hands-on experience and confidence with MS Office (Word and Excel)
• Desire to succeed

Academic Qualifications and experience:

MBA Finance or Higher

1+ year of experience in the Paraplanning process

Benefits

• 5 Days Working
• Family Medical Insurance
• Attractive Salary
• Dynamic Work Culture
• 26 Leaves & 10+ Holidays
• Job Timing- 7:30am- 4:30pm (Monday to Friday )

Senior Manager, Financial Planning & Analysis (FP&A)

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

Senior Manager, Financial Planning & Analysis (FP&A)

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

Paraplanner (Australia)

Roles and Responsibilities:

• Perform quality assurance checks to ensure the highest quality of work across the board.
• Drive improvement of the paraplanning process and contribute to a continuous improvement culture
• Contribute to operational processes and quality improvement initiatives
• Liaise with Advisers and communicate case updates and required information
• Provide guidance to junior members of the team and take a mentoring approach to support Junior Paraplanners
• High degree of accuracy and attention to detail
• Follow and adhere to ISO policies.

Requirements

• Strong understanding of key areas such as SOA, ROA, financial projections, and WealthSolver.
• Excellent English communication skills are highly valued, both spoken and written
• High degree of accuracy and attention to detail
• Able to handle multiple priorities and requests with adequate planning
• Confident and pleasant personality to build relationships with clients
• Well-organised and able to work independently with excellent time management skills
• Hands-on experience and confidence with MS Office (Word and Excel)
• Desire to succeed

Academic Qualifications and experience:

MBA Finance or Higher

1+ year of experience in the Paraplanning process

Benefits

• 5 Days Working
• Family Medical Insurance
• Attractive Salary
• Dynamic Work Culture
• 26 Leaves & 10+ Holidays
• Job Timing- 7:30am- 4:30pm (Monday to Friday )

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

1. Recruiter Screen
2. Interview with Director of FP&A
3. Assessment - Financial Modeling
4. Interview with Head of Finance / Head of Operations / Director - Strategy
5. Interview with CEO / CTO

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

1. Recruiter Screen
2. Interview with Director of FP&A
3. Assessment - Financial Modeling
4. Interview with Head of Finance / Head of Operations / Director - Strategy
5. Interview with CEO / CTO

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

1. Recruiter Screen
2. Interview with Director of FP&A
3. Assessment - Financial Modeling
4. Interview with Head of Finance / Head of Operations / Director - Strategy
5. Interview with CEO / CTO