15 Financial Planning jobs in Kolkata

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 )

Interested candidate please share your updated resume:

About the Role

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.

Responsibilities

• Project Management:
• Lead and manage key finance projects, ensuring on-time delivery, resource optimization, and alignment with business objectives.
• Collaborate with cross-functional teams to drive project success and achieve measurable outcomes.
• Process Improvement:
• Identify inefficiencies in current business processes and propose solutions to optimize workflows, reduce waste, and enhance productivity across the organization.
• Implement best practices and monitor progress post-implementation.
• Financial Analysis:
• Conduct thorough financial analysis to support decision-making, including profitability analysis, variance analysis, and scenario planning.
• Provide financial modelling to evaluate potential investments and business opportunities.
• Cost-saving Initiatives:
• Identify and evaluate opportunities for cost reduction and process efficiency improvements.
• Collaborate with operations and finance teams to implement initiatives that result in measurable cost savings.
• Data-driven Insights:
• Analyse financial, sales and operational data to generate actionable insights for senior management.
• Create reports, dashboards, and presentations to communicate findings and make recommendations that support the company's strategic goals.
• Support Strategic Decisions:
• Provide analytical support to senior management in evaluating strategic options, mergers, acquisitions, or expansions.
• Assess financial risks and returns to guide critical decision-making processes.

Qualifications

• 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

Required Skills

• Technical:
• Business Modelling & Analysis
• Advanced Excel & Data Visualization Tools
• Project Management Software Proficiency
• Cost-Benefit Analysis
• Business Process Optimization Techniques
• Behavioural:
• Analytical Precision
• Attention to Detail
• Strategic Thinking
• Data-Driven Decision Making
• Problem-Solving Orientation
• Influencing
• Result Orientation
• Time Management and Prioritization
• Proactive Initiative & Continuous Improvement Mindset

Preferred Skills

• KRA & KPI
• Lead projects: Project completion and outcomes.
• Improve business processes: Process efficiencies and cost reductions.
• Provide financial analysis: Accuracy and relevance of reports.
• Identify cost-saving opportunities: Achieved cost savings.
• Present data-driven insights: Insight Accuracy Rate (Percentage of insights and data interpretations that accurately reflect business outcomes).

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

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

Company Overview:

BrightEdge is a leading enterprise SEO and content performance platform trusted by over 1,500 global brands including Microsoft, Adobe, and Marriott.

What makes BrightEdge special is our innovative technology that transforms complex search data into actionable insights. We're not just another martech company – we literally pioneered the SEO platform category and continue to lead with AI-powered solutions.

Working with us means joining a team that's solving fascinating technical and business challenges at scale. You'll be directly impacting how major brands connect with their audiences online.

We are seeking an experienced FP&A Lead / Manager to join our team and drive strategic financial initiatives while providing critical insights to our executive leadership team.

Position Summary:

We're seeking an experienced FP&A Manager to join our finance team and drive strategic financial planning for our rapidly growing SaaS business. You'll be responsible for forecasting, budgeting, and providing analytical insights to support our ARR growth.

Key Responsibilities:

• Own annual budgeting and quarterly forecasting processes for the entire organization
• Develop and maintain comprehensive SaaS metrics reporting including ARR, churn, LTV/CAC, and unit economics
• Partner with Sales, Marketing, and Customer Success teams to analyze performance and identify growth opportunities
• Prepare monthly board packages and present financial results to executive leadership
• Build financial models to support strategic initiatives, pricing decisions, and investment prioritization
• Lead variance analysis and provide actionable insights to drive business performance
• Support fundraising activities with investor materials and financial due diligence

Required Qualifications:

• 5-10 years of FP&A experience, with 3+ years in SaaS/subscription businesses
• Deep understanding of SaaS metrics (ARR, MRR, churn, LTV/CAC, cohort analysis)
• Advanced Excel/Google Sheets and SQL skills
• Experience with Salesforce, NetSuite, and BI tools (Tableau/Looker preferred)
• Strong analytical and financial modeling skills
• Excellent communication and presentation abilities
• Bachelor's degree in Finance, Accounting, Economics, or related field

Preferred Qualifications:

• MBA or CFA designation
• Experience at high-growth SaaS companies ($10M-$100M ARR)
• Familiarity with revenue recognition standards (ASC 606)
• Experience with planning tools (Adaptive, Anaplan, etc.)
• Python/R programming skills
• Ability to overlap with EST / PST timezones (till 12:30 AM IST)

Interview Process

• Recruiter Screen
• Interview with Director of FP&A
• Assessment - Financial Modeling
• Interview with Head of Finance / Head of Operations / Director - Strategy
• Interview with CEO / CTO

Role Description

This is a full-time on-site role for a Chartered Accountant, located in Kolkata. The Chartered Accountant will be responsible for managing financial accounts, preparing and analyzing financial statements, ensuring compliance with accounting standards and regulations, handling tax returns, and providing financial advice to the management. Additionally, the Chartered Accountant will oversee budgeting, forecasting, and financial planning activities.

Qualifications

• Strong knowledge of accounting principles, financial accounting, and cost accounting
• Experience in preparing financial statements and managing financial accounts
• Expertise in tax compliance, tax returns, and regulatory requirements
• Proficiency in budgeting, forecasting, and financial planning
• Analytical and problem-solving skills
• Excellent attention to detail and time management skills
• Bachelor's degree in Accounting, Finance, or related field
• Professional qualification as a Chartered Accountant (CA)

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans;
and then by ensuring that they receive and execute on the right advice.

Pre-Requisites: -

Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.

Selling of products: Mutual Funds, PMS, Structured Products.

Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.

Experience of advising clients across asset classes.

Strong analytical skills and ability to work in teams.

Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs. of stability)

Roles & Responsibilities: -

The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)

Maintaining client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients.

Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients

Track the Affluent & Super Affluent Client segment in the market for new client acquisition

To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into client’s portfolios.

To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

To conduct and assist in organizing seminars, workshops and other business development activities.

Kindly share applications on or WhatsApp on for further process.

Job Responsibilities / Key Deliverables:

Customer Acquisition Minimum of 1 crore and above investable surplus.

Financial Planning (FP) and Portfolio Services

Execution of transactions post FP and on periodical basis

Manage Private Wealth, PMS and AIF fund related queries

Ensure delivery of various MIS reports as per requirements

To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization

• To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery
• Ensure discipline of asset allocation
• Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class
• To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition
• Continuous learning, to be better equipped than our competitors
• To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams
• To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances
• To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM

Revenue Generation

Build AUA

Customers Success is Our Success.

Functional Competencies:

• Macro Market & Economy Understanding
• Expert Level Understanding on Financial Products / Asset Classes
• Financial Planning / Portfolio Management
• Selling Skills / Customer Acquisition
• Valid Mandatory Certificates as per regulatory requirement/s

We are seeking an energetic and persuasive Telesales Executive to join our team. The candidate will be responsible for cold calling prospects from our database to either onboard them as channel partners or convince them to invest in our financial products such as bonds and mutual funds.

This role is ideal for someone with strong communication skills and a basic understanding of financial markets. Training and support will be provided by our in-house team to ensure product knowledge and sales effectiveness.

Responsibilities

• Reach out to potential clients and channel partners through outbound calls from verified leads and databases.
• Present JRK's financial offerings — including Mutual Funds, Bonds, and other investment solutions — in a clear, simple, and engaging manner.
• Build strong relationships with prospects by understanding their needs, addressing queries, and handling objections confidently.
• Guide and assist interested clients through the investment or partner registration process.
• Maintain accurate call logs, follow-up records, and progress reports in the CRM system.
• Achieve (and aim to exceed) monthly targets for sales, conversions, and client engagement.
• Work closely with the sales and advisory teams to ensure a seamless onboarding and closure experience for every client.

Qualifications

• Bachelor's degree in any stream (Finance preferred, not mandatory)
• 1-2 years of telesales or customer service experience — freshers welcome
• Basic knowledge of financial products (Mutual Funds, Bonds, etc.)
• Good communication skills in English and Hindi and Bengali (optional)
• Confident, persuasive, and relationship-driven
• Comfortable working with targets and goals

If you're passionate about wealth management and growth
send us your CV