Financial Planning Advisor

Mumbai, Maharashtra That's My Job.

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Job Description

We are hiring financial planning advisor.

**We need people who are**

Active Listener.
2. Passionate about making money work harder for clients by

Good Communicator.
4. Willing to take extra steps for clients.
5. Comfortable with Excel & MS Word & PPT
6. Entrepreneur mind set.

**Their Day to Day job will include**

Align Meetings for prospective clients.

Participate in Customer meetings taking Minutes of meetings and engaging clients
3. Working with seniors on proposals for Execution.
4. Execution of solution provided.
5. Aligning, Participating and doing review meetings with existing clients connects.

Finding out and creating opportunities for Financial well-being presentations in SMEs and Corporates.

Participate in cold calling 10%, trade shows and face-to-face networking to develop the client base

Gather current financial holdings to evaluate clients’ financial goals and investment tolerance.

**Job Types**: Permanent, Full-time

**Salary**: ₹25,000.00 - ₹60,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus
- Yearly bonus

Ability to commute/relocate:

- Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor's (preferred)

**Experience**:

- Financial planning advisor: 3 years (preferred)

**Speak with the employer**
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Financial Planning & Analyst

Mumbai, Maharashtra STAFFIAA

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Job Description

Job Title: Manager – Financial Planning & Analysis (FP&A)

Location: Powai, Mumbai
CTC: 13–14 LPA
Experience : 4-6 Years

Role Overview:

We are hiring a Manager – FP&A to lead budgeting, forecasting, profitability analysis, and deliver actionable insights to senior leadership. This role is key in supporting strategic decisions and driving financial performance.

Key Responsibilities:
  • p>Drive budgeting, forecasting, and financial reporting

  • Conduct profitability and variance analysis

  • Partner with business teams for financial insights

  • Monitor KPIs and support leadership reviews

  • Build robust financial models and reports

Requirements:
  • CA or Postgraduate in Finance

  •  4–6 years in FP&A (preferably in NBFCs/Banking)

    /li>
  •  Strong analytical, business, and stakeholder management skills
    br />
    Regards,
    Shipra Singh
    Asst.HR Manager


    STAFFIAA SERVICES
     

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Financial Planning & Reporting

Mumbai, Maharashtra White Force

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Job description



Position - FPR. Financial Planning & Reporting // Investor Relations 


Location - Mumbai


Broad JD :
1. Oversight over accounting function


 2. Preparation of accounting policy, financial statements in accordance with RBI
guidelines and IFRS 


3. Financial planning and analysis of business function including branch profitability,
product
profitability, Productivity measures 


4. Investor MIS


5. System implementation and oversight 


6. Fund management


7. Develop relationship with lenders and investors 


8. RBI reporting and other regulatory reporting 


9. Handling audits incl. RBI, Stat audit, Internal audit.


 Qualification --
CA with 4 years + exp in NBFC / Banking.

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Financial Planning & Analysis

Mumbai, Maharashtra Reliance Retail

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Job Description

Company Overview

7-Eleven, a global convenience store brand, has entered the Indian market in partnership with Reliance Retail. Known for its high-quality convenience products, 7-Eleven enhances local offerings with its international standards.


Job Overview

We are seeking a dedicated Financial Planning and Analysis professional for a mid-level position located in Mumbai, Mumbai Suburban, and Navi Mumbai. This full-time role requires a minimum of 4 years of relevant work experience. The ideal candidate will be responsible for analyzing financial data, managing risks, and providing forecasts to support the strategic objectives of the company.


Qualifications and Skills

  • Proficiency in risk management and data analysis to identify and mitigate potential financial risks (Mandatory skill).
  • Expertise in financial forecasting to predict future financial trends and support decision-making (Mandatory skill).
  • Strong experience in financial modeling to create and manage financial plans and strategies.
  • Advanced knowledge of Excel functions to analyze large datasets and generate reports effectively.
  • Ability to manage investment portfolios to maximize returns according to the company's objectives.
  • Understanding of regulatory compliance to ensure adherence to financial regulations and standards.
  • Excellent communication skills to present complex financial information to stakeholders clearly and concisely.


Roles and Responsibilities

  • Analyze financial data to identify trends, variances, and opportunities for improvement.
  • Develop and maintain comprehensive financial models to support business planning and evaluation.
  • Collaborate with cross-functional teams to align financial projections with strategic goals.
  • Prepare detailed financial reports and presentations for senior management and stakeholders.
  • Monitor and manage risks associated with financial activities and investments.
  • Ensure compliance with financial policies and regulations, maintaining accuracy and integrity in all financial operations.
  • Assist in budgeting and forecasting processes, improving accuracy and efficiency of financial plans.
  • Support management in strategic financial decision-making through data-driven insights.
This advertiser has chosen not to accept applicants from your region.

Financial Planning & Analysis

Mumbai, Maharashtra Reliance Retail

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Job Description

full-time

Company Overview

7-Eleven, a global convenience store brand, has entered the Indian market in partnership with Reliance Retail. Known for its high-quality convenience products, 7-Eleven enhances local offerings with its international standards.


Job Overview

We are seeking a dedicated Financial Planning and Analysis professional for a mid-level position located in Mumbai, Mumbai Suburban, and Navi Mumbai. This full-time role requires a minimum of 4 years of relevant work experience. The ideal candidate will be responsible for analyzing financial data, managing risks, and providing forecasts to support the strategic objectives of the company.


Qualifications and Skills

  • Proficiency in risk management and data analysis to identify and mitigate potential financial risks (Mandatory skill).
  • Expertise in financial forecasting to predict future financial trends and support decision-making (Mandatory skill).
  • Strong experience in financial modeling to create and manage financial plans and strategies.
  • Advanced knowledge of Excel functions to analyze large datasets and generate reports effectively.
  • Ability to manage investment portfolios to maximize returns according to the company's objectives.
  • Understanding of regulatory compliance to ensure adherence to financial regulations and standards.
  • Excellent communication skills to present complex financial information to stakeholders clearly and concisely.


Roles and Responsibilities

  • Analyze financial data to identify trends, variances, and opportunities for improvement.
  • Develop and maintain comprehensive financial models to support business planning and evaluation.
  • Collaborate with cross-functional teams to align financial projections with strategic goals.
  • Prepare detailed financial reports and presentations for senior management and stakeholders.
  • Monitor and manage risks associated with financial activities and investments.
  • Ensure compliance with financial policies and regulations, maintaining accuracy and integrity in all financial operations.
  • Assist in budgeting and forecasting processes, improving accuracy and efficiency of financial plans.
  • Support management in strategic financial decision-making through data-driven insights.
This advertiser has chosen not to accept applicants from your region.

Manager Financial Planning & Analysis

Mumbai, Maharashtra Abbott

Posted 12 days ago

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Job Description

JOB SUMMARY
Effectively manage financial forecast for rlbe and financial reporting. Provide business finance support to various functions for the budgets that they handle from FP&A perspective.
CORE JOB RESPONSIBILITIES
FP&A Role:
Support in Sales forecasting at SKU/Brand/Channel/
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AVP- Financial Planning & Analysis

Mumbai, Maharashtra Citigroup

Posted 12 days ago

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Job Description

The Financial Planning and Analysis Senior Analyst is an intermediate level position responsible for providing management with an analysis and insight of Citi's financial results in coordination with the broader Finance team. The overall objective is to utilize in-depth disciplinary knowledge to generate and analyze reports as well as contribute to the development of new techniques to improve processes and work-flow.
**Responsibilities:**
+ Address strategic issues on an ad hoc basis that are complementary to the regular planning and analysis processes
+ Contribute to Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
+ Generate flash results/highlights for Board of Directors' reports and Executive Management reports
+ Develop/coordinate processes (e.g. the annual planning and periodic forecasting processes) and review results against plans monthly including business analysis functions performed by Business Unit Managers (BUMs)
+ Participate in annual budget CCAR PPNR forecasts, 3-year strategic and operating plans and monthly estimate outlook process
+ Oversee the estimation of risk capital and incorporate results into management report metrics for decision processes
+ Analyze key management review presentations for individual Regions and Products
+ Execute time critical activities for client facing Financial Planning and Analysis teams
+ Contribute to the development of review material for internal leadership and external regulator reviews
+ Has the ability to operate with a limited level of direct supervision.
+ Can exercise independence of judgement and autonomy.
+ Acts as SME to senior stakeholders and /or other team members.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 5-8 years of experience working with a variety of financial platforms
+ Proficient with Microsoft Office applications
+ Demonstrated presentation skills
+ Consistently demonstrates clear and concise written and verbal communication skills
**Education:**
+ Bachelor's degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Finance
---
**Job Family:**
Financial Planning & Analysis
---
**Time Type:**
---
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law ( " poster. View the EEO is the Law Supplement ( .
View the EEO Policy Statement ( .
View the Pay Transparency Posting ( is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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Asst Manager - Financial Planning

Mumbai, Maharashtra Packfora

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Job Description

FP&A & Investor Relation Professional

Location: Mumbai, Andheri

Role Overview

We are seeking a highly motivated and skilled Financial Planning & Analysis (FP&A) & Investor Relations Professional to join our dynamic team. This role is crucial in driving business growth and profitability by providing data-driven insights, automating financial processes, and enhancing analytical capabilities. The ideal candidate will be a proactive problem-solver with a strong foundation in finance and a passion for technology.

Key Responsibilities

  • Financial Analysis & Reporting: Prepare financial forecasts, budgets, and management reports to support strategic decision-making. Conduct variance analysis to identify key business drivers and areas for improvement.
  • Business Partnering: Collaborate with various business units to understand their operations, provide financial support initiatives aimed at improving growth and profitability.
  • Automation & Process Improvement: Identify opportunities to streamline and automate financial processes, including reporting and data consolidation, using tools like Excel, Power BI, or other analytical software.
  • Analytics: Develop and maintain dashboards and analytical tools to provide real-time insights into financial performance. Leverage data to tell a compelling story and influence business outcomes.
  • Investor Relations: Preparing investor updates, presentations, and financial summaries for existing and potential stakeholders. Support ad-hoc analysis related to fundraising, market benchmarking, and due diligence requests, ensuring accurate and timely information flow to investors while maintaining confidentiality.
  • Ad-Hoc Projects: Support senior leadership with special projects, due diligence, and other strategic initiatives as needed.

Required Qualifications

  • A Chartered Accountant (CA) with a one-attempt pass record or an MBA in Finance from a reputable institution.
  • 0-2 years of post-qualification experience in a relevant FP&A, corporate finance, or business analytics role. If it’s a fresher CA than he or she must have a internship experience from a reputed firm.
  • Strong understanding of financial modelling, budgeting, and forecasting principles.
  • Proven experience with data analysis and the ability to translate complex financial data into clear, actionable insights.

Desired Skills

  • Proficiency in Microsoft Excel (advanced functions, macros) and PowerPoint.
  • Experience with data visualization tools such as Power BI .
  • Knowledge of ERP and CRM tools like Dynamics , CRM and automation tools and scripting languages (e.g., Python) is a significant plus.
  • Exceptional analytical, communication, and interpersonal skills.
  • Ability to work independently and manage multiple priorities in a fast-paced environment.
This advertiser has chosen not to accept applicants from your region.

Financial Planning and Analysis

Mumbai, Maharashtra Deloitte

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Job Description

Your potential, unleashed.

India’s impact on the global economy has increased at an exponential rate and Deloitte presents an opportunity to unleash and realize your potential amongst cutting edge leaders, and organizations shaping the future of the region, and indeed, the world beyond.

At Deloitte, your whole self to work, every day. Combine that with our drive to propel with purpose and you have the perfect playground to collaborate, innovate, grow, and make an impact that matters.


The team

The Enabling Area – Information Technology team is responsible for building & maintaining different applications for Deloitte South Asia that focuses on providing employee experience.


Position title:

Deputy Manager – Program Management office – National Office


Reports to:

Partner – PMO National Office


Reporting Partner:

Partner – PMO National Office, Chief Operating Officer


Primary purpose of the role:


Performance analysis, budgeting & planning, management reporting and driving execution of strategic priorities and initiatives for Deloitte South Asia as part of Program Management Office

Major responsibilities & deliverables:

Deloitte in India is a fast-growing leading professional services firm. Driven by the Purpose - to make an impact that matters for its clients, people and community, Deloitte in India is on its journey to the undisputed leadership. It is known in the marketplace for outstanding professionals who deliver superior value to clients with differentiated offerings.

Project Management Office (PMO) plays a critical role in advancing organization’s strategic priorities through dedicated sprints/ programs and by providing cutting edge analysis and reports to the leadership. You will be part of this high-performance team and have following specific responsibilities:

  • Data analysis, data mining, preparation of management reports and presentations
  • Lead/ assist in implementation of Strategic choices and priorities through sprints
  • Work closely with the business PMO teams and Enabling Area teams on annual planning, budgeting and multiple annual projects managed by National office
  • Collaborate with the owners of specific initiatives in the development of detailed work plans and to facilitate project management
  • Provide program management support across India for one Deloitte initiatives
  • Define key performance measures for initiatives, develop tracking mechanism/ reports, and monitor progress to share updates with the Leadership


Skills Required:

  • Excellent Excel; Word; PowerPoint and MS project skills
  • Financial Planning (Anaplan )
  • Data Visualization (Power BI , Tableau)
  • Good presence and the ability manage upwards and build relationship with senior leadership
  • Result oriented, flexible and ability to stretch/ go beyond
  • Effectively managing multiple time critical tasks
  • Excellent oral and written communication skills
  • Strong analytical and quantitative skills


Qualifications required:

MBA from a top tier school with 4-5 years post-graduation experience

Experience required, Any Specific Industry / Company exposure:

Preferably PMO experience with professional services firm or large IT/ITES firm, BFSI industry or previous experience in Management Consulting.


How you’ll grow


Connect for impact


Our exceptional team of professionals across the globe are solving some of the world’s most complex business problems, as well as directly supporting our communities, the planet, and each other. Know more in our Global Impact Report and our India Impact Report .


Empower to lead


You can be a leader irrespective of your career level. Our colleagues are characterized by their ability to inspire, support, and provide opportunities for people to deliver their best and grow both as professionals and human beings. Know more about Deloitte and our One Young World partnership.


Inclusion for all


At Deloitte, people are valued and respected for who they are and are trusted to add value to their clients, teams and communities in a way that reflects their own unique capabilities. Know more about everyday steps that you can take to be more inclusive. At Deloitte, we believe in the unique skills, attitude and potential each and every one of us brings to the table to make an impact that matters.


Drive your career


At Deloitte, you are encouraged to take ownership of your career. We recognize there is no one size fits all career path, and global, cross-business mobility and up / re-skilling are all within the range of possibilities to shape a unique and fulfilling career. Know more about Life at Deloitte.


Everyone’s welcome… entrust your happiness to us


Our workspaces and initiatives are geared towards your 360-degree happiness. This includes specific needs you may have in terms of accessibility, flexibility, safety and security, and caregiving. Here’s a glimpse of things that are in store for you.


Interview tips


We want job seekers exploring opportunities at Deloitte to feel prepared, confident, and comfortable. To help you with your interview, we suggest that you do your research, know some background about the organization and the business area you’re applying to. Check out recruiting tips from Deloitte professionals.

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

Asst Manager - Financial Planning

Mumbai, Maharashtra Packfora

Posted today

Job Viewed

Tap Again To Close

Job Description

FP&A & Investor Relation Professional

Location: Mumbai, Andheri

Role Overview

We are seeking a highly motivated and skilled Financial Planning & Analysis (FP&A) & Investor Relations Professional to join our dynamic team. This role is crucial in driving business growth and profitability by providing data-driven insights, automating financial processes, and enhancing analytical capabilities. The ideal candidate will be a proactive problem-solver with a strong foundation in finance and a passion for technology.

Key Responsibilities

  • Financial Analysis & Reporting: Prepare financial forecasts, budgets, and management reports to support strategic decision-making. Conduct variance analysis to identify key business drivers and areas for improvement.
  • Business Partnering: Collaborate with various business units to understand their operations, provide financial support initiatives aimed at improving growth and profitability.
  • Automation & Process Improvement: Identify opportunities to streamline and automate financial processes, including reporting and data consolidation, using tools like Excel, Power BI, or other analytical software.
  • Analytics: Develop and maintain dashboards and analytical tools to provide real-time insights into financial performance. Leverage data to tell a compelling story and influence business outcomes.
  • Investor Relations: Preparing investor updates, presentations, and financial summaries for existing and potential stakeholders. Support ad-hoc analysis related to fundraising, market benchmarking, and due diligence requests, ensuring accurate and timely information flow to investors while maintaining confidentiality.
  • Ad-Hoc Projects: Support senior leadership with special projects, due diligence, and other strategic initiatives as needed.

Required Qualifications

  • A Chartered Accountant (CA) with a one-attempt pass record or an MBA in Finance from a reputable institution.
  • 0-2 years of post-qualification experience in a relevant FP&A, corporate finance, or business analytics role. If it’s a fresher CA than he or she must have a internship experience from a reputed firm.
  • Strong understanding of financial modelling, budgeting, and forecasting principles.
  • Proven experience with data analysis and the ability to translate complex financial data into clear, actionable insights.

Desired Skills

  • Proficiency in Microsoft Excel (advanced functions, macros) and PowerPoint.
  • Experience with data visualization tools such as Power BI .
  • Knowledge of ERP and CRM tools like Dynamics , CRM and automation tools and scripting languages (e.g., Python) is a significant plus.
  • Exceptional analytical, communication, and interpersonal skills.
  • Ability to work independently and manage multiple priorities in a fast-paced environment.
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