206 Financial Planning jobs in Mumbai

•To Manage the monthly financial reporting, planning processes.

•Manage revenue and related expense reporting for a Business Unit.

Has good experience in MIS Reporting, Budgeting, Variance Analysis and Cost Accountant.

Job Description

This role supports the development and implementation of strategic business initiatives to deliver financial performance. They are also the stewards within Finance who partner across other functions and Finance disciplines to help achieve the firm's overall finance objectives.

Responsibilities:

• Partnering with senior management to deliver on financial objectives, including revenue / expense goals, by providing insightful analysis and strategic advice on financial business decisions and plans.

• Serving as primary point of contact for business management team for all Finance disciplines including Finance Officers, Controllers, Treasury, and Tax.

• Informing and understanding business priorities to develop financial plans.

• Supporting performance based outcomes.
• Contributing to and executing on the strategic direction of team.

• Responsible for managing the various financial aspects, including:

• Maintaining strong partnerships with business heads to drive and influence strategic financial business decisions and plans.

• Partnering effectively across internal and external stakeholders including regulators, Investor Relations, Treasury, Risk, Legal and other functions while leading delivery of capital, risk and profitability targets.

• Helping drive financial discipline, efficiencies and a culture of accountability of delivering financial results.

• Developing multi-year financial plans in partnership with business heads that are integrated with Citigroup's overall strategic planning process.
• Providing regular financial performance updates to business heads, including escalation of any variances to financial plans with proposed actions to address.
• Developing business cases and analyses to inform and influence business investment decisions such as new product development, client segments, new market entries, external partnerships, technology builds, client decisions, and marketing spend decisions.
• Contributing to solutions for complex and multi layered financial challenges to drive appropriate outcomes across the business requiring conceptual thinking and analysis.

• Working with business to identify and execute on long and short term expense management and optimization initiatives.

• Providing financial reports and analytics to senior management, including key financial metrics, results, trends and analysis.

• Provide Input and thought leadership on internal decisions that have a major impact on the area managed, and possibly other related areas and the organization.
• 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• Relevant experience: 8-12 yrs experience
• Bachelor's/University degree, Master's degree preferred and managerial experience

-

Job Family Group:

Finance

-

Job Family:

Financial Accounting

-

Time Type:

Full time

-

Most Relevant Skills

Accounting Processes and Financial Controls, Assessment, Credible Challenge, Financial Accounting, Management Reporting, Policy and Regulation, Risk Management.

-

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

-

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

View Citi's EEO Policy Statement and the Know Your Rights poster.

Financial Planning & Analysis

• Preparation and publishing monthly Margin performance report
• Examine financial statements and records to ensure accuracy and regulatory compliance
• Preparation of monthly rolling forecasts/projections with detailed variance analysis drivers to management
• Comparative statement on Actual Vs Projections with reasons of variances
• Financial Reporting including quarterly board presentations, investor decks and other investor metrics
• Corporate Planning or budgeting for 3 years long range plan for whole of eClerx across Verticals and geographies: P&L and cash flow
• Use of Analytics to identify key levers for overall growth and profitability
• Build and enhance scenario planning to understand impact of different variables on operating margins
• Monthly KPI report for management
• Periodically document all accounting control procedures, identifying system issues and making suggestions for improvements

Skills required

• Strong accounting knowledge of Financial and Financial Planning roles
• Ability to understand and work with software systems and also deploy new software tools (both in-house and industry) to improve automation, productivity and effectiveness
• Proficient with Excel
• Strong execution skills
• Self-starter and highly motivated
• Good verbal and written communication skills
• Good analytical skills with ability to spot trends and insights

Job Description

This role supports the development and implementation of strategic business initiatives to deliver financial performance. They are also the stewards within Finance who partner across other functions and Finance disciplines to help achieve the firm's overall finance objectives.

Responsibilities:

• Partnering with senior management to deliver on financial objectives, including revenue / expense goals, by providing insightful analysis and strategic advice on financial business decisions and plans.

• Serving as primary point of contact for business management team for all Finance disciplines including Finance Officers, Controllers, Treasury, and Tax.

• Informing and understanding business priorities to develop financial plans.

• Supporting performance based outcomes.
• Contributing to and executing on the strategic direction of team.

• Responsible for managing the various financial aspects, including:

• Maintaining strong partnerships with business heads to drive and influence strategic financial business decisions and plans.

• Partnering effectively across internal and external stakeholders including regulators, Investor Relations, Treasury, Risk, Legal and other functions while leading delivery of capital, risk and profitability targets.

• Helping drive financial discipline, efficiencies and a culture of accountability of delivering financial results.

• Developing multi-year financial plans in partnership with business heads that are integrated with Citigroup's overall strategic planning process.
• Providing regular financial performance updates to business heads, including escalation of any variances to financial plans with proposed actions to address.
• Developing business cases and analyses to inform and influence business investment decisions such as new product development, client segments, new market entries, external partnerships, technology builds, client decisions, and marketing spend decisions.
• Contributing to solutions for complex and multi layered financial challenges to drive appropriate outcomes across the business requiring conceptual thinking and analysis.

• Working with business to identify and execute on long and short term expense management and optimization initiatives.

• Providing financial reports and analytics to senior management, including key financial metrics, results, trends and analysis.

• Provide Input and thought leadership on internal decisions that have a major impact on the area managed, and possibly other related areas and the organization.
• 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• Relevant experience: 5 to 8 Years
• Bachelor's/University degree, Master's degree preferred and managerial experience

-

Job Family Group:

Finance

-

Job Family:

Financial Accounting

-

Time Type:

Full time

-

Most Relevant Skills

Accounting Processes and Financial Controls, Assessment, Credible Challenge, Financial Accounting, Management Reporting, Policy and Regulation, Risk Management.

-

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

-

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

View Citi's EEO Policy Statement and the Know Your Rights poster.

Seeking an FP&A Manager with 3–5 yrs exp. to drive budgeting, forecasting, MIS, and financial modeling. Role includes AOP, variance analysis, dashboards, and business partnering with leadership for strategic decisions in a capex-heavy setup.

Calling all innovators – find your future at Fiserv.

We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.

Job Title

Financial Planning Analyst

About your role:

As a Financial Analysis - Sr Professional I, you'll be pivotal in driving financial planning and decision-making processes. This role contributes to the organization's financial health by analyzing data, developing financial models, and preparing comprehensive financial reports. The team emphasizes accurate and actionable financial insights that help guide Fiserv's strategic directions and business decisions.

What you'll do:

• Conduct detailed financial analysis and develop robust financial models to support business decisions.
• Prepare and present comprehensive financial reports to senior management.
• Analyze financial data to identify trends, variances, and opportunities for improvement.
• Collaborate with various departments to ensure alignment on financial planning and budgeting.
• Assist in the development and implementation of strategic financial plans.
• Provide actionable insights and recommendations based on financial data analysis.
• Responsibilities listed are not intended to be all-inclusive and may be modified as necessary.

Experience you'll need to have:

• 4+ years of experience in financial and data analysis with Excel and PowerBI
• 2+ years of experience in financial modeling
• 2+ years of experience with budgeting and forecasting tools
• 4+ years of an equivalent combination of educational background, related experience, and/or military experience

Experience that would be great to have:

• Strong understanding of accounting principles
• Experience in RPA tools like Power Automate & uiPath is preferred
• Experience with SAP or Oracle

Thank you for considering employment with Fiserv. Please:

• Apply using your legal name
• Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).

Our commitment to Diversity and Inclusion:

Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.

Note to agencies:

Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.

Warning about fake job posts:

Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.

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.

• Preparation of Budgeted Financial Statements including income statement, balance sheet, and cash flow projections.
• Budget Consolidation and Preparation – ensuring alignment across departments and business units.
• Financial Modeling in Excel – with the ability to build and maintain dynamic models to support scenario analysis and forecasting.
• IFRS Understanding – particularly in relation to budgeting implications and compliance.
• Group Consolidation and Elimination Impact – with experience in handling intercompany transactions and adjustments.
• SAP System Experience – particularly in modules relevant to budgeting, planning, and financial reporting.