399 Financial Professionals jobs in Ahmedabad
Financial Advisor
Ahmedabad, Gujarat
TTEC
Posted 4 days ago
Job Viewed
Job Description
**Description - External**
Your potential has a place here with TTEC's award-winning employment experience. As a Financial Advisor working remote in Ahmedabad, India, you'll be a part of bringing humanity to business. #experienceTTEC
Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in INDIA says it all!
**What You'll Do -**
Under general supervision, this position will be responsible for planning, forecasting, and reporting client profitability. The role also requires that all new business is added to their portfolio correctly and managed following the same process. The successful candidate will need to work independently across multiple internal groups and teams to get the data required to finalize their client profitability models. The successful candidate will demonstrate a willingness to learn about the industry and how TTEC oversees their business to ensure they model accurately. Candidates must have strong problem-solving capabilities to think outside of the box and the ability to adapt and overcome through different types of obstacles. The candidate must demonstrate good communication skills, both written and spoken.
You'll report to Executive Director, Finance
**During a Typical Day, You'll**
+ Willingness to learn the business and use that knowledge to identify variances in operational and financial performance and research root cause with your operations partners and other teams involved in delivering to our clients.
+ Ability to understand financial goals and targets and leverage your skills to ensure the variance between actual operational and financial results are within those goals and targets.
+ Works with business leaders to strategize and model operational delivery that drives improvement in the business to achieve targeted results.
+ Responsible for communicating financial and business results, future risks and opportunities to the Finance team, Finance management, Executives and Managers, and other internal customers.
+ Ability to work in a matrixed organization where you will work with peers that are at, below, and above your role and/or skill set.
+ Build and maintain complex Excel forecasting models to predict revenue and expenses by client and business line, and manage regular reporting (weekly, monthly, quarterly, annual) by comparing forecasts with actuals across multiple clients and teams to ensure accurate results.
+ Ability to be consistent and follow modeling, file, and naming conventions. Ability to document your work effort weekly for status reporting to management.
+ Ability to recognize when a model, process, or approach is not efficient or is broken. Ability to design the solution, including gaining agreement from your business peers and then implement the solution. In situations where the problem is too large to resolve yourself, ability to communicate the problem and participate in the solution.
+ Willingness to manage/coach one junior financial analyst that supports your portfolio but manages a smaller number of clients and forecasting models.
+ Willingness to take an Excel based modeling test as part of the application process.
**What You Bring to the Role**
+ Must have experience in Excel based Financial Planning and Analysis (FP&A). Minimum 4 years' experience preferred.
+ Prior experience in business process outsourcing (BPO) industry or similar industry preferred.
+ Experience in pricing and/or business case modeling a benefit, especially Excel based modeling.
+ Ability to communicate at different levels both written and spoken.
+ Demonstrated experience in Hyperion Essbase.
+ Must have a successful track record in planning long-term strategic plans and meeting established milestones.
+ Should be informed on current industry trends and technologies to keep business unit on leading edge.
**What You Can Expect**
· Supportive of your career and professional development
· An inclusive culture and community minded organization where giving back is encouraged
· A global team of curious lifelong learners guided by our company values
· Ask us about our paid time off (PTO) and wellness and healthcare benefits
· And yes. a great compensation package and performance bonus opportunities, benefits you'd expect and maybe a few that would pleasantly surprise you (like tuition reimbursement)
**About TTEC**
Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
#LI-Remote
**Employment Requirements** : _TTEC requires all employees hired in the India to successfully pass a background check including employment credentials, education, permanent and current address verification and if applicable, immigration and work permit documentation as a condition of employment. Depending on location and client program, a drug test may also be required as a condition of employment. TTEC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. You will be asked to share with TTEC as well as its representatives, all such personal information that it may require to conduct such background verification and also agree to TTEC and its representatives collecting and storing such personal information and transferring the same, whether in India or abroad._
**Title:** _Financial Advisor_
**Location:** _India-Gujarat-Ahmedabad_
**Requisition ID:** _046NY_
Your potential has a place here with TTEC's award-winning employment experience. As a Financial Advisor working remote in Ahmedabad, India, you'll be a part of bringing humanity to business. #experienceTTEC
Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in INDIA says it all!
**What You'll Do -**
Under general supervision, this position will be responsible for planning, forecasting, and reporting client profitability. The role also requires that all new business is added to their portfolio correctly and managed following the same process. The successful candidate will need to work independently across multiple internal groups and teams to get the data required to finalize their client profitability models. The successful candidate will demonstrate a willingness to learn about the industry and how TTEC oversees their business to ensure they model accurately. Candidates must have strong problem-solving capabilities to think outside of the box and the ability to adapt and overcome through different types of obstacles. The candidate must demonstrate good communication skills, both written and spoken.
You'll report to Executive Director, Finance
**During a Typical Day, You'll**
+ Willingness to learn the business and use that knowledge to identify variances in operational and financial performance and research root cause with your operations partners and other teams involved in delivering to our clients.
+ Ability to understand financial goals and targets and leverage your skills to ensure the variance between actual operational and financial results are within those goals and targets.
+ Works with business leaders to strategize and model operational delivery that drives improvement in the business to achieve targeted results.
+ Responsible for communicating financial and business results, future risks and opportunities to the Finance team, Finance management, Executives and Managers, and other internal customers.
+ Ability to work in a matrixed organization where you will work with peers that are at, below, and above your role and/or skill set.
+ Build and maintain complex Excel forecasting models to predict revenue and expenses by client and business line, and manage regular reporting (weekly, monthly, quarterly, annual) by comparing forecasts with actuals across multiple clients and teams to ensure accurate results.
+ Ability to be consistent and follow modeling, file, and naming conventions. Ability to document your work effort weekly for status reporting to management.
+ Ability to recognize when a model, process, or approach is not efficient or is broken. Ability to design the solution, including gaining agreement from your business peers and then implement the solution. In situations where the problem is too large to resolve yourself, ability to communicate the problem and participate in the solution.
+ Willingness to manage/coach one junior financial analyst that supports your portfolio but manages a smaller number of clients and forecasting models.
+ Willingness to take an Excel based modeling test as part of the application process.
**What You Bring to the Role**
+ Must have experience in Excel based Financial Planning and Analysis (FP&A). Minimum 4 years' experience preferred.
+ Prior experience in business process outsourcing (BPO) industry or similar industry preferred.
+ Experience in pricing and/or business case modeling a benefit, especially Excel based modeling.
+ Ability to communicate at different levels both written and spoken.
+ Demonstrated experience in Hyperion Essbase.
+ Must have a successful track record in planning long-term strategic plans and meeting established milestones.
+ Should be informed on current industry trends and technologies to keep business unit on leading edge.
**What You Can Expect**
· Supportive of your career and professional development
· An inclusive culture and community minded organization where giving back is encouraged
· A global team of curious lifelong learners guided by our company values
· Ask us about our paid time off (PTO) and wellness and healthcare benefits
· And yes. a great compensation package and performance bonus opportunities, benefits you'd expect and maybe a few that would pleasantly surprise you (like tuition reimbursement)
**About TTEC**
Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
#LI-Remote
**Employment Requirements** : _TTEC requires all employees hired in the India to successfully pass a background check including employment credentials, education, permanent and current address verification and if applicable, immigration and work permit documentation as a condition of employment. Depending on location and client program, a drug test may also be required as a condition of employment. TTEC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. You will be asked to share with TTEC as well as its representatives, all such personal information that it may require to conduct such background verification and also agree to TTEC and its representatives collecting and storing such personal information and transferring the same, whether in India or abroad._
**Title:** _Financial Advisor_
**Location:** _India-Gujarat-Ahmedabad_
**Requisition ID:** _046NY_
This advertiser has chosen not to accept applicants from your region.
0
Financial Advisor
Ahmedabad, Gujarat
TTEC
Posted 4 days ago
Job Viewed
Job Description
Your potential has a place here with TTEC's award-winning employment experience. As a Financial Advisor working remote in Ahmedabad, India, you'll be a part of bringing humanity to business. #experienceTTEC
Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in INDIA says it all!
**What You'll Do -**
Under general supervision, this position will be responsible for planning, forecasting, and reporting client profitability. The role also requires that all new business is added to their portfolio correctly and managed following the same process. The successful candidate will need to work independently across multiple internal groups and teams to get the data required to finalize their client profitability models. The successful candidate will demonstrate a willingness to learn about the industry and how TTEC oversees their business to ensure they model accurately. Candidates must have strong problem-solving capabilities to think outside of the box and the ability to adapt and overcome through different types of obstacles. The candidate must demonstrate good communication skills, both written and spoken.
You'll report to Executive Director, Finance
**During a Typical Day, You'll**
+ Willingness to learn the business and use that knowledge to identify variances in operational and financial performance and research root cause with your operations partners and other teams involved in delivering to our clients.
+ Ability to understand financial goals and targets and leverage your skills to ensure the variance between actual operational and financial results are within those goals and targets.
+ Works with business leaders to strategize and model operational delivery that drives improvement in the business to achieve targeted results.
+ Responsible for communicating financial and business results, future risks and opportunities to the Finance team, Finance management, Executives and Managers, and other internal customers.
+ Ability to work in a matrixed organization where you will work with peers that are at, below, and above your role and/or skill set.
+ Build and maintain complex Excel forecasting models to predict revenue and expenses by client and business line, and manage regular reporting (weekly, monthly, quarterly, annual) by comparing forecasts with actuals across multiple clients and teams to ensure accurate results.
+ Ability to be consistent and follow modeling, file, and naming conventions. Ability to document your work effort weekly for status reporting to management.
+ Ability to recognize when a model, process, or approach is not efficient or is broken. Ability to design the solution, including gaining agreement from your business peers and then implement the solution. In situations where the problem is too large to resolve yourself, ability to communicate the problem and participate in the solution.
+ Willingness to manage/coach one junior financial analyst that supports your portfolio but manages a smaller number of clients and forecasting models.
+ Willingness to take an Excel based modeling test as part of the application process.
**What You Bring to the Role**
+ Must have experience in Excel based Financial Planning and Analysis (FP&A). Minimum 4 years' experience preferred.
+ Prior experience in business process outsourcing (BPO) industry or similar industry preferred.
+ Experience in pricing and/or business case modeling a benefit, especially Excel based modeling.
+ Ability to communicate at different levels both written and spoken.
+ Demonstrated experience in Hyperion Essbase.
+ Must have a successful track record in planning long-term strategic plans and meeting established milestones.
+ Should be informed on current industry trends and technologies to keep business unit on leading edge.
**What You Can Expect**
· Supportive of your career and professional development
· An inclusive culture and community minded organization where giving back is encouraged
· A global team of curious lifelong learners guided by our company values
· Ask us about our paid time off (PTO) and wellness and healthcare benefits
· And yes. a great compensation package and performance bonus opportunities, benefits you'd expect and maybe a few that would pleasantly surprise you (like tuition reimbursement)
**About TTEC**
Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
#LI-Onsite
**Employment Requirements** : _TTEC requires all employees hired in the India to successfully pass a background check including employment credentials, education, permanent and current address verification and if applicable, immigration and work permit documentation as a condition of employment. Depending on location and client program, a drug test may also be required as a condition of employment. TTEC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. You will be asked to share with TTEC as well as its representatives, all such personal information that it may require to conduct such background verification and also agree to TTEC and its representatives collecting and storing such personal information and transferring the same, whether in India or abroad._
**Title:** _Financial Advisor_
**Location:** _India-Gujarat-Ahmedabad_
**Requisition ID:** _046JV_
Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in INDIA says it all!
**What You'll Do -**
Under general supervision, this position will be responsible for planning, forecasting, and reporting client profitability. The role also requires that all new business is added to their portfolio correctly and managed following the same process. The successful candidate will need to work independently across multiple internal groups and teams to get the data required to finalize their client profitability models. The successful candidate will demonstrate a willingness to learn about the industry and how TTEC oversees their business to ensure they model accurately. Candidates must have strong problem-solving capabilities to think outside of the box and the ability to adapt and overcome through different types of obstacles. The candidate must demonstrate good communication skills, both written and spoken.
You'll report to Executive Director, Finance
**During a Typical Day, You'll**
+ Willingness to learn the business and use that knowledge to identify variances in operational and financial performance and research root cause with your operations partners and other teams involved in delivering to our clients.
+ Ability to understand financial goals and targets and leverage your skills to ensure the variance between actual operational and financial results are within those goals and targets.
+ Works with business leaders to strategize and model operational delivery that drives improvement in the business to achieve targeted results.
+ Responsible for communicating financial and business results, future risks and opportunities to the Finance team, Finance management, Executives and Managers, and other internal customers.
+ Ability to work in a matrixed organization where you will work with peers that are at, below, and above your role and/or skill set.
+ Build and maintain complex Excel forecasting models to predict revenue and expenses by client and business line, and manage regular reporting (weekly, monthly, quarterly, annual) by comparing forecasts with actuals across multiple clients and teams to ensure accurate results.
+ Ability to be consistent and follow modeling, file, and naming conventions. Ability to document your work effort weekly for status reporting to management.
+ Ability to recognize when a model, process, or approach is not efficient or is broken. Ability to design the solution, including gaining agreement from your business peers and then implement the solution. In situations where the problem is too large to resolve yourself, ability to communicate the problem and participate in the solution.
+ Willingness to manage/coach one junior financial analyst that supports your portfolio but manages a smaller number of clients and forecasting models.
+ Willingness to take an Excel based modeling test as part of the application process.
**What You Bring to the Role**
+ Must have experience in Excel based Financial Planning and Analysis (FP&A). Minimum 4 years' experience preferred.
+ Prior experience in business process outsourcing (BPO) industry or similar industry preferred.
+ Experience in pricing and/or business case modeling a benefit, especially Excel based modeling.
+ Ability to communicate at different levels both written and spoken.
+ Demonstrated experience in Hyperion Essbase.
+ Must have a successful track record in planning long-term strategic plans and meeting established milestones.
+ Should be informed on current industry trends and technologies to keep business unit on leading edge.
**What You Can Expect**
· Supportive of your career and professional development
· An inclusive culture and community minded organization where giving back is encouraged
· A global team of curious lifelong learners guided by our company values
· Ask us about our paid time off (PTO) and wellness and healthcare benefits
· And yes. a great compensation package and performance bonus opportunities, benefits you'd expect and maybe a few that would pleasantly surprise you (like tuition reimbursement)
**About TTEC**
Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
#LI-Onsite
**Employment Requirements** : _TTEC requires all employees hired in the India to successfully pass a background check including employment credentials, education, permanent and current address verification and if applicable, immigration and work permit documentation as a condition of employment. Depending on location and client program, a drug test may also be required as a condition of employment. TTEC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. You will be asked to share with TTEC as well as its representatives, all such personal information that it may require to conduct such background verification and also agree to TTEC and its representatives collecting and storing such personal information and transferring the same, whether in India or abroad._
**Title:** _Financial Advisor_
**Location:** _India-Gujarat-Ahmedabad_
**Requisition ID:** _046JV_
This advertiser has chosen not to accept applicants from your region.
1
Financial Advisor
Ahmedabad, Gujarat
TTEC
Posted 4 days ago
Job Viewed
Job Description
**Description - External**
Your potential has a place here with TTEC's award-winning employment experience. As a Financial Advisor working remote in Ahmedabad, India, you'll be a part of bringing humanity to business. #experienceTTEC
Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in INDIA says it all!
**What You'll Do -**
Under general supervision, this position will be responsible for reporting and forecasting top line revenue for the Engage portfolios. The role also requires that all new business is added to their portfolio correctly and managed following the same process. The successful candidate will need to work independently across multiple internal groups and teams to get the data required to track and manage all newly sold business. The successful candidate will demonstrate a willingness to learn the industry and how TTEC oversees their business to ensure they model accurately. Candidates must have strong problem solving capabilities to think outside of the box and the ability to adapt and overcome through different types of obstacles. The candidate must demonstrate good communication skills, both written and spoken.
You will be reporting to Executive Director, Finance
**During a Typical Day, You'll**
+ Willingness to learn the business and use that knowledge to identify variances in operational and financial performance and research root cause with your operations partners and other teams involved in delivering to our clients.
+ Ability to understand financial goals and targets and leverage your skills to ensure the variance between actual operational and financial results are within those goals and targets.
+ Works with business leaders to strategize and model financial outcomes that improve topline revenue and margins to achieve targeted results.
+ Responsible for communicating financial and business results, future risks and opportunities to the Finance team, Finance management, Executives and Managers, and other internal customers.
+ Ability to work in a matrixed organization where you will work with peers that are at, below, and above your role and/or skill set.
+ Responsible for maintaining and implementing Excel based reporting dashboards to report company revenue and expense by client and line of business.
+ Ability to manage annual, quarterly, monthly, and weekly reporting across multiple clients and lines of business. Willingness to work across multiple teams to capture all the data necessary to report accurately for each reporting period.
+ Ability to be consistent and follow modeling, file, and naming conventions. Ability to document your work effort weekly for status reporting to management.
+ Ability to recognize when a model, process, or approach is not efficient or is broken. Ability to design the solution, including gaining agreement from your business peers and then implement the solution. In situations where the problem is too large to resolve yourself, ability to communicate the problem and participate in the solution.
**What You Bring to the Role**
+ Experience in pricing and/or business case modeling required, especially Excel based modeling.
+ Experience supporting a sales organization or teams focused on top line revenue growth.
+ Must have experience in Excel based Financial Planning and Analysis (FP&A). Minimum 4 years' experience preferred.
+ Prior experience in business process outsourcing (BPO) industry or similar industry preferred.
+ Ability to communicate at different levels both written and spoken.
+ Demonstrated experience in Hyperion Essbase.
+ Should be informed on current industry trends and technologies to keep business unit on leading edge.
**What You Can Expect**
- Supportive of your career and professional development
- An inclusive culture and community minded organization where giving back is encouraged
- A global team of curious lifelong learners guided by our company values
- Ask us about our paid time off (PTO) and wellness and healthcare benefits
- And yes. a great compensation package and performance bonus opportunities, benefits you'd expect and maybe a few that would pleasantly surprise you (like tuition reimbursement)
**About TTEC**
Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
#LI-remote
**Employment Requirements** : _TTEC requires all employees hired in the India to successfully pass a background check including employment credentials, education, permanent and current address verification and if applicable, immigration and work permit documentation as a condition of employment. Depending on location and client program, a drug test may also be required as a condition of employment. TTEC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. You will be asked to share with TTEC as well as its representatives, all such personal information that it may require to conduct such background verification and also agree to TTEC and its representatives collecting and storing such personal information and transferring the same, whether in India or abroad._
**Title:** _Financial Advisor_
**Location:** _India-Gujarat-Ahmedabad_
**Requisition ID:** _046PV_
Your potential has a place here with TTEC's award-winning employment experience. As a Financial Advisor working remote in Ahmedabad, India, you'll be a part of bringing humanity to business. #experienceTTEC
Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in INDIA says it all!
**What You'll Do -**
Under general supervision, this position will be responsible for reporting and forecasting top line revenue for the Engage portfolios. The role also requires that all new business is added to their portfolio correctly and managed following the same process. The successful candidate will need to work independently across multiple internal groups and teams to get the data required to track and manage all newly sold business. The successful candidate will demonstrate a willingness to learn the industry and how TTEC oversees their business to ensure they model accurately. Candidates must have strong problem solving capabilities to think outside of the box and the ability to adapt and overcome through different types of obstacles. The candidate must demonstrate good communication skills, both written and spoken.
You will be reporting to Executive Director, Finance
**During a Typical Day, You'll**
+ Willingness to learn the business and use that knowledge to identify variances in operational and financial performance and research root cause with your operations partners and other teams involved in delivering to our clients.
+ Ability to understand financial goals and targets and leverage your skills to ensure the variance between actual operational and financial results are within those goals and targets.
+ Works with business leaders to strategize and model financial outcomes that improve topline revenue and margins to achieve targeted results.
+ Responsible for communicating financial and business results, future risks and opportunities to the Finance team, Finance management, Executives and Managers, and other internal customers.
+ Ability to work in a matrixed organization where you will work with peers that are at, below, and above your role and/or skill set.
+ Responsible for maintaining and implementing Excel based reporting dashboards to report company revenue and expense by client and line of business.
+ Ability to manage annual, quarterly, monthly, and weekly reporting across multiple clients and lines of business. Willingness to work across multiple teams to capture all the data necessary to report accurately for each reporting period.
+ Ability to be consistent and follow modeling, file, and naming conventions. Ability to document your work effort weekly for status reporting to management.
+ Ability to recognize when a model, process, or approach is not efficient or is broken. Ability to design the solution, including gaining agreement from your business peers and then implement the solution. In situations where the problem is too large to resolve yourself, ability to communicate the problem and participate in the solution.
**What You Bring to the Role**
+ Experience in pricing and/or business case modeling required, especially Excel based modeling.
+ Experience supporting a sales organization or teams focused on top line revenue growth.
+ Must have experience in Excel based Financial Planning and Analysis (FP&A). Minimum 4 years' experience preferred.
+ Prior experience in business process outsourcing (BPO) industry or similar industry preferred.
+ Ability to communicate at different levels both written and spoken.
+ Demonstrated experience in Hyperion Essbase.
+ Should be informed on current industry trends and technologies to keep business unit on leading edge.
**What You Can Expect**
- Supportive of your career and professional development
- An inclusive culture and community minded organization where giving back is encouraged
- A global team of curious lifelong learners guided by our company values
- Ask us about our paid time off (PTO) and wellness and healthcare benefits
- And yes. a great compensation package and performance bonus opportunities, benefits you'd expect and maybe a few that would pleasantly surprise you (like tuition reimbursement)
**About TTEC**
Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
#LI-remote
**Employment Requirements** : _TTEC requires all employees hired in the India to successfully pass a background check including employment credentials, education, permanent and current address verification and if applicable, immigration and work permit documentation as a condition of employment. Depending on location and client program, a drug test may also be required as a condition of employment. TTEC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. You will be asked to share with TTEC as well as its representatives, all such personal information that it may require to conduct such background verification and also agree to TTEC and its representatives collecting and storing such personal information and transferring the same, whether in India or abroad._
**Title:** _Financial Advisor_
**Location:** _India-Gujarat-Ahmedabad_
**Requisition ID:** _046PV_
This advertiser has chosen not to accept applicants from your region.
2
Strategic Financial Advisor
Ahmedabad, Gujarat
beBeeInvestment
Posted today
Job Viewed
Job Description
As a strategic financial advisor, you will be responsible for assisting family offices in developing and implementing effective investment strategies. This role is ideal for finance professionals looking to gain valuable experience in asset allocation and risk management.
The purpose of this study is to understand the decision-making process behind family office investment strategies. You will be required to participate in an online discussion forum lasting approximately 10 minutes.
- Excellent understanding of financial markets and instruments
- Strong analytical and problem-solving skills
- Ability to work independently and as part of a team
Benefits: The opportunity to contribute to the development of innovative investment solutions and collaborate with like-minded professionals.
By participating in this study, you will not only gain valuable insights into the world of family office investing but also have the chance to network with peers from diverse backgrounds.
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3
Strategic Financial Advisor
Ahmedabad, Gujarat
beBeeFinancial
Posted today
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Job Description
As a Strategic Financial Advisor, you will play a pivotal role in delivering high-quality financial advisory services to clients. You will work closely with teams across multiple departments to support senior bankers in delivering exceptional client service.
The ideal candidate will possess strong analytical and communication skills, as well as excellent technical knowledge and business acumen. They will be able to build strong relationships with clients and internal stakeholders, and provide strategic advice to clients throughout the transaction process.
This advertiser has chosen not to accept applicants from your region.
4
Financial Services Advisor
Gandhinagar, Gujarat
beBeeInvestment
Posted today
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Job Title: Financial Services Advisor
We are seeking a highly skilled and detail-oriented Financial Services Advisor to support senior bankers in delivering financial advisory services. This role will involve working closely with clients to understand their financial needs and providing expert advice on investment opportunities.
- Key Responsibilities:
- Create complex financial models to assess clients' financial health and potential investments.
- Analyze company valuations, financial metrics, and market trends to provide insightful recommendations to clients.
- Support deal execution, manage timelines, coordinate teams, and communicate effectively with clients.
- Develop marketing materials, client reports, and investment memorandums that showcase clients' strengths and opportunities.
- Conduct industry research, track public company financials, and analyze market data to inform clients' investment decisions.
- Collaborate with senior bankers to create high-quality presentations, edit written reports, and provide strategic advice to clients.
About the Role:
This is an exciting opportunity for a motivated and organized individual to join our dynamic team as a Financial Services Advisor . The ideal candidate will have a strong understanding of financial markets, excellent analytical skills, and the ability to communicate complex ideas effectively.
Requirements:
A Bachelor's degree in Finance, Accounting, or a related field, with proficiency in Excel, Microsoft Office Suite, and experience in financial modeling. Strong communication and interpersonal skills, with the ability to work collaboratively as part of a team.
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5
Senior Financial Advisor - Wealth Management
380001 Ahmedabad, Gujarat
₹80000 Annually
WhatJobs
Posted 2 days ago
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Our client is seeking an experienced and client-focused Senior Financial Advisor to join their esteemed wealth management team in Ahmedabad, Gujarat, IN . This role involves providing comprehensive financial planning and investment advisory services to high-net-worth individuals and families. You will be responsible for understanding clients' financial goals, risk tolerance, and life circumstances to develop personalized strategies for wealth accumulation, preservation, and transfer. The ideal candidate will possess a deep understanding of investment products, retirement planning, estate planning, and tax implications. Responsibilities include conducting financial needs analyses, creating customized financial plans, recommending appropriate investment portfolios, and regularly reviewing and adjusting strategies to meet evolving client objectives. This position requires exceptional communication, interpersonal, and relationship-building skills, as well as a strong ethical compass and a commitment to fiduciary responsibility. The role involves a hybrid work model, combining client meetings and team collaborations in the office with remote work for analysis, planning, and administrative tasks. We are looking for a proactive, results-oriented professional who can build and maintain long-term client relationships and contribute to the firm's success.
Key Responsibilities:
Qualifications:
Key Responsibilities:
- Develop and implement comprehensive financial plans for clients.
- Provide expert advice on investment strategies, retirement planning, and risk management.
- Analyze clients' financial situations and recommend suitable financial products.
- Build and maintain strong, long-term relationships with clients.
- Conduct regular reviews of client portfolios and adjust strategies as needed.
- Stay abreast of market trends, economic conditions, and regulatory changes.
- Ensure compliance with all industry regulations and company policies.
- Identify opportunities for new client acquisition and business development.
- Collaborate with internal specialists (e.g., estate planners, tax advisors) to provide holistic solutions.
- Maintain accurate client records and documentation.
- Educate clients on financial concepts and investment strategies.
- Achieve individual and team sales and service targets.
Qualifications:
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Minimum 5 years of experience in financial advisory, wealth management, or a related role.
- Relevant certifications such as CFP (Certified Financial Planner), CFA, or NISM certifications are highly preferred.
- Proven track record of managing a client portfolio and achieving financial goals.
- In-depth knowledge of financial markets, investment vehicles, and financial planning tools.
- Excellent communication, presentation, and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Ethical conduct and commitment to a fiduciary standard.
- Ability to work independently and collaboratively in a hybrid work environment.
- Proficiency in financial planning software and CRM systems.
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6
Senior Financial Professional
Gandhinagar, Gujarat
beBeeFinancialProfessional
Posted today
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Job Summary
We are seeking a highly skilled Senior Financial Professional to join our team. This role offers excellent growth opportunities and the chance to work directly with our UK-based team.
Main Responsibilities:- Financial Planning and Analysis: Prepare financial forecasts, budgets, and periodic management reports, ensuring accuracy and timeliness
- Vendor Management: Coordinate with external vendors for statutory accounts, tax filings, payroll, and compliance requirements across all jurisdictions
- Cross-Functional Collaboration: Assist the Operations team with initiatives beyond finance, including operations, project tracking, and process improvements
- Project Monitoring: Monitor projects and marketing initiatives, focusing on cost control and return on investment analysis
- Supplier Relationships: Manage supplier relationships and support vendor negotiations to improve cost efficiency
- Process Optimization: Drive internal efficiency by refining systems, processes, and time-management tools to support organizational growth
- Communication and Collaboration: Collaborate across teams, time zones, and cultures to ensure smooth operational execution and communication
- Data-Driven Decision Making: Provide data and insights for decision-making, reporting, and performance tracking
- Education: Bachelor or Masters degree in Finance, or a related field
- Certifications: CA/CPA/CFA/ACCA is a bonus
- Experience: 3+ years of experience in finance, operations, or business support roles
- CRM Experience: Essential
- Excellent Communication Skills: Required
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