3 Senior Financial Advisor jobs in Indore
Financial Advisor
Posted 25 days ago
Job Viewed
Job Description
TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.
Financial Advisor's required:
Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able to generate leads from open market. For conversion of leads, sales support will be provided. On conversion, average commission will be 25% of the premium, and monthly payout will be provided.
Positives:
- We don't have to prove TATA as a brand. People have trust in us.
- You will sell a product (Term plan / Life Insurance) which is need of the hour.
- Part time or full time.
- You may join us along with your present job also.
- Eligibility - Graduation or P. G.
- Profit margion - 25 - 30%
- Work from Home. You can be anywhere in India.
- No sales Target.
- Sales support will be provided.
Negatives:
- It's not an easy product to sell.
- You should be able to talk to people confidently. It's not an easy skill.
If the above interests you, please share your no. or call us directly @ .
Thanks
Gaurav Verma
CBA
TATA AIA Life Insurance
Senior Manager, Financial Planning & Analysis
Posted 1 day ago
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Job Description
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
Financial Planning and Analysis Manager
Posted 24 days ago
Job Viewed
Job Description
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
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