2,858 Strategic Financial Planning jobs in India

• Develop and maintain complex financial models for forecasting, budgeting, and long-range strategic planning.
• Analyze financial performance, identify key trends, and provide actionable insights to senior management.
• Prepare detailed financial reports, presentations, and dashboards for executive review.
• Conduct variance analysis and investigate significant deviations from planned financial outcomes.
• Evaluate the financial viability of new business initiatives, investments, and potential acquisitions.
• Support the annual budgeting process and monitor financial performance against budget.
• Collaborate with various departments to gather financial data and ensure accuracy.
• Stay current with industry trends, economic conditions, and regulatory changes impacting financial performance.
• Assist in the preparation of materials for board meetings and investor relations.
• Develop and refine financial reporting processes to enhance efficiency and accuracy.
• Provide ad-hoc financial analysis and support as required by the executive team.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Minimum of 5 years of progressive experience in financial analysis, strategic planning, or corporate finance.
• Proven expertise in financial modeling, forecasting, and valuation techniques.
• Strong proficiency in Microsoft Excel, including advanced functions, pivot tables, and data analysis tools.
• Experience with financial planning and analysis (FP&A) software (e.g., SAP BPC, Anaplan, Hyperion) is highly desirable.
• Excellent analytical, quantitative, and problem-solving skills.
• Strong understanding of accounting principles (GAAP/IFRS).
• Exceptional written and verbal communication skills, with the ability to present complex financial information clearly and concisely.
• Ability to work independently, manage multiple priorities, and meet strict deadlines in a remote work environment.
• High level of attention to detail and accuracy.
• Professional certifications such as CFA or CPA are a plus.

• Develop and maintain sophisticated financial models to support strategic planning, budgeting, and forecasting processes.
• Conduct in-depth financial analysis, including variance analysis, trend analysis, and profitability assessments.
• Prepare comprehensive financial reports, presentations, and dashboards for senior management and stakeholders.
• Assist in the annual budgeting process, working with department heads to develop accurate and realistic budgets.
• Monitor key financial performance indicators (KPIs) and provide insights into performance drivers.
• Support investment analysis, including evaluating potential acquisitions, capital expenditures, and new initiatives.
• Contribute to the development of long-term financial strategies and plans.
• Ensure accuracy and integrity of financial data, adhering to accounting principles and company policies.
• Identify opportunities for cost savings and operational efficiencies.
• Collaborate with accounting and other finance teams to ensure alignment and data consistency.
• Stay informed about industry trends and economic conditions that may impact the company's financial performance.

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
• Master's degree or professional certification (CFA, CPA) is a plus.
• Minimum of 5 years of experience in financial analysis, corporate finance, or strategic planning.
• Proven expertise in financial modeling, forecasting, and budgeting.
• Strong analytical and problem-solving skills with a high level of accuracy.
• Proficiency in financial software and advanced Microsoft Excel skills are essential.
• Experience with ERP systems (e.g., SAP, Oracle) is desirable.
• Excellent written and verbal communication skills, with the ability to present complex financial information clearly.
• Ability to work independently and manage multiple priorities in a deadline-driven environment.
• Proactive and results-oriented mindset.

• Develop and maintain detailed financial models for forecasting, budgeting, and long-range planning.
• Conduct variance analysis, comparing actual results to budget and forecast, and providing clear explanations for deviations.
• Prepare comprehensive financial reports and presentations for senior management and stakeholders.
• Assist in the annual budgeting process and periodic re-forecasting exercises.
• Analyze key financial and operational metrics to identify trends, risks, and opportunities.
• Provide financial support and guidance to various business units and departments.
• Evaluate the financial implications of strategic initiatives, new projects, and business opportunities.
• Perform ad-hoc financial analysis and modeling as required by management.
• Ensure accuracy and integrity of financial data and reporting.
• Stay updated on accounting standards and financial regulations.
• Collaborate with the accounting team to ensure proper financial statement preparation and analysis.

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field. A Master's degree or professional certification (e.g., CFA, CPA) is a plus.
• Minimum of 5 years of progressive experience in financial analysis, corporate finance, or a similar role.
• Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and data visualization.
• Experience with financial planning and analysis (FP&A) software and ERP systems (e.g., SAP, Oracle).
• Strong understanding of accounting principles and financial statement analysis.
• Excellent analytical, problem-solving, and critical thinking skills.
• Superior communication and presentation skills, with the ability to convey complex financial information clearly.
• Detail-oriented with a high degree of accuracy.
• Ability to manage multiple priorities and meet tight deadlines in a hybrid work environment.
• Experience in financial modeling and valuation is highly desirable.

• Develop and maintain sophisticated financial models for forecasting, budgeting, and long-range planning.
• Conduct in-depth variance analysis of actual results against budget and forecast, identifying key drivers and recommending corrective actions.
• Prepare monthly, quarterly, and annual financial reports for senior management, including insightful commentary and performance metrics.
• Support the annual budgeting process by coordinating with various departments, consolidating inputs, and ensuring alignment with strategic objectives.
• Perform ad-hoc financial analysis to support business initiatives, investment decisions, and strategic projects.
• Assist in the evaluation of potential mergers, acquisitions, and divestitures.
• Monitor key financial performance indicators (KPIs) and provide regular updates to stakeholders.
• Identify opportunities for process improvements within the finance function and implement efficiency gains.
• Ensure compliance with accounting policies and financial regulations.
• Collaborate with accounting teams to ensure accurate and timely financial close.
• Stay informed about economic and industry trends that may impact the company's financial performance.
• Mentor junior analysts and contribute to the development of the finance team.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• MBA, CFA, or CPA designation is highly preferred.
• Minimum of 5-7 years of experience in financial analysis, corporate finance, or a related role.
• Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP, complex formulas, macros) and financial modeling techniques.
• Experience with financial planning and analysis (FP&A) software (e.g., Hyperion, Anaplan, SAP BPC) is a strong plus.
• Solid understanding of accounting principles and financial statements.
• Excellent analytical, quantitative, and problem-solving skills.
• Strong communication and presentation skills, with the ability to articulate complex financial data clearly and concisely.
• Ability to work effectively in a fast-paced, deadline-driven environment.
• Detail-oriented with a high degree of accuracy.
• Experience in (Specify relevant industry, e.g., Manufacturing, Retail, Tech) is an advantage.

• Develop and maintain complex financial models for forecasting and scenario analysis.
• Prepare monthly, quarterly, and annual financial reports and presentations.
• Analyze financial performance against budget and forecast, identifying key variances and trends.
• Support the annual budgeting and long-range planning processes.
• Provide financial insights and recommendations to support strategic initiatives and business decisions.
• Collaborate with department heads to gather financial data and understand operational drivers.
• Identify key performance indicators (KPIs) and develop dashboards for tracking progress.
• Conduct ad-hoc financial analysis to support business needs.
• Ensure the accuracy and integrity of financial data.
• Contribute to process improvements within the finance department.

• Proven experience as a Financial Analyst or in a similar role.
• Strong understanding of financial modeling, budgeting, forecasting, and variance analysis.
• Advanced proficiency in Microsoft Excel, including pivot tables, complex formulas, and data visualization.
• Experience with financial planning and analysis (FP&A) software is a plus.
• Excellent analytical and problem-solving skills.
• Strong written and verbal communication skills, with the ability to present complex financial data clearly.
• Ability to work effectively both independently and as part of a hybrid team.
• Detail-oriented with a high degree of accuracy.
• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Professional certifications (e.g., CFA, CPA) are advantageous.

This is a remote position.

ALTERNATE TITLES Strategy, Finance

DEPARTMENT  Finance

COMPANY  Project X

REPORT TO CEO

We are seeking a highly motivated and talented individual to join our startup for a Strategy Position in the Finance department. This is an excellent opportunity for a driven individual interested in gaining practical experience in strategy development and financial analysis within the dynamic startup ecosystem. The successful candidate will work closely with our Finance team to support the strategic decision-making processes and contribute to the overall growth and success of the company.

Project X is a Jaipur-based innovation lab that creates and launches new ventures. Founded in 2020 by Tarang Sanghi, we create and launch new companies, products, and services that disrupt or complement existing ones, drawing from our cross-functional expertise. We brainstorm, execute, and refine ideas until we succeed. More details at We're building a team of innovators. Your application is awaited.

Your responsibilities in the Strategy Position will include:

We offer competitive compensation and benefits.

About TresVista

TresVista is a global enterprise whose business model is built to deliver enduring value. TresVista combines best practices, technologyenabled execution, and industry-leading talent to drive meaningful results. By integrating advisory capabilities with scalable delivery, TresVista helps clients operate smarter and grow stronger. TresVista’s services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics.

About the Department

The Financial Strategy Senior Associate is a multi-faceted role that primarily focuses on financial analysis, MIS reporting and strategic projects. It involves overseeing deliverables across corporate strategy, business performance review, analysis of business and operating models, firmwide budgeting and cost controls, and acquisition screening and industry & competitor analysis. The Senior Associate is expected to manage a team of Analysts and Associates and report to seniors on day-to-day operations.

Roles & Responsibilities

• Leading, training, and mentoring a team of Analysts and Associates
• Serving as an integral part of the management team to support the creation of value
• Providing critical information and analysis to make superior operating and strategic decisions
• Updating and maintaining operating models and reporting the analysis to the management every month
• Working with Senior Management on various strategic initiatives and projects across the firm
• Assisting Department HODs in building & auditing department budgets & tracking variance
• Working with various departments to streamline processes and systems to improve operational efficiency
• Leading efforts towards digital transformation and automation of departmental functions

Experience

• CA/CIMA/CFA/MBA with 3+ years of any experience
• Relevant experience could be in domains of Finance/Strategy/Consulting

Education & Certifications

MBA/ CFA charter holder/CA/CIMA/ICMA

Attributes

• Strong leadership skills
• Analytical ability and quick thinking
• Excellent interpersonal skills and communication skills (written and oral)
• Entrepreneurial and proactive attitude
• Accuracy and attention to detail
• Commitment and ownership
• Drive towards continuously learning, growing, and exceeding expectations