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Financial Planning Job Vacancies in Bangalore

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  • 8 - 14 yrs
  • Bangalore
Financial Analysis Budgeting Forecasting Compliance ExcelERP Systems Financial Planning Corporate Finance Trade Finance Management Trade Finance Finance Accounts Tally Banking Finance Treasury
Key Responsibilities:Manage financial planning, budgeting, and reportingMonitor cash flow, expenses, and profitabilityEnsure compliance with financial regulationsBrief Summary:Handles financial health, planning, and strategic decision-making.
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Looking For Finance Manager

Crouzet Mechatronics India Pvt Ltd

  • 7 - 10 yrs
  • 9.0 Lac/Yr
  • Bangalore
Financial Planning Corporate Finance Financial Reporting International Finance Financial Modelling Legal Compliance
A Financial Manager role is to oversee all functions of an organization-s finance and accountingdepartment. The primary purpose of this position is to manage daily accounting activities; ensuring thatproper accounting and recording of company transactions are performed in an accurate and timelymanner; and producing financial and other key reports for management.
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  • 0 - 4 yrs
  • 3.8 Lac/Yr
  • Bangalore
Audit Planning Audit Sampling Internal Controls Risk Assessment Regulatory Compliance Internal Audit Financial Analysis Audit Reporting Audit Software
Job Responsibilities:Lead and support audit assignments, including internal audits, SOX audits, and internal control reviews.Perform financial analysis, verify books of accounts, and review supporting documents.Evaluate the effectiveness of internal controls and identify control gaps and risks.Prepare audit reports, working papers, documentation, and presentations.Ensure compliance with accounting standards, internal policies, and statutory requirements.Coordinate with internal teams, clients, and stakeholders to gather audit information and resolve queries.Assist in implementing and following up on audit recommendations.Use MS Office (Excel, Word, PowerPoint) and other technological tools effectively for analysis and reporting.Demonstrate flexibility to travel and commute within the city as per audit requirements.Key Requirements & Skills:Experience in Internal Controls and/or prior exposure to SOX audits.Strong analytical and reporting skills with attention to detail.Excellent communication skills (written, verbal, and interpersonal).Good technical knowledge in Finance and Accounts; CA background preferred.Quick learner with a resourceful and proactive approach.Ability to work independently and as part of a team.Travel flexibility as per business needs.one year of experience in leading Audit is plus
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Finance Manager - Bangalore

Jyoti Placements Service

  • 5 - 10 yrs
  • 10.0 Lac/Yr
  • Bangalore
Financial Analysis and Planning Risk Management Accounting & Compliance Leadership & Teamwork Budgeting Financial Analysis Financial Planning Analytical Skills
Key ResponsibilitiesThe Finance Manager will own accounting, finance operations, and compliance processes including book closure, revenue recognition, reconciliations, payroll, delivery associate payouts, vendor settlements, petty cash control, and COD management. The role will ensure timely statutory and regulatory compliance, maintain strong internal controls, and work closely with operations and leadership to provide MIS, profitability analysis, and unit economics to support business decisions and scale.Lead the Finance & Accounts team, ensure accuracy and timeliness of financial reporting, drive process improvements and automation, support pricing and commercial decisions, coordinate with auditors and consultants, and ensure finance readiness for growth, audits, and external stakeholder requirements.This is a high-ownership role with direct impact on operational efficiency, profitability, and scale readiness in a growing logistics organization
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  • 0 - 6 yrs
  • Koramangala Bangalore
Financial Planning Skills Customer Service Insurance Sales Insurance Marketing Insurance Life Insurance General Insurance
We are recruiting mature, networked individuals (aged 40+) who want to build a peaceful, dignified second career as Financial Advisors.Ideal for:Retired BankersHousewivesTeachersProfessionals looking for flexible work from home or part-time models Full training provided Office Support Koramangala Income through commissions + incentives Work your way, grow your legacyLocation:Bangalore Flexible (Hybrid Work) Contact:Subramanyan K P 7337783120 subbasastri@gmail.com
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Finance Head (5-11 Years)

RBS Altech Solutions Pvt. Ltd

  • 5 - 11 yrs
  • 13.0 Lac/Yr
  • Bangalore
Legal Compliance Financial Planning Finance Financial Reporting Banking Finance Corporate Finance
Oerview: The Finance Manager will lead the finance department, overseeing all financial operations, ensuring compliance, and aligning financial strategies with business goals for RBS ALTECH Solutions, a dynamic staffing firm. This role will be responsible for financial planning, budgeting, reporting, and maintaining financial stability, while also providing leadership to the finance team, collaborating cross-functionally with various departments, and contribute to driving profitability and operational efficiency across the organization.Key Responsibilities: Lead and manage the finance department, ensuring effective financial operations across the organization. Oversee the preparation and management of annual budgets, forecasts, and long-term financial plans. Prepare accurate and timely financial reports, including P&L statements, balance sheets, and cash flow statements, for senior management and stakeholders. Ensure compliance with relevant laws and regulations, including tax laws and financial reporting standards. Conduct financial analysis to identify areas for cost savings, process improvements, and opportunities for increased profitability. Monitor and manage the companys cash flow, investments, and working capital. Partner with other departments to provide financial insights that support operational decision-making and strategic initiatives. Manage relationships with external auditors, tax advisors, and financial institutions. Lead, mentor, and develop a team of finance professionals, providing guidance on best practices and professional growth.
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  • 0 - 2 yrs
  • Female
  • Vishweshwaraiah Layout Bangalore
Financial Services Financial Planning Finance Financial Consultancy
WE ARE LOOKING FOR FINANCIAL CONSULTANT AND TEAM LEADERS FOR TOP LEADING PRIVATE BANK EARN UPTO 1L AND WORK ONLY 1-2 HOURS WORK FROM HOME, QUALIFICATION 10TH AND ABOVE AND AGE ABOVE 35, MALE AND FEMALE BOTH ,
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Financial Consultant

Vibha Enterprises

  • 10 - 20 yrs
  • Bangalore
Taxation Investment Banking Corporate Finance Insurance Health Insurance Financial Planning
About VIBHA ENTERPRISESVIBHA ENTERPRISES is a financial planning firm specializing in Equity, Insurance, and Distressed Asset Management. We empower clients with tax-efficient wealth creation, risk protection, and alternative investment solutions.
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Finance Head - Bangalore

The Supreme Consultancy

  • 4 - 6 yrs
  • 27.5 Lac/Yr
  • Bangalore
Finance Financial Planning Financial Modelling Financial Reporting Legal Compliance Financial Control ERP Microsoft Excel Power BI
Mandatory Criteria (Can't be neglected during screening) :Need CA Qualified candidates.Preferred candidates from - Media and Entertainment and Ecommerce industry.Candidate should have 4-5+ years of progressive financial leadership experience.Candidate should have Strong understanding of revenue models in media (e.g., advertising, subscription, licensing, production)Candidate must have experience in managing Budgets, Forecasts, and Financial operationsCandidate should have Proficiency in financial software and tools (e.g., ERP systems, Excel, BI tools).Team Leadership experience is also required.The OpportunityWe are looking for a dynamic and strategic leader to head our Finance team. The ideal candidate will be responsible for overseeing all financial functions of the company. This role will lead financial planning, budgeting, forecasting, reporting, and risk management, while supporting strategic decision-making and driving long-term profitability. The ideal candidate will bring a strong understanding of the media industry, excellent financial acumen, and proven leadership experience.Key Responsibilities:-Strategic Financial LeadershipPartner with the executive team to develop and implement financial strategies aligned with business goals.Provide financial insights to support business planning, investment decisions, and growth initiatives.Financial Planning & AnalysisLead the budgeting, forecasting, and long-term planning process.Monitor performance metrics and provide actionable analysis and recommendations.Accounting & ReportingOversee day-to-day finance operations, including general ledger, accounts payable/receivable, payroll, and cash flow management.Ensure timely and accurate preparation of monthly, quarterly, and annual financial reports.Maintain compliance with local accounting standards and regulatory requirements.Risk Management & ComplianceImplement and maintain strong internal controls and risk management practices.Oversee audit processes and ensure compliance with legal and financial regulations.Team LeadershipBuild, manage, and mentor a high-performing finance team.Foster a culture of accountability, collaboration, and continuous improvement.Requirements:-Bachelors degree in Finance, Accounting & CA Qualified 4-5+ years of progressive financial leadership experience, preferably within the media or entertainment sectorStrong understanding of revenue models in media (e.g., advertising, subscription, licensing, production)Proven track record of managing budgets, forecasts, and financial operationsExcellent analytical, problem-solving, and decision-making skillsStrong leadership and communication skills, with the ability to influence at all levelsProficient in financial software and tools (e.g., ERP systems, Excel, BI tools)
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  • 5 - 10 yrs
  • 20.0 Lac/Yr
  • Bangalore
Financial Planning Client Relationship Business Development Wealth Manager Wealth Advisor Wealth Planning Officer Relationship Manager Wealth Management
Industry: Personal Finance/Financial PlanningKEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutual funds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincome projections.8. Interact with the various teams within the organization such as Research, FinancialPlanning, Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directedAPPLICANT REQUIREMENTS:1. Comprehensive understanding of finance and financial terms.2. A passion for meeting people, networking and maintaining relationships.3. Strong conversational and communication skills4. Display empathy (customer service should come naturally) and listening skills.5. Ability to convincingly put across ideas, both orally and in writing6. Detailed understanding of MS Office Excel, Power point and Word7. Attention to detail.8. Travel within the city and sometimes outside.
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Financial Planning Analyst

Pavitra Freelancing

  • 0 - 6 yrs
  • 5.5 Lac/Yr
  • Bangalore
Financial Reporting Analysis Planning
we are looking for a sharp and detailorientedFinancial Planning & Analysis (FP&A) Analyst to join our finance team. This role isideal for a dynamic individual who wants to contribute to financial decision-making in ahigh-growth environment.
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Finance Manager

Shravanthi Shelters

  • 12 - 20 yrs
  • Bangalore
Financial Planning Financial Reporting Budgeting Corporate Finance Banking Finance Accounts Tally
1. Financial Planning and Analysis2. Budgeting and Forecasting3. Financial Reporting Prepare and present details financial reports, including income statements, balance sheets, and regulatory bodies.4. Compliance and Regulation: Ensure all financial operations adhere to industry regulations and legal standards.5. Software Proficiency: Advance expertise in financial software and tools, including MS Excel and ERP Systems.Send your resumes at secretary@shravanthigroup.com
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Financial Planning Manager (1-7 Years)

Skywings Advisors Private Limited

BFSI Branch Sales Banking Finance Insurance Insurance Sales Direct Channel Direct Selling Cross Selling
We are hiring for leading life insurance company for direct channel*Designation:- Financial planning manager Assistant sales managerRoles and Responsibilities1.Achieving sales target through assigned leads , which may be self-generated or generated by Branch operations, call centers and other sources2.Meeting prospective customers in the assigned geographies to understand their financial needs and selling insurance solutions3.Ensure timely communication and discussion on targets assignedAge Limit- 21 to 38Experience required:- 1 to 2 year in BFSI sectorQualification:- any graduation
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  • 10 - 12 yrs
  • Doddaballapur Bangalore
Financial Planning Corporate Finance Treasury Trade Finance Management Finance Financial Reporting Legal Compliance Payroll Processing Accounts Tally Banking Finance Trade Finance Operations
Roles and Responsibilities & Skills RequiredOverall, In charge and responsible for all Inflow and Outflow at the Bangalore campusEnsure NIL revenue leakages with continuous monitoringSupervise and review day-to-day transactions and continuous monitoring of 10+ team members and ensure smooth functioning of all the areasEnsure smooth functioning of day-to-day transactions like ERP Entries, Incoming Receipts, BRS, Internal customers, External customersAnnual Budget preparation and continuous monitoring of Budget vs. actuals report and sharing it with the Leadership team monthlyEnsure closing of accounts Monthly, Quarterly, Half Yearly, Yearly and conduct the audit trail for the sameReview and Reconciliations of statutory compliance and ensure closure of the same within the due dates (PT, PF, ESI, TDS, GST)Preparation of Quarterly MIS Report and ensure to Reconcile with the books of accounts and share the same with HO.Financial planning and analysis and Reconciliation etc.,Attend weekly Leadership team meetings and solve the difficulties raised by leaders and address the same on a priority basis and ensure to attend and resolve all Internal and external customer queries with topmost priority.Ensure smooth functioning of all the areas like accounts payable, accounts receivable, purchases, and the Mess Store.Review and monitor all the deliverables by team members with tracking mechanisms and ensure to complete the tasks by specified timelinesAlways keep in touch with DFOs, CFO, Central Purchase Team, HODs, HOIs, Pro Vc, and Resident Director and ensure to resolve the queries raised by them with utmost care.Payroll Review and advise the salaries and ensure remittance of statutory compliance within the due date.Overview all purchase-related activities of the university and review and publish monthly reports to HOPrepare and circulate quarterly MIS reports to HOEducation QualificationMasters Degree in Finance or Business Administration
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Relationship Manager Priority Banking Investment Manager Wealth Manager Relationship Manager Wealth Wealth Advisor Financial Planning Manager Walk in
Job Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the existing ones and hence buildAUM.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line.Update and cross sell products to existing clients and update them about the primary and secondary markettrends.Update self-regarding all schemes, products and solutions by regularly attending trainings.Share regular communications with client regarding information, research and material of the organization.Conduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads.Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance,fixed income, mutual funds, etcWealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite andassist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledgeof competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex informationclearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have stronglogical and numerical abilityWork to achieve targets: Has ability to deal with stress and follow proced
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Opening For Civil Quantity Surveyor

Inspire Global Solutions

  • 3 - 5 yrs
  • 3.3 Lac/Yr
  • Bangalore
Problem Solving Financial Accountant Construction Engineer Organization Skills Planning Engineer
Reviewing construction plans and preparing quantity requirements.Scrutinizing maintenance and material costs, as well as contracts to ensure the best deals.Liaising with site managers, clients, contractors, and subcontractors.Preparing reports, analyses, contracts, budgets, risk assessment, and other documents.Advising managers and clients on improvements and new strategies.Keeping track of materials and ordering more when required.Documenting any changes in design and updating budgets.Establishing and maintaining professional relationships with external and internal stakeholders.Traveling from the office to various sites as required.
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Finance Manager (Full Time)

Global Talent Pool

  • 4 - 7 yrs
  • Bangalore
Financial Planning Taxation International Finance Finance Manager Walk in
1. Goals:A) To Ensure AOP Achievement B) To Ensure PBT Achievement C) To Ensure Cash Flow Achievement D) To Ensure Bank Balance Target Achievement E) To Ensure internal and standards audit in time2. Coordinating with statutory auditors for the financial statements which has to be audited from the respective auditor.3. Coordinating with internal auditors for all the subsidiary and report has to be submitted to the management on time. 4. Preparation and submission of Cash Flow for all the subsidiary zone.5. Preparation of MIS Report of the following Zone.A) Domestic B) MEAC) Latam 6. Coordinating with the respective Zone for process of order and Preparation of the sales Invoice.7. Monitoring and Controlling of expenses of each zone as for the Target Expenses of each zone should be in the limit of 8% further PBT should be of 12.5%.8. Fortnightly CRM discussion has to be done with sales team about the Performance of the Zone. Further team has to be briefed the what is the total Chased and Order status for each Zone.9. Need to be Coordinated with marketing team for promotion of new product and existing products.10. Analysis of travelling of each person of the sales team in terms of following : - A) Projection of Spot business and achievementB) Status of contract New as well as OldC) Movement of project of existing productD) New acquisition of project if any from the travelling11. Bank Balance of each subsidiary should increase by the amount of profit for each Month further overdue creditors and debtors should be zero.
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Finance Analyst (0-4 Years)

Esensible Technologies

Financial Planning Taxation Finance Analyst Work From Home Walk in
we have urgent requirement Finance Analyst for finance and accounts department with good knowledge of Finance.
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Product Analyst

Bizessence Pty Ltd

Financial Planning NBFC SQL SaaS Platform Product Analyst
Responsibilities: Collaborate with clients and internal stakeholders: Work closely with clients and internal teams to identify product gaps and gather requirements. Conduct user research and market analysis to define user stories and prioritize features. Product roadmap and backlog management: Contribute to the development and maintenance of the product roadmap. Manage the product backlog, ensuring that it is properly groomed, prioritized, and aligned with business objectives. Understanding of technology: Possess a basic understanding of technology and the ability to work closely with development teams. Translate business requirements into technical specifications and collaborate with developers to ensure successful implementation of features. SQL knowledge: Familiarity with SQL will be an added advantage, allowing you to perform data analysis and generate insights to drive product improvements and decision-making. Run and monitor sprints: Oversee the execution of sprints and monitor the progress of development efforts. Identify and address any blockers or issues that may impede the timely delivery of prioritized features. Collaboration with development and QA teams: Work closely with the development and Quality Assurance (QA) teams to ensure the timely delivery of prioritized features. Provide clear requirements and specifications, and perform user acceptance testing to ensure the quality of the product. User training and support: Provide user training and support during product rollouts. Help users understand the products features and functionality, and address any questions or issues they may have. Product documentation: Create and maintain product documentation, including user guides, release notes, and other relevant documentation to assist users and internal teams.Join our team as a Product Analyst and be part of an exciting journey to revolutionize the financial services industry with our innovative product offerings. Apply now!
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  • 1 - 3 yrs
  • 3.8 Lac/Yr
  • Bangalore
Sales Financial Planner Financial Planning
It is a field job. You will have to travel within the assigned geography to meet customers assignedto you for sales and service delivery.You will be evaluated on your ability to meet the business targets (Top line, Persistency, Productmix) by working on assigned calls.HDFC Life believes in technology driven sales and you will learn new technology/Mobilityenhancements, to comply with the Sales Management Process.As a business professional you will be uphold organizational values in every action and ensurebusiness ethics and integrity. You are expected to be compliant to regulatory and statutoryregulations
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Financial Planning Relationship Manager Wealth Wealth Manager Wealth Advisor BFSI Leadership Financial Reporting Analytical Ability Analytical Skil Sales
JOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutualfunds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincomeprojections.8. Interact with the various teams within the organization such as Research, FinancialPlanning,Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directedAPPLICANT REQUIREMENTS:1. Comprehensive understanding of finance and financial terms.2. A passion for meeting people, networking and maintaining relationships.3. Strong conversational and communication skills4. Display empathy (customer service should come naturally)
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  • 5 - 8 yrs
  • 10.0 Lac/Yr
  • Bangalore
Client Management Client Manager Client Servicing Financial Planning Wealth Manager Relationship Advisor Insurance Sales Customer Relationship Interpersonal Skills Problem Solving
Location: Bangalore /Education: Post GraduateIndustry: Financial Services / Personal FinanceJob description: Identify potential clients through networking, and lead generation. Conduct thorough needs analysis to recommend appropriate insuranceproducts. Present insurance policies to clients, explaining features, benefits, and costs. Build and maintain strong relationships with clients, ensuring a high level ofcustomer satisfaction. Handle client queries post-sales support. Stay updated on the latest insurance products, industry trends. Provide clients with detailed information on various insurance policies, includinglife, health, and general insurance.Applicant Requirements: Proven experience in insurance sales or a similar role. Excellent communication and interpersonal skills. Strong negotiation and problem-solving abilities. Ability to work independently and as part of a team. Relevant certifications (e.g., IRDAI certification). Knowledge of financial planning and wealth management preferable
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Financial Planning Manager Financial Planning Relationship Manager Wealth Wealth Manager Wealth Advisor
Education: Postgraduate (AFP / CFP preferred) with NISM XA XBIndustry: Personal Finance / Financial Planning.JOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutual funds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincome projections.8. Interact with the various teams within the organization such as Research, FinancialPlanning, Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directed
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Financial Planning Analyst

Skywings Advisors Private Limited

Financial Planning Analyst Budgeting Forecasting Variance Analysis
Desired Candidates:-CA/CWA/MBA full time-Should worked on Budgeting, Forecasting, Variance Anaalysis-Should have experience in PnL (Revenue/Cost)-Should be okay to work in 3pm-12am shift.
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Accounts Assistant (Full Time)

Inspire Global Solutions

  • 0 - 2 yrs
  • 3.0 Lac/Yr
  • Bangalore
Accountant Financial Planning Analyst Tally ERP Tally Certified Professional GST Executive MS Office Package
Providing support to the Accounting Department.Performing basic office tasks, such as filing, data entry, answering phones, processing the mail, etc.Handling communications with clients and vendors via phone, email, and in-person.Processing transactions, issuing checks, and updating ledgers, budgets, etc.Preparing financial reports.Assisting with audits, fact checks, and resolving discrepancies
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