7

Financial Planning Job Vacancies in Coimbatore

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  • 1 yrs
  • 5.0 Lac/Yr
  • Coimbatore
Investment Banking Financial Services Financial Planning
We are seeking a dedicated Financial Consultant to join our team in Coimbatore. This role involves guiding clients on financial decisions and helping them achieve their financial goals. Key responsibilities include: 1. **Client Consultation**: Meet with clients to discuss their financial situation, identify needs, and develop personalized financial strategies. 2. **Financial Planning**: Create comprehensive financial plans that may involve investments, savings, and insurance tailored to individual client goals. 3. **Market Analysis**: Stay updated on market trends and financial products to provide clients with the best advice and options. 4. **Portfolio Management**: Monitor client portfolios and recommend adjustments based on performance and market changes. 5. **Report Preparation**: Prepare detailed reports and presentations for clients, summarizing their financial plans and progress toward their goals.Required skills and expectations: Candidates should hold a graduate degree and have at least one year of relevant experience in finance or consulting. Strong analytical skills are essential to assess client needs and market conditions accurately. Excellent communication skills are necessary to explain complex financial concepts clearly to clients. Proficiency in using financial software and tools is expected, along with a commitment to maintaining confidentiality and a high level of professionalism. Self-motivation and time management skills are crucial as this is a work-from-home position. The ideal candidate should also have a strong desire to help clients achieve financial stability and success.
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  • 2 - 5 yrs
  • 3.5 Lac/Yr
  • Coimbatore
Project Management Analyst Business Operations Strategic Planning Advanced Excel MIS Reporting Business Analyst SOP Preparation Financial Statement Analysis Competitive Sales Analysis Executive Leadership
Job Description - Founder's Office ExecutiveCompany: Sharas Venture Private Limited (Graciss Menstrual Care)Location: Coimbatore, Tamil NaduDepartment: Founder's OfficeReports To: Founder & CEOAbout the RoleWe are looking for a highly organized, proactive, and execution-focused Founder's Office Executive to work directly with the Founder & CEO. This role is ideal for someone who can coordinate across departments, drive execution of strategic initiatives, monitor business performance, and ensure timely completion of key projects.The ideal candidate should be comfortable handling confidential information, solving problems independently, and managing multiple priorities in a fast-paced startup environment.Key ResponsibilitiesStrategic ExecutionAssist the Founder in executing strategic business initiatives.Track key projects and ensure timely completion.Coordinate with department heads to achieve business objectives.Follow up on action items from meetings until closure.Business OperationsPrepare daily, weekly, and monthly MIS reports.Monitor sales, production, finance, HR, and operations dashboards.Identify bottlenecks and escalate critical issues.Ensure smooth coordination between departments.Project ManagementManage cross-functional projects.Track project timelines, milestones, and deliverables.Prepare project status reports.Coordinate with internal and external stakeholders.Founder SupportManage the Founders calendar and priorities.Prepare presentations, reports, and business documents.Conduct market and competitor research.Organize meetings and maintain meeting minutes.Business AnalyticsAnalyze sales performance and business metrics.Prepare business insights and recommendations.Monitor KPIs across departments.Support business planning and decision-making.CoordinationCoordinate with Sales, Finance, HR, Production, Procurement, Marketing, and Logistics teams.Ensure timely follow-up on pending tasks.Support vendor and partner communication when required.Process ImprovementIdentify operational inefficiencies.Develop and document SOPs.Recommend improvements to enhance productivity and accountability.ConfidentialityHandle sensitive business information with the highest level of confidentiality and professionalism.QualificationsBachelor's degree in Business Administration, Management, Engineering, Commerce, or a related field.MBA is preferred.2-5 years of experience in a Founder's Office, Executive Assistant, Business Operations, Project Management, or Strategy role.Experience in a startup, manufacturing, or FMCG company is an advantage.Required SkillsTechnical SkillsMicrosoft Excel (Advanced)Microsoft PowerPointMicrosoft WordMIS ReportingProject ManagementBusiness AnalyticsData AnalysisDashboard PreparationDocumentation & SOP DevelopmentSoft SkillsExcellent Communication SkillsStrong Analytical ThinkingProblem-Solving AbilityLeadership & CoordinationTime ManagementMulti-taskingDecision-MakingStakeholder ManagementAttention to DetailHigh Integrity & ConfidentialityAdaptabilityOwnership MindsetKey Performance Indicators (KPIs)Timely completion of strategic projects.Closure rate of Founder-assigned action items.Accuracy and timeliness of MIS reports.Improvement in cross-functional coordination.On-time completion of departmental follow-ups.Implementation of process improvements.Quality of business analysis and reports.Meeting and project adherence to timelines.Salary25,000 - 35,000 per month (Based on experience and qualifications)Employment DetailsEmployment Type: Full-TimeExperience: 2-5 YearsIndustry: Manufacturing / FMCG / Consumer Goods / StartupsWork Location: Coimbatore, Tamil NaduWhy Join Us?Work directly with the Founder & CEO on high-impact initiatives.Gain exposure to strategy, operations, finance, sales, manufacturing, and business development.Opportunity to build leadership skills in a rapidly growing company.Fast career progression into Business Operations Manager, Strategy Manager, or Chief of Staff roles.
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Finance Analyst (0-4 Years)

Infolexus Solutions

  • 0 - 4 yrs
  • 9.0 Lac/Yr
  • Coimbatore
Core Financial Knowledge Financial Services Financial Planning Financial Reporting Investment Analysis Financial Services Sales Retail Analytics
A Finance Analyst is responsible for analyzing financial data, preparing reports, and helping organizations make informed business decisions. They evaluate financial performance, identify trends, and provide recommendations to improve profitability and efficiency.Key Responsibilities:Analyze financial statements, budgets, and forecasts.Prepare monthly, quarterly, and annual financial reports.Monitor company expenses and revenue trends.Assist in budgeting and financial planning.Conduct financial modelling and data analysis.Identify cost-saving opportunities and financial risks.Support management with financial insights for decision-making.Ensure compliance with financial regulations and company policies.Work with different departments to collect financial data.Required Skills:Strong analytical and problem-solving skillsKnowledge of financial reporting and accounting principlesProficiency in Microsoft Excel and financial softwareAttention to detail and accuracyGood communication and presentation skillsAbility to interpret complex financial dataEducational Qualification:Bachelors degree in Finance, Accounting, Economics, or Business AdministrationCertifications like CFA, CPA, or CMA (optional but preferred)Experience:13 years of experience in finance, accounting, or data analysis (for junior roles).Contact Person: Rakesh HRContact Number: +91 9003745749Experience: 0 - 4+ YearsLocation: CoimbatoreTimings: 09.30 AM - 06.30 PM
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  • 0 - 1 yrs
  • 2.0 Lac/Yr
  • Female
  • Coimbatore
Business Understanding Communication Financial Services Financial Planning
Job Requirements & Desired Skills:Excellent communication skills with students and international overseas agenciesStrong verbal and written communication skillsKnowledge of Tamil, English, and Malayalam (mandatory)Good interpersonal and counseling skillsBasic knowledge of study abroad procedures and financial documentationAbility to handle multiple clients and maintain records properlyComputer knowledge (MS Office, email communication, online applications)Professional and polite behavior
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Web Analyst

Mastro India

  • 0 - 5 yrs
  • 2.3 Lac/Yr
  • Coimbatore
Hyperion Analyzer Hyperion Financial Reporting Hyperion Planning FDQM Google Analytics SEO Analysis Fresher Walk in
we are searching for Web Analyst.Any Degree can applyEager to learnImmediate joiners preferredTraining will be provided for freshers
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Finance Manager

Mithra Jobs

  • 10 - 20 yrs
  • 7.5 Lac/Yr
  • Coimbatore
Financial Planning Taxation Treasury Financial Accounting Accounting Aduting Team Leader Operations Finance Manager
Job Title : Finance Manager Qualification : MCom or CA Experience : 15-20 Salary : 40-70K Before Nov 30, 2022Vacancies : 2flexible work timing Gender : MaleLocation : Coimbatore Tamilnadu
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Accounts Incharge

Anugraha Castings

  • 5 - 10 yrs
  • Coimbatore
Accounting Finance Accounts Incharge Accounts Manager Accounts Officer Income Tax Indirect Taxation Internal Audit IRS Cost Accounting Financial Accounting Charted Accountant Tax Planning Taxation TDS Auditing CA
All finance related work and accounts finalization
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