Financial Planning Jobs

Financial AnalystAnalyze financial data to inform business decisions, drive growth, and optimize performance.Key skills: Financial modelling, Excel, Financial reporting, Budgeting, Data analysisProcess time 6 months

The Candidate Should have Good Experience in Logistics , Must have Good Leadership Skills to Manage the End to End Operation in Freight Industry , and Should Be Able to Handle CHA Operation as Profit Center Head

Job Duties/Responsibilities:Conduct financial analysis using quantitative and qualitative techniques to assess company performance.Assist in budgeting and forecasting by preparing financial models and monitoring budget variances.Prepare and present financial reports, including monthly/quarterly statements and variance analysis.Identify financial risks, develop mitigation strategies, and provide risk-return analysis.Assist in strategic financial planning, including capital budgeting and investment analysis.Provide financial advice and guidance on key decisions such as mergers, acquisitions, and investments.Ensure compliance with financial regulations and internal policies.Utilize financial software and tools for data analysis and reporting.

Accounts & Finance IPO management ,Managing day to day work of Account, Finance & Taxation Department and ensure its smooth functioning. Finalization of Annual Accounts and to have them audited. Manage Internal Audit, Statutory Audit & Departmental Audit and to ensure complete in timely. Manage fund flow and ensure timely payment of Statutory Dues, vendor and contractor. Monthly Comparative Statement between budget and actual and reasons for variances and remedialaction thereof. Preparation of Annual Budget, projected profit & loss statement, balance sheet and cash flow statement. Preparation of Periodical financial profitability and comparative statement. Effective and close monitoring of Debtors and Creditors, reconciliation of their statement of accounts,settlement of their queries. To provide MIS to top management regarding overdue payment, trend of expenses and production yields. To provide MIS to top management regarding Collection and Debtors. Monitoring banking function & analyzing of EPC, PCFC, CC limit, Project Loan (LAP), Stock statement, BRC , BillReceivable, LCDB,APF & Housing Loan. Monitoring of Project Loan & Prepare of Quarterly Statement and Comply of all other Requirement. Monitoring Trade Finance like factoring, LC Discounting and Bill Discount. Taxation To comply with various requirement of Income Tax Act regarding TDS, TDS Return, Filing of Income TaxReturn, Issuance of TDS certificates, and other compliance of income tax and etc. Preparation & filling of GST Return, GST Audit & Handling of GST Notice and reply accordingly. Handling of Income Tax Scrutiny & Notice, Income Tax Search Matter, Benami Case, Service tax searchand TDS Survey Cases with Tax Authorities and to them finalized. Application of various provisions of the statutes, regulations and Institute pronouncements as applicable toindustry. To Comply with Various requirements of GST, Central Excise & Custom regarding filing of returnmaintains of register. Handling of RERA Notice and finalized of reply with consultant.Experience 8 - 15 YearsSalary 8-15 Lpa.Industry Financial Services / Banking, Investments / Insurance / Stock Market / LoanQualification CA/Ca inter/MBA FinanceKey Skills Corporate Finance Financial Planning Financial Reporting Strategic Planning IPO Management Banking Finance Compliance Fund Raising Banking

Fund Sourcing and bargain with theBANKS /Oversee financial operations & reportingCash Flow Management: Monitoring and managing the organization's cash flow, budgeting, and financial transactions.* Ensure compliance with regulatory standards/Compliance and Risk Management: Ensuring compliance with tax laws, regulations, and internal policies, while assessing financial risks.

Key Financial Analyst ResponsibilitiesCollect and evaluate financial data (financial statements, market trends, economic conditions) to identify patterns and evaluate potential investment opportunities.Suggest creative ideas to minimize expenditures and boost overall financial performance.Prepare structured monthly and annual financial reports on financial status and risks.Build financial models for investors to determine promising investments and conduct benchmarking and process analysis.Monitor market trends and provide strategic guidance to senior management and stakeholders based on proper analysis.Work with other teams to improve business productivity.Identify opportunities to ensure accurate reporting and improve internal financial processes.

Portfolio Manager - Graduate or Post Graduate Within Minimum 6-7 Years Exp in Stock Broking Industry .would Be Responsible for :devise and Implement Investment Strategies as per Clients' Goals and Constraints / Limits.select and Oversee the Investments to Meet the Financial Objectives of the Individual or Corporate Clientsresearch and Analyze Share Market Trendsidentify New Investment Strategies and Opportunitiesconstruct and Manage Portfoliosmake Decisions On What and When to Buy and Sell Stocks and Investmentsimplements Risk Management and Tax Planning Strategies.manages Client Relationships.identifies and Cultivates New Clients.develops and Grows a Book of Business.opens, Transfers, and Manages Client Accounts.

Key Responsibilities:Maintain and monitor financial records, ledgers, and accounts.Prepare monthly, quarterly, and annual financial reports.Ensure compliance with accounting standards and taxation regulations.Assist in budgeting, forecasting, and financial planning.Manage payroll, invoicing, and expense tracking.Analyze financial data and provide recommendations to management.Collaborate with auditors and regulatory authorities as needed.

Analyzing financial data.Preparing accounting and other required reports and projections based on the analysis performed.Identifying financial performance trends and financial risk, and making recommendations.

Key ResponsibilitiesFinancial Modeling & Forecasting: Develop complex models to project revenue, expenses, and future financial performance.Reporting & Analysis: Prepare monthly, quarterly, and annual financial reports, including variance analysis (actual vs. budgeted).Decision Support: Provide data-driven insights to senior management to guide strategic planning and capital allocation.Profitability Improvement: Identify cost-saving opportunities and analyze trends to boost profitability.Data Consolidation: Gather and analyze data from multiple departments to assess company stability and liquidity.

Counsel On Financial Decisions such as Investments, Cash Management, and Estate Planning ,Establish Personal Financial Plans According to Clients Objectives and Guide Them the Implementation of the Proposed Strategies.;

Analyzing Financial Data.preparing Accounting and other Required Reports and Projections Based On the Analysis Performed.identifying Financial Performance Trends and Financial Risk, and Making Recommendations.

Key Financial Analyst ResponsibilitiesCollect and evaluate financial data (financial statements, market trends, economic conditions) to identify patterns and evaluate potential investment opportunities.Suggest creative ideas to minimize expenditures and boost overall financial performance.Prepare structured monthly and annual financial reports on financial status and risks.Build financial models for investors to determine promising investments and conduct benchmarking and process analysis.Monitor market trends and provide strategic guidance to senior management and stakeholders based on proper analysis.Work with other teams to improve business productivity.Identify opportunities to ensure accurate reporting and improve internal financial processes.

responsibilities of finance & accounts department Finalization of Financial Statements of the Company Dealing with Banks for arranging loan and managing working capital Liasioning with Government department, compliance of Legal and statutory and tax matters including GST,Income Tax etc. Financial and Business Planning , managing cash flow, Receivables and Payable management, Cost reduction Inventory management , Fixed assets management , Budgeting, and MIS work

responsibilities of finance & accounts department Finalization of Financial Statements of the Company Dealing with Banks for arranging loan and managing working capital Liasioning with Government department, compliance of Legal and statutory and tax matters including GST,Income Tax etc. Financial and Business Planning , managing cash flow, Receivables and Payable management, Cost reduction Inventory management , Fixed assets management , Budgeting, and MIS work

Responsible for Account Payable/ Cash Management and Bank dealing Cash and Fund Flow Management, Cost and Credit Control and Inventory Accounting and Cost Management.# Finalization of Accounts, preparation of financial statements, business activity reports, MIS Reports, Budgeting and forecasts.Monthly preparation of cash flow statements Regular review of investment of spare funds to ensure effective utilisation of funds including keeping track of interest rates to maximize the interest revenue.

Accounts & Finance IPO management ,Managing day to day work of Account, Finance & Taxation Department and ensure its smooth functioning. Finalization of Annual Accounts and to have them audited. Manage Internal Audit, Statutory Audit & Departmental Audit and to ensure complete in timely. Manage fund flow and ensure timely payment of Statutory Dues, vendor and contractor. Monthly Comparative Statement between budget and actual and reasons for variances and remedialaction thereof. Preparation of Annual Budget, projected profit & loss statement, balance sheet and cash flow statement. Preparation of Periodical financial profitability and comparative statement. Effective and close monitoring of Debtors and Creditors, reconciliation of their statement of accounts,settlement of their queries. To provide MIS to top management regarding overdue payment, trend of expenses and production yields. To provide MIS to top management regarding Collection and Debtors. Monitoring banking function & analyzing of EPC, PCFC, CC limit, Project Loan (LAP), Stock statement, BRC , BillReceivable, LCDB,APF & Housing Loan. Monitoring of Project Loan & Prepare of Quarterly Statement and Comply of all other Requirement. Monitoring Trade Finance like factoring, LC Discounting and Bill Discount. To Comply with various Requirement of RERA.Taxation To comply with various requirement of Income Tax Act regarding TDS, TDS Return, Filing of Income TaxReturn, Issuance of TDS certificates, and other compliance of income tax and etc. Preparation & filling of GST Return, GST Audit & Handling of GST Notice and reply accordingly. Handling of Income Tax Scrutiny & Notice, Income Tax Search Matter, Benami Case, Service tax searchand TDS Survey Cases with Tax Authorities and to them finalized. Application of various provisions of the statutes, regulations and Institute pronouncements as applicable toindustry. To Comply with Various requirements of GST, Central Excise & Custom regarding filing of returnmaintains of register. Handling of RERA Notice and finalized of reply with consultant.