Array ( [0] => financial-planning-manager [1] => mumbai ) Financial Planning Manager Jobs in Mumbai,Financial Planning Manager Job Vacancies in Mumbai Maharashtra
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Financial Planning Manager Job Vacancies in Mumbai

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Credit Officer - Full Time

Refine Junction

  • 10 - 15 yrs
  • 5.0 Lac/Yr
  • Mumbai
Accounts Reconciliation Financial Planning
Credit Manager Experience 10 yearsAge 35-40Time 10-7 pm Salary 50-60 kJob description Credit follow up, account reconciliation, payment terms discussion, finance planning,Thanks & RegardsSelma D'SouzaMobile No:- 9323617273
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Finance Manager

The People Order

  • 7 - 10 yrs
  • 22.5 Lac/Yr
  • Mumbai
Financial Planning Corporate Finance Trade Finance Management Trade Finance Finance IFRS International Finance Financial Reporting Trade Finance Operations Banking Finance Accounts Tally Financial Modelling Legal Compliance Fema Treasury FEMA
, : Mumbai (Bandra) : 68 Years : 20-22 LPA: CA / MBA FinanceOne of our clients is looking for a dynamic Manager Finance who can drive financial strategy, strengthen compliance, and support multi-entity operations including global structures. : Financial planning, budgeting & MIS Multi-entity financial reporting FEMA & international taxation compliance Stakeholder management with auditors, consultants & regulators Strategic inputs for business growth & investment decisions : Strong financial modelling & analytical ability Experience in cross-border finance Solid understanding of accounting standards & taxation Ability to convert data into actionable insights High ownership & attention to detailIf youre someone who thrives in strategic finance roles and loves working in impact-driven environments, wed love to connect. / : Careers@thepeopleorder.com
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Financial Planning and Analysis- Deputy Manager

The Supreme Consultancy

  • 9 - 12 yrs
  • 12.0 Lac/Yr
  • Mumbai
Budget Analysis Investor Relations Stakeholder Management MIS Cost Control Cost Planning
Mandatory Criteria (Can't be neglected during screening) : Need candidates from Retail, FMCG, Pharma Industry ONLY. Looking for Immediate to 7 days joiners only. Experience in preparing monthly MIS Experience in Preparation of 1 / 3 / 5 yearly plan. Good in Budget analysisNOTE :- Alternate Saturdays will be offDescriptionKEY RESPONSIBILITIES :-Responsible for overseeing and continuously improving the preparation of accurate and timely monthly MISAOP preparation, review & monitoring, revisiting AOP half yearlyPreparation of 1 / 3 / 5 year plan for the company & various business unitsReview of budget vs actuals and variance analysisReview department wise AOP vs projections vs actual expensesStrong business driving capabilitiesCustodianship of Corporate costDevelop insights through competitor analysisDaily / Monthly Performance ReviewReview of Daily & Monthly Corporate costCost center analysis & strong control over expensesReview of expenses and identify areas for savings, strong collaboration with respective departments to understand their cost and enable cost efficiency / cost saving controlsPreparation of various MIS dashboardsAdhoc management reportingInvestor & Stakeholder managementPeriodic business performance reporting to investors & BoardPeriodic business performance reporting to different stakeholders based on business requirementPreparing 5 years projections and coordination for year-end company valuationKey Skills:Excellent communicationAbility to work in a fast-paced environment and adapt to changing organizational needsHave strong understanding of the complete business dynamics across all functionStrong leadership and team management abilities, with a focus on fostering collaboration and driving results.
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Manager Marketing & Merchandising (Freshers) Hyderabad/Surat/Mumbai

Payout Payment Gateway

Account Planning Financial Control Client Management
Honest, 'loyal candidates need who work perfectly will post in 3 month in head manager
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Hiring For BMS Project Manager

JOB24by7 Recruitment Consultancy Services

  • 8 - 14 yrs
  • 10.0 Lac/Yr
  • Mumbai
Building Management System BMS Project Manager Management Project Management Designing Installation Commissioning Technical Skills Quality Control Teamwork Team Management Leadership Project Management Consultant PMC Client Management Cost Estimation Specifications Time Management Budgeting Project Planning Scheduling Performance Management Staff Staff Management Communication Equipment Maintenance Report Monthly Reports Financial Reporting Automation HVAC Lighting Energy Management Interpersona
Job Overview:The BMS Project Manager is responsible for the management of Building Management System projects from design to completion. This role involves overseeing the design, installation, and commissioning and handing over of BMS solutions, ensuring all technical, quality, and safety standards are met. The Project Manager will collaborate with Consultants, PMC, clients, engineers, Internal team and Sub-contractors to ensure timely and cost-effective delivery of BMS systems that meet the required specifications.Responsibilities:o Execute the BMS projects, including scope definition, project timelines, budgets, and resource allocation.o Coordinate with internal teams, subcontractors, and clients to ensure all project deliverables are met.o Develop detailed project plans, schedules, and work breakdown structures.o Perform risk assessments and develop mitigation strategies.o Manage and lead a team of engineers, technicians, Sub-contractor and other staff involved in the BMS project.o Ensure effective communication and collaboration between project stakeholders, including clients, consultants, and contractors.o Conduct regular team meetings to track progress and resolve issues.o Work closely with design engineers to ensure that the BMS design meets client requirements and industry standards.o Review technical specifications and drawings for the installation of BMS systems.o Oversee the procurement of BMS equipment and materials, ensuring quality, cost-effectiveness, and on-time delivery.o Ensure all required certifications and compliance with regulations for the BMS systems are met.o Monitor the progress of the project to ensure it is on schedule and within budget.o Ensure that all work meets quality standards and industry regulations.o Oversee the commissioning process and troubleshoot issues during system testing.o Maintain regular communication with clients/Consultants, providing updates on project status, milestones, and potential challenges.
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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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Urgent Requirement For Financial Advisory

Big Bee Consultant

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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Finance Manager

Money2me Finance Limited

  • 2 - 5 yrs
  • Mira Road Mumbai
Financial Inclusion Corporate Finance Finance Financial Planning
Job description - Manager Finance Reporting to: VP Finance Job location: Mira Road-East Roles and Responsibilities 1. Preparation of Monthly branch wise MIS Report of Collection, Disbursement data,2. Monthly Monitoring on Collection efficiency,3. Monitoring of Monthly Cash flow and ALM Analysis,4. Monthly interest pay-out Calculation with Bank and NBFCs,5. Monthly CAAR, NPA and DPD calculation,6. Preparation of Monthly Bucket-wise AUM,7. Data Sharing for Financial proposal and follow-up,8. Monthly CIBIL reporting and follow-up with the CIBIL Team,9. Monthly /Quarterly data sharing with Credit Rating Agency,10. Monthly /Quarterly data submission with Banks/NBFCs,11. Maintaining of proper correspondence with all Parties (Bank/NBFCs/CIBIL/Rating Agency)12. In-depth knowledge of financial covenant, ratio and Balance sheet Analysis,13. Well versed with Advance MS office,14. Monitoring of profitability and Breakeven study of each branch and other segment on monthly basis,15. Ability to understand, Prepare and Update financial model on Monthly Basis. Desired Candidate Profile: MBA/CA inter/ M Com Industry Experience of 2-5 Years Attention to detail and problem-solving ability Impressive oral and written communication skills Ability to manage stressful situations effectively
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Manager Financial Planning & Analysis

Satvam Consulting Private Limited

  • 3 - 7 yrs
  • Mumbai
Finance Analyst Finance Executive
Job profile To assist and plan the formulation & achievement of Long-term Operating Plan for the entire organization for consolidation Finalization of key assumptions, initiatives and sensitivities. Reviewing MIS & Provide Value added analysis through lead / lag indicators highlighting exceptions on Key Business Drivers Facilitate building a robust Financial Model to rollup Consolidated Plan Measurement of performance of the defined matrices initiatives towards achievement of Goals Negotiate and build consensus with Channel to ensure budgets are in line with company objectives Track rigorously the above on an on-going basis, highlight deviations and work jointly for achieving desired objectives Support the corporate finance initiatives including solvency and capital infusion Analyze and review the projected consolidated and individual financial Statements including Profit and Loss Statement with Balance Sheet Review the actuarial assumptions to be considered for plan with reference to actual experience and analyze the projected changes Finalizing sensitivities and what-if analysis for top management decisions Forecasting P&L on a period basisTechnical skills: Financial Planning, financial analysis, finance, Soft skills: Good communication skills, problem solving, interpersonal skills, analytical thinking
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Opening- Manager/ SR Manager- Wealth Management

ABS International

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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Vice President - Finance & Legal

Anlage Infotech

  • 11 - 18 yrs
  • 40.0 Lac/Yr
  • Mumbai
Legal Financial Planning Legal Drafting Profit & Loss Finance Manager Legal Manager
Provide visibility into revenue forecasting, pipeline, variance, budgeting, etc.Calculate KPIs like MRR growth, expansion, churn, LTV, CAC, etc.Enterprise sales support with legal agreement reviews and closures by working with external legal counselsBuild economic models to support new market expansionDesign measures to monitor sales efficiency, targets and compensationBudgeting and planning the entire P&L, preparing board presentationsPutting financial controls and processes across the boardBachelors or masters degree in business management, business administration, finance, economics, statistics or related fields13 to 16 years of experience in helping or leading accounting professionals, working with auditors and investor representatives in IT consulting, investment banking or SaaS organizationsAdvanced skill-set for driving ERP implementations, CRM maintenance, transfer pricing exercises, statutory and tax audits (including hold on GAAP and IFRS)Proficient in Excel and data visualization/analytics tools Solid know-how of Enterprise SaaS products, KPIs and business modelAbility to multi task at a high degree with passion, strong initiatives and positive attitudeExcellent written and verbal communication skills and the ability to persuade, influence, negotiate and make formal presentations in client and investor meetingsConfident and dynamic working persona, which can bring fun to the team, and sense of humor, is a plusStrong organizational skills, working with multiple stakeholders/team members, judgment and decision-making skills, and the ability to work under continual deadline pressure
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Relation Manager

Vplace HR Services Pvt Ltd

  • 4 - 6 yrs
  • 6.0 Lac/Yr
  • Mumbai
Life Insurance Insurance Manager Financial Planning
SalesLife Insurance Graduate & AboveExcellent communication skillsExcellent presentation skills.The ability to handle pressure and meet deadlinesQuick Learning AbilityProviding Financial Planning Tool to existing customersResponsible for generating sales with existing customers.Developing opportunities with existing customers & referencesReaching the targets and goals set for your profile.Establishing, maintaining and expanding your customer base.Increasing business opportunities through various routes to marketFollow up on the database provided by Company.Keeping up to date with products and competitorsMeeting With Clients on field
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Business Strategy Manager

Career Catalaysts HRC Pvt Ltd

  • 3 - 7 yrs
  • 12.0 Lac/Yr
  • Mumbai
Strategic Planning Corporate Strategy Financial Modelling Business Strategy Business Developer
Analytical Thinking:- Should be able to structure problems and come up with actionable solution- Should be able to create data driven analysis and evidence to support own point of view whileexhibiting a comfort with data- Should conduct regular analysis of the various metrics and derive insights for the businesses- Should convey messages logically, simply, succinctly, does not digress; is in command of themessage- Proactively recognizes a need and takes accountability for implementing an improvement and/orchange; looks for opportunities to mobilize others to implement new solutions2) Managing Internal & External Stakeholders:- Fosters positive relationships with peers, partners, stakeholders and counterparts to contribute tothe establishment of a cooperative work environment3) Collaborating with Cross Functional Teams:- Should execute projects and initiatives in collaboration with cross-functional teams within theorganization- Builds camaraderie amongst the team and encourages active participation ,
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Finance Manager - Andheri Location

Tainwala Personal Care Products Pvt. Ltd.

  • 9 - 12 yrs
  • 14.0 Lac/Yr
  • Mumbai
Accounting Finalisation Of Accounts Financial Risks Liaising With Clients Internal & External Audits Preparing Budgets Annual Reports Strategies Tax Planning
Roles and Responsibilities: Maintaining proper accounting records Assessing financial risks and suggesting preventive measures Liaising with clients, business partners, auditors and vendors Ensuring complete compliance with the state authorities Offering expert financial advice and services to clients Investigating and rectifying any financial discrepancies Conducting internal and external audits Preparing budgets, annual reports and strategies Advising clients on financial transactions, mergers and acquisitions Helping clients with reciprocity agreements, training agreements or similar tax/payment-related queries Analyzing the companys financial systems and procedures Processing online payments and bank statements Preparing and forecasting budget reports Preventing or suggesting ways to stop any fraudulent activities Negotiating monetary terms with vendors Providing assistance with tax planningChartered Accountant Requirements: Excellent organizational and time management skills Attention to detail and problem-solving ability Impressive oral and written communication skills Ability to manage stressful situations effectively Strong leadership qualitiesInterested candidates may share their resumes with your present CTC details.About Us:We pioneered the concept of wet wipes in India and are now the leading producer of wet wipes and dry tissues in the country. Ever since our beginning in 1986, we have focused on manufacturing high quality personal care products to keep India cool, clean and fresh. At Tainwala, we are constantly innovating to cater to your comfort and cleanliness. Over the years we have established 6 brands Fresh Ones, Baby Fun, Kotton, Black & White, Taina, and Casper to tailor our products for a larger demographic. We also cater to private label orders by customizing every step of production.RegardsKinjal PatelHR Manager
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Finance Manager

Kanchansobha Finance Pvt. Ltd.

  • 2 - 5 yrs
  • 12.0 Lac/Yr
  • Mumbai
Financial Planning Debt Syndication Fund Analyst Investment Banking Finance Manager Chartered Accountant
Kanchansobha Finance Pvt. Ltd.position: Manager / Senior Manager job Description:we are Looking for a Chartered Account Having Experience of 2 to 5 Years in Corporate Finance/investment Banking. We are Willing to Consider Bright Mbas/cmas that have Strong Fundamentals and Relevant Experience.the Candidate Will Be Responsible for Preparation of Financial Models, Cma Data, Project Reports, Research, Restructuring/resolution Plans and Presentations for Submission to Banks, Financial Institutions, Nbfcs, Investors (including Private Equity Investors). the Job also Involves Plenty of Analysis Including Analysis of the Companys Business Model, Resolution Plans, Growth Plans, Etc. Besides, the Candidate Shall Be Required to Perform Industry Level / Company Level Research of Data from Various Public Databases. the Candidate Can Expect Active Participation in Client Meetings and Will Be Required to Regularly Interact with Client Teams for Gathering Information, Due Diligence, and other Items. the Candidate Shall Be Expected to Guide Junior Members of the Team and have the Skillset and Capability to Take On Leadership Roles as They Grow Within the Organization.we are Ideally Looking for a Person Who is Located At a Manageable Distance from Bkc.industry: Investment Bankingrole: Manager / Senior Manager pay: Rs. 9,00,000-rs. 12,00,000 P.a (negotiable)key Skills: Corporate Finance, Restructuring, Resolution, One Time Settlement, Debt Syndication, Funding, Cma Data, Project Report, Credit Appraisal Form, Power Point Presentations, Excel education: Chartered Accountant/mba/cma Having Experience of More Than 3 Years.desired Candidate Profile:1. Technically Sound2. Good English Communication Skills3. Free to Travel Anywhere in India4. Hard Working and Diligent5. Ability to Handle Pressure6. Team Worker7. Positive Attitude
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Chartered Accountant

PLANET CONVERSATIONS INTERNATIONAL LLP

  • 4 - 8 yrs
  • 0.8 Lac/Yr
  • Andheri Mumbai
Invoicing Compliance Officer IRS Cost Accounting Financial Accounting Charted Accountant Tax Planning Taxation TDS Auditing CA Accounting Work From Home
This is a critical role where the role holder comes with the experience to independently manage accounting in Tally, Quick book, banking, compliance, audits,taxation etc for effective business functioning
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Audit Manager - Statutory Audit Division

Kirtane & Pandit LLP

  • 1 - 3 yrs
  • 5.0 Lac/Yr
  • Mumbai
Chartered Accountant Audit ManagerIRS Cost Accounting Financial Accounting Charted Accountant Tax Planning Taxation TDS Auditing CA Accounting
Audit Manager - for Statutory Audit Division - preferably person residing at central line. should be able to carry audit of listed company independently with the help of team members.
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Looking For Financial Advisory (Senior)

Big Bee Consultant

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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Urgently Looking For Finance Manager For (Borivali) Mumbai Location

ABS International

  • 5 - 7 yrs
  • 15.0 Lac/Yr
  • Mumbai
Financial Planning Taxation Treasury Finance International Finance Bank Accounting IFRS Finance Manager Walk in
Job descriptionLeading Pharma multinational organization in the manufacturing & Service industry. With a strong presence in the market, we are committed to delivering high-quality products to our customers. We value innovation, teamwork, and continuous improvement, and we are looking for a talented Finance Managers to join our team.The Finance Manager is responsible for the operational financial management of the assigned company which includes budget planning, cash flow and balance sheet forecasts, reviewing payroll, inventory and fixed assets while ensuring statutory and tax compliance. In addition to managing the finance team and creating and implementing policies and procedures.Reporting to : Regional Finance ManagerCritical experience:At least 5 years experience in a senior finance role post articlesProven track record of mentoring, managing and training employeesOperational Commercial and Business Awareness, Strategical application of knowledge and skillsExcellent skills in Sage Evolution & MS Office, especially Excel;Tax knowledge/audit knowledge/technical skills eg. IFRSMinimum EducationAccounting Degree with Honours or Audit articles or technical training//Semi Qualified CA/ MBA FinanceRegistered Chartered Accountant / Professional AccountantSalary : 10 to 15LPA
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