Financial Planning Specialist
Ujjivan Small Finance BankRepublic Of India, IN30+ days ago
Job descriptionIndustry Analysis and Competitor Study : Conducting a competitor study and industry analysis in partnership with sales and marketing team to gather relevant information for business strategy and plan formulation. Tracking the competitor closely and proposing key take away for Ujjivan. Business Planning and Budgeting : Preparing the long term business plans, business strategy, yearly business budget & forecasts in collaboration with the Business teams. Tracking of Business & Revenues : Publishing and analyzing relevant dashboards highlighting the performance of the business against the target / budget. Analyzing the performance of the different business units and highlighting the performers and non-performers. Assist business leaders in developing an action plan for the non-performers. Track revenues. Attend and assist to any related queries for customers Must have fair understanding of Taxation laws & should assist in interpretation of law to drive projects that has an impact on the Bank / it’s businesses Must be able to guide Operations, IT, Business teams for any needful actions to be undertaken pursuant to any new requirements / changes in existing requirements per laws Process Improvement : Understanding the current processes followed by the bank and suggest improvement to develop efficiency. Also developing and reviewing new business processes as per the strategic goals of Ujjivan. Cost Management and Cost Control : Tracking the costs of various verticals against budget and performing the variance analysis. Also suggesting alternatives to optimize the costs incurred to improve profitability. To keep oneself up to date on relevant laws To complete all online learning modules on time To complete the self-assessment on time MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS MBA(Finance) / CA / CFA Minimum 1 year experience in financial analysis or planning & budgeting in a Bank / Financial Institution / advisory firm NA Strong accounting & tax background Fair Understanding of Taxation laws (Income Tax & GST) Expert in handling voluminous data & hands on experience with MS Office Planning & Organizing Driving Execution Collaboration
JOB TITLE
Financial Analyst
GRADE
SM
DEPARTMENT
F & A
LOCATION
HO
SUB-DEPARTMENT
TYPE OF POSITION
Full-time
REPORTS TO
National Manager – Financial Planning
- ROLE PURPOSE & OBJECTIVE
- Responsible to prepare the long term business plans, business strategy, yearly business budget & forecasts in collaboration with the Business teams.
- KEY DUTIES & RESPONSIBILITIES OF THE ROLE
Business / Financials
Customer
Internal Process
Learning & Innovation
Educational
Qualifications
Experience
Certifications
Functional Skills
Competencies Required
Create a job alert for this search
Financial Planning Specialist • Republic Of India, IN
Related jobs
- Promoted
Financial Planning Support Specialist
1 FinancePune, Republic Of India, IN Monitor clients’ financial plans and conduct meetings to review the progress of action plans.Assist members in executing financial plans by thoroughly analyzing client profiles.Design and implement...Show moreLast updated: 11 days ago
- Promoted
Financial Planning & Analysis Specialist
AtosChennai, Republic Of India, IN Immediate Joiners / Lesser notice period candidates only required.Responsible for Month-end activities : .Journals Accruals, Prepayments, Revenue- WIP, Cost by Nature Reclass.Employee Timesheet Analysi...Show moreLast updated: 19 days ago
- Promoted
Financial Planning Specialist
PERFECTLY AVERAGEJaipur, Republic Of India, IN PERFECTLY AVERAGE isn’t your typical jewelry brand — we’re redefining what “everyday luxury” means.Our demi-fine pieces blend high design with honest pricing, made to elevate your 9-to-9 look witho...Show moreLast updated: 14 days ago
- Promoted
Financial Planning Analyst
Ocean Lifespaces India Private LimitedChennai, Republic Of India, IN Financial Planning & Analysis (FP&A) Manager.This role is critical to supporting Ocean Lifespaces' continued growth and profitability through comprehensive financial analysis, budgeting, forecastin...Show moreLast updated: 18 days ago
- Promoted
- New!
Financial Planning Manager
goGlocalRepublic Of India, IN Glocal empowers businesses to expand globally by simplifying market entry and growth with a suite of solutions.We aim to be the world's leading enabler of global e-commerce, connecting businesses w...Show moreLast updated: 20 hours ago
- Promoted
Financial Planning Consultant
LTIMindtreeRepublic Of India, IN Location : Pan India (LTIMindtree office).Required Skills Qualifications.Proven experience in regression testing with strong defect identification and troubleshooting skills.Anaplan Level 1 Level 2 ...Show moreLast updated: 30+ days ago
- Promoted
Financial Planning & Strategy Lead
Ocean Lifespaces India Private LimitedChennai, Republic Of India, IN Financial Planning & Analysis (FP&A) Manager.This role is critical to supporting Ocean Lifespaces' continued growth and profitability through comprehensive financial analysis, budgeting, forecastin...Show moreLast updated: 18 days ago
- Promoted
Financial Planning Analyst
Hardcastle Restaurants Pvt. Ltd.Republic Of India, IN Provide financial analytics and insights support to Leadership.Update quarterly projections on a regular basis analysing expected vs actuals.
Monitor performance measures that are critical to the Co...Show moreLast updated: 9 days ago
- Promoted
Financial Plan Execution Specialist
1 FinancePune, Republic Of India, IN Monitor clients’ financial plans and conduct meetings to review the progress of action plans.Assist members in executing financial plans by thoroughly analyzing client profiles.Design and implement...Show moreLast updated: 11 days ago
- Promoted
Financial Planning Lead
PluxeeRepublic Of India, IN Pluxee is a global player in employee benefits and engagement that operates in 31 countries.Pluxee helps companies attract, engage, and retain talent thanks to a broad range of solutions across Mea...Show moreLast updated: 30+ days ago
- Promoted
- New!
Financial Planning and Analysis Professional
AramyaJaipur, Republic Of India, IN Our vision is to build some of the world's most loved fashion and lifestyle brands and enable people to express themselves.
With a fast-moving team driven by creativity, technology, and customer obs...Show moreLast updated: 20 hours ago
- Promoted
Financial Planning Solutions Architect
ANP ConsultingRepublic Of India, IN We’re seeking for an exceptional Anaplan Solution Architect to join our client dynamic team.This role is perfect for an experienced Anaplanner looking to make a big impact by enhancing and optimizi...Show moreLast updated: 30+ days ago
- Promoted
Financial Planning and Analysis Manager
BrightEdgeNagpur, IN BrightEdge is a leading enterprise SEO and content performance platform trusted by over 1,500 global brands including Microsoft, Adobe, and Marriott.
What makes BrightEdge special is our innovative ...Show moreLast updated: 30+ days ago
- Promoted
Financial Planning & Analysis Associate
TresVistaRepublic Of India, IN 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 meaning...Show moreLast updated: 22 days ago
- Promoted
Real Estate Financial Planning Specialist
Ocean Lifespaces India Private LimitedChennai, Republic Of India, IN Financial Planning & Analysis (FP&A) Manager.This role is critical to supporting Ocean Lifespaces' continued growth and profitability through comprehensive financial analysis, budgeting, forecastin...Show moreLast updated: 18 days ago
- Promoted
Financial Planning Analyst
Bharat Serums and Vaccines LimitedRepublic Of India, IN Monitor monthly, yearly forecasts for all departments to ensure alignment with forecast & budget.Revenue forecasting and clearly highlighting and tracking the risks and opportunities.Working capita...Show moreLast updated: 30+ days ago