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Financial planning Jobs in Bangalore (Bengaluru)

4+ Financial planning Jobs in Bangalore (Bengaluru) | Financial planning Job openings in Bangalore (Bengaluru)

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It's India’s leading digital payments platform

It's India’s leading digital payments platform

Agency job
via Qrata by Rayal Rajan
Bengaluru (Bangalore)
4 - 7 yrs
₹30L - ₹40L / yr
Financial accounting
Financial Modeling
Financial analysis
Financial planning

Finance Analyst

Location - Bangalore

About Company

It's India’s leading digital payments platform with over 280 million registered users. Using users can send and receive money, recharge mobile, DTH, data cards, pay at stores, make utility payments, buy gold, and make investments. went live for customers in August 2016 and was the first non-banking UPI app and offered money transfer to individuals and merchants, recharges and bill payments to begin with. In 2017, forayed into financial services with the launch of digital gold, providing users with a safe and convenient option to buy 24- karat gold securely on its platform. has since launched Mutual Funds and Insurance products like tax-saving funds, liquid funds, international travel insurance, Corona Care, a dedicated insurance product for the COVID-19 pandemic among others.


We have launched its Switch platform in 2018, and today its customers can place orders on over 300 apps including Ola, Myntra, IRCTC, Goibibo, RedBus, Oyo etc. directly from within the mobile app. We are accepted at over 18 million merchant outlets across 500 cities nationally.


Culture,- we take extra care to make sure you give your best at work, Everyday! And creating the right environment for you is just one of the things we do. We empower people and trust them to do the right thing. Here, you own your work from start to finish, right from day one. Being enthusiastic about tech is a big part of being at the company. If you like building technology that impacts millions, ideating with some of the best minds in the country and executing on your dreams with purpose and speed, join us!


Key Responsibilities :

- Ensuring monthly book closure, revenue recognition & accrual of proper costs in all categories to be in line with the internal guidelines and the statutory requirements

- Preparation of MIS reports, schedules, reports & MTM change analysis.0

- Validating monthly revenues, analytical checks on system reports

- Ensure compliance of all statutory audits, internal audits & ICFR related requirements within timelines. - Drive automation for various reports & activities.

- Collaborate with internal stakeholders for reporting requirements

- Work with the team for preparation of the monthly closure & Quarterly Audit plans


Job Requirements :

- CA with good academic records

- Systematically process, measure and verify financial and accounting information

- Analyze financial details and do value addition to business

- Strong Bias for action, problem solving and ownership


Full Time Employee Benefits (Not applicable for Intern or Contract Roles)

• Insurance Benefits - Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance

• Wellness Program - Employee Assistance Program, Onsite Medical Center, Emergency Support System

• Parental Support - Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-care Support Program

• Mobility Benefits - Relocation benefits, Transfer Support Policy, Travel Policy

• Retirement Benefits - Employee PF Contribution, Flexible PF Contribution, Gratuity, NPS, Leave Encashment

• Other Benefits - Higher Education Assistance, Car Lease, Mobile & Broadband Reimbursements, Salary Advance Policy

Read more
Tredence
Suchismita Das
Posted by Suchismita Das
Bengaluru (Bangalore)
2 - 5 yrs
Best in industry
Financial analysis
Financial planning
Finance

About Tredence

 

Tredence is a global analytics service and solutions company. This is one of the fastest-growing startup in Silicon valley. We have recently raised our Series A private equity. Our capabilities range from Data Visualization, Data Management to Advanced analytics, Big Data and Machine Learning. Our uniqueness is in bringing the right mix of technology and business analytics to create sustainable white-box solutions that are transitioned to our clients at the end of the engagement. We do this cost effectively using a global execution model leveraging our clients' existing technology and data assets. We also come in with strong IP and pre-built analytics solutions in data mining, business intelligence and Big Data. 

 

Responsibilities & Description of the role

 

Role requires working with cross-functional teams and involves following key responsibilities –

 

  • Co-own the financial plan of the business unit along with the business head
  • Revenue governance (including client interactions for deal closures and contracting; forecasting, revenue recognition)
  • Margin governance (including cost take-out initiatives, systemic and sustainable cost control, rate hikes, cost analysis)
  • Working capital governance (including unbilled reduction, timely invoicing and collection, improving debt ageing and PDD)
  • Commercial Structuring and Deal pricing
  • MIS for the business unit including sales performance tracking and other analytics
  • People management - internal stakeholder management
  • Critical attributes to success would be strong communication, cadence and resilience.
  • “Can do” attitude and faster learning curve

 

 

Must have Skills

 

- CA/MBA Finance from Tier I college with 4-5 years of experience

- Proven working experience as a Business Finance Partner

- Experience with creating data models

- Experience with general ledger functions and the month-end/year end close process

- Excellent accounting software user and administration skills

- Working knowledge of Microsoft Office, BI tools, Oracle Netsuite

 

 

 

Why join Tredence?  

 

There is a reason we are one of the fastest growing private companies in the country! You will have the opportunity to work with some of the smartest, friendliest, hardest working people in the data analytics space. You will work with the latest technologies and interface directly with the key decision stakeholders at our clients, some of the largest and most innovative businesses in the world. Our people are our greatest asset and we value every one of them. Come see why we’re so successful in one of the most competitive and fastest growing industries in the world.

 

Tredence 5 core values

  • Think Impact
  • Be Entrepreneurial
  • Constantly curious
  • Do the right thing
  • Pursue Excellence

 

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PeopleProsper Technologies Pvt Ltd
Marsha Babu
Posted by Marsha Babu
Bengaluru (Bangalore)
1 - 6 yrs
₹3L - ₹8L / yr
Financial planning
Life insurance
Health insurance
Insurance management
Greetings of the day,
Thanks for your time today, as discussed on call I am sharing you the JD for Insurance Profile.

Job description
Roles and Responsibilities

Meeting with clients.
Offering specialized financial guidance and advice.
Completing financial needs analysis.
Creating and explaining customized plans.
Utilizing knowledge of tax investment strategies.
Assessing clients' financial portfolios.
Analyzing clients' risk.
Encouraging clients to invest in the future.

Desired Candidate Profile

You should have a strong command of English and Hindi.
Preference would be given to those candidates who are from banking background experience.
Must have good knowledge in Insurance and good connections with agents.
Experience required 1-5 years.

Perks and Benefits

1. Chart a rapid career growth in a fast-paced start-up company.
2. Opportunity to be the core team member of the technology team.
3. Opportunity to work in an upcoming B2B2C Fintech start-up founded by IITians.
4. Stock options for high performers.
5. Health Insurance.
Location: HSR Layout, Sector-4, Bangalore
Notice Period: 1-15 days, Immediate Joiners
CTC: 3-8 LPA
Openings: 2
Relevant experience: 4-8 Years (Senior Profile)
Relevant Experience : 1-2 Years (Junior Profile)

Looking forward to hearing from you soon, any assistance would be needed. You can reach me out on the below contact details!
Read more
Their mission is to build financial services.(NV1)

Their mission is to build financial services.(NV1)

Agency job
via Multi Recruit by Chandrala P
Bengaluru (Bangalore)
8 - 10 yrs
₹45L - ₹55L / yr
Internal audit
Financial analysis
Internal control
Accounts payable
Accounts receivable
+6 more
  • CA or MBA qualification
  • Minimum 8 years post-qualification Experience in Finance (preferably in NBFC for few years)
  • Ability to understand the intricacies of Finance, Ind-AS, Tax and Regulations
  • Able to work with CEO and Senior management
  • Manage the finance & accounts team, to deliver high-performance

 

Key Skills:

 

  • Communication: Clarity, Articulation and English
  • Conceptual & Critical thinking
  • Positive Attitude and Positive Energy
  • Self-starter, self-motivated and aspirational
  • Attention to Detail
  • Outcome orientation & Execution skills handling multiple priorities
  • Financial analysis & financial concepts
  • Good understanding of Finance operation process and Month end close reporting

 

Other Good To Have Skill:

 

  • Domain skills on Banking, NBFC, etc
  • Understanding of Risk Management              

 

What Will You Be Doing?

 

  • Closely work with CEO and provide finance support to achieve business goals
  • Responsible for the Finance Team of NFS (as a Head of Finance) – set aspiring goals, continuously connect & provide feedback to bring out the best from the team
  • Insightful BU reporting (Internal) to highlight the deviation from plan & scope for improvement
  • Timely and reliable submission of Statutory reporting and drive 100% compliance
  • Create value through cost savings champion and tax optimization
  • Present financial performance and other matters, to CEO and Board
  • Timely audit of accounts (as per companies act), RBI and Taxation
  • Responsible for managing Internal Audit and continuously monitor controls & efficiency
  • Responsible to manage banking relationship for the operational banking
  • Drive systems & process improvements and ensure robust internal controls

 

Read more
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