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Financial planning Jobs in Mumbai

4+ Financial planning Jobs in Mumbai | Financial planning Job openings in Mumbai

Apply to 4+ Financial planning Jobs in Mumbai on CutShort.io. Explore the latest Financial planning Job opportunities across top companies like Google, Amazon & Adobe.

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Apollo finvest

at Apollo finvest

2 recruiters
Anushka Nalawade
Posted by Anushka Nalawade
Mumbai
7 - 9 yrs
₹10L - ₹15L / yr
Taxation
Financial analysis
Audit
Compliance
Teamwork
+1 more

Company Description


Apollo Finvest is a publicly listed Non-Banking Financial Company (NBFC). Think of us as AWS for Lending. We enable any company to offer fully digital and compliant digital loan products to their end-customers. Built on modern RestFUL API's, we treat the financial services on our platform as building blocks, which our partners can mix and match to create loan products specifically tailored to their business model.


Key Responsibilities


- Oversee Cash flow planning and ensure optimal liquidity and Asset-Liability Management.


- Develop comprehensive treasury strategies aligned with the company’s financial goals, risk and regulatory requirements.


- Execute fundraising opportunities including debt and other financing options.


- Liaising with auditors for the quarterly and annual audit, bankers and statutory auditors


- Ensuring the requirements for the board presentation are delivered.


- Assisting resolve accountant's queries in preparing the quarterly and annual reports and spearhead preparation of AGM.


- Adhering to regulatory and statutory compliance of SEBI/RBI and other regulatory bodies.


- Tracking investments to ensure they meet the internal rate of expected return.


- Oversee and manage partner reconciliation which involves per loan wise principal & income matching and explaining the concepts of reconciliation to the partner like the process of reconciliation, tax-related queries or any other queries.


- Work closely with Credit and Business teams to ensure timely and quality deliverables


To coordinate with the tech team for develop new logics in the LMS and testing the


existing reports.


- To add and represent points of view from the Finance team with all inter-team collaborative tasks.


Qualifications


Chartered Accountant with more than 7 years of experience


Proven experience of minimum 5 years in progressively responsible finance roles within the NBFC sector


Strong expertise in Treasury, Fundraising and FP&A.


Experience with scaling and managing lending products


Attitude to work at lightning fast speed


Well versed with Ind-AS financial preparation and finalization.


Candidates in a Compliance Manager role at NBFC / Banks having experience in handling regulatory compliance, RBI audits, etc. would be preferred.


Experience with managing and leading finance team


Excellent Knowledge of Microsoft Excel


*Compared to what is stated in the job description, the CTC range is higher for this role*

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Treelife Consulting

at Treelife Consulting

1 recruiter
Abdullah Parkar
Posted by Abdullah Parkar
Andheri East, Mumbai
2 - 3 yrs
₹1L - ₹2L / yr
Accounting
Return Filing
Auditing
Who are We Looking For? We want to hire an individual who will work with us in our Accounts and Audit wing offering compliance, taxation and accounting services. The individual needs to be a graduate in Commerce (B.Com.) with preferable specialisation (or equivalent relevant experience) in Accounting and Finance. Candidates who have cleared CA Foundation and/or Inter with prior experience in audit and return filing would be at an advantage. An ideal candidate should be having an experience of 2 to 3 years and would roughly be in the age bracket of 24 to 28 years. -------------------------------------------------------- Where would you be working from? You would be required to travel to our customer locations who are majorly populated in and around Andheri in Mumbai. We expect to see you at our office for 1 to 2 days in a week which is in Sion West (close to the station), and your commute to office should not exceed one hour in one direction. The individual must be a resident of Mumbai at the time of application and must be willing to travel locally as and when required. Considering the travel requirements, candidates residing on the western side would be ideal. -------------------------------------------------------- A Typical Work Profile in the Life of an Accounts and Audit Assistant at Treelife Consulting! Accounts work at Treelife Consulting is spread across 3 distinct areas, as a part of our offerings to the clientele: 1. Accounts & Taxation: Day to day accounting activities which include but are not limited to: + Maintaining General ledgers of client companies; + Preparation of Bank Reconciliation Statements; + General accounting and finance; + Revenue Accounting; + Accounting entries related to TDS; 2. Audit: + Performing internal audit at client locations as per policies and processes designed by us; + Prepare documents based on audit policy and standard templates, including information gathering and population of templates and documents. 3. Compliance: + Performing registrations on the MCA website; + Preparing working statements and filing of all taxes which include but are not limited to: - Direct and Indirect taxes returns, - Income Tax returns, - Tax Deducted at Source (TDS) returns, - Goods and Services Tax (GST) returns; + Ensuring accurate calculations and timely payments as per statutory requirement. What Should You Be Good at? + Working knowledge of Tally ERP 9; + Working experience of the Income Tax Utility portal and ease in filing returns; + A command over the language for effective working communication with all clients; + Independently managing and supporting clients for routine requirements; + Effective resource management with timely reporting and updation; + Ensuring sure of task completion as per specified timelines; + Acting in the best interests of Treelife in all professional environments. If You Are Good at These, then it is an Added Advantage! + Winman software; + Government GST Utility Portal.
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Zepo Technologies Pvt Ltd
Nisha Nair
Posted by Nisha Nair
Mumbai, Navi Mumbai
1 - 3 yrs
₹1L - ₹3L / yr
Account Management
Taxation
Payroll Management
At Zepo, we’re looking for a highly-motivated startup-savvy Finance Executive who want to make a career in finance, enjoy handling accounts & playing with numbers. This role requires you to have a lot of attention to detail, confidentiality and thoroughness. Working for Zepo is defined by constantly being on your tip-toes and outdoing your own self every single time. If you are smart, driven and determined to make a difference, Life at Zepo is something that you will love. We guess Reid Hoffman said it best, "Startups are like jumping down a cliff and building a plane on your way down." YOUR RESPONSIBILITY: The Job role will be majorly revolving around these 4 important tasks: 1. Accounting ● Day to day admin and accounting tasks ● Manage Payments via Cheque, NEFT, RTGS ● Handling Cash Flow Statements ● Maintaining Bank Pass Books ● Handling TDS & GST Compliance ● Produce month-to-month reports. ● Advice the management on how to handle finances better ● Work constantly towards minimizing costs. ● MIS reporting 2. Company Secretarial Work ● Coordination with CS of the company to meet the Statutory compliances 3. Finance Management ● Coordination with the Company CA & CS ● Bank Reconciliation ● Manage daily expenses/voucher of office staff ● Handle Payroll of staff ● Invoice Processing and Maintenance ● Monitor company accounts to ensure payments to be up to date. ● Client file & ledger maintenance. Desired Skills and Experience What are we looking for in you - with regards to skill ● Minimum 1 years of experience handling accounts ● Some knowledge about filing I.T Returns & Service-tax returns ● Knowledge of BRS. ● High proficiency in Excel ● Knowledge of E-Filing & E-Accounting. ● Good Knowledge of Accounting & Statutory Forms ● Basic knowledge of Statutory Audit. What we are looking for in you - as a person ● Attention to detail, confidentiality and thoroughness ● Ability to establish priorities & work independently ● Motivated & self-starter - you are entering a startup ● Ability to accurately identify the key elements of data or a problem, understand the problem & generate appropriate solutions ● Ability to quickly absorb and analyze large amounts of information ● Highly organized as well as flexible Most importantly, you should be diligent, enthusiastic & passionate about a career in Finance! It would be good & preferred if ● You have worked under a CA or a Bcom graduate with 1 year of experience or just passed your CA exams. ● You have some prior work experience as an accounts executive in any web-development company or a software company ● Being a qualified CA in not mandatory, however a graduation or post graduation with finance as a major is a must P.S. ● Location is Mumbai. ● Read this to know more on what it is like working at Zepo - http://www.zepo.in/career.html
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Dani Investment Serrvices
Himanshu Dani
Posted by Himanshu Dani
Mumbai
0 - 2 yrs
₹3L - ₹6L / yr
Familiar with Stock Market and well versed with excel
MS-Excel
MS-PowerPoint
work closely with a team of finance professionals and have passion for quantitative and finance in stock markets
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