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

Position: Finance Lead

Remote role

Responsibilities:

MIS (Internal & External)

1. Collate the incoming revenues through all sources namely sales, renewals, supplement sales,

Ecommerce sales and keep the revenue data update on a timely basis.

2. Collate all the expenses and outgoings in an organized manner.

3. Ensure that all expenses/outgoings are properly supported by invoices and necessary

approvals.

4. Prepare and maintain Profit and Loss (P& L) accounts and analyze financial performance.

5. Prepare and publish MIS reports for management, founders, investors and other

stakeholders to support decision making.

Payments & Compliances

6. Ensure timely payouts to Doctors/Vendors.

7. Ensure timely Statutory payments like TDS, PF, PT and filing of GST /TDS returns etc.

8. Verify the revenues earned by Sales and Services team for disbursing their incentives.

9. Advise and ensure legal compliances with respect to Companys business.

Budgeting and Forecasting

10. Periodically prepare Revenue and Expenses estimates and assist in Budgeting and

forecasting.

11. Conduct Revenue and cost analysis and advise on burn reduction and business process

efficiencies.

Audits

12. SPOC for internal and External audits and ensure correctness of data at all times.

Dashboards

13. Publish monthly Dashboards for investors founders and marketing teams review and

decision making.

Vendor & Inventory Management

14. Coordinate with vendors on stock procurement, inventory replenishment, invoice

verification, account reconciliations, payment follow-ups, and resolution of inventory and

operational issues.

15. Manage inventory records, monitor stock movements, perform periodic inventory

reconciliations, and ensure accurate inventory reporting.

Miscellaneous

16. SPOC for all Bank related.

17. Coordinate with external accounting firm, and CA firm.

18. Will be incharge for all Finance related and such other tasks assigned by the founders.

Qualifications:

• BCom is mandatory. MCom will be preferred

• At least 3 of experience corporate experience

• Proficient in Excel, knowledge of CRM tools

• Keeping abreast of all relevant taxation related rules

Experience of working in startups would be preferred

Financial Business Partner

Job Location: Mumbai

Experience: 5-12 yrs relevant Experience (Mandatory)

Job Type: FTE

Education : CA - completed (Mandatory)

Job Description:

Mandatory skills :

FP&A (Financial Planning & Analysis), Budgeting & Forecasting, Business Partnering, Variance Analysis, Advanced Excel, MIS Reporting, Contract Negotiation Support. Financial Controls & Compliance.

Good to have skills :

Sap, Hedging & Treasury, Dashboard Reporting, Vendor Management, Presentation Skills (PPT, Waterfall Charts)

Role and responsibilities :

• Support budgeting, forecasting, and financial planning activities.

• Analyze business performance, profitability, revenue, and costs.

• Partner with business stakeholders to provide financial insights and support decision-making.

• Prepare management reports, dashboards, presentations, and financial models.

• Drive cost optimization, performance improvement, and ensure compliance with financial policies.

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*