Funspire’s Post

#Urgent Opening !! #Position: #Accounts Consolidation #Exp: Min 1 To 3 Years #Location: Navi, Mumbai (RCP) Contact Shweta- 8588937003 shweta@optimaplacement.com Required Skills: >Accounts consolidation, #costing, #budgeting, #variance analysis. > Have good communication skills. > Analysis and interpretation of projections, segment / business-wise performance, variance analysis. > Coordinate with various #stakeholders across the Group to understand the reason for variance, and prepare a variance analysis report.  > Review standalone and Group Company financial statements, prepare and update accounting policies, and ensure its uniformity with Group companies.  >  Tracking developments/amendments / new pronouncements in Ind AS, Companies Act, #SEBI has an impact on financial statements and updating the group on a timely basis. Tracker:- #UrgentOpening #AccountsConsolidation #NaviMumbaiRCP #Costing #Budgeting #VarianceAnalysis #SEBI #Stakeholders

financial planning, banglore

"Empowering Your Finances: Comprehensive Financial Services in Bangalore"

#hiringurgently POSITION: Principal Wealth Advisor No. of POSITIONS: 9 LOCATION: Mumbai QUALIFICATION: CA/ CFP/ CWM CERTIFICATIONS: NISM 10A, 10B EXPERIENCE: 2 – 5 yrs SALARY: 8 – 15 Lpa JOB DESCRIPTION: A. Key Responsibilities: · Approach to Leads for Financial Planning Fee. · Utilize various channels such as references, #LinkedInmarketing, and other networking platforms to generate leads for financial planning services. · Conduct introductory meetings with potential clients to understand their financial needs and objectives. · Guide clients from the initial consultation stage to final closure, ensuring a seamless and professional experience. · Create & Discuss Personalized #FinancialPlan: · Conduct thorough financial assessments to understand clients' goals, risk tolerance & financial situation. · Develop customized financial plans covering areas such as money management, contingency planning, cash flow analysis, wealth creation phase, retirement planning, insurance analysis, asset allocation, Tax Planning, Estate Planning including drafting “WILL” etc. · Present and discuss personalized financial plans with clients, providing clear explanations & recommendations. · Create and Discuss "What If Scenarios" on Financial Plans. · Analyze various financial scenarios and their potential impact on clients' financial goals. · Engage clients in discussions about alternative strategies and potential adjustments to their financial plans. · Provide insights and recommendations to help clients make informed financial decisions. · Implementation and Review of Financial Plans. · Oversee the implementation of financial plans, ensuring all recommendations are executed efficiently & effectively. · Conduct regular reviews of clients' financial plans to track progress and make necessary adjustments. · Monitor clients' financial situation and market changes to ensure their financial goals are on track. B. Key Result Areas: · Acquisition: · Achieve targets for acquiring new clients for financial planning services. · Proactively engage in lead generation activities and networking to expand the client base. · Advice. · Measure the effectiveness of financial planning in clients' financial lives based on their feedback and outcomes. · Continuously strive to improve the quality and impact of financial advice provided to clients. · Ensure high persistence in renewal fees by delivering value-added services and maintaining strong relationships with clients. · Increase the reference rate for new clients through satisfied client referrals and positive word-of-mouth. #wealth #wealthadvisor #financialplanning #nism #ca #cfp #cwm #mba #mumbai #mumbaihiring #immediatejoiners #portfoliomanagement

Shubham Housing Finance is hiring Area Technical Manager – Gujarat/Ahmedabad Role/Responsibilities: 1.      Adhere to policy & process & ensure data accuracy & technical guidelines & periodically disseminate to technical vendors & inhouse technical managers 2.      Empanel new technical agencies for new or existing branches as required to enhance Shubham’s technical agency network & build adequate backup for business continuity 3.      Publish location specific technical guidelines for containing risk or supporting business. 4.      Review quality of valuations conducted by agencies & technical managers to ensure there is no property valuation related loss borne by the business in the event of customer default. 5.      Regularly update property price pegging MIS using market sources / external data / valuer network to establish benchmarks to check valuations against 6.      Assist business with advice on specific technical queries as well as guidelines on specific micro markets / types of property as required 7.      Take charge of all invoicing & agreement related matters for Technical vendors across locations managed 8.      Assist business with review & approval of builders, projects & ongoing project monitoring. 9.      Update business / Risk head on technical activities in the Region & amendments / new policies affecting property assessment / appraisal 10.  Monitor real estate market practices & norms & align with Shubham’s procedures 11.  Conduct monthly sampling of property appraisals as a process health check & take prompt corrective action as applicable for the locations managed 12.  Review & submit project monitoring results, on minimum bi-annual basis, for all projects in the region managed where business has any exposure of active loans. 13.  Monitor technical agency performance on quality & TAT & continuously provide feedback or replace / deactivate agencies 14.  Provide property price pegging MIS for locations managed bi-annually 15.  Conduct annual mark to market valuation on portfolio & appropriately recast portfolio exposure on collateral for the locations managed 16.  Compliance with technical process & norms through personal reviews of reports & visits to locations. 17.  Visit at least 6 branches each quarter & set up an appropriate travel calendar for team members to ensure adequate coverage across all geographies. 18.  Ensure geotagging of property valued. Ensure no critical observations regarding property appraisal in any internal or external audit 19.  Create & implement a training roadmap for team   Competencies: 1.      Technical Management, Building Operations, Property Management, Analytical, Problem Solving, Compliances, People Management/Training/Communication Skills 2.      Language - English, Regional & Hindi    Experience - 5 – 7 Years (from HL/LAP)   Qualification - Grad/PG   Age & Social Profile - 25-30 years, Male/Female   Salary – As per experience & Industry norm   Mail CVs to navin.singh@shubham.co

Urgent Hiring #Hiring for Business Accountant  Location - Navi Mumbai Experience Required- Min 2 years Roles And Responsibilities- 1. Daily Transaction Reporting and Verification ● Keep accurate records of daily transaction reports. ● Ensure these reports are verified by the state supervisor for accuracy and compliance. 2. Invoice Preparation ● Prepare invoices based on the verified daily transaction reports. ● Ensure that all relevant supporting documentation is attached to each invoice. 3. Certificate Issuance and Tracking ● Issue certificate numbers as required for the business operations. ● Maintain a detailed log of all certificates issued, including dates, purposes, Client, shipment details, etc. 4. Invoice Preparation Based on Certificates ● Prepare invoices in accordance with certificates issued. ● Cross-reference certificate numbers with invoices to ensure consistency and accuracy. 5. Expense Management ● Track and manage expenses related to inspection business activities. ● Ensure expenses are categorized correctly for reporting and tax purposes. 6. Management Information Systems (MIS) Reporting ● Prepare regular MIS reports related to inspection business. ● Ensure the reports provide clear and useful information to stakeholders for decision-making. 7. Accounts Receivable Management ● Follow up with clients of the inspection division to ensure timely payment of invoices. ● Submit a report to the COO on long-standing payments and suggest actions for collection. 8. Regulatory Compliance and Tax Reporting ● Ensure compliance with relevant regulations and accounting standards. 9. Financial Analysis and Budgeting ● Participate in the budgeting process, providing financial insights and projections. ● Perform financial analysis to identify trends and provide recommendations to management. 10. Collaboration and Communication ● Collaborate with other departments to ensure accurate accounting of transactions. ● Communicate financial information clearly to internal stakeholders, such as the COO and other executives. 11. Continuous Improvement and Risk Management ● Identify areas for process improvement within accounting functions. ● Implement measures to reduce financial risks and enhance efficiency. 12. External Audits and Financial Review ● Prepare documentation for external audits and assist auditors during the audit process. ● Address any audit findings in a timely and effective manner. #IntrestedCandidate can DM me or share your resume on lumbini.raj@paddlelift.com #References are highly appreciable.

Connect with Pankaj Yadav for the latest job updates and be a part of this meaningful journey towards employmen.!By liking and commenting on this post, you're contributing to a noble cause - helping fellow CA, CWA, CS semi-qualified professionals, and accountants find their dream job. #pankajposts

Head of Finance, based out of Chennai

Dear Linkedin Family!!! We are looking for a CFO at Thane-Mumbai Experience: minimum 20 years(preference from Textile Industry) Can handel following responsibilities: ➢ Manufacturing Industry Expertise: Possess in-depth knowledge of the manufacturing sector, understanding its challenges, trends, and opportunities. ➢ Minimum Turnover of 1000- 1500 Cr. ➢ Long-Term Commitment: Demonstrate a commitment to the organization's long-term goals, growth, and stability. ➢ Strategic Leadership: Play a pivotal role in the company's growth story, contributing to strategic decision-making and providing financial insights to guide the organization's expansion. ➢ IPO Listing: Lead the company through the process of going public, managing all financial aspects of the IPO listing and ensuring compliance with regulatory requirements. ➢ Financial Decision-Making: Make core decisions related to financial strategies, growth plans, investment opportunities, and risk management to drive the company's financial success. ➢ Statutory and Legal Compliance: Oversee and ensure compliance with all statutory and legal requirements, keeping the organization in good standing with relevant authorities. ➢ System, Control, and Process Management: Implement and maintain strong financial controls, processes, and systems to ensure accuracy, efficiency, and transparency in financial operations. ➢ Handling Scrutiny and Seizure: Possess experience in handling situations like scrutiny, search, and seizure by tax authorities, capable of addressing challenges independently. ➢ Group-Level MIS and Budgeting: Develop and manage comprehensive management information systems (MIS) and budgets at the group level, ensuring accurate financial reporting and variance analysis. ➢ Key Decision-Making: Collaborate with the executive team to provide critical financial insights and data-driven recommendations for key business decisions. ➢ Fund Flow and Finance Planning: Manage fund flows, optimize working capital, and devise finance strategies to support the company's operations, growth, and expansion plans. ➢ Team Leadership: Provide strong leadership and mentorship to the finance team, fostering a culture of collaboration, accountability, and continuous improvement. ➢ Investor Relations: Cultivate strong relationships with investors, analysts, and stakeholders, effectively communicating the company's financial performance and growth prospects. ➢ Financial Reporting and Analysis: Prepare accurate financial statements, reports, and analysis for internal and external stakeholders, supporting effective decision-making. ➢ Risk Management: Identify, assess, and mitigate financial risks that could impact the company's performance or reputation. Interested leader can share there profiles on sujatabundela10@gmail.com

Are you looking for a financial advisor? Look no further! Baorn Capitale, your ultimate wealth partner in Bangalore! . . #SmartMoneyMoves #FinancialFreedom #MoneyGoals #SmartSaving #BaronCapitale #FinancialAdvice #ExpertiseMatters #FinancialSolutions #TradingStrategies #TradingCommunity #FinancialPlanning #WealthManagement #Bangalore #BaronCapital #StockMarket #Investment #Finance #PortfolioManagement #InvestmentPortfolio #investmentstrategy #wealthmanagementtips #FinancialManagement #FinancialEmpowerment #DreamAchievement #FinancialSuccess #InvestWisely #InvestWithUs