financial planning consultant

infinite Computer Solution

<p></p><div><div><div><div><b>Title: Workday Adaptive Planning Functional Consultant - 10 to 15 years of experience</b><br>
<b>Overview:</b><br>
The ideal candidate will either have direct experience with Workday Adaptive Planning or possess strong functional expertise in financial planning and analysis (FP&amp;A), budgeting, and forecasting using financial planning tools or ERP systems in the finance domain.<br>
This role requires a consultant who can work closely with our FP&amp;A teams to understand business requirements and translate them into effective Adaptive Planning configurations and workflows. The consultant should be comfortable working in a dynamic environment and able to contribute to both support and enhancement efforts.<br>
<br>
<b>Key Responsibilities:</b><ul><li>
Partner with finance stakeholders to gather and analyze planning, budgeting, and forecasting needs.</li><li>
Configure and optimize Workday Adaptive Planning to support business processes.</li><li>
Translate financial requirements into system design, configuration, and reporting solutions.</li><li>
Support implementation, testing, and rollout of Adaptive Planning features and enhancements.</li><li>
Develop and maintain dashboards, reports, and data models within Adaptive Planning.</li><li>
Provide functional support, troubleshooting, and resolving integration issues</li><li>
Collaborate with cross-functional teams to ensure data integrity and seamless integration with other systems.</li></ul><b>
What We&rsquo;re Looking For:</b><ul><li>
Strong understanding of financial planning processes including budgeting, forecasting, and variance analysis.</li><li>
Hands-on experience with Workday Adaptive Planning is highly preferred.</li><li>
Alternatively, experience with other financial planning tools (e.g., Anaplan, Oracle Hyperion, SAP BPC) or solid ERP finance knowledge is acceptable. Minimum 10 years&rsquo; experience in these areas.</li><li>
Ability to work independently and manage priorities effectively.</li><li>
Excellent communication and stakeholder engagement skills</li></ul></div>
</div><div><p><b>Qualifications</b></p>
<div>B.Tech/B.E</div>
</div><div><p><b>Range of Year Experience-Min Year</b></p>
<div>10</div>
</div><div><p><b>Range of Year Experience-Max Year</b></p>
<div>15</div></div></div></div><div></div>

Senior Technical Lead

TIAA

<div>The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals.
During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt &ndash; meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All licenses must be obtained within 120 days from start date.<br>
<br>
Key Responsibilities and Duties<ul><li>
Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets.</li><br>
<li>
Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based.</li><br>
<li>
Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.</li><br>
<li>
Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.</li><br>
<li>
Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives.</li><br>
<li>
Develops and maintains strong relationship with Institutional Plan Sponsors.</li></ul>
Educational Requirements<ul><li>
University (Degree) Preferred</li></ul>
Work Experience<ul><li>
3+ Years Required; 5+ Years Preferred</li></ul>
FINRA Registrations<ul><li>
SRC Indicator: Series 7; Series 63</li></ul>
Licenses and Certifications<ul><li>
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days</li></ul>
Physical Requirements<ul><li>
Physical Requirements: Sedentary Work</li></ul><br>
Career Level<br>
 7IC<br>
<div></div>
Related Skills<div></div>
Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling<div></div><div>
Anticipated Posting End Date:</div>
2025-09-16<div></div>
Base Pay Range: $75,400/yr - $100,000/yr<div></div><div>
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).</div><div></div><div>
_____________________________________________________________________________________________________</div><div></div><div>
Company Overview</div><div>
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we&#700;re a market-leading retirement company fueled by world-class asset management. But we&#700;re not just another legacy financial services firm. We&#700;re fighting harder than ever before for our clients and the many Americans who need us.</div><div></div><div>
Benefits and Total Rewards</div><div>
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That&rsquo;s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our <div>Benefits Summary</div>.</div><div></div><div>
Equal Opportunity</div><div>
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.</div><div></div><div>
Read more about your rights and view government notices <div>here</div>.</div><div></div><div>
Accessibility Support</div><div>
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.</div><div></div><div>
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:</div><div></div><div>
Phone: (800) 842-2755</div><div>
Email: <div>accessibility.support@tiaa.org</div></div></div><div></div>

Financial Consultant

Sierra-Cedar

<div><div><p><b>Oracle EPM Cloud Functional Consultant</b><br>
<b>Job Location: </b>100% Remote</p><p><b><br>
Requirement:</b><br>
A minimum of 7- 8 years of experience in multiple end-to-end implementations with at least 3 years in Oracle Cloud EPM.</p><ul><li><b><br>
Experienced in closely working on Oracle Cloud EPM Finance modules and have hands-on experience in Planning, Budgeting, Forecasting, Consolidation of Financial Statements, Account reconciliation, Cash Flow Statements, and Management / Statutory Reports.</b></li><li><b>
Overall, 7-8 years of experience with at least three end-to-end implementation experiences in Oracle EPM Cloud and the rest on the Hyperion suite of products</b><b>.</b></li><li><b>
Responsible for understanding and following an end-to-end Oracle EPM project implementation life-cycle. Should be able to analyse business process and suggest best practices/solutions.</b></li><li><b>
Experience integrating EPM with other systems using Data Management, adaptors, etc.</b></li><li>
Good Knowledge of Business process, understanding of workforce planning.</li><li>
Should have specialized skills in Financial Consolidation and Close, Tax reporting, Account Reconciliation, and Oracle enterprise data management cloud.</li><li>
Design, develop, test, deploy, and support solutions for business automation on Oracle applications and functionality.</li><li>
Experience with security for Planning users, groups, and dimensions, and administer access.</li><li>
Troubleshoot, analyze, and provide fix for Essbase/Planning/ PBCS/FDMEE or Data Management related issues - Proactive tuning, optimizing, and maintenance of the Hyperion Planning applications.</li><li>
Good communication skills and should be capable of interacting with the client directly.</li><li>
Would be responsible for liaising with Business &amp; IT teams for Functional specifications, Execute SIT, Support UAT testing &amp; Training of Business and Core Users</li></ul><p><b><br>
Desired Skills/Good to have:</b><br>
Financial Planning and Budgeting Cloud, Workforce Planning, Financial Consolidation and Close, Tax Reporting, Narrative Reporting, Hyperion planning tool</p></div></div><p></p>

Oracle EPM Cloud Functional Consultant

BlackStone eIT

<div><p>BlackStone eIT is a dynamic leader in providing innovative financial and technological solutions. We are currently looking for a knowledgeable Finance Functional Consultant to be a part of our team. In this role, you will work closely with clients to enhance their financial processes and implement effective financial management systems.</p><p></p><h3 class="jobSectionHeader"><b>
Responsibilities</b></h3><ul>
<li>Collaborate with clients to understand their financial management requirements and business objectives.</li>
<li>Analyze existing financial processes and provide recommendations for improvements and efficiencies.</li>
<li>Assist in the implementation and configuration of financial software solutions, such as ERP systems.</li>
<li>Conduct training sessions for clients to ensure proper use and understanding of financial tools and methodologies.</li>
<li>Develop and document functional specifications, test cases, and business process workflows.</li>
<li>Support clients during the transition to new financial systems, ensuring smooth adoption and integration.</li>
<li>Provide ongoing support and troubleshooting for financial systems and processes.</li>
</ul><p><b>Requirements</b></p><ul>
<li>Bachelor's degree in Finance, Accounting, Business Administration, or a related field.</li>
<li>Minimum of 5-7 years of experience as a Finance Functional Consultant or in a similar finance role.</li>
<li><ul><li>Strong hands-on experience in Oracle Financials (Cloud) modules including General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Asset Accounting (FA/AA), Cash Management, Budgeting and Expense Management.
</li><li>In-depth understanding of financial processes, accounting principles, and statutory compliance.
</li><li>Experience in end-to-end finance ERP implementations, including requirement gathering, process blueprinting, configuration, testing, data migration, and Go-Live support.
</li><li>Ability to analyze complex business processes and translate them into ERP solutions.
</li><li>Experience in financial reporting, statutory reporting, management reporting, and dashboards.
</li><li>Knowledge of integration points between finance modules and other ERP modules such as Procurement, Payroll, and HR.
</li><li>Experience in data migration, reconciliation, and validation during implementations or upgrades.
</li><li>Strong skills in SQL, BI reporting tools (OBIEE, OTBI, BOBJ), Excel, and financial analytics.
</li><li>Ability to conduct workshops, end-user training, and prepare functional documentation.
</li><li>Excellent stakeholder management, communication, and presentation skills.
</li><li>Experience in post-implementation support, issue resolution, and continuous process improvement.
</li><li>Awareness of project management methodologies, ERP governance, and compliance requirements.
</li><li>Strong problem-solving, analytical thinking, and attention to detail.</li>
</ul></li></ul><p><b>Benefits</b></p><p></p><ul>
<li>Paid Time Off</li>
<li>Training &amp; Development</li>
<li>Performance Bonus</li></ul></div>

Finance Functional Consultant

<div><p>BlackStone eIT is a leading provider of integrated enterprise performance management solutions. We are seeking a skilled EPM Functional Consultant to join our team. In this role, you will implement and optimize EPM systems to help our clients enhance their financial and operational performance.</p><p></p><h3 class="jobSectionHeader"><b>
Responsibilities</b></h3><ul>
<li>Engage with clients to understand their performance management requirements and provide tailored solutions.</li>
<li>Assist in the design and configuration of EPM solutions, focusing on financial planning, budgeting, forecasting, and reporting.</li>
<li>Analyze business processes and provide recommendations for improvement using EPM tools.</li>
<li>Collaborate with cross-functional teams to integrate EPM solutions within existing business systems.</li>
<li>Conduct testing, validation, and user training to ensure successful implementation.</li>
<li>Provide ongoing support and guidance to clients post-implementation to ensure effective use of EPM tools.</li>
<li>Document processes, enhancements, and training materials.</li>
</ul><p><b>Requirements</b></p><ul>
<li>Bachelor's degree in Finance, Accounting, Business Administration, Information Technology, or a related field.</li>
<li>Minimum of 5-7 years of experience in EPM consulting or related financial management roles.</li>
<li>Hands-on experience with Oracle EPM suite of products, including ARCS, FCCS, EPBCS, EPRCS, EDMCS, TRCS, and HFM.
</li><li>Strong understanding of financial consolidation, planning, budgeting, forecasting, and statutory reporting processes.
</li><li>Proven experience in end-to-end EPM implementation projects, including requirement gathering, process blueprinting, configuration, data migration, UAT, and Go-Live activities.
</li><li>Experience in EPM data integration with ERP systems (e.g., Oracle ERP Cloud, SAP, or other financial systems).
</li><li>Knowledge of financial rules, hierarchies, and calculation scripts within EPM applications.
</li><li>Ability to analyze complex business processes and translate them into scalable EPM solutions.
</li><li>Experience in designing dashboards, reports, and financial analytics for management and statutory reporting.
</li><li>Strong skills in SQL, Essbase, Smart View, Data Management, and reporting tools.
</li><li>Proficiency in conducting workshops, training sessions, and preparing functional documentation.
</li><li>Excellent stakeholder management, communication, and presentation skills.
</li><li>Ability to work in a cross-functional, multi-location, and multicultural environment.
</li><li>Experience with post-implementation support, hypercare management, and continuous process improvement.
</li><li>Strong problem-solving and analytical skills, with attention to detail and accuracy.
</li><li>Knowledge of project management methodologies and ability to adhere to timelines, deliverables, and governance.
</li><li>Awareness of regulatory and compliance requirements related to financial reporting and consolidation.ge.</li>
</ul><p><b>Benefits</b></p><p></p><ul>
<li>Paid Time Off</li>
<li>Training &amp; Development</li>
<li>Performance Bonus</li></ul></div>

EPM Functional Consultant

Kreston Menon

<p>Looking for your next opportunity? Kreston ME Consulting is actively hiring <b>Financial Consultants</b> to join our team.</p><p><b>Your key responsibilities</b></p><p>* Develop and maintain financial models to support business valuation, feasibility analysis, and business plan.</p><p>* Conduct business valuation, due diligence, and M&amp;A advisory, including financial and operational analysis.</p><p>* Perform market research to substantiate feasibility studies and business plans.</p><p>* Prepare comprehensive reports, investor decks, and placement documents for client presentations.</p><p>* Present report and investor&rsquo;s deck to shareholders and key stakeholders</p><p>To qualify for the role, you must have</p><p>Experience: Minimum 3 years of post-qualification experience in a consultancy firm.</p><p>Professional Certifications: CA/ACCA/CFA (or currently pursuing CFA) is mandatory.</p><p><b>Skills:</b></p><p>* Strong financial modelling and analytical skills.</p><p>* Excellent report writing and presentation skills.</p><p>* Effective verbal and written communication for client and stakeholder interactions.</p><p>Other Requirements: Willingness to travel as required.</p><p><b>Qualified candidates may send their CVs to careers@krestonmeconsulting.com mentioning &ldquo;Financial Consultant&rdquo; in the subject line.</b></p><p>Job Type: Full-time</p><p>Experience:</p><ul><li>post-qualification experience in a consultancy firm: 3 years (Required)</li></ul><p>License/Certification:</p><ul><li>CA/ACCA/CFA (or currently pursuing CFA)  (Required)</li></ul>

Financial Consultants

Aswaar Consulting DMCC

<p>Overview:</p><p>We are looking for a qualified Chartered Accountant (CA) with 2&ndash;5 years of post-qualification experience to join our team as a Consultant. The ideal candidate should bring strong analytical, problem-solving, and communication skills, with prior experience in audit or consulting firms. The role offers exposure across audit, advisory, compliance, and tax, with an emphasis on UAE-specific regulatory requirements such as VAT and Corporate Tax (CT).</p><p>Job Profile:</p><p>&middot; Conduct financial analysis and reviews to identify key insights and areas for improvement.</p><p>&middot; Support clients with audit, assurance, compliance, and business advisory services.</p><p>&middot; Assist in evaluating internal controls, risk management frameworks, and process efficiencies.</p><p>&middot; Provide guidance on UAE VAT compliance, filing, reconciliations, and advisory matters.</p><p>&middot; Assist clients in understanding and complying with the new UAE Corporate Tax framework, including impact assessments and reporting.</p><p>&middot; Prepare high-quality client deliverables, including reports, presentations, and recommendations.</p><p>&middot; Collaborate with internal teams to deliver projects on time and to the highest standards.</p><p>&middot; Build strong client relationships and serve as a trusted advisor.</p><p>&middot; Keep up to date with accounting standards, UAE tax regulations, and industry best practices.</p><p>Qualifications and Skills:</p><p>&middot; Qualified Chartered Accountant (CA).</p><p>&middot; 2&ndash;5 years of post-qualification experience, preferably in an audit or consulting environment.</p><p>&middot; Strong knowledge of accounting principles, financial reporting, and audit methodologies.</p><p>&middot; Exposure to UAE VAT and/or Corporate Tax compliance and advisory preferred.</p><p>&middot; Excellent problem-solving, analytical, and critical thinking skills.</p><p>&middot; Strong communication skills with the ability to present complex information clearly.</p><p>&middot; Proficiency in MS Office (Excel, PowerPoint, Word); knowledge of financial tools/software is an advantage.</p><p>&middot; Ability to manage multiple priorities and work effectively under pressure.</p><p>Salary and Benefits:</p><p>&middot; Salary depending on your experience and interview.</p><p>&middot; Opportunities for professional development and training.</p><p>&middot; Inclusive and dynamic work environment.</p><p>Job Type: Full-time</p><p>Pay: AED8,000.00 - AED10,000.00 per month</p><p>Application Question(s):</p><ul><li>Can you join Immediately </li></ul><p>Experience:</p><ul><li>Post Qualification: 2 years (Preferred)</li></ul><p>License/Certification:</p><ul><li>CA/CPA/ACCA (Preferred)</li></ul>

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