Financial Planning And Analysis Manager in India

The main purpose of this role is to coordinate cash flow planning, reconciliations, budgeting & MIS etc. You should prepare file - related information, the more in - depth, the manage handle things like deadlines. You should be able to recommend best practices that ensures timely analysis, comply with laws and promote our company's financial well - being. You should execute the key initiatives taken for the project within timelines. Source: Adani Group | Job ID: 35287

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: You are a Techno-functional Product Manager with 5+ years of Product Management experience who thrives at the intersection of technology and business. You will be responsible for driving product initiatives, managing integrations, and collaborating closely with cross-functional teams to deliver scalable and impactful solutions. WHAT YOU’LL DO: Contribute into the execution of all product lifecycle processes for products, including product research, market research, competitive analysis, planning, positioning, roadmap development, requirements development, and product launch Analyse consumer needs, current market trends, and potential partnerships from an ROI and build vs. buy perspective Gain a deep understanding of existing systems, customer experience, identify and fill product gaps and generate new ideas that grow market share, improve customer experience and drive growth Works with a cross-functional team to ensure fulfilment of product requirements, evaluates product performance and transition products from development to commercialization. Assists in determining product delivery and deployment dates for new product releases, feature and maintenance releases and regular corrective service or service pack releases. Assist in Developing and executing proposed business and technical solutions. Work with engineering teams to design and manage API integrations across platforms. Assist

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: You are a Techno-functional Product Manager with 5+ years of Product Management experience who thrives at the intersection of technology and business. You will be responsible for driving product initiatives, managing integrations, and collaborating closely with cross-functional teams to deliver scalable and impactful solutions. WHAT YOU’LL DO: Contribute into the execution of all product lifecycle processes for products, including product research, market research, competitive analysis, planning, positioning, roadmap development, requirements development, and product launch Analyse consumer needs, current market trends, and potential partnerships from an ROI and build vs. buy perspective Gain a deep understanding of existing systems, customer experience, identify and fill product gaps and generate new ideas that grow market share, improve customer experience and drive growth Works with a cross-functional team to ensure fulfilment of product requirements, evaluates product performance and transition products from development to commercialization. Assists in determining product delivery and deployment dates for new product releases, feature and maintenance releases and regular corrective service or service pack releases. Assist in Developing and executing proposed business and technical solutions. Work with engineering teams to design and manage API integrations across platforms. Assist

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: You are a Techno-functional Product Manager with 5+ years of Product Management experience who thrives at the intersection of technology and business. You will be responsible for driving product initiatives, managing integrations, and collaborating closely with cross-functional teams to deliver scalable and impactful solutions. WHAT YOU’LL DO: Contribute into the execution of all product lifecycle processes for products, including product research, market research, competitive analysis, planning, positioning, roadmap development, requirements development, and product launch Analyse consumer needs, current market trends, and potential partnerships from an ROI and build vs. buy perspective Gain a deep understanding of existing systems, customer experience, identify and fill product gaps and generate new ideas that grow market share, improve customer experience and drive growth Works with a cross-functional team to ensure fulfilment of product requirements, evaluates product performance and transition products from development to commercialization. Assists in determining product delivery and deployment dates for new product releases, feature and maintenance releases and regular corrective service or service pack releases. Assist in Developing and executing proposed business and technical solutions. Work with engineering teams to design and manage API integrations across platforms. Assist

About Forma.ai: Forma.ai is a Series B startup that's revolutionizing how sales compensation is designed, managed and optimized. We handle billions in annual managed commissions for market leaders like Edmentum, Stryker, and Autodesk. Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy. We’re welcoming equally driven individuals who are excited about creating something big! About the team: The Customer Operations team is at the heart of Forma.ai's mission in optimizing incentive compensation plans for all companies . They wo rk directly with our customers in helping them understand and take advantage of all the sales compensation features Forma.ai offers . F rom streamlining administration and management of sales commission to designing your sales compensation plan , o ur Customer Operations team ensur es customers get the most value from our platform in optimizing every dollar spent on sales compensation. What you'll be doing: Reporting to the Senior Manager of Customer Operations, the Incentive Analytics Manager will contribute in the following areas: Develop a strong understanding of the Forma.ai product and platform to establish yourself as a product expert Lead the ongoing operations for a portfolio of customers (i.e., commissions rule building, process execution, reporting and dashboarding, and overall product support) Implement new Forma.ai platform features within your customer portfolio to support continuous improvement and automation Identify potential opportunities for process improvement in client processes (e.g., process execution, data validation, dashboard updates). Explore new techniques, working models to improve design and improve processes Lead design projects, including analysis, financial modelling, project planning, customer workshops, and presentation/recommendation of findings

About Forma.ai: Forma.ai is a Series B startup that's revolutionizing how sales compensation is designed, managed and optimized. We handle billions in annual managed commissions for market leaders like Edmentum, Stryker, and Autodesk. Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy. We’re welcoming equally driven individuals who are excited about creating something big! About the Team: The Customer Operations team works closely with new and existing customers by implementing product features, managing the operational parts of the platform, and optimizing our client’s sales performance management processes. We are always ready to support and help our customers to identify ways they can unleash the revenue-driving potential of their sales compensation program. If you’re passionate about data analytics and want to contribute to sales operations, we’d love to hear from you! What you’ll be doing: • Work with new and existing customers to implement the company's new platform features as well as manage and optimize client processes • Learn the architecture and design of the company's platform to the extent of being able to independently complete updates, enhancements, and change requests • Lead onboarding & activities, including requirements gathering for incentive compensation plan rules, data analysis, and quality control • Assist the ongoing operations for a portfolio of existing customers and implement new features (i.e. rule building, process execution, reporting and dashboarding, and product support) • Scope, build and test automated workflows, processes and reporting capabilities to support automation of incentive compensation processes and improve business visibility • Support design projects including analysis, financial modelling, project planning, customer workshops

About Forma.ai: Forma.ai is a Series B startup that's revolutionizing how sales compensation is designed, managed and optimized. We handle billions in annual managed commissions for market leaders like Edmentum, Stryker, and Autodesk. Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy. We’re welcoming equally driven individuals who are excited about creating something big! About the team: The Customer Operations team is at the heart of Forma.ai's mission. This team has a direct impact on the growth of Forma.ai. They are results-driven and solutions-minded. The Customer Operations team works closely with our customers, helping them to understand and take advantage of all the features Forma.ai offers and ensuring that they get the most value from the platform. What you'll be doing: Reporting to the Senior Manager of Customer Operations, the Incentive Compensation Associate (known internally as Customer Operations Associate) will be contributing in the following areas: Own the ongoing operations for a portfolio of customers (i.e., rule building, process execution, reporting and dashboarding, and product support) Create automated reporting (financial, sales performance, incentive compensation) for customers to support process automation and improve business visibility Support design projects including analysis, financial modelling, project planning, customer workshops, and presentation/recommendation of findings Identify potential opportunities for process improvement in client processes (e.g., process execution, data validation, dashboard updates). Explore new techniques, working models to improve design and improve processes. Implement new Forma.ai platform features within your customer portfolio to support continuous improvement and automation Build strong working relationships with key customer stakeholders, ens

To support the FP&A function in delivering accurate and timely budgeting, forecasting, MIS reporting, financial analysis, and business performance insights. The role will assist in data consolidation, variance analysis, management reporting, and stakeholder coordination, while developing core financial planning and analytical capabilities to strengthen the organization's decision-making process and build a sustainable talent pipeline for future FP&A leadership requirements. Source: Adani Group | Job ID: 58554

We are looking for a motivated and detail-oriented CA Article Assistant to join our team. The role offers hands-on training in accounting, auditing, taxation, GST, income tax compliance, and financial reporting under experienced Chartered Accountants. This is an excellent opportunity for aspiring Chartered Accountants to gain practical exposure and develop professional skills in a dynamic work environment. Key Responsibilities •Finalize financial statements, including Balance Sheet and Profit & Loss Accounts. •Manage GST, Income Tax, TDS, and other statutory compliances. •Prepare and file returns, audit reports, and regulatory submissions. •Lead budgeting, forecasting, and financial planning exercises. •Ensure compliance with Companies Act, Accounting Standards, and regulatory frameworks. •Liaise with auditors, financial institutions, and government authorities. •Perform financial analysis and provide actionable insights for management decisions. •Supervise and mentor junior team members, fostering a culture of accuracy and accountability. Required Qualifications & Skills •Qualified Chartered Accountant (CA) from ICAI. •Strong command of Taxation, Audit, and Financial Reporting. •Proficiency in Tally ERP and MS Excel. •Excellent analytical, communication, and interpersonal skills. •Ability to work independently and manage deadlines efficiently. Preferred Candidate Profile •Based in Delhi NCR or willing to relocate. •Self-driven, organized, and results - oriented. •Demonstrates professional ethics and a commitment to continuous learning •Keen to grow within a structured finance and compliance framework.

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: The Specialist, Business Finops will play a crucial role and will be responsible for providing financial planning, analysis and reporting for Corporate, a business, or a P&L within a business. Interprets simple internal and external business challenges and recommends best practices to improve products, processes or services. Stays informed of industry trends that may influence work. WHAT YOU’LL DO: • Reconciling financial records: Reconcile payments as indicated on remittance documents and reconcile accounts. • Managing Tax reporting process: Manage daily withholding balancing and ensure tax recs are balanced. Tax Reporting & Compliance • Ensure accurate and timely tax reporting for annuity products including policyholder premiums, annuity payouts, interest and investment income, and return of principal. • Oversee preparation and review of tax documents and filings as per IRS and regulatory standards (e.g., 1099-R). Tax Treatment Execution • Execute daily, monthly, and quarterly activities to ensure proper tax treatment of annuity distributions. • Collaborate with actuarial, finance, and legal teams to ensure consistency and accuracy in tax calculations. Death Benefits & Beneficiary Taxation • Address and resolve issues related to the taxability of death benefits. • Ensure proper tax reporting for beneficiaries and align reporting processes with current

Senior Accountant II Key Responsibilities Taxation & Compliance : Ensure timely and accurate preparation and filing of GST, TDS, and other statutory returns. Liaise with external auditors and tax consultants for audits and tax filing. Monitor changes in Indian tax laws and ensure the company's compliance with all statutory requirements. Audit & Internal Controls : Assist in preparing for internal and external audits, ensuring proper documentation and adherence to audit requirements. Review and strengthen internal controls, identifying areas for improvement to prevent financial discrepancies. Accounting & Financial Reporting : Manage day-to-day accounting operations, including ledger maintenance, journal entries, reconciliations, and month-end closing. Prepare and review monthly, quarterly, and annual financial statements, ensuring compliance with internal controls and accounting standards. Team Collaboration: Collaborate with team members, cross-functional departments, and leadership to ensure accurate financial reporting and compliance. Documentation : Create and maintain process documentation Project: Provide support during various projects and any ad-hoc requests/deliverables Key Skills / Competencies Technical Proficiency : Expertise in tools such Oracle, Slack. Advanced MS Excel skills, Taxation Knowledge : In-depth understanding of Indian tax laws, including GST, TDS, and Income Tax. Experience in preparing and filing tax returns and ensuring compliance with statutory requirements. Financial Analysis : Ability to analyse complex financial data and provide actionable insights. Experience in budgeting, forecasting, and financial planning. Audit & Compliance : Experience in preparing for and assisting with internal and external audits. Knowledge of internal control frameworks and ability to identify areas for improvement. Communication Skills : Strong verbal and written communication skills. Ability to explain complex financial information to non-

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHO YOU ARE You are an experienced, client-focused consultant with a deep understanding of the life, annuity, and financial services industry. You thrive on solving complex business challenges and can confidently navigate the intersection of operations, technology, and business strategy. You have a proven ability to lead discovery and solution definition sessions, act as the voice of the customer, and ensure that client solutions align with both business objectives and enterprise delivery standards. You excel in translating between business and technical audiences, building trusted relationships, and driving solutions that deliver tangible results. WHAT YOU’LL DO Lead initial project scoping and analysis activities, including pricing exercises and impact assessments. Facilitate detailed Solution Definition meetings, ensuring all relevant stakeholders and materials are included to achieve a cohesive solution. Conduct solution planning sessions to align cross-functional teams and ensure clarity in delivery objectives. Leverage your knowledge of client implementations, operations, and Zinnia’s business offerings to ensure solutions are practical, aligned, and scalable. Act as the voice of the customer—translating business objectives into actionable Zinnia solutions that adhere to our IT and architectural frameworks. Identify opportunities for process improvement, inn

The Financial Controller will be responsible for overseeing all finance and accounting functions for the Ports Business, including budgeting, financial planning & analysis, management information systems (MIS), accounting, treasury management, working capital management, receivables management, statutory compliance, audits, and financial reporting. The role is critical in driving business growth through strong financial governance, effective controls, compliance management, and strategic decision support. Source: Adani Group | Job ID: 57620

The Financial Controller will be responsible for overseeing all finance and accounting functions for the Ports Business, including budgeting, financial planning & analysis, management information systems (MIS), accounting, treasury management, working capital management, receivables management, statutory compliance, audits, and financial reporting. The role is critical in driving business growth through strong financial governance, effective controls, compliance management, and strategic decision support. Source: Adani Group | Job ID: 57354

The Financial Controller will be responsible for overseeing all finance and accounting functions for the Ports Business, including budgeting, financial planning & analysis, management information systems (MIS), accounting, treasury management, working capital management, receivables management, statutory compliance, audits, and financial reporting. The role is critical in driving business growth through strong financial governance, effective controls, compliance management, and strategic decision support. Source: Adani Group | Job ID: 56816