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    Manager - Client Success/Finance & Accounts - CA Firm - Pune, India - Insight Advisors Private Limited

    Insight Advisors Private Limited
    Insight Advisors Private Limited Pune, India

    1 day ago

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    Description
    Manager - Client Success/Finance & Accounts - CA Firm

    JD of client facing role :

    Key Responsibilities:

    Client Communication:

    Act as the primary point of contact for financial matters with clients, addressing inquiries, providing financial updates, request appropriate data and ensuring client satisfaction.


    Compliance and Regulation:
    Ensure completion of compliance with InterLoBs.


    Financial Analysis of GBS:
    Conduct financial analysis to identify trends, make prospective revenue calculations.

    Circulate proposals with clients and negotiate if needed.

    • Process Improvement: Continuously evaluate and improve financial processes with clients to get streamlined data every month.

    Client Relationship Management:

    Build and maintain strong relationships with clients, understanding their financial needs and objectives, and providing financial guidance and support as needed.(Connect with different teams if Advanced degree (e.g., CA, MBA in finance) may be preferred.


    Experience:
    Several years of experience in financial management, accounting, with demonstrated experience in client-facing positions preferred.

    Communication Skills:

    Excellent verbal and written communication skills, with the ability to effectively communicate financial information to clients and internal stakeholders.


    Analytical Skills:
    Strong analytical and problem-solving skills, with the ability to interpret financial data and make data-driven recommendations.
    )
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