Manager - Client Success/Finance & Accounts - CA Firm (6-10 yrs) - Pune, India - iimjobs

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 needed)


Qualifications:

Education:
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.