Account Manager - Financial Services

Responsibilities:

- Preparing financial reports and presentations.

- Organize and maintain accurate financial files and records.

- Tasks related to accounts management.

- Support with data preparation for compliance needs.

- Process expense claims and manage booking procedures.

- Handle import-related account closure documentation.

- Manage and monitor multiple accounts simultaneously.

- Ensure timely recording of all accounting entries.

- Manage and reconcile Tally entries with accuracy.

- Proficiently utilize CRM software and possess the aptitude to learn new systems quickly.

- Banking tasks, collaborating effectively with banking teams (as needed).

- Accurately input and maintain financial data within accounting software programs.

- Verify data accuracy and perform regular reconciliations.

- Possess strong proficiency in Microsoft Office Suite, particularly Excel.

- Demonstrate exceptional attention to detail and accuracy in all tasks.

- Maintain well-organized and up-to-date financial records.

- Exhibit excellent organizational and time management skills.

- Thrive in a collaborative work environment while maintaining the ability to work independently.

- Possess strong communication skills, both written and verbal.

Qualifications:

- Experience in an Accounts role reporting to a Finance Manager or higher-level management.

- Bachelor's or master's degree (or equivalent) in Accounts, Commerce, or a related field.

- Experience overseeing budgets and expenses.

- Experience with developing and maintaining internal processes and filing systems. Proficiency in CRM software and a willingness to learn new systems.

- Strong analytical and problem-solving skills.

Excellent communication and interpersonal skills

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2-3 years of exp