Manager - Client Success/Finance & Accounts - CA Firm

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.