Finance Executive

. Day to Day Accounting Entries

2. Preparation of Reconciliation statement

3. Preparation Revenue MIS

4. Other Bookkeeping and Accounting Task

Skills:

1. Strong knowledge of Advanced MS Excel and other MS Office Tools

2. Knowledge of Tally ERP 9 and

3. Good Communication and Skill

Preferred candidate profile

• Good knowledge of MS Excel, Word and Tally ERP
• Good knowledge of Accounts payable & accounts receivable
• Basic knowledge of general accounting
• Basic knowledge of direct & indirect tax

Qualifications:

1. Graduate in Accounts and Commerce

Organisation: A Fintech startup in Mumbai.

Responsibilities:
● Work in close coordination with senior management to define strategy and targets for FI Partnerships
● Develop the pitch, collateral, presentations and other supporting material to adequately demonstrate risk/reward for the Financial Institution partners
● Generate leads pipeline (inbound and outbound) and implementation plan
● Lead and prepare presentations to Financial Institutions
● End to end management of the process for acquiring partners for the platformincluding conclusion of commercials, legal agreement, system integration etc
● Coordination with internal teams like Legal, Credit Risk, Product etc and with external teams of the Bank or Financial Institutions
● Progressively reduce financing cost profile across the platform and NBFC
● Work on arranging for debt funds for the NBFC from other Financial Institutions
● Work with Banking partners to actively participate in joint marketing and other efforts to drive customers both from open market and existing customers of thepartner
● Work with the external stakeholders to develop products and new markets, identifybusiness opportunities
● Track and improve on conversion from leads to closure
● Manage relationships and help resolution of issues in case of any with the Financial Institutions &Regular reporting of performance
● Develop deep relationships with Financial Institutions like Banks, NBFCs etc

Education: Tier1/ Tier 2 college candidates preferred.

Qualifications: knowledge of financial products (esp lending and credit) and regulatory environment

Ideal Experience in an NBFC, Bank (preferably on corp banking sales) or FI business development role in other Fintech companies

• Work in close coordination with senior management to define strategy and targets for FI Partnerships
• Develop the pitch, collateral, presentations and other supporting material to adequately demonstrate risk/reward for the Financial Institution partners
• Generate leads pipeline (inbound and outbound) and implementation plan
• Lead and prepare presentations to Financial Institutions
• End to end management of the process for acquiring partners for the platform including conclusion of commercials, legal agreement, system integration etc
• Coordination with internal teams like Legal, Credit Risk, Product etc and with external teams of the Bank or Financial Institutions
• Progressively reduce financing cost profile across the platform and NBFC
• Work on arranging for debt funds for the NBFC from other Financial Institutions
• Work with Banking partners to actively participate in joint marketing and other efforts to drive customers both from open market and existing customers of the partner
• Work with the external stakeholders to develop products and new markets, identify business opportunities
• Track and improve on conversion from leads to closure
• Manage relationships and help resolution of issues in case of any with the Financial Institutions.
• Regular reporting of performance

• Develop deep relationships with Financial Institutions like Banks, NBFCs etc

About Tredence

Tredence is a global analytics service and solutions company. This is one of the fastest-growing startup in Silicon valley. We have recently raised our Series A private equity. Our capabilities range from Data Visualization, Data Management to Advanced analytics, Big Data and Machine Learning. Our uniqueness is in bringing the right mix of technology and business analytics to create sustainable white-box solutions that are transitioned to our clients at the end of the engagement. We do this cost effectively using a global execution model leveraging our clients' existing technology and data assets. We also come in with strong IP and pre-built analytics solutions in data mining, business intelligence and Big Data. 

Responsibilities & Description of the role

Role requires working with cross-functional teams and involves following key responsibilities –

• Co-own the financial plan of the business unit along with the business head
• Revenue governance (including client interactions for deal closures and contracting; forecasting, revenue recognition)
• Margin governance (including cost take-out initiatives, systemic and sustainable cost control, rate hikes, cost analysis)
• Working capital governance (including unbilled reduction, timely invoicing and collection, improving debt ageing and PDD)
• Commercial Structuring and Deal pricing
• MIS for the business unit including sales performance tracking and other analytics
• People management - internal stakeholder management
• Critical attributes to success would be strong communication, cadence and resilience.
• “Can do” attitude and faster learning curve

Must have Skills

- CA/MBA Finance from Tier I college with 4-5 years of experience

- Proven working experience as a Business Finance Partner

- Experience with creating data models

- Experience with general ledger functions and the month-end/year end close process

- Excellent accounting software user and administration skills

- Working knowledge of Microsoft Office, BI tools, Oracle Netsuite

Why join Tredence?  

There is a reason we are one of the fastest growing private companies in the country! You will have the opportunity to work with some of the smartest, friendliest, hardest working people in the data analytics space. You will work with the latest technologies and interface directly with the key decision stakeholders at our clients, some of the largest and most innovative businesses in the world. Our people are our greatest asset and we value every one of them. Come see why we’re so successful in one of the most competitive and fastest growing industries in the world.

Tredence 5 core values

• Think Impact
• Be Entrepreneurial
• Constantly curious
• Do the right thing
• Pursue Excellence

Good knowledge of accounting regulations, financial documents and procedures.

Manage all accounting transactions, purchase and journal entries, general ledgers, and invoicing.

Reconciliation of accounts payable and receivable.

Manage Expense Management, PO Raising, Invoice Management, and Reimbursements.

Ensure accurate and timely recording of all accounting transactions on daily basis.

Good proficiency in Microsoft Excel and any accounting software.

• Planning, budgeting and forecasting
• Developing a framework and providing guidance on planning, budgeting and forecasting to various functions and businesses and ensuring adherence to corporate guidelines
• Performing financial reporting, ad-hoc business analyses and financial modelling
• Presenting recommendations to category leadership on strategic decisions and planned future initiatives
• Providing controllership to the business and building processes that augments transparency and improves controls
• Validating scenario analysis/simulations/ ‘what if’ analysis prepared by Functional Heads/ SBU Heads
• Historical trend analysis of capital and operating expenditures for budget creation and decision support
• Consolidating and monitoring annual budgets and forecasts received from various functions and SBU Heads
• Facilitating financial reviews with business group and working with category leader to ensure effective finance and cost management
• Managing financial planning and analysis, forecasting product lines using the key input levers to the business– pricing, selection and convenience
• Facilitating weekly/ monthly/ quarterly reviews (MBR, QBR) with data analysis and follow through with category leader on actionable items for improving business metrics over a period of time
• Providing commentary for budget vs. actual result variations

What you need to have:

• Qualified CA/ICWA with 3+ years of post-qualification experience
• In-depth knowledge of costing, reconciliation, planning, budgeting and forecasting
• Experience developing financial reports and metrics