Finance Executive

Looking out for Product Marketers -2023 MBA Passouts who can join immediately.

Key Responsibilities:

• Develop and identify new ICPs, IBPs, potential buyer-in-market signals and more for new products and services we or our clients offer to the market
• Responsible for the creation and execution of end-to-end marketing campaigns to position our products as solutions for our customers and partners worldwide.
• Communicate the value of new products and services to the sales and marketing team Speak and present both internally and externally to promote the story of our or our client's offerings
• Develop and implement promotional activities such as promotions and product launches
• Understand the market, target customers, their needs, the competition landscape to identify growth opportunities
• Build highly engaging campaigns across user funnels to increase conversion rates
• Create messaging and hooks for the entire customer journey, top of the funnel, middle of the funnel, bottom of the funnel
• Representing the customer voice in product development, marketing and all related communications.
• Develop comprehensive marketing plans for sales and marketing teams.
• Work closely with the product/service development team to determine the most profitable course for each existing and new product.
• Help the marketing team to generate strong momentum ahead of new product launches.
• Focus on implementing programs that consistently generate new, high-quality leads for our company
• Increase our digital presence with meaningful content, messaging, and tactics

Key Requirement:

• Data-driven with keen creative capabilities
• Ability to decode, grasp, and complex technical domains and convert it into customer problem statements
• Incredible ownership, accountability, follow-up/follow-through skills
• Strong collaboration across teams
• Strong numerical and analytical aptitude.
• Ability to think and react in a high-energy, fast-paced environment.
• Good People Management skills -Good organizational skills including prioritizing, scheduling, time management, and meeting deadlines.
• Technical aptitude and agility to learn web-based tools
• Very strong written communication and presentation skills
• Project ownership and using customer data to identify and prioritize opportunities
• MBA degree is preferred

About the Company:

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth. Our client is led by seasoned bankers and works with the largest and most reputed investors.

About the Role:

Role: PMS Operations

This role reports to Managing Director – PMS

Location - Ahmedabad

Candidate shall be responsible for:

• Managing day-to-day operational activities like preparing & executing transactions, updating portfolio sheets, etc

• Month-end reports reconciliation as per SEBI format

• Preparation of MIS

• Assisting the sales team with client/distributor information requests

Qualification:

• 5+ years of experience in PMS / Broking Operations

• Advanced proficiency in Microsoft Excel

• Graduate with a basic understanding of the stock market & PMS

Who We Are:

HighLevel is an all-in-one, white-label marketing platform for agencies & consultants. As a profitable, disruptive, and fast-growing SaaS company, they caught the eye of many and recently raised $60M in funding. Headquartered in Dallas, Texas, many team members work for the company remotely from around the world while maintaining a strong company culture and work-life balance. Want to learn more? Check out our website: www.gohighlevel.com

Who You Are:

We are seeking an accomplished Senior Financial Analyst with a focus on SaaS metrics analysis to join the HighLevel team. As a Senior Financial Analyst, you will play a pivotal role in interpreting and reporting key SaaS metrics, providing strategic insights, and driving decision-making processes that contribute to the sustained growth of our SaaS business.

What You Will Do:

●      Own and drive the analysis and reporting of essential SaaS metrics, including Monthly Recurring Revenue (MRR), Customer Acquisition Cost (CAC), Churn Rate, Customer Lifetime Value (CLTV), and more.

●      Collaborate with cross-functional teams to develop financial models, forecasts, and scenarios for strategic SaaS initiatives and projects.

●      Evaluate and recommend the financial impact of pricing strategies, subscription plans, and upselling opportunities within our SaaS offerings.

●      Analyze variances between actual SaaS performance and forecasts, offering comprehensive explanations and recommendations.

●      Prepare insightful financial reports and presentations tailored to senior leadership and stakeholders, focusing on SaaS growth and performance.

●      Monitor industry SaaS trends, competitive landscapes, and market shifts to identify potential risks and opportunities.

●      Partner with senior leadership in the development of SaaS-focused financial strategies to increase retention, drive new business and expansion and minimize contraction.

●      Conduct ROI analysis on specific teams, programs or other business business decisions.

What You Bring:

●      Bachelor's degree in Finance, Accounting, Economics, or a related field; Master's degree is advantageous.

●      7+ years of progressive experience in financial analysis and reporting, with a strong focus on SaaS metrics, preferably within SaaS or technology-driven environments.

●      Advanced proficiency in financial modeling, data analysis, and forecasting, using tools such as Excel or Google Sheets.

●      Solid and strategic grasp of SaaS-specific metrics, business models, and subscription-based billing models.

●      Exceptional analytical skills and a proven ability to translate complex SaaS data into actionable insights.

●      Excellent communication skills, both written and verbal, especially in presenting SaaS financial information to non-financial stakeholders.

●      Strong attention to detail and a history of delivering accurate and timely SaaS-focused financial analyses.

EEO Statement:

At HighLevel, we value diversity. In fact, we understand it makes our organization stronger. We are committed to inclusive hiring/promotion practices that evaluate skill sets, abilities and qualifications without regard to any characteristic unrelated to performing the job at the highest level. Our objective is to foster an environment where really talented employees from all walks of life can be their true and whole selves, cherished and welcomed for their differences, while providing awesome service to our clients and learning from one another along the way!

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RESPONSIBILITIES:

Campaign Management:

• Develop strategies and oversee the implementation of growth marketing campaigns, including focus  content marketing, SEO, SEM, social media marketing, and paid advertising 
• Understand user journey from first interaction to final conversion and create campaign targeting groups and strategies based on that. 
• Conduct secondary research on  latest and emerging trends and use cases in adtech (business model changes, applications, tools, platforms)
• Create, track and optimize campaigns across various digital marketing platforms
• Create Hypothesis and rapidly experiment against those hypothesis to consolidate the learnings and apply back to campaigns 
• Drive performance across the User Acquisition funnel by optimizing for metrics such as ROAS, CAC, LTV 
• Conduct periodic cohort analysis to measure users acquisitions and retention
• Report on campaign performance and improvements
• Develop partnerships with platforms, publishers, intermediaries, affiliate to unlock growth

Client Servicing:

• Be the SPOC for the client requirements. Proactively lead client discussions 
• Understand client’s marketing objectives and translate to campaigns on different Digital Advertising platforms 
• Updating clients and internal teams on a regular basis about the performance of the campaigns.

• MBA from Tier 1 Business School 
• Minimum of 2 years of experience in the same industry 
• Experience in running app install campaigns, including tracking In-App purchases across multiple channels 
• Experience working with mobile attribution/integration platforms such as AppsFlyer, Singular, Branch, Facebook Analytics, Firebase Analytics and Messaging
• Solid expertise in campaign and channel analysis and reporting, including Google Analytics experience. 
• Experience of Digital ad platforms like Google, Facebook, Programmatic 
• Experience driving growth in user acquisition, user retention campaigns

What is the role? 

The Assistant Vice President is a multi-faceted role requiring the individual to work closely with the AVP/ VP and manage a team of Analysts and Associates. This position will directly report to the Senior Vice President.

Preferred Skills 

Exposure and experience in advanced Fund Administration and Book-keeping and determining the scope of engagements, delivering project plans to clients, managing timelines, and driving deliverables through plans

What are we looking for? 

An enthusiastic individual with the following skills. We are open to promising candidates who are passionate about their work and are team players. 

• Understanding the overall goals of the transaction and client relationships
• Team Management and Leadership:
• Managing/Mentoring a team of Analysts/Associates and reporting to the Senior Vice President
• Driving Projects and Process Improvements
• Monitoring procedures and controls within the team and reviewing and approving the teams work daily within the stated departmental guideline
• Handling accounting of funds and multiple investment companies (SPVs)
• Managing and reviewing projects relating to the calculation of net assets values, reconciliation of capital calls and distributions, partner capital statements, cash, and bank account reconciliation, preparation of monthly/quarterly financial reporting packages, journal entries, calculation of management fees, carried interest and waterfall
• Being efficient in managing the execution of all key aspects of client deliverables
• Communicating directly with senior professionals such as CFOs, controllers, and accounting managers
• Excellent Communication Skills
• Strong grasp of various aspects of finance and an analytical ability
• Commitment and ownership
• Strong eye for detail and ability to multi-task
• Ability to meet client-driven deadlines (demanding hours requiring time management skills)
• High levels of honesty & integrity, ability to lead a team and self-drive are essential

Experience

7 to 12 years of relevant work experience after completion of CA.

Education

CA Mandatory. CS and MBA is not mandatory but ll be helpful

Compensation

The compensation structure will be as per industry standards

Who will you work with? 

You will work with a top-notch Finance team. 

What can you look for? 

A wholesome opportunity in a fast-paced environment that will enable you to juggle between concepts, yet maintain the quality of content, interact and share your ideas and have loads of learning while at work. Work with a team of highly talented young professionals and enjoy the comprehensive benefits that  offers. 

We are 

A fast-growing SaaS commerce company based in Bangalore with offices in Delhi, Mumbai, SF, Dubai, Singapore, and Dublin. We have three products in our portfolio: Plum, Empuls and Compass. works with over 1000 global clients. We help our clients in engaging and motivating their employees, sales teams, channel partners and consumers for better business results. 

Way forward 

We look forward to connecting with you. As you may take time to review this opportunity, we will wait for a reasonable time of around 3-5 days before we screen the collected applications and start lining up job discussions with the hiring manager. We assure you that we will attempt to maintain a reasonable timeframe

for successfully closing this requirement. The candidates will be kept informed and updated on the feedback and application status

Responsible for overall, management of all statutory compliances with documentation

1. Working on data, reconciliation statements for assessments, audits etc

1. Preparation & Submission of Monthly/periodical compliance MIS and statements, financial reports as may be required or prescribed.

1. Responsible for preparation and management of books of accounts, accounts finalization.

1. Preparation and review of Financial Statements as per Ind As, audit co-ordination

1. Team Management

1. Tally and MS Office knowledge

Location:- Pune

Experience: CA with 5-6 years

• Acting as a central point and facilitator for all financial reporting
• Helping develop detailed dashboards and KPIs and ensuring robust systems to track and monitor impact, financial and operating information
• Preparing necessary materials and information for the Board
• Ensuring robust governance norms are in place
• Ensuring timely and comprehensive financial reporting to all the funders, as outlined in contracts with funding agencies
• Preparing statements and necessary reports for the investors
• Coordinating with and responding in a time-bound manner to the information requested by investors
• Managing cash flows and treasury functions
• Managing banking relationships
• Developing profit center-wise budgets
• Preparing and maintaining regular financial reports; monthly expense forecast by segment (vs. projections); rolling 3-month cash out-flow forecast
• Maintaining of books of accounts through Tally/ Quickbooks and related activities
• Incorporating profit center wise reporting and analysis in the accounting system to separately track the performance of each activity against budget/projections
• Conducting all month-end closing activities including general ledger maintenance, balance sheet reconciliations, fixed asset verification, and corporate/overhead cost allocation
• Ensuring timeliness, accuracy, and usefulness of financial and management reporting
• Preparing of month-end, quarter-end, and year-end financial statements
• Managing payroll and employee reimbursements
• Assisting in computing taxes and preparing tax returns (TDS, GST, Professional Tax, etc.)
• Reviewing and streamlining the financial, reporting, and compliance functions
• Developing and documenting robust accounting policies and procedures
• Ensuring maintenance of appropriate internal controls and financial procedures, at all times
• Serving as a key point of contact for internal and external auditors
• Managing preparation and support of all internal and external audits
• Participating in HR Administration in areas such as PF, offer letters, increments, appraisals, insurance policies, etc
• Managing the company’s assets, leases, and insurance coverage
• Reviewing all agreements and MoUs and appraise the management about any financial liability, prior to commitments made and signatures by authorized signatories
• Overseeing Admin, vendor, and office management to manage various facets of business – travel, corporate gifting, printing & stationery, etc

Desired Candidate Profile

• Qualified Chartered Accountant
• 5+ years of experience that is relevant to the above role
• Experience in a startup is preferred
• Good understanding of, interest in, and aptitude for financial accounting, business, and financial analysis, GST, Income Tax, Companies Act, etc.
• Attention to detail, strong analytical skills, business awareness, and problem-solving skills
• Strong oral and written communication skills
• Ability to work under pressure and deliver high-quality work with tight timelines

Desired Candidate Profile

• Strong commercial and contractual awareness and excellent negotiation skills
• Strong communication, leadership and interpersonal skills
• Demonstrated creative and critical thinking skills
• Ability to work on multiple projects simultaneously
• Knowledge in Microsoft Excel, Google Sheets and PowerPoint etc
• Positive approach to problem solving