Financial Analyst

• Strong technical skills on UiPath, and end to end UiPath offerings
• Understanding of workflow-based logic and hands on experience with RE-framework.
• Excellent communication skill is a must
• Basic programming/Scripting knowledge on VBA/VB/java/C# script is must
• Knowledge in cognitive automation with OCR tools, AI/ML skills is a plus.
• Excellent software development background with any of the following (C#, C++, Java, .NET) is a plus
• Experience working on other RPA tools/vendors is a plus
• Experience in the field of Bot development
• UiPath RPA developer advanced certificate must.

Primary responsibilities will include:

• In-depth involvement and ownership of the financial and taxation due diligence function of the firm at every stage of the portfolio company’s transitional journey

• Developing a deep understanding and analysis of the portfolio company’s financial model

• Portfolio monitoring and financial/operational analysis

• Competition benchmarking and analysis

• Creation of frameworks and guidelines for key business functions both internal and with portfolio companies

• Stage-wise financial and operational goals setting and assessment for portfolio companies

• External and Internal reporting on a Quarterly and Annual basis

Qualifications:

• 4-6 years of relevant work experience

• CA preferred

• Working in Big 4 or 6 companies

• Strong analytical and interpersonal skills

• Should possess strong ethics and high integrity

Responsibilities

• To Co-ordinate with regional teams and collect the required data
• Knowledge of advanced MS Excel, Presentation is a must
• Candidate must be able to handle large data sets and handle spreadsheets.
• Good at analyzing the data & Presentation
• Coordination with the team for timely submission of reports, tracking progress
• Understand the reporting model infrastructure and implement streamlined process solutions toward a more efficient reporting model.
• Preparation and analysis of daily, weekly, and monthly reports of different functions and summarizing the same
• Must be able to Generate/Update Reports, Create dashboards, Pivot tables
• Monthly/ Quarterly reconciliations and data cleansing to ensure the integrity of reported numbers.
• Review and investigate trends and provide commentary for management.
• Finding discrepancies in the process and arriving at a resolution

Eligibility

• Proven experience in MIS
• Ability to be self-motivated and self-directed and think and act independently while also being team oriented
• Good follow-up skills, the ability to understand, adaptability to process changes, and a strong sense of importance and ownership
• Good in numbers (Mathematics)
• Good in Excel
• Good communication skills

Personal skills:

Strong interpersonal and team working skills

Self-motivated that is able to work with minimal supervision

Demonstrate strong analytical and problem-solving skills

Ability to communicate effectively at all levels Strong attention to detail

About the Account Executive Role

The full-cycle Account Executive role turns inbound and outbound leads into long-last relationships. The Account Executive needs to have experience selling SEO services and a working knowledge of SEO and Digital Marketing. Below is a breakdown of the Account Executive Role. 

About Us

FirstPrinciples Growth Advisory is a premier digital marketing partner to help scale MQLs cost-effectively by identifying the right growth channel for your SaaS Business.

Role Break-Up

Lead Generation (25%)

The Account Executive will also be partly responsible for generating his/her leads. We expect to spend about 2 hours (about 70) dials making outbound calls using our CRM/day.

Nurturing New Leads/Pitch Cals (25%)

We expect between 1 to 2 Pitches scheduled daily from both inbound and outbound leads. Each Pitch takes 45 minutes to an hour, including following up with the next steps. This time is also spent working with our team to create the SEO Proposals and learning about the client before the call. 

Nurturing Existing Leads & Customers (25%)

Reach out for the next steps, follow up on leads, social selling, and do other things to be front and center with the client. 

Strategy (10%)

Analyzing results of past campaigns and tweaking future outreach campaigns and approaches. 

Coordination & Administrative(15%)

Updating templates, the CRM and coordinating with the team as required. Coordination with the Ops team

What is in it for you?

The earning potential for this role is high. SEO/PPC clients are recurring clients, and our retention rate is high. 

Requirements for the Account Executive Role

• 2 to 5 years of experience selling Digital Marketing Services
• Ability to conduct “Mini-Closes” in Succession
• Genuine customer empathy
• Organized and strong time management skills 
• Experience working with Ahrefs and doing fundamental SEO Analysis for client sites

Experience creating PowerPoint slide decks and along with that experience in automating the PowerPoint slide creation using excel VBA Formats extracted data based on expected report output with batching capability and multiple data formatting requirements Consolidate and combine extracted data from multiple resources using automated tools excel, VBA macro, SQL database, and/or from different system/tools/Database in one single database using SQL queries to standardize data structure

Professional Attributes :
Gathers and analyse report requirements from stakeholders Identify the processing tool Excel / SQL and provide a robust solution which can be easily leveraged or extended to other domains Building complex VBA scripts to automate Excel spreadsheet processes

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

• CA or MBA qualification
• Minimum 8 years post-qualification Experience in Finance (preferably in NBFC for few years)
• Ability to understand the intricacies of Finance, Ind-AS, Tax and Regulations
• Able to work with CEO and Senior management
• Manage the finance & accounts team, to deliver high-performance

Key Skills:

• Communication: Clarity, Articulation and English
• Conceptual & Critical thinking
• Positive Attitude and Positive Energy
• Self-starter, self-motivated and aspirational
• Attention to Detail
• Outcome orientation & Execution skills handling multiple priorities
• Financial analysis & financial concepts
• Good understanding of Finance operation process and Month end close reporting

Other Good To Have Skill:

• Domain skills on Banking, NBFC, etc
• Understanding of Risk Management              

What Will You Be Doing?

• Closely work with CEO and provide finance support to achieve business goals
• Responsible for the Finance Team of NFS (as a Head of Finance) – set aspiring goals, continuously connect & provide feedback to bring out the best from the team
• Insightful BU reporting (Internal) to highlight the deviation from plan & scope for improvement
• Timely and reliable submission of Statutory reporting and drive 100% compliance
• Create value through cost savings champion and tax optimization
• Present financial performance and other matters, to CEO and Board
• Timely audit of accounts (as per companies act), RBI and Taxation
• Responsible for managing Internal Audit and continuously monitor controls & efficiency
• Responsible to manage banking relationship for the operational banking
• Drive systems & process improvements and ensure robust internal controls

Job Description:

ABOUT THE COMPANY

KORCOMPTENZ is a technology transformation solutions integrator. Over 17 years of experience providing technology transformation services for over 200 clients. Microsoft Gold Partner with certified functional and technical resources. Extensive experience serving Fortune 500 companies, SMBs, and non-profits with a trusted global delivery model.

KORCOMPTENZ is a people-oriented company that provides our associates with opportunities to grow as professionals, domain experts, and leaders. We offer an open work environment, state-of-the-art infrastructure, transparency, constant training for technical and soft skills, competitive opportunities to test employees’ critical thinking and creative abilities, and much more.

If you are looking to make a significant impact on your career and overall growth, KORCOMPTENZ is the right place. We offer an energetic work culture where learning is an everyday affair. We encourage our employees to achieve their fullest potential by providing independence, the right environment, and guidance.

Job Title: AX D365 F&O Finance functional consultant

Roles & Responsibilities:

• 5-8 years of overall professional experience in Microsoft Dynamics 365/AX Functional.
• Should have minimum 2-3 implementations on D365 Finance and operations for a Global organization.
• Ability to translate business requirements into functional solution design.
• Extensive experience in Finance, GP, AR, AL
• Experience with setup, configuration, implementation, integration and testing of AX / D365 F&O solutions using best practices implementation methodology and/or Microsoft Sure Step methodology.
• Excellent understanding ERP Business Processes, industry vertical knowledge.
• Experience in design and creating test scenarios, functional test cases and User acceptance testing.
• Coordinating with the Technical Team for development / customization.
• Certified on Dynamics AX / D365FO at desired levels.
• Excellent communication and good customer approach.
• Must be able to work effectively both in a team environment and individually.

Qualification:

• Preferably a Post Graduate / Graduate with relevant Dynamics work experience.

Other Requirements

• Can do attitude.
• Highly motivated to bring fresh thoughts to the table.
• Highly creative and most importantly willing to exercise it
• Self-starter and Self-learner focused on research and learning.
• Ability to play a variety of roles and most importantly take accountability.

Work in an exciting and challenging role at a leading credit rating company that is leveraging software and technology tools to change the face of credit rating in India!

Our client with nearly two decades of presence has established itself as the second-largest credit rating agency in India. They provide ratings in the financial sector, infrastructure sector, corporates, public finance, and MSME spaces. The company is headquartered in Mumbai and has regional offices at Ahmedabad, Bengaluru, Chandigarh, Chennai, Coimbatore, Hyderabad, Jaipur, Kolkata, New Delhi, Pune and Mauritius.

Our client also carries out grading of IPOs, assesses financial strength of shipyards, grades various courses of Educational institutions and provides grading services to Energy service companies. They are nurturing global opportunities and have made forays in different forms with 4 partners from Brazil, Portugal, Malaysia and South Africa.

As the Senior Manager (Ratings - BFSI), you will maintaining cases and assignments undertaken by group head in the year, managing Sector reports / criteria commentary publishing

What you will do:

• Ensuring Execution of projects
• Providing inputs and commitments towards strategic/ quality decision making
• Facilitating Development & improvement of methodology for sectors
• Minimising Sharp Rating Migration Cases/Rating Quality
• Ensuring quality and readability of rating report as well as rationale, press releases etc.
• Handling Complex situations
• Ensuring timely completion of rating assignments.
• Keeping track of changes in the respective sectors & and bringing important facts to managements notice.
• Presenting the case in the Rating Committee Meeting
• Maintaining MIS, quarterly results/ no default statement, rating reckoner etc.
• Leading & guiding the team of analysts working in the team.
• Monitoring and measuring productivity of team members
• Modelling the leadership behaviors and coaching and mentoring junior staff

What you need to have: