3+ Management reporting Jobs in India

Job Title: Manager - Product, Finance & Actuarial

Role: Domain Expert / Specialist – Fund Accounting & Portfolio Management

Location: Hyderabad

Job Type: Full-time

Job Summary

We are looking for a highly analytical and detail-oriented Domain Expert/Specialist in Fund Accounting & Portfolio Management to join our Product, Finance & Actuarial team. The ideal candidate should possess strong expertise in fund accounting, portfolio management services (PMS), investment operations, financial analysis, and reconciliation processes.

In this role, you will work closely with business stakeholders and the engineering team to translate complex financial and investment workflows into scalable product solutions. You will also lead analysts, drive process improvements, ensure quality deliverables, and support the development of financial products and reporting solutions.

Key Responsibilities

• Act as a subject matter expert in Fund Accounting, Portfolio Management Services (PMS), investment operations, and financial reporting.
• Understand client requirements, regulatory guidelines, compliance needs, and investment workflows, and translate them into clear business and functional requirements.
• Collaborate with cross-functional teams to enhance financial products and automate operational workflows.
• Conduct detailed financial analysis to support product development, business decisions, and operational improvements.
• Develop, validate, and maintain financial models, including portfolio valuations, cash flows, NAV calculations, reconciliations, and performance reporting.
• Analyze financial data, identify trends, investigate variances, perform reconciliations, and recommend process improvements.
• Prepare reports, dashboards, presentations, and analytical insights for internal stakeholders and clients.
• Investigate portfolio, accounting, and reconciliation issues, providing timely resolutions and communicating findings effectively with clients and stakeholders.
• Lead, mentor, and manage analysts while ensuring timely delivery, accuracy, and quality of work.
• Create and maintain documentation for financial models, business processes, workflows, and product requirements.
• Support senior management with business analysis, product enhancements, and strategic initiatives.

Requirements

Qualifications & Skills

• Bachelor's degree in Finance, Accounting, Commerce, Economics, Mathematics, Statistics, or a related discipline.
• Professional qualifications such as CA, CFA, CPA, FRM, CMA, MBA (Finance), or equivalent will be an added advantage.
• 4–8 years of experience in Fund Accounting, Portfolio Management Services (PMS), Asset Management, Investment Operations, Financial Analysis, or similar domains.
• Strong understanding of fund accounting principles, portfolio accounting, financial statements, investment products, and reconciliation processes.
• Experience in financial modelling, reporting, and analytical problem-solving.
• Advanced proficiency in Microsoft Excel and MS Office applications (Word, PowerPoint, Email).
• Experience working with financial systems, investment platforms, or portfolio management applications is preferred.
• Strong analytical, quantitative, and problem-solving abilities.
• Excellent communication and stakeholder management skills.
• Ability to lead teams, manage multiple priorities, and deliver high-quality results within deadlines.
• Strong attention to detail with a continuous improvement mindset.

Role Summary

The Director, Client Relations – Staff Augmentation will lead the end-to-end ownership, scaling, and expansion of the staff augmentation business for key global clients, primarily in North America. This role will be responsible for building and growing a high-quality offshore delivery organization, scaling from an initial team of 10 plus FTEs to 100 plus FTEs across multiple client owned processes.

The Director will act as the senior most client interface, partnering with client leadership to understand demand, define the right staffing model, and ensure seamless execution. This role combines business growth, workforce strategy, delivery governance, and organizational building.

The role will also carry full ownership of the P&L for this line of business, including revenue growth, cost optimization, and long-term scalability.

Key Responsibilities

1) Client Leadership and Business Ownership

• Act as the primary point of contact for senior client stakeholders.
• Build strong executive relationships and position the organization as a trusted partner.
• Own the overall engagement, including delivery quality, growth, and client satisfaction.
• Identify opportunities to expand scope, increase FTE count, and introduce additional processes.
• Lead business reviews with clear insights, growth roadmap, and value delivered.

2) Staff Augmentation Strategy and Workforce Planning

• Define staffing strategy including FTE sizing, role mix, and skill requirements.
• Translate client requirements into structured staffing plans.
• Design scalable team structures and reporting hierarchies.
• Establish frameworks for ramp up from small teams to large scale operations.
• Ensure optimal utilization and capacity planning.

3) Delivery Governance and Operational Excellence

• Oversee delivery across all teams ensuring SLA adherence and quality.
• Define KPIs for performance, productivity, and turnaround time.
• Establish governance cadence and reporting mechanisms.
• Ensure consistency across multiple processes and teams.
• Drive strong issue resolution and escalation handling.

4) Transition and Process Onboarding Oversight

• Guide onboarding of new processes into the staff augmentation model.
• Ensure structured knowledge transfer and documentation.
• Define standard onboarding playbooks.
• Identify risks and readiness gaps during expansion.

5) Organization Building and Talent Leadership

• Lead hiring strategy to support rapid scale up.
• Build strong leadership layers including managers and leads.
• Establish training, cross skilling, and career progression plans.
• Drive a high performance culture with clear accountability.

6) Business Ownership, Revenue Growth, and Financial Management

• Own the line of business including revenue, cost, and profitability.
• Drive revenue expansion by increasing FTE count and adding new processes.
• Define pricing aligned with effort and delivery complexity.
• Monitor revenue realization and billing accuracy.
• Manage cost structure including hiring, utilization, and overheads.
• Optimize FTE mix to balance cost and performance.
• Build financial models for workforce planning and growth.

7) Leadership, Team Development, and Organizational Scaling

• Mentor managers and team leads across processes.
• Build second line leadership.
• Establish performance expectations and review mechanisms.
• Drive ownership and continuous improvement culture.

8) Internal Reporting and Strategic Visibility

• Provide updates to leadership on revenue, cost, margins, and growth.
• Present challenges and mitigation plans.
• Track key business metrics such as utilization and productivity.
• Build dashboards for visibility.
• Support strategic decision making with insights and projections.

Success Measures

• Scale from initial team to 100 plus FTEs with stable delivery.
• High client satisfaction and strong relationships.
• Expansion across processes and geographies.
• Consistent SLA performance.
• Strong financial performance and margins.

Required Qualifications

• Bachelor’s degree in Commerce, Finance, or Business. MBA preferred.
• 12 to 18 plus years of relevant experience.
• Experience scaling teams and managing global clients.
• Strong workforce planning and governance experience.

Preferred Experience

• Exposure to finance operations such as Accounts Payable.
• Experience in offshore delivery models.
• Familiarity with SLA frameworks and staffing models.
• Experience scaling new business lines.

Competencies

• Strong ownership mindset.
• Excellent stakeholder management.
• Structured thinking and execution.
• Strong people leadership.
• Commercial awareness and growth orientation.

Reporting and Location

• Reporting to: Head of Operations or Business Unit Head
• Location: Bangalore or Mangalore with overlap for North America time zones

Job Brief:

• Contact prospective B2B Industry customers through available / provided database.
• Create a set of new customer database through data mining of Linkedin & other available channels. 
• Outreach to potential clients through cold calling, emailing, and other means of communication.
• Contacting potential or existing customers and inform them about a product or service using scripts.
• Identify and qualify leads through consultation and needs analysis.
• Close deals and achieve sales targets.
• Maintain accurate records and documentation of sales activities.
• Possess good communication skills in English.
• Be professional and pleasant while interacting with clients.
• Complete process training will be provided by the company free of charge

Required Skills:

• Should have Good communication skills in English.
• Education qualification like 12th, Undergraduate or Graduate are welcome
• Candidates who can join immediately would be preferred
• Candidate with tele calling experience in industries like Electronic Security, Audio Visual, IT hardware would be preferred.
• Should be Good at convincing skills.