Job Summary
We are looking for a detail-oriented and proactive Account Manager & Finance professional who will be responsible for managing client accounts while overseeing financial operations, including billing, reporting, and budgeting. The role requires strong analytical skills, client-handling ability, and financial expertise.
Key ResponsibilitiesAccount Management
- Manage and maintain relationships with existing clients
- Act as the main point of contact for client communication
- Understand client requirements and ensure timely delivery of services
- Coordinate with internal teams to meet client expectations
- Identify opportunities for upselling or cross-selling
Financial Management
- Prepare and manage invoices, billing, and payment collections
- Monitor accounts receivable and payable
- Maintain accurate financial records and documentation
- Assist in budgeting, forecasting, and financial planning
- Ensure compliance with financial regulations and company policies
Reporting & Analysis
- Generate financial reports (monthly, quarterly, annual)
- Track revenue, expenses, and profitability per account
- Analyze financial data to support decision-making
- Present reports to management and clients when required
Required Skills & Qualifications
- Bachelor’s degree in Finance, Accounting, Business Administration, or related field
- 2–5 years of experience in account management and/or finance
- Strong knowledge of accounting principles and financial reporting
- Proficiency in MS Excel and accounting software (e.g., Tally, QuickBooks, SAP)
- Excellent communication and client management skills
- Strong analytical and problem-solving abilities
- Attention to detail and high level of accuracy
Preferred Qualifications
- MBA in Finance or CA/CPA (preferred but not mandatory)
- Experience working in a client-facing financial role
- Knowledge of GST, taxation, or regulatory compliance (India-specific if needed)
Key Competencies
- Relationship management
- Financial acumen
- Time management
- Negotiation skills
- Integrity and confidentiality
Pay: ₹18,000.00 - ₹30,000.00 per month
Benefits:
Work Location: In person
