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Insight Advisors Pvt. Ltd.

Financial Analyst

Early Applicant
  • 6 months ago
  • Be among the first 50 applicants

Job Description

About the Role: Account Manager/ Senior Account Manager, Customer Success

Desired Profile:

Bachelors/Masters degree in Commerce/Finance/Accounting, or a related field. Advanced degree or professional certifications (e.g., CPA) is a plus.

Experience - 4 to 8 yrs

Desired Attributes:

Willingness to work in early stage startup

Proven experience in Accounting and AR/AP reconciliation with in finance department. Finance digitization experience is a plus

Customer first approach in working

Familiarity with finance automation & ERP tools and technologies

Ability to go beyond scope/description of work to deliver results

Quick thinking and problem solving to implement product with customer If you are passionate about digitizing finance processes, helping businesses optimize their accounting operations, and thrive in a client-facing role, we invite you to join our team and make a significant impact on the finance landscape.

Roles and Responsibilities

Client Engagement: Establish and maintain strong relationships with finance teams and leadership within our client companies. Act as a trusted advisor and point of contact for all matters related to finance process automation.

Customer Experience Management

o Work with CFO & Finance heads of the customer org for post sales for implementing NAKAD Automated Reconciliation tool

o End to end support on implementation of NAKAD Finance Automation Product with customers by becoming a bridge between customer and NAKAD Tech team o Work on customised solutioning for the Customer w.r.t UI & backend based on feedback

Needs Assessment: Conduct in-depth analyses of client accounting practices to identify opportunities for automation and improvement using our RECON360 technology.

Implementation: Collaborate with clients to design and implement tailored solutions that align with their specific accounting needs and business processes.

Training and Support: Provide comprehensive training to client teams on how to effectively use our tools. Offer ongoing support and guidance to ensure successful adoption and utilization.

Feedback Loop: Act as a bridge between clients and our product development team, conveying client feedback and requirements to continuously enhance our tools to meet evolving needs.

Troubleshooting: Proactively identify and address any issues or challenges that may arise during the implementation and usage of our solutions.

Documentation: Maintain clear and concise documentation of client interactions, implementations, and outcomes.

Benefits:

Competitive salary and performance-based incentives.

Health and wellness benefits.

Opportunities for professional development and growth within the company.

A dynamic and innovative work environment with a focus on cutting-edge technology.

Collaboration with industry leaders in finance and automation.

More Info

Industry:Other

Function:Finance

Job Type:Permanent Job

Skills Required

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Date Posted: 28/05/2024

Job ID: 80169411

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