14 Account Services Jobs

Key Responsibility :- 1) Setting up Accounts 2) Trusty Account 3) Loan Accounting 4) Exposure in multiple kind of US loan

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : SAP CO Management Accounting Good to have skills : NAMinimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. Your typical day will involve collaborating with various teams to ensure that application requirements are met, overseeing the development process, and providing guidance to team members. You will also engage in problem-solving activities, ensuring that the applications are aligned with business objectives and user needs, while maintaining a focus on quality and efficiency throughout the project lifecycle. Roles & Responsibilities:- Expected to be an SME, collaborate and manage the team to perform.- Responsible for team decisions.- Engage with multiple teams and contribute on key decisions.- Provide solutions to problems for their immediate team and across multiple teams.- Facilitate knowledge sharing and best practices among team members to enhance overall team performance.- Monitor project progress and ensure timely delivery of application components, addressing any issues that arise. Professional & Technical Skills: - Proficiency in SAP CO Management Accounting.- Strong analytical skills to interpret financial data and provide insights.- Experience with financial reporting and budgeting processes.- Proficiency in SAP CO Management Accounting. Strong understanding of financial accounting principles and practices.- Experience in analyzing business requirements and translating them into technical solutions.- Experience in designing and implementing SAP CO solutions. Knowledge of - - SAP CO integration with other modules. Experience in implementing solutions related to Product Costing, Actual Costing in both MTO and MTS scenario, Familiarity with manufacturing cost flows, BOM/routing structures, and cost component split. OR Experience in Service Accounting- Service order, maintenance order , billing, and Revenue recognition- Ability to work collaboratively in a team environment and manage cross-functional relationships.- Familiarity with application lifecycle management and project management methodologies. Additional Information:- The candidate should have minimum 5 years of experience in SAP CO Management Accounting.- This position is based at our Pune office.- A 15 years full time education is required. Qualification 15 years full time education

We are seeking a dynamic and client-focused Relationship Manager - Trader to join our client's team through Acme Services . This pivotal role is responsible for activating trading accounts, guiding new entrants in the equity market, and driving cross-selling efforts across a diverse range of financial products. The ideal candidate will possess strong trading acumen, exceptional client relationship management skills, and a commitment to both client profitability and revenue generation. Key Responsibilities Client Account Activation & Onboarding : Responsible for the activation of trading accounts for clients , and actively assisting new entrants in the equity market to understand its dynamics. Cross-selling & Product Diversification : Drive revenue by cross-selling products such as Insurance, Mutual Funds, PMS (Portfolio Management Services), SIPs (Systematic Investment Plans), IPOs, etc., to the existing customer base. HNI Client Management : Capable of handling HNI (High Net Worth Individual) clients , providing tailored advice and services. Daily Trade Coordination : Coordinate with clients for their daily trades in Equity , ensuring smooth and efficient execution. Trade Execution Support : Help customers to execute trades online and place orders on behalf of customers , providing necessary guidance and support. Revenue & Profitability Balance : Strive to achieve healthy revenues without compromising on the clients profitability , maintaining a balance between sales goals and client interests. Trade Confirmation : Ensure timely confirmation of orders and trades done during the day to clients . Market Advising : Advise clients with requisite information regarding the market condition , helping them make informed trading decisions. New Client Acquisition : Actively acquire new clients through existing client's referrals , leveraging strong client relationships. Client Activation & Retention : Focus on activating inactive clients through regular follow-up and ensuring high client retention through consistent engagement. Query Resolution : Regularly follow up with clients and handle their queries promptly and effectively. Skills Proficiency in trading account activation . Strong knowledge of equity market dynamics and ability to assist new entrants. Expertise in cross-selling diverse financial products (Insurance, Mutual Fund, PMS, SIPs, IPOs). Experience in handling HNI clients . Skilled in coordinating daily equity trades and placing orders on behalf of clients . Ability to help customers execute trades online . Adept at achieving healthy revenues while prioritizing client profitability . Excellent communication for confirming orders/trades and advising on market conditions . Strong capabilities in acquiring new clients through referrals and activating inactive clients . Consistent in client follow-up and query handling . Qualifications Proven experience as an RM Trader or a similar role in the financial services/broking industry. Demonstrable track record of client activation, cross-selling, and revenue generation. Strong understanding of equity markets and various financial products. Excellent client relationship management and communication skills.

LocationRemote DesignationUS Taxation Experience4-8 Years Based in Rancho Cucamonga, California, CPA firm dedicated to providing exceptional tax and accounting services. We specialize in helping small businesses with revenues under $100 million, saving them substantial amounts in taxes. Our mission is to expand our reach and enhance our clients' financial success through innovative tax strategies and dedicated customer service. Job Overview: We are seeking a highly skilled and experiencedOffshoreTax Professional to join our dynamic team. This remote position is ideal for a candidate based in India, looking to contribute to U.S. tax projects. The ideal candidate will possess a deep understanding of U.S. tax laws and will be responsible for reviewing tax returns, conducting tax research, and assisting in tax planning for both business and individual clients. Key Responsibilities: Review individual, business, and non-profit tax returns for accuracy and compliance with U.S. tax laws. Conduct thorough tax research to resolve complex tax return issues. Provide year-round tax planning services for both individual and business clients. Stay current with Continuing Professional Education (CPE) requirements. Collaborate with our marketing team to contribute to client newsletters and blog writing. Qualifications: Certified Public Accountant (CPA) or Enrolled Agent (EA) designation required. Minimum of 5 years of experience in U.S. tax. Proficient in reviewing various types of tax returns with high accuracy. Strong ability to conduct detailed tax research. Exceptional written and verbal communication skills in English. Ability to work independently in a remote setting. What We Offer: Competitive salary and benefits. Flexible work hours. Opportunities for professional growth and development. A supportive and collaborative work environment.

Job Title: Bank Account Management Specialist Experience: 3- 5 Years Location: Bangalore (Hybrid) What Youll Do: Own endtoend corporate bankaccount lifecycles: coordinate KYC/AML for newentity onboarding, validate signatories, and execute account setups. Manage ongoing maintenance: process signatory and mandate updates, adjust transaction limits, and conduct periodic account reviews. Resolve operational issues: investigate payment failures or reconciliation breaks, liaise with treasury, banking partners, and internal teams for swift remediation. Orchestrate account closures: disable payment rails (NEFT/RTGS/ACH), ensure proper cutoffs, archive documentation, and update trackers. Drive process improvements: identify manualwork bottlenecks, propose and implement automation (e.g., VBA templates, Python scripts), and monitor SLA adherence. Must Have: 3-5 years handson experience in corporate bankaccount operations (opening, maintenance, closure) for a fintech or large enterprise. Indepth knowledge of banking products and rails (NEFT/RTGS/IMPS/ACH) and cashmanagement services. Strong familiarity with KYC/AML regulations, RBI circulars, and internal audit requirements. Excellent documentation skills: auditready trackers, SOPs, and compliance filing. Proven stakeholder management: clear communication with finance, treasury, business units, and relationship managers. Nice to Have: Experience with treasury or ERP/TMS platforms (Kyriba, SAP TMS). Proficiency in automation tools (Excel VBA, Python scripting) to streamline recurring tasks. Projectmanagement certification (PMP, PRINCE2). Exposure to fintech banking APIs or virtualaccount structures. If interested, please share your resume to sunidhi.manhas@portraypeople.com

US Taxation --> --> Location, Designation --> LocationRemote DesignationUS Taxation Experience4-8 Years Based in Rancho Cucamonga, California, CPA firm dedicated to providing exceptional tax and accounting services. We specialize in helping small businesses with revenues under $100 million, saving them substantial amounts in taxes. Our mission is to expand our reach and enhance our clients' financial success through innovative tax strategies and dedicated customer service. Job Overview: We are seeking a highly skilled and experiencedOffshoreTax Professional to join our dynamic team. This remote position is ideal for a candidate based in India, looking to contribute to U.S. tax projects. The ideal candidate will possess a deep understanding of U.S. tax laws and will be responsible for reviewing tax returns, conducting tax research, and assisting in tax planning for both business and individual clients. Key Responsibilities: Review individual, business, and non-profit tax returns for accuracy and compliance with U.S. tax laws. Conduct thorough tax research to resolve complex tax return issues. Provide year-round tax planning services for both individual and business clients. Stay current with Continuing Professional Education (CPE) requirements. Collaborate with our marketing team to contribute to client newsletters and blog writing. Qualifications: Certified Public Accountant (CPA) or Enrolled Agent (EA) designation required. Minimum of 5 years of experience in U.S. tax. Proficient in reviewing various types of tax returns with high accuracy. Strong ability to conduct detailed tax research. Exceptional written and verbal communication skills in English. Ability to work independently in a remote setting. What We Offer: Competitive salary and benefits. Flexible work hours. Opportunities for professional growth and development. A supportive and collaborative work environment. Feel Free To Contact Us...!!! Submit

Primary Skills Google Cloud Platform (GCP) Expertise in Compute (VMs, GKE, Cloud Run), Networking (VPC, Load Balancers, Firewall Rules), IAM (Service Accounts, Workload Identity, Policies), Storage (Cloud Storage, Cloud SQL, BigQuery), and Serverless (Cloud Functions, Eventarc, Pub/Sub). Strong experience in Cloud Build for CI/CD, automating deployments and managing artifacts efficiently. Terraform Skilled in Infrastructure as Code (IaC) with Terraform for provisioning and managing GCP resources. Proficient in Modules for reusable infrastructure, State Management (Remote State, Locking), and Provider Configuration . Experience in CI/CD Integration with Terraform Cloud and automation pipelines. YAML Proficient in writing Kubernetes manifests for deployments, services, and configurations. Experience in Cloud Build Pipelines , automating builds and deployments. Strong understanding of Configuration Management using YAML in GitOps workflows. PowerShell Expert in scripting for automation, managing GCP resources, and interacting with APIs. Skilled in Cloud Resource Management , automating deployments, and optimizing cloud operations. Secondary Skills CI/CD Pipelines GitHub Actions, GitLab CI/CD, Jenkins, Cloud Build Kubernetes (K8s) Helm, Ingress, RBAC, Cluster Administration Monitoring & Logging Stackdriver (Cloud Logging & Monitoring), Prometheus, Grafana Security & IAM GCP IAM Policies, Service Accounts, Workload Identity Networking VPC, Firewall Rules, Load Balancers, Cloud DNS Linux & Shell Scripting Bash scripting, system administration Version Control Git, GitHub, GitLab, Bitbucket

We are looking for a detail-oriented and experienced QA Functional Analyst of 8years to 12 years experience with a strong background in payments systems and account services. The ideal candidate will have hands-on experience with high-value and low-value payments, regional schemes (EMEA/Asia), and account services, along with working knowledge of automation tools such as Cucumber BDD and exposure to AI-driven automation frameworks. This role focuses on functional testing, interpreting automation results, and identifying root causes of failures, which are then passed on to a dedicated automation team.Conduct end-to-end functional testing for payment systems, including high-value (e.g., RTGS, CHAPS), low-value (e.g., ACH, SEPA, UPI), regional payments such as EMEA (e.g., SEPA, TARGET2) and Asia (e.g., NEFT, RTGS, FAST), as well as account services like reconciliation and statements. Analyze business and functional requirements to create detailed and traceable test scenarios and cases. Execute manual test cases and document test results. Collaborate with developers, business analysts, and stakeholders to clarify requirements and resolve issues. Review and interpret failed test cases from automation tools (e.g., Cucumber BDD) and AI automation frameworks to identify root causes. Support regression testing, defect triage, and functional sign-offs. Ensure test coverage for integration, system, and UAT phases. Maintain a strong understanding of payment flows, validations, and settlement processes.Experience in functional QA roles, with mandatory experience in payments domain. In-depth understanding of payment ecosystems, high value/low value payments, clearing systems, and account services. Hands-on experience reviewing automation test results in tools like Cucumber BDD, Selenium, or similar. Ability to debug and identify root causes of automation test failures (without needing to write automation code). Strong documentation, communication, and analytical skills. Familiarity with defect management tools like JIRA, HP ALM, or TestRail Knowledge of AI Automation Framework / exposure to AI-Driven test automation platforms

Immediate Job Openings on # Cyber Ark _ Pan India _ Contract #Experience: 6+ Years #Skill: Cyber Ark #Location: Pan India #Notice Period: Immediate #Employment Type: Contract Experience in Installation/Migration/Upgrade and configuration of CyberArk components such as Vault, PVWA, CPM, AAM and PSM/PSMP. Experience in the CyberArk Architecture Designing and preparing SOP process documents. Experience in CyberArk Development ie PSM Connection Component Dev ,CPM Plug-in Dev and knowledge on Plugin Generator Utility to create CPM and PSM plugins. Experience in Automation: Develop/customize Powershell script and AutoIT scripting. Experience in performing hardening on the component servers. Experience in collecting requirements from application teams Experience in onboarding of accounts to CyberArk - Windows, Unix, Service accounts, database accounts and Onboarding of Application Accounts(CCP-Central Credential Provider). Design and configure platform policies. Creation of safes in CyberArk. Configure password rotation policies for the Privilege Accounts. Troubleshoot and fix the issues during installation and onboarding activities. Experience with working with the CyberArk Vendor to track any ongoing issues until it gets resolved. CyberArk Application Operations/Implementation/Development Support : L2 ,L3 and L4.

Jones Lang LaSalle Property Consultants (India) Pvt. Ltd. (JLL) is seeking a Senior Finance Analyst - Accounts Receivable to manage critical financial transactions related to accounts receivable. This role involves meticulous invoicing, diligent cash application, proactive query resolution, and precise reporting, ensuring financial compliance and efficiency for our operations. What this job involves Invoice and Funding Management Raise Purchase Orders (POs) or request from client systems as per Statement of Work (SOW). Run E1 Funding reports and raise funding requests, ensuring all required supporting documentation is attached. Ensure invoices/credit notes are raised in accordance with client POs and sent as per invoicing instructions (email, portal upload, or hard copy). Log invoices in JDE E1. Accounts Receivable Operations Log receipts on relevant financial systems once funding is received. Follow up on unallocated cash payments with clients and chase for remittances. Perform Accounts Receivable (AR) Write Offs and maintenance. Resolve any client queries in consultation with the Client Finance Analyst. Reporting and Reconciliation Prepare relevant reports, such as AR ageing and invoice volumes, as requested by client teams. Calculate and post aging provision to the General Ledger (GL) and prepare the corresponding provision report. Support financial reporting and reconciliation processes. Desired Skills and Experience Experience 3-6 years of experience in accounts receivable or a similar finance role. Key Skills Motivated, positive, and flexible in approach to work. Proactive in identifying issues and potential solutions. Self-supporting and diligent. Ability to work methodically, efficiently, and deliver to tight deadlines. Process-driven approach to work. Ability to learn quickly and a desire to develop. Strong customer service orientation with a commitment to solving requests and problems. Excellent interpersonal, presentation, and communication skills. Technical Skills Intermediate/Advanced PC skills, proficient in Microsoft Office tools (Outlook, Word, & Excel). Familiarity with JDE E1 financial systems is advantageous.

The Candidate will manage the accounting and MIS functions, including financial reporting, budgeting, and analysis. Manage the accounting function, including financial reporting, budgeting, and analysis Required Candidate profile CA with 3 to 7 years of accounting and MIS experience, including managerial role experience. Knowledge of accounting principles, financial reporting, and MIS.Canditate based in Mumbai must

Key Responsibilities: Process customer transactions such as account openings, fund transfers, NEFT/RTGS, and fixed deposits. Handle documentation and ensure compliance with KYC/AML norms. Perform daily reconciliation of transactions and balances Assist in back-office operations, including data entry and report generation. Support internal and external audits by preparing necessary reports and documentation. Coordinate with branch staff and other departments to resolve operational issues. Maintain confidentiality and accuracy in all customer and bank-related data. Qualifications & Skills: Bachelors degree in Commerce, Finance, or related field. Minimum 1 year of relevant experience in a banking environment. Knowledge of banking software and MS Office. Understanding of basic banking regulations and guidelines Strong analytical and organizational skills. Good communication and interpersonal abilities. Key Skills: a) Minimum 1 year of relevant experience in a banking environment. b) Experience in EFT (Electronic Fund Transfer) c) Knowledge in Swift Payment d) Any Commerce Graduate

Incedo is a US-based consulting, data science and technology services firm with over 2,500 people helping clients from our six offices across US and India. We help our clients achieve competitive advantage through end-to-end digital transformation. Our uniqueness lies in bringing together strong engineering, data science, and design capabilities coupled with deep domain understanding. We combine services and products to maximize business impact for our clients in telecom, financial services, product engineering and life science & healthcare industries. Working at Incedo will provide you an opportunity to work with industry leading client organizations, deep technology and domain experts, and global teams. Incedo University, our learning platform, provides ample learning opportunities starting with a structured onboarding program and carrying throughout various stages of your career. A variety of fun activities is also an integral part of our friendly work environment. Our flexible career paths allow you to grow into a program manager, a technical architect or a domain expert based on your skills and interests. Job Title: Team Lead Job Summary: We are looking for an experienced and motivated Team Lead to oversee daily trade support functions and manage a team responsible for post-trade processing across multiple asset classes. This leadership role involves ensuring operational efficiency, minimizing risk, and maintaining strong relationships with internal stakeholders and external counterparties. Key Responsibilities: - Should possess diverse knowledge into the investment banking domain. - Should have been part of operations management in the areas of Investment Banking (Account Operations/Maintenance, and Wealth Management etc. - Manage customer onboarding / account opening project for a US based firm - Engage with customer to drive process transition. Contribute and actively manage transition scoping, documentation, KPI adherence etc. - Devise training plan for new associates and drive it to ensure optimal skilling of resources per process needs - Manage team of associates and senior associates effectively to ensure timely and accurate delivery - Regular connect with onshore stakeholders for process updates, discuss teams performance and seek regular feedback - Conduct secondary reviews to check for the work done by the team - Primary contact for expertise on process standard operating procedures. - Initiate and coordinate client outreach for fetching client documentations and any additional information - Able to identify red flags and judge the need for escalation - Able to meet volume and quality check targets to meet service level agreements without compromising on quality - Identify, recommend and implement process efficiencies Required Qualifications: Bachelors/master's degree in finance, Business, Economics, or related field. 7- 9 years of experience in Accounts Ops within Investment Banking or Capital Markets. Proven leadership experience, with a track record of managing teams in a high-pressure environment. Excellent problem-solving, communication, and stakeholder management skills. High attention to detail and a proactive, solution-oriented mind-set. We offer: 1. Chance to join a truly growth-embracing culture, which will commit to helping you grow personally and professionally. 2. An opportunity to work as part of a dynamic, ambitious and international team in an informal and pleasant working environment. Regards, Incedo HR Team

Hi, We are hiring for the Leading ITES Company for Banking Operations Profile. Job Overview: We are looking for a Banking Operations Executive with one year of hands-on experience in banking or financial services. The role involves processing routine transactions, supporting compliance and audit functions, and ensuring operational efficiency. Key Responsibilities: Process customer transactions such as account openings, fund transfers, NEFT/RTGS, and fixed deposits. Handle documentation and ensure compliance with KYC/AML norms. Perform daily reconciliation of transactions and balances Assist in back-office operations, including data entry and report generation. Support internal and external audits by preparing necessary reports and documentation. Coordinate with branch staff and other departments to resolve operational issues. Maintain confidentiality and accuracy in all customer and bank-related data. Qualifications & Skills: Bachelors degree in Commerce, Finance, or related field. Minimum 1 year of relevant experience in a banking environment. Knowledge of banking software and MS Office. Understanding of basic banking regulations and guidelines Strong analytical and organizational skills. Good communication and interpersonal abilities. Key Skills: a) Minimum 1 year of relevant experience in a banking environment. b) Experience in EFT (Electronic Fund Transfer) c) Knowledge in Swift Payment d) Any Commerce Graduate To Apply, WhatsApp 'Hi' @ 9151555419 Follow the Steps Below: >Click on Start option to Apply and fill the details >Select the location as Other ( to get multiple location option ) a) To Apply for above Job Role ( Chennai ) Type : Job Code # 549