3 Client Reconciliation Jobs

The general responsibilities for this position will focus on client tax funding operations, managing incoming client funds, ensuring accurate allocation and reporting. This role will be expected to lead, inspire, and ensure appropriate accountability, critical thinking, and ownership in a highly operational and analytical organization. Responsible for accurate and timely client tax funding reconciliation and reporting across 5 unique business units Responsible for the tracking and reporting of short funded customer accounts Responsible for measuring and communicating team performance against established goals providing guidance and course correction if necessary Responsible for Hiring and mentoring team members for growth Special projects as assigned Exposure to Goal setting for self and team members across all IC levels Play a crucial part in hiring talent and grooming them for growth within the team members Understand the training needs well and collaborating with SMEs and LD Experience in managing the performance discussions with the team members regularly Achieving key KPI targets set by the department. This may be subject to revision couple or more times yearly Customer focused with excellent communication skills you will be able to explain and convey information clearly to clients (as may be required) Collaborating with all the stakeholders effectively without any escalation Developing as a people manager, supporting employees by providing guidance, coaching, training and having regular 1:1s. Partner with manager on employee related issues, performance reviews career conversations. Play an important role for all Exec and Client escalations. Also propose appropriate RCAPA for future Understanding possible automation areas and partner with Engineering / Product teams Being Proactive rather than being reactive in managing potential challenges and people issues Participate in functional area meetings by not only providing feedback on content but also speaking in front of the team on a specific topic. Ability to keep the team motivated under all circumstances with a strong focus on customer satisfaction Attention to detail, with a drive to continuously improve Results-oriented, highly organized, motivated and driven to succeed Able to work under pressure What You ll Need to be Successful: Undergraduate degree, prefer Accounting or Finance (MBA is preferred) 8+ years of finance, corporate treasury operations, or tax-related experience 2+ years of operational management/team leadership experience Demonstrated work experience in the areas of treasury or finance operations Experience successfully leading a high-performing team in a high-volume Treasury or Finance organization Should have done Goal setting and Performance appraisals for his / her team Should have excellent language skills in English (oral and written) MBA in Finance (preferably) MS Excel (intermediary to Advance) skills. Other MS office apps proficiency Technical Skills: Strong analytical, research, and critical thinking skills Excellent written and verbal communication skills Must possess advanced MS Excel capabilities and be capable of marrying technical and business-level input to support daily operations Ability to understand the conceptual basis of accounting guidance as well as mechanics of execution Able to demonstrate accuracy and composure under tight deadlines

You are a highly organized and detail-oriented individual sought to join the team as a Quantity Surveyor / Estimator / Billing & Collections Specialist. Your responsibilities will involve handling the entire financial lifecycle of interior design and build projects, from initial estimations and Bill of Quantities (BOQs) to final billing and successful collections. The ideal candidate will possess strong analytical skills, proficiency in relevant software, and excellent communication abilities. Your duties will include preparing accurate and detailed Bill of Quantities (BOQs) for projects, developing comprehensive cost estimates, conducting site visits, collaborating with the design team, evaluating project scope changes, reconciling client accounts, generating reports on billing and collections status, managing client communication, identifying collection risks, tracking Key Performance Indicators (KPIs), maintaining databases and spreadsheets, participating in team meetings, and assisting with other financial tasks. To qualify for this role, you should have a Bachelor's Degree in Quantity Surveying, Construction Management, or a related field (experience may be considered in lieu of a degree), a minimum of 5 years of experience in a similar role within the interior design or construction industry, proven ability in preparing BOQs and cost estimates, proficiency in Excel, excellent organizational and communication skills, ability to work independently and as part of a team, strong problem-solving skills, and the ability to meet tight deadlines while managing multiple projects simultaneously. Compensation and benefits will be discussed based on relevant experience and competency. To apply, adjust the job description as needed for your company's specific requirements and ensure compliance with all applicable employment laws and regulations.,

You are a highly organized and detail-oriented individual who will be responsible for the financial lifecycle of interior design and build projects as a Quantity Surveyor / Estimator / Billing & Collections Specialist. Your role will involve tasks such as preparing accurate Bill of Quantities (BOQs), developing cost estimates, conducting site visits, collaborating with the design team, and tracking changes in project scope. Your excellent analytical skills, proficiency in relevant software, and strong communication abilities will be essential for this role. Your responsibilities will include Quantity Surveying & Estimating tasks such as creating detailed BOQs, cost estimates, and conducting site visits. You will work closely with the design team to ensure accuracy in project specifications and provide updated cost estimates as needed. In terms of Billing & Invoicing, you will be responsible for reconciling client accounts, generating reports on billing and collections status, managing client communication, and identifying collection risks. You will also track Key Performance Indicators (KPIs) related to collections efficiency. Additionally, you will maintain databases and spreadsheets, participate in team meetings, and assist with other financial tasks as required. The ideal candidate should have a Bachelor's Degree in Quantity Surveying or a related field, at least 5 years of experience in a similar role, proficiency in Excel, and excellent organizational and interpersonal skills. Experience in CRM or ERP software is an advantage. You should be able to work both independently and as part of a team, have strong problem-solving skills, and the ability to manage multiple projects simultaneously while meeting tight deadlines. Compensation and benefits will be discussed based on your relevant experience and competency.,