9 Financial Assessments Jobs

The AP Process Lead position in Kolkata requires the candidate to have certifications such as Six Sigma green belt or Train the Trainer. Experience in KT/Transition and managing cross-functional training in the team is essential. Proficiency in MS Office, Excel macro, and MS Access database creation is necessary. The responsibilities include preparing and gathering data for financial assessments, scenario analysis, rate case filing inputs, Budget-to-Actual for Balance sheet and Profit and Loss, data collection and upload into Hyperion, Variance Analysis, preparing MIS reports, and dashboards. The candidate will lead periodical reviews and calls with internal and external stakeholders. The role involves exposure to Financial Analysis, escalation management, performance management, IFRS, handling audits, identifying process gaps, and providing solutions. Effective management of SLAs and KPIs is crucial. Flexibility with New Zealand shift timings is required. The candidate should have a B.Com degree and be well-versed in ITES/BPO/KPO industry. This is a full-time, permanent position. Key skills for the role include effective communication, leadership, analytical thinking, and attention to detail. Job Code: GO/JC/583/2025 Recruiter Name: Marilakshmi S,

You will be responsible for overseeing Banking Operations and conducting Financial Assessments. Your role will involve managing Customer Relationships, leading teams, ensuring Compliance with Banking Regulations, and developing and executing Banking Strategies. Excellent communication and interpersonal skills are necessary for this role, as well as the ability to multitask in a fast-paced environment. A Bachelor's degree in Finance, Business Administration, or a related field is required. Previous experience in the financial services industry would be advantageous.,

As a qualified candidate for this role, you will have experience in Banking Operations and Financial Assessments. Your skills in Customer Relationship Management and Team Leadership will be essential for effectively managing client interactions and leading a team towards success. In addition, your knowledge of Banking Regulations and Compliance will ensure that all operations are in line with industry standards. Your ability to develop and implement Banking Strategies will contribute to the overall growth and success of the organization. Excellent communication and interpersonal skills are crucial for building strong relationships with clients and colleagues. The role requires you to multitask and work efficiently in a fast-paced environment. A Bachelor's degree in Finance, Business Administration, or related field is required for this position. Any experience in the financial services industry will be considered a plus and will further strengthen your candidacy for this role.,

The ideal candidate will have experience in Banking Operations and Financial Assessments. You should possess skills in Customer Relationship Management and Team Leadership, along with knowledge of Banking Regulations and Compliance. Your ability to develop and implement Banking Strategies will be crucial for this role. Excellent communication and interpersonal skills are necessary, as well as the ability to multitask and work in a fast-paced environment. A Bachelor's degree in Finance, Business Administration, or a related field is required. Experience in the financial services industry is a plus.,

You will be working as a full-time Relationship Manager at Ummeed Housing Finance Private Limited in Gwalior. Your primary responsibility will be to manage customer relationships, assess loan eligibility based on their income and business/trade, and provide doorstep services. You will assist customers with their loan applications, understand their specific needs, process loans efficiently, and ensure high customer satisfaction levels. To excel in this role, you should possess strong customer relationship management and client servicing skills. Experience in financial assessments and loan processing is essential. Excellent communication and interpersonal skills are crucial for effectively interacting with clients. The ability to work independently, manage client portfolios, and understand the housing finance sector, especially in low and middle-income segments, will be advantageous. Proficiency in local language(s) is a plus. Ideally, you should hold a Bachelor's degree in Finance, Business Administration, or a related field. Your role will involve personalized assessments and services to cater to the diverse needs of customers seeking home loans and loans against property. By providing customized loan solutions ranging from INR 3 to 50 lakhs, you will play a vital role in ensuring that income documentation does not pose a hindrance to accessing financial assistance for housing purposes.,

We are seeking a dynamic and results-driven Intern to drive the strategic growth of our network in the capacity of Marketing Intern for our Network Expansion department in Chennai. Reporting to the Head of Business Development, you will be responsible for spearheading the expansion of our brand through the onboarding of franchise partners, institutional collaborations, and regional centers. Your role will require a strong blend of business acumen, partner relationship management, and field execution to enhance our brand's presence across India and global markets. Your primary responsibilities will include crafting and executing market expansion strategies, identifying and onboarding new partners, and fostering institutional relationships for the delivery of Cloudkampus programs. You will be tasked with identifying new markets for expansion, including Tier 2 & Tier 3 cities and international locations, and developing market entry strategies. Additionally, you will lead the evaluation and onboarding of new partners, maintain a pipeline of qualified franchise prospects, and collaborate with colleges and training institutions to explore partnerships. You will work closely with internal teams such as Training, Marketing, and Operations to ensure smooth onboarding, training, and branding support for new centers. Monitoring the performance of newly acquired partners and providing ongoing support to drive activation, revenue generation, and customer satisfaction will also be part of your role. Furthermore, you will collaborate with sales, marketing, product, and training teams to align expansion plans with organizational goals. The ideal candidate should possess strong skills in due diligence, commercial negotiation, onboarding, enablement, performance monitoring, and cross-functional collaboration. This is a full-time, permanent internship opportunity with benefits including health insurance and Provident Fund. Your work will be conducted in person at our Chennai location.,

The Pricing and Contracting Finance Analyst will play a critical role in driving strategic financial decisions by providing pricing analysis, supporting contract negotiations, and ensuring compliance with financial policies. This role bridges the gap between sales, finance, and legal teams to ensure that all commercial agreements are financially sound and aligned with business objectives. Key Responsibilities - Develop and manage pricing models and financial assessments for IT products and service offerings. - Manage the financial review and compliance of customer contracts, including pricing terms and conditions. - Analyze market trends, cost structures, and competitor pricing to inform strategic pricing decisions. - Conduct financial modeling and profitability analysis for proposals, renewals, and new business. - Collaborate with Sales, Legal, Operations, and Product teams to structure pricing and contract terms that align with business goals. - Collaborate with legal and procurement teams to review commercial terms and conditions. - Maintain and continuously improve pricing tools, models, and processes to enhance efficiency and accuracy. - Provide strategic pricing recommendations to improve margins and competitiveness. - Ensure pricing and contract practices comply with internal policies and relevant regulations. - Support the RFP and bid process by providing accurate pricing and financial data. - Assist in setting pricing strategies for new products and service launches. Qualifications - Masters degree in Finance, Accounting, Business Administration, or related field (MBA or CA). - 8+ years of experience in finance, pricing, or contract analysis, preferably in the IT or tech sector. - Strong knowledge of pricing models, financial forecasting, and cost analysis. - Solid understanding of pricing strategies, revenue models, and cost structures in IT services or SaaS. - Demonstrated experience in people management, including mentoring or leading small teams. - Proficiency in Microsoft Excel; experience with financial systems (e.g., SAP, NetSuite, Oracle) is a plus. - Strong analytical and problem-solving skills with high attention to detail. - Excellent communication and interpersonal skills; ability to work cross-functionally with technical and non-technical teams. - Ability to thrive in a fast-paced, cross-functional environment. Job Types: Full-time, Permanent Application Question(s): Qualification must be in Finance(MBA Finance/CA). Education: Master's (Required) Experience: - Product Pricing & Contracting: 8 years (Required) - Pricing models, financial forecasting, and cost analysis: 8 years (Required) Location: Gurugram, Haryana (Required) Work Location: In person,

The Access Customer Service Representative (CSR) plays a pivotal role in providing outstanding customer service and administrative support for the Access program, an essential component of the intake and enrollment procedures for BTCS programs. As a proactive and empathetic individual, you will be responsible for a diverse range of tasks, including conducting non-clinical screenings, performing financial assessments, verifying insurance details, addressing inquiries, collaborating with team members, data entry, and appointment scheduling. Special emphasis will be placed on tasks associated with the Determination of Intellectual Disability (DID) within the IDD Intake process. It is imperative that the Access CSR develops and maintains proficiency in various areas such as DID scheduling, contractor communication, report management, and billing functions. Ensuring accurate service documentation and meticulous data entry in the Electronic Health Record will be a key aspect of your role, alongside maintaining comprehensive records while upholding exceptional standards of customer interaction and service provision. Serving as the primary point of contact for community members seeking services, you must embody the mission of BTCS by delivering a warm, professional, and supportive experience to our clients. Effective communication skills, strong organizational capabilities, and a dedication to delivering exemplary service in a fast-paced, client-centric environment are essential for success in this role. The interactions with individuals will occur both virtually and in-person. The ideal candidate will thrive in a dynamic, integrated environment, always prioritizing the needs of the individual while adhering to the values and standards of BTCS. Location: Any location within the catchment area, with potential for both on-site and remote work. This position is part-time with an FTE of 50%. Hourly Salary Range: $23.02 - $27.77 Differential Details: - $0.75/hour for bilingual proficiency - $1.00/hour for tenure with BTCS - $1.00/hour for career ladder specialty - Up to $2.00/hour for previous experience with a community center in a similar role Minimum Qualifications: - High school diploma or GED - Ability to organize workspace and activities independently - Capable of following oral and written instructions - Proficiency in inputting information into an electronic health record - Ability to remain composed and focused in a fast-paced environment - Skilled in interacting with clients, families, and colleagues with tact and diplomacy - Collaborative work approach with various teams and contractors - Possession of a valid Texas driver's license and maintenance of approved driver status throughout employment Preferred Qualifications: - Front desk experience and familiarity with financial processes in a behavioral health setting - Fluency in English/Spanish is highly preferred - Knowledge of insurance company procedures Salary Range: $23.02 - $27.77 per hour Closing Date: Open until filled,

The Access Customer Service Representative (CSR) position is crucial in providing outstanding customer service and administrative support for the Access program at BTCS. As a CSR, you will be responsible for various tasks such as conducting non-clinical screenings, performing financial assessments, verifying insurance information, answering calls, directing inquiries, collaborating with team members, data entry, and scheduling appointments. A significant emphasis will be placed on tasks related to the Determination of Intellectual Disability (DID) in the IDD Intake process. You will need to develop expertise in DID scheduling, communication with contractors, report handling, and billing-related functions. Your role also involves ensuring accurate service documentation and data entry in the Electronic Health Record, maintaining detailed records, and upholding high standards of customer engagement. As the primary point of contact for community members seeking services, you are expected to embody the mission of BTCS by providing a welcoming, professional, and supportive experience. Effective communication skills, organizational proficiency, and a dedication to delivering exceptional service in a fast-paced, customer-centric environment are essential for this role. You will engage with individuals both virtually and in-person. The ideal candidate will excel in an integrated setting, prioritize individual needs, and adhere to BTCS's values and standards. Location: Any location within the catchment area. Possibility of on-site and remote work. This is a part-time position with an FTE of 50%. Hourly Salary Range: $23.02 - $27.77 Differential Details: - $0.75/hour for Bilingual proficiency - $1.00/hour for Tenure with BTCS - $1.00/hour for Career ladder specialty - Up to $2.00/hour for previous experience with a community center in a similar role Minimum Qualifications: - High school diploma or GED - Ability to organize workspace and tasks proactively - Capacity to follow oral and written instructions - Willingness to learn electronic health record input - Ability to remain composed in a fast-paced environment - Skill in working with clients, families, and staff tactfully - Collaborative mindset with various teams and contractors - Valid Texas driver's license Preferred Qualifications: - Front desk and financial experience in a behavioral health setting - Proficiency in English/Spanish bilingualism - Knowledge of insurance company processes Salary Range: $23.02 - $27.77 per hour Closing Date: Open until filled,