353 Financial Institutions Jobs - Page 12

We are looking for a highly motivated and experienced Business Development Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 3-4 years of experience in the BFSI industry, preferably with a background in liabilities, branch banking, or business development. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets and expand the customer base. Build and maintain strong relationships with existing customers to increase loyalty and retention. Identify new business opportunities and generate leads through networking and market research. Collaborate with cross-functional teams to drive business growth and improve overall performance. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Provide exceptional customer service and support to ensure high levels of customer satisfaction. Job Requirements Proven track record of achieving sales targets and driving business growth. Strong understanding of the BFSI industry, including liabilities, branch banking, and business development. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills with attention to detail. Experience working with financial institutions, particularly small finance banks, is an advantage.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 to 6 years of experience in Micro Finance, specifically in MLAP. Roles and Responsibility Manage relationships with existing clients to ensure customer satisfaction and retention. Identify new business opportunities and develop strategies to acquire new customers. Develop and implement effective sales plans to meet or exceed monthly targets. Collaborate with internal teams to provide comprehensive solutions to clients. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain strong relationships with key stakeholders, including branch managers and other financial institutions. Job Requirements Proven experience in Micro Finance, preferably in MLAP. Strong understanding of Inclusive Banking principles and practices. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with relationship management software and systems.

We are looking for a highly motivated and experienced Business Development Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, with a strong background in liabilities, branch banking, and business development. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets and expand the customer base. Build and maintain strong relationships with existing customers to increase loyalty and retention. Identify new business opportunities and develop plans to pursue them. Collaborate with cross-functional teams to drive business growth. Analyze market trends and competitor activity to stay ahead in the market. Provide excellent customer service to ensure high levels of customer satisfaction. Job Requirements Minimum 2 years of experience in the BFSI industry, preferably in liabilities, branch banking, or business development. Strong knowledge of business development principles and practices. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and decision-making skills. Experience working with financial institutions is an added advantage.

We are looking for a highly motivated and experienced Business Development Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-6 years of experience in the BFSI industry, with a strong background in liabilities, branch banking, and business development. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets and expand the customer base. Build and maintain strong relationships with existing customers to increase loyalty and retention. Identify new business opportunities and generate leads through networking and market research. Collaborate with cross-functional teams to develop and execute marketing campaigns and promotions. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Provide exceptional customer service and support to ensure high levels of customer satisfaction. Job Requirements Strong knowledge of liabilities, branch banking, and business development principles. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and organizational skills with attention to detail. Experience working with financial institutions or banks is preferred. Ability to build and maintain strong relationships with customers and colleagues.

Identifying Potential Wealth Advisors and engage with their ProductTeams to showcase EAAA offerings Ongoing management engagement of Wealth Advisors forCoverage EAAA platform level engagement Lead the Wealth Advisors Empanelment for EAAA platform level subsequent funds for achieving Targets for the Year Doing/Getting the meetings done with senior management with allStake Holders of Identified Assigned Wealth Advisors for building long termassociation. Assist the interested distributors product teams in carrying outthe entire Due Diligence evaluation process (including giving access toData Room) on the fund/strategy till the time they give their final clearanceand get empaneled Collaboration - Coordinating with all EAAA internal teams forcarrying out Distributors due diligence process Documentation Servicing (negotiations and closure ofagreements like distribution agreements, NDAs, MOUs, Referral agreements,subscription agreements etc) Wealth Advisors Asset Allocation Needs - Understanding WealthAdvisors/their Investors needs and providing the same info to platform team to conceptualizenew strategies and improvise existing offer docs. Market Research - Tracking competition, AIFs Industry andcompetition analysis on their various offerings Planning Calendar - Planning yearly quarterly Fund launchDistribution calendars for each Wealth Advisors in advance Conduct - Investor Education Programs / client engagement programs/ Webinars for active engagement strengthening all the targeted Distributor Relationships. Act like a brand custodian to ensure all communication activitieswithin brand guidelines/compliance. Understand the product requirements of Wealth Advisors and deliverthe same in a compliant way ensure quarterly updated marketingcollaterals are getting shared and is being used post empanelment on fund/strategy. Ongoing travel to visit meet the assigned Distributors stakeholders to strengthen the relationships Accountable for each every activity till empanelment iscompleted, Distribution Agreement is signed, and Product Launch is done andfinally money is raised from that channel via EAAA Sales team Responsible to track align with the Wealth Advisors Productteam/Sales team of EAAA to bring all future drawdowns from the respective WealthAdvisors for even existing funds which were sold earlier Accountable to all query resolution of assigned Wealth Advisorsfor all funds of EAAA Accountable for updating on monthly/quarterly progress of thefunds organizing Fund Managers call at agreed frequency with WealthAdvisors Product teams Accountable for tracking delivery of all/any commitmentsgiven to Wealth Advisors Product team while empaneling and post till the tenureof the funds All other tasks/activities required for effective coverage of WealthAdvisors Product centralized Team Background Preference : Candidates with Wealth Advisors Coverage experience for AIFs (CATI, II III) will be preferred. 15 years of work experience in Distributors / WealthAdvisors / IFAs / NDs empanelment Coverage for products manufactured byAIFs, Mutual Funds, Financial Institutions Private Wealth Firm Good in relationship building and have good knowledge ofInvestment products offered to Wealth Advisors to its clients Proven track record of working with distributors product teams forBusiness Development Creative, results-driven thinker who can clearly translatepriorities into strategy. Business Development Skills and zeal to travel interact withpeople Good understanding of Financial Market how Wealth industryworks. Prefercandidates with MBA in marketing.

Financial Analysis: Conduct thorough financial analysis for potential projects, evaluating risks and returns. Due Diligence: Lead comprehensive due diligence processes, collaborating with cross-functional teams to assess project viability. Relationship Management: Build and maintain strong relationships with stakeholders, including financial institutions, legal teams, and project partners. Market Research: Stay abreast of industry trends, regulations, and market dynamics to inform strategic decision-making. Reporting: Prepare and present detailed project finance reports to the Managing Director of Operations. Expected skill sets: Conduct financial analysis for projects. Expertise in contract structures Collaborate with internal teams, prepare and present project finance reports.

Job Description. Key Responsibilities:. Financial Planning and Strategy: Develop and implement long-term financial plans, including budgeting, forecasting, and financial models.. Fundraising and Relationship Management: Manage relationships with banks, investors, and other financial institutions to secure funding for projects and ensure debt servicing.. Cost Control and Profitability: Monitor project budgets, analyze margins, and identify areas for cost optimization and profitability improvement.. Financial Reporting and Analysis: Prepare accurate and timely financial reports, including balance sheets, income statements, and cash flow statements.. Compliance and Risk Management: Ensure compliance with accounting standards and tax laws, establish internal controls, and assess financial risks.. Team Leadership: Lead, mentor, and build a high-performing finance and accounting team.. Strategic Decision Support: Provide financial analysis and recommendations to support strategic decision-making within the real estate business.. Project Feasibility and Evaluation: Analyze and evaluate the financial feasibility of new projects and investments, including preparing business plans and investor presentations.. Skills. Job Expectations:. Financial Accounting and Reporting:Strong knowledge of accounting standards (Ind AS/IFRS) and financial statement preparation.. Financial Modeling and Analysis: Expertise in developing and analyzing financial models, including capital budgeting, cash flow forecasting, and discounted cash flow analysis.. Real Estate Finance: Understanding of real estate finance concepts, including project finance, term loans, and working capital financing.. Fundraising and Investor Relations: Experience in raising funds from various sources, including banks, investors, and private equity firms.. Risk Management: Ability to identify, assess, and mitigate financial and operational risks.. Communication and Interpersonal Skills: Strong communication and interpersonal skills to effectively collaborate with stakeholders and present financial information.. Leadership and Team Management: Proven ability to lead, motivate, and develop a finance team.. Minimum Qualification. Bachelor's or Master's degree in Finance, Accounting, or CA, CFA, or CMA, or Several years of experience in financial planning and analysis, preferably within the real estate industry. Minimum Job Experience. 4-10 years. Reporting To. CMD. Travel. Yes Apply Now. Show more Show less

Join us as an AnalystTreasury Product Control at Barclays, where you'll spearhead the evolution of our digital landscape, driving innovation and excellence. You'll harness cutting-edge technology to revolutionize our digital offerings, ensuring unparalleled customer experiences.. To be successful as an Analyst Treasury Product Control you should have:. Strong communication skills including the ability to distil complex issues into an easy to digest summary for senior management.. Strong understanding of Financial Derivatives, Treasury products.. CFA/master’s in finance / financial engineering would be an advantage.. Article ship / Industrial trainee in mid to large sized firms.. Audit exposure in large financial institutions / banks preferred.. Basic/ Essential Qualifications. Experienced with MS office toolkit (Word, PPT, Excel, Access Database etc). Qualified accountant.. Excellent communication and presentation skills in both formal and informal settings & ability to interact with the region and UK / US as part of a global team (written and verbal) Strong control awareness – in particular, the ability to identify and escalate potential control breakdowns and to streamline processes in an effective and efficient manner.. Has the initiative and ability to break down problems into components parts and resolving them.. Attention to detail and analytical.. Confident and assertive manner. You may be assessed on the key critical skills relevant for success in role, such as experience with Ensure the maintenance of a strong internal control environment. Review key controls, adjustment substantiation and New, Amends & Cancels trades review, as well as job-specific skillsets.. This role will be based out of Noida/Chennai.. Purpose of the role. To provide financial expertise and support to various departments and business units within the organisation by the gathering, analysis and interpretation of financial data to inform investment decisions, assess financial risks, and support strategic planning.. Accountabilities. Evaluation of investment opportunities and potential risks through in-depth research on companies, industries and market trends, and preparation of investment recommendations and reports for investment committees.. Preparation of short-term and long-term financial forecasts to inform strategic planning and decision making.. Monitoring financial risks and provision of regular reports to senior colleagues and the board of directors.. Collection, analysis and interpretation of financial data to prepare financial reports, dashboards and presentations conveying financial insights for stakeholders.. Analyst Expectations. To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.. Requires in-depth technical knowledge and experience in their assigned area of expertise. Thorough understanding of the underlying principles and concepts within the area of expertise. They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.. Will have an impact on the work of related teams within the area.. Partner with other functions and business areas.. Takes responsibility for end results of a team’s operational processing and activities.. Escalate breaches of policies / procedure appropriately.. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.. Advise and influence decision making within own area of expertise.. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.. Make evaluative judgements based on the analysis of factual information, paying attention to detail.. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.. Guide and persuade team members and communicate complex / sensitive information.. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.. Show more Show less

Title Product Management - Product Manager- Agent Product Group: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the team We are anend to end tech enabled credit platform providing seamless credit access to customers. Our capabilities extend from fully digitized customer on-boarding, seamless in-app to real times offers forWe partner with financial institutions and leverage the insights we gather through our ecosystem design and offer innovative and customized financial products to our consumers and merchants. About the role : Are you someone who loves to build products and also gets curious about the technology stack being usedHave you worked in technical roles at some point in your career and enjoyed them (be it software developer, engineering manager, or architect)We are looking for Product Owners to enable the delivery of high-quality financial/payment products in a fast-paced, challenging, and creative environment. You will work with business heads and engineering partners to drive the strategy, roadmap, execution of a product area to build high-quality products/systems. Expectation: 2–5 years of product management experience ,preferably in logistics, distribution or field force management platforms. Software development experience & added understanding of maps, addresses, location-based services , and geographical intelligence will be a plus. Proven skills in first-principle thinking , problem-solving, and product design. Should be able to navigate and break downcomplex problems with ease. Comfort with data analysis, debugging, stakeholder alignment , and working with multiple cross-functional teams. Ability to work with third party stakeholders & vendors, with an ease of understanding of APIs (geocoding, reverse geocoding), mapping SDKs (Google, MMI), and providing comfort to operational stakeholders. If someone has already worked on these services, it will be an added plus. However, the ideal candidate should be comfortable with experimenting with new APIs & scripts and analysing whether they will be really beneficial for us or not. Collaborate with engineering, data science, and design teams to build scalable solutions Communicate product vision, progress, and KPIs effectively Hands-on experience in using AI tools for wireframing, prototyping, documentation, data analysis & generating insights. Why join us A collaborative output driven program that brings cohesiveness across businesses through technology Improve the average revenue per use by increasing the cross-sell opportunities A solid 360 feedback from your peer teams on your support of their goals Compensation If you are the right fit, we believe in creating wealth for you With enviable 500 mn+ registered users, 17 mn+ merchants and depth of data in our ecosystem, we are in a unique position to democratize credit for deserving consumers & merchants – and we are committed to it. India’s largest digital lending story is brewing here. It’s your opportunity to be a part of the story!

We are looking for a highly motivated and experienced Business Development Officer to join our team at Equitas Small Finance Bank. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets and expand the customer base. Build and maintain strong relationships with existing customers to increase loyalty and retention. Identify new business opportunities and generate leads through networking and market research. Collaborate with cross-functional teams to develop and implement marketing campaigns and product launches. Analyze market trends and competitor activity to stay ahead in the market. Provide excellent customer service and support to ensure high levels of customer satisfaction. Job Requirements Strong knowledge of liabilities, branch banking, and business development principles. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and organizational skills with attention to detail. Experience working with financial institutions or banks is preferred. Ability to build and maintain strong relationships with customers and colleagues.

We are looking for a highly skilled and experienced Premium Acquisition Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Develop and implement effective strategies for acquiring high-value customers. Build and maintain strong relationships with existing clients to increase sales and revenue. Identify new business opportunities and expand the customer base. Collaborate with cross-functional teams to achieve business objectives. Provide exceptional customer service and support to ensure client satisfaction. Analyze market trends and competitor activity to stay ahead in the competition. Job Requirements Proven experience in premium acquisition or related fields. Strong knowledge of liabilities, branch banking, and premium acquisition principles. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with financial institutions is an advantage.

Join us as AnalystTreasury Product Control at Barclays, where you'll spearhead the evolution of our digital landscape, driving innovation and excellence You'll harness cutting-edge technology to revolutionize our digital offerings, ensuring unparalleled customer experiences, To be successful as an Analyst Treasury Product Control you should have: Strong communication skills including the ability to distil complex issues into an easy to digest summary for senior management, Strong understanding of Financial Derivatives, Treasury products, Basic/ Essential Qualifications Experienced with MS office toolkit (Word, PPT, Excel, Access Database etc) Qualified accountant, Excellent communication and presentation skills in both formal and informal settings & ability to interact with the region and UK / US as part of a global team (written and verbal) Strong control awareness in particular, the ability to identify and escalate potential control breakdowns and to streamline processes in an effective and efficient manner, Has the initiative and ability to break down problems into components parts and resolving them, Attention to detail and analytical, Confident and assertive manner Desirable Skillsets/ Good To Have Bcom/Masters in finance / financial engineering would be an advantage, Article ship / Industrial trainee in mid to large sized firms, Audit exposure in large financial institutions / banks preferred, You may be assessed on the key critical skills relevant for success in role, such as experience with Ensure the maintenance of a strong internal control environment Review key controls, adjustment substantiation and New, Amends & Cancels trades review, as well as job-specific skillsets, This role will be based out of Noida/Chennai, Purpose of the role To provide financial expertise and support to various departments and business units within the organisation by the gathering, analysis and interpretation of financial data to inform investment decisions, assess financial risks, and support strategic planning, Accountabilities Evaluation of investment opportunities and potential risks through in-depth research on companies, industries and market trends, and preparation of investment recommendations and reports for investment committees, Preparation of short-term and long-term financial forecasts to inform strategic planning and decision making, Monitoring financial risks and provision of regular reports to senior colleagues and the board of directors, Collection, analysis and interpretation of financial data to prepare financial reports, dashboards and presentations conveying financial insights for stakeholders, Analyst Expectations To meet the needs of stakeholders/ customers through specialist advice and support Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles, Likely to have responsibility for specific processes within a team They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources They supervise a team, allocate work requirements and coordinate team resources, If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard The four LEAD behaviours are: L Listen and be authentic, E Energise and inspire, A Align across the enterprise, D Develop others, OR for an individual contributor, they manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team, Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams, Check work of colleagues within team to meet internal and stakeholder requirements, Provide specialist advice and support pertaining to own work area, Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct, Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams, Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise, Make judgements based on practise and previous experience, Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures, Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements, Build relationships with stakeholders/ customers to identify and address their needs, All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship our moral compass, helping us do what we believe is right They will also be expected to demonstrate the Barclays Mindset to Empower, Challenge and Drive the operating manual for how we behave,

Sodexo Food Solutions India Pvt. Ltd.cesEXECUTIVE - FINANCE & MIS to join our dynamic team and embark on a rewarding career journey Developing and implementing financial strategies to support the organization's goals and objectives. Preparing and analyzing financial reports, budgets, and projections to provide insights and support decision-making. Overseeing financial operations and ensuring compliance with financial regulations and accounting standards. Monitoring financial performance and identifying areas for improvement. Communicating financial information to stakeholders, including executives, boards of directors, and investors. Developing and maintaining relationships with banks, financial institutions, and other stakeholders. Managing financial risks and ensuring effective risk management strategies are in place. Evaluating and recommending financial investments and new business opportunities. Leading finance teams and providing guidance and support to achieve departmental and organizational goals. Staying up-to-date with financial market trends, regulations, and best practices.

About The Role Position / Job Title (Proposed) NA Designation EVP Function Business Head Segment Custody Division BFIG Grade M7/M8 Reporting To Sachin Samant Location Mumbai About the Company/Business Off shore Custody is an important vertical in BFIG offering custody and clearing services to Funds, FPIs, Hedege Funds 2) Specification What are the areas (in quantitative terms) the job has an impact on? Leading a team of 5/6 RMS Key Deliverables Business Development in Offshore Area in Institutional Client Be responsible for P&L of the verticle Explore new opportunities in terms of product ideas Relationship with support-teanms Relationships Good Understanding of Capital Markets, Regulations, Settlement Clearing and Custody process Have some connects and network with clients, market, regulators, consultants Qualification and Experience Post Grad MBA or CA Minimum 8 to10years"™ Experience in Custody, or institutional-brokerage Job Skills Leadership Sales and negotiation Problem solving Clear understanding of regulations and setllement

Correspondent, India Finance: Reuters is looking for an experienced, driven, scoop-hungry reporter to cover Indias financial sector. Based in Mumbai, this role will focus on sourcing news on large Indian and foreign financial institutions operating in India. The role will involve building sources within large financial institutions to break news while also keeping an eye on emerging trends in the financial sector. Coverage areas will include foreign banks, foreign hedge funds where relevant. The successful candidate will have a proven track record on building sources, getting scoops and an interest in working on deeply reported stories. About The Role As our Correspondent, India Finance, you will: Work to break news on large financial institutions. Break news on large debt funding deals. Build a network of sources within Indian and foreign banks. Be able to tell broader stories of trends shaping within the Indian financial sector. About You Youre a fit for the India finance correspondent role if you have: Excellent source building and writing skills with a desire to break news. An understanding of the Indian financial system. A strong work ethic and are eager to collaborate across teams to break news. Fluency in English. #LI-BD1 Whats in it For You At Reuters, our people are our greatest assets. Here are some of the benefits we offer for your personal and professional growth Global Career: As a global company, we can offer a truly international career and progression opportunities. Learning & Development On the job learning and coaching. We also have a dedicated training team focused on the continuous development of our journalists. Industry Competitive Benefits: We offer competitive salary packages and market leading benefits including paid volunteering days. Perks: Work alongside Pulitzer Prize-winning journalists and a team who provide unmatched, award-winning coverage of the worlds most important stories. About Reuters Reuters is the worlds largest multimedia news provider. Founded in 1851, it is committed to the Trust Principles of independence, integrity and freedom from bias. With unmatched coverage in over 16 languages, and reaching billions of people worldwide every day, Reuters provides trusted intelligence that powers humans and machines to make smart decisions. It supplies business, financial, national and international news to professionals via desktop terminals, the world's media organizations, industry events and directly to consumers. About Thomson Reuters Thomson Reuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal, tax, accounting, compliance, government, and media. Our products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world leading provider of trusted journalism and news. We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments. At a time when objectivity, accuracy, fairness, and transparency are under attack, we consider it our duty to pursue them. Sound excitingJoin us and help shape the industries that move society forward. As a global business, we rely on the unique backgrounds, perspectives, and experiences of all employees to deliver on our business goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace. We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. More information on requesting an accommodation here. Learn more on how to protect yourself from fraudulent job postings here. More information about Thomson Reuters can be found on thomsonreuters.com.

About the Role: Grade Level (for internal use): 10 The Role Treasury Analyst The Treasury Analyst will play a key role in enhancing operational efficiencies and providing comprehensive support to the global Treasury team. This position requires collaboration with various corporate finance functions and serves as a subject matter expert in cash management operations, treasury compliance, Know Your Customer (KYC), and banking relationship management. The ideal candidate will demonstrate a strong commitment to their work, a proactive attitude towards learning and skill development within the Treasury function, and the ability to execute tasks meticulously while maintaining a holistic view of Global Treasury Operations within the broader Corporate Finance framework. Responsibilities: Oversee the companys cash positioning, facilitating cash repatriation and forecasting processes while contributing to a global cash management strategy aimed at minimizing interest expenses. Manage both short-term and long-term funding needs for subsidiaries, including intercompany debt and debt capitalizations. Conduct variance analysis, assist with ad hoc reporting, and prepare account reconciliations. Develop recommendations and identify process improvements related to Treasury compliance. Serve as the primary liaison with key banking partners regarding treasury service requests, documentation (e.g., KYC compliance, FATCA), and annual bank signatory reviews. Act as the main contact for compliance-focused banking relationships. Coordinate the arrangement of trade finance services, including bid bonds, guarantees, and letters of credit. Support legal entity restructuring initiatives and provide treasury integration assistance for M&A activities. Ensure compliance with SOX-related activities and maintain internal controls surrounding cash transfers, bank documentation, and online banking access. Assist with documentation requests related to bank administration. Contribute to the implementation of cash management and treasury technology solutions across the organization. Engage daily with financial institutions to address cash operations and organizational challenges, facilitating communication between banks and business units as needed (e.g., resolving collections and payables inquiries). Participate in various treasury-related projects, such as treasury workstation enhancements and cash pool consolidation efforts. Actively contribute to the treasury organizations objectives, ensuring alignment with plans and timelines. Function effectively as both an individual contributor and a collaborative team member in a fast-paced environment. We are seeking candidates who are passionate about leveraging automation and GenAI technologies to drive innovation and efficiency in finance. Join our team and be at the forefront of transforming our finance capability through cutting-edge technologies and approaches. Qualification: Bachelors degree in Finance, Accounting, or a related field, or equivalent experience. 3-5 years of experience in treasury, finance, or accounting. Kyriba TMS experience preferred Detail-oriented with exceptional organizational and analytical capabilities. Proven experience in cash management operations, including bank account onboarding, administration, and payment processes. Strong communication skills, with the ability to convey information clearly and effectively. Capable of addressing stakeholder concerns and providing insights into financial implications. Proficient in financial systems, Excel, and other Microsoft Office applications. Self-motivated with the ability to work independently with minimal supervision. Experience collaborating with external service providers and vendors. Willing to work in EMEA hours #LI-CBS Whats In It For You Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technologythe right combination can unlock possibility and change the world.Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence, pinpointing risks and opening possibilities. We Accelerate Progress. Our People: Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you cantake care of business. We care about our people. Thats why we provide everything youand your careerneed to thrive at S&P Global. Health & WellnessHealth care coverage designed for the mind and body. Continuous LearningAccess a wealth of resources to grow your career and learn valuable new skills. Invest in Your FutureSecure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly PerksIts not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the BasicsFrom retail discounts to referral incentive awardssmall perks can make a big difference. For more information on benefits by country visithttps://spgbenefits.com/benefit-summaries Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected andengaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. ----------------------------------------------------------- Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. US Candidates Only The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf ----------------------------------------------------------- 20 - Professional (EEO-2 Job Categories-United States of America), FINANC202.1 - Middle Professional Tier I (EEO Job Group)

We are hiring for an Associate - Financial Services role with a leading global professional services organization. The role offers a chance to contribute to a high-impact Centre of Expertise (CoE), supporting global financial services initiatives including research, IP development, and analytical support across sectors like banking, insurance, payments, and fintech. Location - Gurugram Your Future Employer - A renowned global business consulting and analytics capability center with a strong presence in India, known for delivering strategic insights and solutions to support consulting teams worldwide. Responsibilities - Work under the guidance of a Project Leader/Manager to support workstream planning, communication, and delivery. Conduct thorough research and analysis, applying business judgment to develop meaningful insights. Take ownership of assigned tasks, leveraging tools and data sources to support high-impact solutions. Prepare high-quality presentations and communicate findings effectively across internal teams. Engage in open-ended research, contribute to industry publications and point-of-views, and support survey analysis. Understand project objectives, evaluate solutions, and recommend actionable next steps. Requirements - Graduate/Postgraduate with a strong academic background. 2-4 years (graduate) or 0-3 years (postgraduate) of experience in Financial Services domains such as Banking, Insurance, Payments, Wealth & Asset Management, or Fintech. A strong passion for the Financial Services sector. Proficiency in Microsoft Excel and PowerPoint. What is in it for you - Work with a prestigious global consulting group in a high-visibility role. Gain exposure to a diverse range of Financial Services sectors and strategic topics. Reach Us - If you think this role is aligned with your career, kindly write me an email along with your updated CV on kapil.kataria@crescendogroup.in for a confidential discussion on the role. Disclaimer - Crescendo Global specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate based on race, religion, colour, origin, gender, sexual orientation, age, marital status, veteran status or disability status. Note - We receive many applications daily, so it becomes difficult for us to get back to each candidate. Please assume that your profile has not been shortlisted in case you don't hear back from us in 1 week. Your patience is highly appreciated. Scammers can misuse Crescendo Globals name for fake job offers. We never ask for money, purchases, or system upgrades. Verify all opportunities at www.crescendo-global.com and report fraud immediately. Stay alert! Keywords - Financial Services, Banking, Insurance, Payments, Wealth Management, Analytics, Research, Consulting, Tableau, Alteryx, Excel, Gurugram Jobs, IP Development, FS CoE, Global Capability Center, Crescendo Global.

Role Description Regulatory Reporting is responsible for establishing and maintaining control frameworks designed to manage regulatory - monitoring, surveillance, compliance, transaction monitoring and screening. As a Regulatory Reporting team member, you will be responsible for managing daily reporting tasks and remediation activities. What well offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy, Best in class leave policy. Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Participate in change and BAU activities. Perform daily reviews of exceptions within the SLAs. Ensure accurate investigation and timely escalations. Identify opportunities to create efficiency in the current process. Liaise with internal stakeholders for issue resolutions Participate in new system implementation and projects Review and update KOPs, SOPs etc. Keep track and maintain issue Jiras Prepare daily, weekly, and monthly MI. Your skills and experience Understanding of Transaction Reporting, Post Trade Reporting and Regulatory reporting framework Knowledge of Non-Financial Regulations. EMIR Refit & MiFID is a priority. Knowledge of Jira application Knowledge of Derivatives products Business Intelligence Skills (good to have) Alteryx, Tableau, SQL etc. Need to be aware and have and understanding of market, financial institutions, operations errors and risks. Must exhibit strong partnership skills. Team player, highly motivated, problem solver Inquisitive and analytical Strong communication skills Bachelors degree How well support you Training and development to help you excel in your career. Coaching and support from experts in your team. A culture of continuous learning to aid progression. A range of flexible benefits that you can tailor to suit your needs.

As a manager, you are responsible for the day-to-day operations of the Customer Master and Credit/Collections teams to ensure the processes and procedures of the Department adhere, to and contribute to, the overall objectives of the Company. You will work closely with senior management to develop, execute, and maintain internal credit policies and procedures to minimize potential bad debt loss to the company and maximize revenue. You will actively participate in all aspects of the department and stay informed of all essential policies and procedures relating to Sales, Marketing, Customer Operations and Finance to minimize disruption to order flow and promote strong internal and external customer relationships. Your primary responsibilities include: Responsible for directing and managing Deductions and resolutions of the Accounts Receivable Department. Effectively works with senior management to develop and implement guidelines to increase sales and reduce receivables from all accounts, with a focus on delinquent accounts. Responsible for resolving account issues to maintain strong customer relationships and arrive at a mutually beneficial solution for the customer and the Company. Manages all customer's short pay or deductions to determine if the deduction is the responsibility of the customer or the Company and implements preventative measures to minimize the Company’s exposure to related expenses. Works with senior management to establish departmental guidelines to measure performance; implements and monitors processes to ensure training opportunities are identified and goals are achieved. Proactively identifies areas for improvement in the deductions and resolutions process and executes changes to enhance the business process. Ensures documents are processed in accordance with various SOX Narratives & Corporate Finance and Accounting Policies covering returns, adjustments, and Bad Debt allowances. Accountable for the resolution of all accounts in a credit balance. When possible, ensure revenue and generated orders are processed to offset credit balances. Responsible for monthly Bad Debt Reserves and reconciliations of AR General Ledger balances at month end. Interacts with trade and Logistics associations and financial institutions to obtain credit information for customers to make an informed decision regarding a customer’s financial status as it relates to establishing or modifying their credit line. Prepares Financial Review or High-Risk Top accounts for VP Controller and Senior Management review. Maintains correspondence with Visa, MasterCard and American Express to resolve customer credit card disputes by providing details of the sales transaction. Monitors daily debit and credit adjustments from our banking institution for accuracy and assumes responsibility for handling returned checks and adjusting the receivables balance accordingly. Other duties as assigned. Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Required education Bachelor's Degree Preferred education Master's Degree Required technical and professional expertise Minimum 10 years of experience in Finance and Administration Delivery. Proven experience in handling all aspects of O2C. Ability to interact and lead multiple customers across the globe and handle issues. Experience to continuously look for opportunities to improve metrics and the validation of the data. <

Project Role : Risk and Compliance Representative Project Role Description : Support service delivery through quality and risk management. Increase awareness of compliance policies and processes. Must have skills : Risk Management Good to have skills : Security Compliance ManagementMinimum 15 year(s) of experience is required Educational Qualification : Minimum BE BTech from a reputed university Summary :As a Risk and Compliance Representative, you will support service delivery through quality and risk management. Increase awareness of compliance policies and processes. A typical day involves ensuring adherence to risk management protocols and enhancing compliance awareness. To design and deploy IT Risk Management, Security Governance, and Operational excellence to meet regulatory for large scale technology projects such as data lake, digital platform, and other core business and supporting applications IT GRC Consultant Roles & Responsibilities:-Primary contact for Security governance, risk, and compliance -Take full accountability of GRC domain including compliance related to clients third-party risk management and supply chain risk management -Take ownership of security compliance related issues and challenges and drive for solutions working with various internal teams and third-party solution providers such as OEMs and technology partners-Define and develop high level operating procedures for seamless operations of the project-Support transition of projects from deployment to operations-Anchor design and implementation of governance processes for risk and compliance-Be a SPOC for all security governance initiatives in existing project and able to navigate through the clients landscape to upsell new initiatives in security space or able to pave ways for upselling value-driven initiatives for the client in other related domains -Lead the teams across various security governance towers such as vulnerability management, security incident management, and thrive for upskilling and cross skilling to rationalize the resources across the towers and across the clients.-Introduce innovative solutions such as automation to increase productivity and improve service delivery quality -Participate in architecture and design review and approval forums to ensure the security design principles are adhered to for any changes in the existing landscape or any new initiatives being rolled out in the existing landscape-Participate in client account planning and discussions to ensure security level initiatives are accounted for and issues are escalated to the right leaders for resolution-Build strong relationships with all client stakeholders and Accenture project teams for effective collaboration and outcomes Professional & Technical Skills: -Must have:-Strong experience in design and deployment of security controls and processes for FS regulatory mandates, guidelines, and standards such as RBI Cyber Security Framework and NIST Framework-Certified Information Security Auditor -Strong Leadership skills-Strong Communication skills-Ability to drive discussions and ideas with clients senior leadership forums-Problem solving skills-Good to have-Certification in enterprise security architecture framework Additional Information:-Total IT experience of minimum 18 years; and-Minimum 10 years of experience in designing and deploying security controls and processes for financial institutions governed by regulators such as RBI, SEBI, and IRDA.- This position is based at our Mumbai office.- A Minimum BE BTech from a reputed university is required. Qualification Minimum BE BTech from a reputed university

What youll do? The Manager/Sr. Manager is responsible for ensuring the company is appropriately and strategically positioned with investors, and all stakeholders. The holder of this job reports to the Senior Vice President-Treasury and is responsible for assisting them in creating the appropriate strategy, framework, and tactics, as well as for providing a very compelling investor relations roadmap. The position requires excellent communication and interpersonal skills. It also requires the ability to carefully manage relationships outside the company in the investor community. The main responsibilities are: Managing debt funding requirements for the company by initiating and managing relationships with Banks, NBFCs, Mutual Funds, Family Offices and other debt capital market players to raise debt financing for KCPL. Raise funds through External Commercial Borrowings from institutional investors Develop a robust investor relations strategy and framework. Raise timely funding for the company keeping in mind the ALM and B plan requirements; and raise structured/tailor made term funding to suit the business needs of the Company. Responsible for creating awareness about the company and amongst the banking and other investor community, as a market making activity. Responsible for preparation of reports on the companys profile and performance and other marketing material and presenting it to the companys current and potential future lenders. Structuring and arranging debt capital via structured finance transactions including Securitizations, Portfolio Buyouts, Covered Bonds, Pooled Bonds and all other debt market products in India. Provide insights on market activity and present them to the leadership team. Analyze and present financial trends, competitor behaviour, shareholder issues, and anything else that could impact the business. Work with legal counsel to ensure compliance on regulatory matters. Who you need to be? The Manager/ Sr. Manager must be a seasoned professional who has extensive experience in generating business results and working with cross-functional teams. The job requires a corporate professional who also has entrepreneurial skills and looks to the future with optimism to envision what could be possible. Success in this role requires collaboration, communication, leadership, and vision. A Masters degree in business, finance, or accounting or CA CFA certification is an asset. 5-7 years of experience dealing with lenders and investors, and a strong track record of creating positive relations with the investor community. Deep knowledge and understanding of the debt capital market, as well as a thorough understanding of key metrics for companies in the industry. Intimately familiar with financial modelling techniques and valuation methods used by analysts and investors A strong understanding of macroeconomics, capital markets trends, competitor activities, industry dynamics, and customer trends A professional who is also entrepreneurial and has a client-minded focus. Must be able to perform in a high-pressure environment and be able to meet tight deadlines. Has superb written and verbal communication skills, as well as the ability to draft engaging and impactful messages for inspiring employees and investors. Prior experience in the treasury function of an NBFC is preferable Job location: Chennai: 1 Opening Mumbai: 1 Opening

Investor Relations & Alliances This vertical specializes in acquiring/sourcing/retaining/expanding and developing relationships with the Large Corporates, Financial institutions like Banks and NBFCs. Required Candidate profile Experience: 3-5 years in Banking/NBFCs, preferably in Supply Chain Finance, Invoice Discounting, or TReDS FI Sourcing & Engagement: Experience in onboarding and managing relationships with Banks/NBFCs

Reporting directly to the Group Company Secretary and indirectly to the Regional Company Secretary (APAC, Europe & Banking), the successful applicant will provide crucial banking / finance related administration, KYC and CDD support to the company secretarial team and also have responsibility for delegated company secretarial and associated matters for a number of group companies based both in and outside India. This role is for someone keen to take on a varied and interesting role within a fast moving and dynamic team – this is not a traditional company secretarial role. It is important to note that the role requires a hands-on, flexible approach and a willingness to deal with regular day-to-day administration, such as filing, coordinating signatures, correspondence, etc. related to the Group banking portfolio. In addition, the successful applicant will form part of a wider team (based in Amsterdam, Johannesburg, Senegal, Mumbai and Puerto Rico) who collectively perform a similar role for group companies worldwide. The core duties are, i) to support the management of the corporate banking administration and compliance function group wide, including the drafting and reviewing of legal documents (such as board/shareholder resolutions, intragroup agreements) and ii) responding to incoming KYC enquiries and requests. providing company data and details in a timely manner, as well as the management of an online electronic database (to which external parties can be granted secure access) through which corporate documentation and data can be securely shared. DEPARTMENT: Company Secretarial The department supports all business areas and provides corporate administration services, the creation and maintenance of the corporate legal records for all group companies and responding to KYC enquiries, by receiving and responding to incoming requests, as well as maintaining an online database of corporate details, corporate identification documents and other data, and managing access to the same. KEY RESPONSIBILITIES: Provision of support for the administration and management of all bank account related, corporate finance, KYC, CDD and compliance matters for the group’s entities across a variety of jurisdictions. Responsibilities will include but are not limited to: Drafting, coordinating and managing the timely and accurate execution of legal and corporate documents – resolutions, board minutes, powers of attorneys, bank facilities, loan, guarantees and related agreements, to ensure that the companies fulfil their legal and statutory obligations in the relevant jurisdiction. Providing company legal administration services to and overseeing document and record management and other administrative processes for, a portfolio of companies. Liaising with and supporting internal group functions (including legal, tax, finance, treasury) as well as external suppliers, professional advisors (audit and legal) and company agents. Ownership of the administration and management of all inbound KYC enquiries. Responding to KYC requests from internal and external requestors by ensuring the accuracy and collating signatures accordingly. Maintenance and updating secure online documentation database. Maintaining accurate and proper records and overseeing document and record management and other administrative processes. Liaising with and supporting internal group functions (including Global Banking and treasury) as well as external suppliers and counterparties. SKILLS & COMPETENCIES: Experience with Indian corporate secretarial practice and relevant company law principles, as well as associated compliance requirements is essential. Experience working with other legal jurisdictions gained specifically in a banking / financial institution environment is preferred. Familiarity with the principles and background of global anti- money-laundering regulations and KYC compliance, as well as standard requirements and the importance of compliance in the global regulatory environment. 1-3 years of relevant work experience, gained ideally in an in-house legal or company secretarial department or with a bank or similar financial institution. Relevant academic background; law or finance degree and/or professional qualification (eg. ICSI or ICSA) preferred. Formal company secretarial registration/membership required. Demonstrable ability and willingness to work in a fast-paced commercial environment, often dealing with senior management and colleagues based worldwide. Ability to work independently and comfortable with managing a busy workload of changing priorities. A practical, ‘can do’ attitude and ability to produce quick solutions is essential. A ‘hands-on’ approach towards management of day-to-day tasks Fluent English is essential; other languages desirable but not essential. Familiarity with standard MS Office computer software; Computershare GEMS or other company secretarial software is preferred. Excellent oral and written communication skills. Energetic, dynamic and enthusiastic personality. Reporting Structure - Reporting directly to the Group Company Secretary, with an indirect functional reporting line to the Regional Company Secretary (APAC, Europe & Banking). - Senior Company Secretary - Regional Company Secretary (APAC, Europe & Banking) - Directors and other colleagues based in Mumbai, Johannesburg, Amsterdam - Colleagues in other offices worldwide - External Service Providers

Roles and Responsibilities: The Senior Rating Analyst would conduct end-to-end rating involving the following primary responsibilities: The position is part of the Infrastructure Group and the role entails undertaking rating assignments in respect of financial instruments, bank loans, and other debt products, and ensuring timely delivery of the same as per the laid down regulatory timelines. To independently handle the rating assignments and analyze financial statements factoring quantitative & qualitative data points, key ratios, and performance to assess the creditworthiness of the company. To prepare rating reports covering the risk assessment concerning Management, Financials, Business and Industry, benchmarking with peers, and key rating considerations. Interact with company management, auditors, bankers, and other lenders and visit companies and factories as part of the regular monitoring and data gathering. To take ownership of the folio by carrying out regular surveillance, monitoring, and reviews every quarter/ material event basis, tracking the performance of the companies concerning macroeconomic changes, and handling internal and external audit queries. Strictly adhere to standard operating procedures, regulations & policies. Mentor and guide junior rating analysts Competency / Skills: Good domain knowledge in the credit ratings/banking / financial services sector with an analytical approach. Assessment of the creditworthiness of large and medium businesses. Good analytical and presentation skills to present the facts along with rating recommendations to the rating committees. Good written and oral communication skills in English (for report-writing, making presentations). Good customer communication skills to elicit information, ask questions, communicate rating decisions, and convince stakeholders. Good understanding of accounting standards, banking-related financial concepts, and strong quantitative and analytical skills. Good interpersonal skills and the ability to work with a larger team under the guidance of mentor team members. Skilled in working with details and numbers. A strong sense of ethics.

As a manager, you are responsible for the day-to-day operations of the Customer Master and Credit/Collections teams to ensure the processes and procedures of the Department adhere, to and contribute to, the overall objectives of the Company. You will work closely with senior management to develop, execute, and maintain internal credit policies and procedures to minimize potential bad debt loss to the company and maximize revenue. You will actively participate in all aspects of the department and stay informed of all essential policies and procedures relating to Sales, Marketing, Customer Operations and Finance to minimize disruption to order flow and promote strong internal and external customer relationships. Your primary responsibilities include: Responsible for directing and managing Deductions and resolutions of the Accounts Receivable Department. Effectively works with senior management to develop and implement guidelines to increase sales and reduce receivables from all accounts, with a focus on delinquent accounts. Responsible for resolving account issues to maintain strong customer relationships and arrive at a mutually beneficial solution for the customer and the Company. Manages all customer's short pay or deductions to determine if the deduction is the responsibility of the customer or the Company and implements preventative measures to minimize the Company’s exposure to related expenses. Works with senior management to establish departmental guidelines to measure performance; implements and monitors processes to ensure training opportunities are identified and goals are achieved. Proactively identifies areas for improvement in the deductions and resolutions process and executes changes to enhance the business process. Ensures documents are processed in accordance with various SOX Narratives & Corporate Finance and Accounting Policies covering returns, adjustments, and Bad Debt allowances. Accountable for the resolution of all accounts in a credit balance. When possible, ensure revenue and generated orders are processed to offset credit balances. Responsible for monthly Bad Debt Reserves and reconciliations of AR General Ledger balances at month end. Interacts with trade and Logistics associations and financial institutions to obtain credit information for customers to make an informed decision regarding a customer’s financial status as it relates to establishing or modifying their credit line. Prepares Financial Review or High-Risk Top accounts for VP Controller and Senior Management review. Maintains correspondence with Visa, MasterCard and American Express to resolve customer credit card disputes by providing details of the sales transaction. Monitors daily debit and credit adjustments from our banking institution for accuracy and assumes responsibility for handling returned checks and adjusting the receivables balance accordingly. Other duties as assigned. Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Required education Bachelor's Degree Preferred education Master's Degree Required technical and professional expertise Minimum 10 years of experience in Finance and Administration Delivery. Proven experience in handling all aspects of O2C. Ability to interact and lead multiple customers across the globe and handle issues. Experience to continuously look for opportunities