14077 Financial Services Jobs - Page 7

We are seeking an experienced Assistant Vice President (AVP) Scrum Master to join our dynamic Agile team at Citi. In this role, you will be responsible for facilitating the Agile methodology within our organization, specifically focusing on Scrum practices. You will collaborate closely with cross-functional teams to ensure timely and successful delivery of projects aligned with the strategic goals of Citi. Key Responsibilities: Act as a Scrum Master for one or more Agile teams, fostering a culture of collaboration, transparency, and continuous improvement. Facilitate all Scrum ceremonies (Daily Stand-ups, Sprint Planning, Sprint Review, Retrospectives) and ensure adherence to Agile principles and practices. Coach and mentor team members on Agile frameworks and methodologies, promoting self-organization and accountability. Remove impediments or guide the team to remove impediments by finding the right personnel or resources to resolve issues. Collaborate with Product Owners and stakeholders to prioritize backlog items and manage dependencies. Monitor and track team progress and performance metrics, providing regular updates and reports to management and stakeholders. Foster a positive team environment that encourages innovation and creativity while delivering high-quality products and services. Requirements: Minimum of 5 years of experience as a Scrum Master or Agile Coach in a large-scale enterprise environment, preferably within the financial services industry. Certified Scrum Master (CSM) or equivalent Agile certification required Bachelor’s degree in Computer Science, Information Systems, Business Administration, or a related field (Master’s degree preferred). Proven track record of successfully implementing Agile methodologies and driving Agile transformation. Strong leadership and communication skills, with the ability to influence and collaborate effectively with stakeholders at all levels of the organization. Experience with Agile tools such as JIRA, Confluence, or similar tools. Preferred Qualifications Experience in a leadership role within Agile teams, such as Agile Coach, Scrum Master Lead, or similar. Advanced Agile certifications such as Certified Scrum Professional (CSP), SAFe Agilist (SA), or PMI Agile Certified Practitioner (PMI-ACP). Experience with scaling Agile frameworks (e.g., SAFe, LeSS) in a large organizational setting. Knowledge of DevOps principles and practices, including continuous integration and continuous delivery (CI/CD). Familiarity with financial services regulations and compliance requirements. - Job Family Group: Technology - Job Family: Technology Project Management - Time Type: Full time - Most Relevant Skills Please see the requirements listed above. - Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. - Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View Citi’s EEO Policy Statement and the Know Your Rights poster.

The position of Sr. Manager /DGM requires a mid-senior level resource with 10-15 years of experience in the Financial Services sector, specifically with exposure to M&A deals. The ideal candidate should be a CA with expertise in direct tax and experience in handling GST compliances/advisory work. Previous experience in driving the tax function in the Industry, especially with a background in Big4 firms, would be advantageous. Your responsibilities will include critical analysis of proposed transactions from a tax perspective, monitoring tax and regulatory developments, streamlining processes and controls within the tax function, handling various tax compliances such as advance tax, income-tax, and GST returns, managing tax litigation matters, overseeing compliances of regulated entities, dealing with International Taxation including Withholding Tax and Transfer Pricing, advising on FEMA compliance, analyzing deal documents, supervising GST compliance and advisory work, tax planning, and preparation of Tax MIS reports. The ideal candidate should be a CA with 8-12 years of experience in handling Tax matters, specifically in the Financial services sector with exposure to M&A Deals. Preference will be given to candidates with experience in Private Equity or Family office industries.,

Are you risk averse Do you possess good interpretation and eye-for-detail skills We are looking for someone like you at UBS who can act as a compliance and operational risk control subject-matter expert across all business divisions, supporting them in managing risk. Your responsibilities will include conducting and documenting monitoring reviews to assess compliance with and adherence to regulations and internal E&A communication policies. You will ensure that risk frameworks are well designed and operating effectively. In addition, you will deliver independent risk assessments and reports that shed light on our risk profile. As part of your role, you will review employee communications, conduct initial analysis, identify suspicious activity, and escalate cases for further review. You will also be responsible for investigating and closing out daily alerts thoroughly in a timely manner, ensuring that significant issues identified are fully investigated and promptly escalated where necessary. Furthermore, you will support change-the-bank programs within the employee monitoring space and assist with the design and development of monitoring reports. You will be working in the Communications Surveillance team in Pune for Compliance & Operational Risk Control - Compliance & Investigations department. The team is responsible for monitoring communications across all divisions for key compliance risks such as offline communications, client complaints, market conduct, and conflicts of interest. Ensuring no abuse of sensitive information, adherence to internal policies, and protecting our reputation from legal and regulatory risks are our primary objectives. To excel in this role, you should have a degree from an accredited university and experience in Surveillance, risk management, risk control, audit, or compliance. A strong understanding of financial services and their various banking divisions, along with knowledge of the regulatory environment and expectations, is essential. Building relationships with stakeholders, effective communication, and analytical abilities to provide practical solutions for minimizing risk are key attributes we are looking for. You should be result-oriented, assertive, organized, and capable of prioritizing tasks. Expertise in record-keeping, attention to detail, and investigation skills are also crucial for success in this role. UBS is the world's largest and the only truly global wealth manager operating through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. With a presence in more than 50 countries and a commitment to diversity and inclusion, UBS offers a supportive work environment with opportunities for growth and flexible working options. If you are ready to join a global leader in wealth management and contribute your skills and expertise to a dynamic team, we encourage you to apply to UBS. At UBS, we value our employees" diverse skills, experiences, and backgrounds, and are committed to providing a supportive and inclusive culture where collaboration is key to our success. If you require reasonable accommodation or adjustments during the recruitment process, please feel free to contact us as we are committed to disability inclusion. UBS is an Equal Opportunity Employer that respects and empowers each individual, supporting diverse cultures, perspectives, skills, and experiences within our workforce.,

The Human Capital Management division at Goldman Sachs is responsible for recruiting, developing, and rewarding the people within the organization. The team advises, designs, and implements strategies, processes, and technologies to help individuals progress in their careers, increase productivity, and contribute to superior results for the firm and its clients. We are looking for individuals with strong problem-solving skills, analytical abilities, innovative thinking, and intellectual curiosity who are eager to make a positive impact on the success of our most valuable asset - our people. The Experienced Hire Recruiting Team (EHRT) within the division is tasked with identifying, attracting, and recruiting experienced professionals for various roles within the firm. Recruiters play a crucial role in managing the strategy and execution of hiring processes, collaborating with stakeholders and candidates throughout the recruitment cycle. They provide guidance to hiring managers from the initial opening of a position until the selected candidate joins the team. EHRT also maintains relationships with executive search agencies, sources candidates through direct recruiting, internal mobility, and employee referral programs. As a member of the EHRT, your principal responsibilities will include: - Supporting experienced hire recruiting for one or more divisions - Understanding job specifications and the deliverables of hiring functions in depth - Utilizing diverse sourcing avenues to create a robust pipeline of potential candidates - Ensuring a healthy pipeline of candidates until closure, reporting sourcing risks in advance - Managing candidate expectations and negotiating compensation packages for new hires - Establishing external contacts to stay updated on new hiring practices, market intelligence, and industry trends - Providing recruiting activity management reports and metrics - Engaging in various recruiting projects to enhance recruiting process efficiency - Maintaining market intelligence on the hiring landscape and utilizing this information to attract top talent to the firm The ideal candidate will possess: - 8-15 years of proven work experience as a Recruiter/Recruiting Manager - Prior experience in Financial Services or any BFSI domain is preferred - Proficiency in working with an Application Tracking System (ATS) and managing HR databases - Ability to effectively manage and collaborate with multiple clients and candidates at all levels, anticipating needs and providing proactive information - Strong critical thinking and analytical skills to evaluate situations, identify gaps, risks, and areas for improvement - Negotiation skills and the ability to present ideas and build consensus - Capability to handle multiple time-sensitive projects while ensuring high-quality work for clients - Excellent verbal and written communication skills, responsive problem-solving abilities - A Bachelor's or Master's degree in Human Resource Management Goldman Sachs, founded in 1869, is a leading global investment banking, securities, and investment management firm headquartered in New York with offices worldwide. The firm is committed to fostering diversity and inclusion in the workplace and beyond, providing opportunities for professional and personal growth through training, development, networks, benefits, wellness programs, and mindfulness initiatives. To learn more about our culture, benefits, and people, visit GS.com/careers. Goldman Sachs is dedicated to providing reasonable accommodations for candidates with special needs or disabilities during the recruiting process. To learn more about our accommodation policies, visit: https://www.goldmansachs.com/careers/footer/disability-statement.html The Goldman Sachs Group, Inc., 2023. All rights reserved.,

As an MSEPL Facilities- GG10 AM at MetLife, you will be part of a globally recognized financial services company that is committed to helping individuals and institutions secure their financial futures. With a presence in over 40 markets, including the United States, Latin America, Asia, Europe, and the Middle East, MetLife is dedicated to providing insurance, annuities, employee benefits, and asset management services. MetLife has been acknowledged as one of the "World's Most Admired Companies" by Fortune magazine and has been recognized as one of the "World's 25 Best Workplaces" for its commitment to its employees. The company's core purpose is to empower its colleagues, customers, and communities to build a more confident future. By fostering a culture of empathy and collaboration, MetLife is driven to redefine the financial services industry for the next century. Joining MetLife means becoming part of a team that believes in the power of unity and inclusivity. At MetLife, we believe that together, we can achieve the extraordinary. If you are looking to be part of a purpose-driven organization that values innovation, diversity, and making a positive impact on the world, then MetLife is the place for you. Embrace the opportunity to be part of a company where it's not just about what we do but how we do it. Join us at MetLife, where it's #AllTogetherPossible.,

Are you ready to elevate your career in a fast-paced, innovative environment You will have the opportunity to utilize and keep developing your skills while contributing to a team that values growth and collaboration. Join us and be part of a company that supports your professional journey and offers exciting challenges. As a Trading Services Associate ll within JPMorganChase, you will play a pivotal role in the seamless execution of trade activities, from order entry to settlement. While still developing, your expertise in market products and understanding of automation technologies will be instrumental in optimizing our trading services. You will be expected to leverage your proficiency in change management and continuous improvement to enhance the efficiency and resilience of our operating platform. Your role will also allow you to keep developing your relationships with internal stakeholders, presenting insights to senior management, and driving process improvements. Your decisions will contribute and impact on short-term team and department goals, and you will often guide others in their work activities, contributing to the overall success of our trading services. Execute daily trading operations efficiently, ensuring timely and accurate trade execution while collaborating with traders and team members to resolve discrepancies. Monitor and reconcile trading accounts to maintain accuracy, driving the development and implementation of process improvements for enhanced operational efficiency. Deliver exceptional service to internal and external clients, maintaining up-to-date knowledge of market trends, trading regulations, and ensuring compliance with company policies and industry standards. Prepare and analyze trading reports for management review, actively participating in team meetings and contributing to strategic discussions. Assist in training and mentoring junior team members, fostering a collaborative and growth-oriented environment. Manage ad-hoc projects and tasks as assigned, demonstrating adaptability and a proactive approach to addressing emerging needs. Required qualifications, capabilities, and skills - Extensive experience in trading or financial services, showcasing a deep understanding of industry practices and operations. - Strong analytical and problem-solving skills, enabling effective decision-making and innovative solutions. - Excellent communication and interpersonal abilities, facilitating clear and productive interactions with colleagues and stakeholders. - Proficiency in Microsoft Office Suite, particularly Excel, along with advanced digital literacy for integrating innovative technologies in trade services. - Ability to thrive in fast-paced environments, maintaining a detail-oriented approach and strong organizational skills to manage multiple tasks and adapt to changing priorities. - Demonstrated capability to work collaboratively in team settings, with a solid knowledge of trading systems and financial markets, and a strong commitment to delivering high-quality results. Preferred qualifications, capabilities, and skills - Proficiency in trading platforms and software, demonstrating the ability to effectively navigate and optimize these tools. - Understanding of regulatory requirements in the trading industry, ensuring compliance and adherence to industry standards. - Capability to leverage digital literacy for adopting and integrating innovative technologies, enhancing trade services and operational efficiency. - Skill in utilizing AI and machine learning to enhance trade service processes, driving improved decision-making and data-driven insights.,

As a Branch Manager at our company located in Danta, you will play a crucial role in overseeing daily branch operations with a primary focus on managing staff effectively and ensuring utmost customer satisfaction. Your responsibilities will entail coordinating with the head office, devising and executing branch-level strategies, managing budgets efficiently, and closely monitoring branch performance. Moreover, you will be entrusted with the task of identifying and nurturing new business opportunities, ensuring strict adherence to regulatory guidelines, and upholding a superior level of customer service at all times. To excel in this role, you will need to showcase strong leadership abilities along with adept team management skills. Your proficiency in financial management and budgeting will be key in driving the branch's success. It will be imperative for you to demonstrate your capability in developing and implementing business strategies that align with our organizational goals, all while maintaining effective communication channels and impeccable organizational skills. Prior experience in banking or financial services will be a definite advantage. Ideally, you should hold a Bachelor's degree in Business Administration, Finance, or a related field. Your capacity to work autonomously, coupled with your decision-making prowess, will be pivotal in navigating the challenges of this role successfully. A sound understanding of regulatory compliance and industry standards will further enhance your suitability for this position. If you are someone who thrives in a dynamic environment and possesses the qualifications and skills mentioned above, we would like to hear from you.,

The opportunity As a UX Research Coordinator at FICO, you will collaborate closely with UX researchers, product designers, and cross-functional partners to facilitate and operationalize user research initiatives. Your role is crucial in expanding our research practice, improving participant recruitment processes, streamlining logistics, and enabling our researchers to concentrate on understanding our users. If you are organized, resourceful, and enthusiastic about research in high-impact enterprise technology, we are excited to receive your application. What you'll contribute You will be responsible for coordinating end-to-end logistics for user research studies, including usability testing, in-depth interviews (IDIs), surveys, and diary studies, across various product teams and geographies. Additionally, you will build and maintain relationships with research participants, internal user communities, and external recruitment partners. Your role will involve managing our research operations toolkit, monitoring participant incentives and logistics, supporting UX Researchers in various tasks, compiling research documents, and organizing research insights. Furthermore, you will contribute to improving internal documentation on research best practices and assist in the growth and organization of participant panels globally. What we're seeking The ideal candidate will have at least 3 years of experience in UX Research, Research Operations, Project Coordination, or User Experience in an enterprise SaaS or data-driven setting. You should possess prior experience working with or supporting user researchers, product designers, or experience design teams at scale. Strong organizational skills, attention to detail, and the ability to thrive in fast-paced environments are essential. Proficiency in research and productivity tools such as UserTesting, UserZoom, Dovetail, Figma, or similar platforms is required. Excellent written and verbal communication skills in English are a must, along with the ability to collaborate with teams across different time zones. Our offer to you Joining FICO means becoming part of an inclusive culture that embodies our core values: Act Like an Owner, Delight Our Customers, and Earn the Respect of Others. You will have the opportunity to make a significant impact, grow professionally, and participate in valuable learning experiences. We offer competitive compensation, benefits, and rewards programs to motivate you to excel every day and be acknowledged for your contributions. Additionally, you will work in a people-first environment that prioritizes work/life balance, employee resource groups, and social events to foster interaction and camaraderie. (Note: This job description is a standard summary format and does not include any headers.),

The organization is looking for an experienced, entrepreneurial, and highly driven individual with extensive experience in channel sales and a proven track record of raising assets. In this role, you will be responsible for building relationships in the MFD segment within the respective geography. Your main focus will be on developing strategic relationships and establishing credibility through knowledge-driven discussions with sophisticated channel partners. Your responsibilities will include consistently mapping out the distribution landscape, identifying new opportunities, and reaching out to key prospects via telephone and email to secure meetings. You will need to nurture and strengthen relationships with distributors, maintain an updated Distributor Database, and gather valuable insights through efficient data mining and analysis to support business development efforts. Additionally, you will collaborate with the investment team to effectively communicate the investment philosophy to large distributors. Furthermore, you will be tasked with creating and implementing plans to minimize brokerage/commission costs in order to drive revenue growth. You will also be responsible for organizing events with distributors to enhance business conversion rates in the respective areas. To be successful in this role, you should possess excellent academic credentials from a prestigious MBA or equivalent program, along with a minimum of 8+ years of relevant experience in the financial services industry. Strong presentation and communication skills are essential, as well as unquestionable integrity and a solid work ethic. Previous experience in the Distribution segment (IFA, Wealth), preferably in AMC/Credit fund/Private Equity Fund, is highly desirable. A deep understanding of fixed income markets and the ability to convey complex information through presentations and reports are also key requirements for this position.,

As a Loan Servicing Specialist Team Member, you play a pivotal role within our Loans group, contributing significantly to the seamless functioning and success of our financial services. Your primary responsibility is to adhere to established QUALITY & QUANTITY SLAs consistently, ensuring 100% compliance with process-related policies, guidelines, and controls. Supporting the secondary trading desk with trade booking and settlements, you will also liaise with bank departments and external contacts, including Borrowers and Trustees. Timely follow-ups with agents or customers for any missing notifications are crucial, alongside completing all funding within the SLA on the same day. Moreover, you will serve as the Subject Matter Expert (SME) and first internal Point of Contact (POC) for process-related queries and clarifications while acting as the initial point of escalation for process-related issues from customers. Identifying changes to processes to enhance productivity and efficiency is also part of your role. To excel in this position, you should hold a Bachelor's degree in Finance or a related field, or possess equivalent work experience. A minimum of 6 months of experience in the Financial Services industry with a proven track record of delivery is required. Understanding business financial statements, cash flow capacity, and loans across various industries and business types is essential. You should exhibit strong research, analytical, and comprehension skills to analyze large data sets effectively. Managing clients, building partnerships, and leading while dealing with multiple stakeholders simultaneously are key aspects of this role. Utilizing effective time management and prioritization skills to achieve business objectives, you must communicate effectively with strong interpersonal and analytical skills, working independently on multiple assignments. Preferred qualifications include the ability to build relationships with clients, internal partners, and peers effectively. Recognizing issues or problems that need prompt escalation is crucial, alongside developing domain learning and exhibiting strong interpersonal and communication skills. Applying analytical thinking and problem-solving skills effectively, understanding the product lifecycle, and area product management thoroughly are also advantageous in this role.,

At NiCE, the company does not limit challenges but rather challenges limits, always striving to be ambitious, game changers, and playing to win. The highest standards are set and executed beyond them. If you possess a similar mindset, NiCE offers the ultimate career opportunity that will ignite a fire within you. The role at Actimize involves working with a team of talented, creative, and dedicated individuals who are passionate about delivering innovative solutions to the market. Recognizing the integral contributions of every employee to the company's growth and success, Actimize provides a challenging work environment, competitive compensation, benefits, and rewarding career opportunities. By joining Actimize, you will be part of a fast-growing, highly respected organization where you can share, grow, learn, be challenged, and have fun. Actimize is currently seeking a dynamic individual with high energy and drive to join as a Solution Sales Professional. The role involves being responsible for the Sales Strategy for the Fraud Prevention Line of Business (LOB) in the EMEA and APAC region, driving the Fraud Prevention business, pipeline, and bookings. You will function as the Fraud Prevention Subject Matter Expert (SME) for the Actimize Direct Sales team, customers, and prospects. Collaboration with internal Actimize teams to identify industry trends, new offerings, and align sales strategy and campaigns is key. Understanding the market, customer focus, and needs to drive the Actimize Fraud Prevention Strategy for EMEA and APAC are crucial. Initiating strategic sales initiatives based on current and future technology needs is also part of the role. Additionally, delivering technical Fraud Prevention sales presentations to executive levels of organizations and assisting in the preparation of formal proposals and responses is required. The role will involve 25% of traveling. To be successful in this role, you should have 10+ years of experience in Financial Services, Fraud Prevention sales, or in roles related to Financial Institutions, Software Vendors, or industry consulting in the Fraud Prevention space. Experience in selling complex software with a long sales cycle is essential. Ability to position the company, its products, and services in the marketplace vis-a-vis competitors is required. Fraud Prevention certifications are a plus. Familiarity with revenue recognition, contract negotiation skills and experience, excellent communication (written/presentation), and interpersonal skills are necessary. Being proactive, customer-focused, and having experience in selling or implementing AML/Fraud products is advantageous. You will have an advantage if you possess strong communication skills, Fraud Prevention certifications, or previous experience in Enterprise Software sales or implementation in Fraud Prevention. Joining NiCE means being part of an ever-growing, market-disrupting, global company where the teams, comprised of the best of the best, work in a fast-paced, collaborative, and creative environment. As the market leader, every day at NiCE presents an opportunity to learn, grow, and explore endless internal career opportunities across multiple roles, disciplines, domains, and locations. If you are passionate, innovative, and excited to constantly raise the bar, you may just be the next NiCEr! At NiCE, the NICE-FLEX hybrid model is followed, enabling maximum flexibility. This model includes 2 days of working from the office and 3 days of remote work each week. Office days focus on face-to-face meetings, fostering teamwork and collaborative thinking that generate innovation, new ideas, and a vibrant, interactive atmosphere. Requisition ID: 8117 Reporting into: Vice President, Solution Sales Role Type: Individual Contributor About NiCE: NICELtd. (NASDAQ: NICE) software products are utilized by over 25,000 global businesses, including 85 of the Fortune 100 corporations, to deliver exceptional customer experiences, combat financial crime, and ensure public safety. On a daily basis, NiCE software manages more than 120 million customer interactions and monitors over 3 billion financial transactions. Recognized as an innovation powerhouse excelling in AI, cloud, and digital domains, NiCE is consistently acknowledged as the market leader in its fields, with over 8,500 employees across 30+ countries.,

As an experienced audit professional, you will be joining our Commercial and Investment Banking audit team in Mumbai. Your role will involve evaluating the control environment of various business activities such as Custody, Fund Accounting, Trade Processing and Settlement, Liquidity and Trading Services, and Transfer Agency across different regions. You will work with a team of specialists to implement a risk-based audit coverage program. Your responsibilities will include participating in all aspects of audit activities, collaborating with senior auditors and audit managers, identifying control issues, developing recommendations for internal control improvements, and staying updated on industry and regulatory changes. You will also be expected to take ownership of your self-development, build strong relationships with stakeholders, and demonstrate technical competency. To be successful in this role, you should have a minimum of 7 years of auditing experience, a Bachelor's degree or relevant financial services experience, and a solid understanding of internal controls. Excellent communication and presentation skills, strong interpersonal and influencing skills, and the ability to prioritize effectively are essential. Preferred qualifications include being a Chartered Accountant, Certified Internal Auditor, or having an Advanced Degree in Finance or Accounting, along with relevant experience in Investment Banking business. If you are enthusiastic, self-motivated, effective under pressure, and willing to take personal risk and accountability, and enjoy working both independently and as part of a team, this role could be a great fit for you.,

You will be a Relationship Manager at BASIC Home Loan in Delhi, India, responsible for managing various types of loans including home loans, LAP, personal loans, and business loans. Your key responsibilities will include building and maintaining customer relationships, evaluating loan applications, and ensuring customer satisfaction throughout the loan process. To excel in this role, you should possess strong communication and interpersonal skills along with proven experience in loan management and financial services. Knowledge of home loan, LAP, personal loan, and business loan processes is essential, as well as the ability to analyze financial data and assess risk. Sales and negotiation skills are also crucial for this position. Furthermore, attention to detail and effective time management abilities will be beneficial in handling the daily tasks efficiently. A Bachelor's degree in Finance, Economics, Business Administration, or a related field is required for this full-time on-site position. Additionally, possessing relevant certifications in banking or finance will be advantageous for your success in this role at BASIC Home Loan.,

As a Consultant at KPMG in India, you will be responsible for performing testing of IT Application Controls, IT General Controls, and Financial services for national and international clients across sectors. Your role will involve conducting Risk Assessment, identification, and Evaluation of Controls, preparing process flow diagrams, and documenting the same in Risk & Control Matrix. Additionally, you will be required to perform business process walkthrough and controls testing for IT Audits, including SOX, Internal Audits, and External Audits. You will need to maintain relationships with client management and the project Manager to manage expectations of service, including work products, timing, and deliverables. It is essential to demonstrate a thorough understanding of complex information systems and apply it to client situations, identifying technological developments and evaluating impacts on the work to be performed. Effective coordination with the Engagement manager and client management is crucial to keep them updated regarding projects progress. In terms of qualifications, you should have a bachelors degree in engineering with approximately 2-6 years of related work experience, or a masters or MBA degree in business, computer science, or information systems. Expertise in coding skills such as Java, C++, C, SQL, and Oracle is required, along with experience in performing IT audits of banking/financial sector applications. Technical Knowledge of IT Audit Tools and experience in carrying out OS/DB/Network reviews are also important aspects of the role. Preferred certifications for this position include CISA, CISSP, or CISM. Exposure to automation Data Analytics tools such as QlikView, Qlik sense, ACL, or Power BI will be an advantage. Strong project management, communication (written and verbal), and presentation skills are essential for effective performance in this role. If you are looking to work in a dynamic environment where you can utilize your IT Audit and Financial services skills to make a significant impact on client businesses, this Consultant position in Bengaluru at KPMG in India could be the perfect fit for you. Apply now and be a part of our team dedicated to providing industry-focussed, technology-enabled services to clients in India and beyond.,

Job Information Date Opened 07/28/2025 Job Type Permanent RSD NO 11521 Industry IT Services Min Experience 8 Max Experience 12 City Chennai State/Province Tamil Nadu Country India Zip/Postal Code 600018 Job Description 1) Project Planning, Estimation, Requirement Analysis 2) Stakeholder Management and Relationship Building 3) Should be able to manage multiple workstreams 4) Extensive experience with Issue and Risk Management 5) Excellent communication and presentation skills 6) Excellent People Management Skills 7) Should be able to navigate and co-ordinate with multiple groups in our organization 8) Should be able to build partnership with Technology and Business partners and should be able to influence decision making 9) Good Agile Management Skills. Hands-on skills needed. Should be able to lead scrums and conduct agile ceremonies 10) Hands on in JIRA and Scrum Leading 11) Should be able to work closely with the business team in defining requirements/user stories 12) Experience in Financial Services Domain needed. 13) Release Management 14) Product At Indium diversity, equity, and inclusion (DEI) are the cornerstones of our values. We champion DEI through a dedicated council, expert sessions, and tailored training programs, ensuring an inclusive workplace for all. Our initiatives, including the WE@IN women empowerment program and our DEI calendar, foster a culture of respect and belonging. Recognized with the Human Capital Award, we are committed to creating an environment where every individual thrives. Join us in building a workplace that values diversity and drives innovation.

1. Job Purpose To support the early-stage resolution of customer complaints by conducting prompt and fair investigations, ensuring accurate documentation, and delivering excellent customer service. This role promotes a customer-first mindset, demonstrates strong communication skills, and supports vulnerable customers in line with Consumer Duty principles. It also contributes to continuous improvement and ensures compliance with regulatory standards under the guidance of senior team members. 2. Core Responsibilities Acknowledge and log complaints promptly in line with regulatory timelines and internal procedures. Handle complaints at the first stage of the process across all product lines, aiming to resolve within 3 working days – Summary Resolution Communication Investigate complaints within agreed authority, gathering relevant information and reviewing documentation to understand the root cause. Recommend fair and impartial outcomes in line with policy and regulatory guidelines, including redress calculations where appropriate. Maintain clear, professional, and compassionate communication with customers via phone, email, and letter throughout the complaint journey. Identify and escalate potential signs of customer vulnerability to ensure appropriate support is provided. Escalate complex or high-risk complaints to senior colleagues or line managers as appropriate. Collaborate with peers to share insights and support root cause analysis efforts. Provide feedback on processes and documentation to help reduce future complaints. Ensure all case notes and communications meet quality standards set by the Quality Assurance team. Accurately maintain customer records across relevant systems and databases. Participate in the rota for managing the Customer Complaints mailbox. Stay up to date with relevant regulations, policies, and internal procedures. Support the collation of complaint data and contribute to reporting on trends and insights. Adhere to the organisation’s Risk Management and Data Governance policies. Complete all mandatory training and compliance attestations on time. 3. Experience Requirements 1 years’ previous complaints handling experience working in a regulated financial services environment is essential 1 years’ experience working in a Financial Services environment within a customer facing role is essential 1 years’ experience of investigating complaints in line with FCA regulations is essential 1 years’ experience of working with vulnerable customers is essential 18 months’ experience in (all essential): UK Savings products , if not UK banking products 4. Knowledge Requirements Basic understanding of FCA complaint handling principles, including DISP and Consumer Duty. Awareness of customer service standards and complaint resolution processes. Understanding of customer vulnerability and how to respond appropriately. Familiarity with Microsoft Office tools (Word, Excel, Outlook). Knowledge of complaint handling systems (e.g., WorkSmart) is desirable but not essential. 5. Skill and Competency Requirements Clear and professional verbal and written communication skills. Strong listening skills and a customer-focused approach. Good attention to detail and accuracy in record-keeping. Ability to manage time effectively and prioritise tasks in a fast-paced environment. Willingness to learn, take feedback, and develop within the role. Ability to work collaboratively and escalate issues when needed. Confidence in using IT systems and managing shared inboxes 6. Required Qualifications/Certifications Only Graduates are eligible for this specialised role. Certifications in Complaints Handling, Customer Services or UK financial Services and products would be desirable. 7. Responsibilities re Information Security Management System (as per ISO 27001 Certification Requirements) Ensure strict adherence to company’s security policies and procedures (for ex: Password policy, clear screen and clear desk policy, etc.) Take ownership of all the assets/information assigned and secure it in compliance with ISO 27001 standard implemented in the company. Co-operate and co-ordinate for the internal audits conducted in the company (complying to ISO 27001 standard). Report to the Incident Response Manager, any incidents you come across in the office with regard to Security threats like threats to physical asset & stored information or any risks detrimental to the Security Policies of the company, etc.,. Responsible to supervise in ensuring that all personnel reporting to you shall observe all Security requirements and be appropriately trained in Security. This Job Description defines the role as it exists now. It is not meant to represent an exclusive description of the job holder’s responsibilities as these may vary from time to time in line with the needs of the business. As such, Job Descriptions should be subject to regular review and updates as necessary. This template was last updated on 8/4/20.

The Applications Development Intermediate Programmer Analyst is an intermediate level position responsible for participation in the establishment and implementation of new or revised application systems and programs in coordination with the Technology team. The overall objective of this role is to contribute to applications systems analysis and programming activities. Responsibilities: Utilize knowledge of applications development procedures and concepts, and basic knowledge of other technical areas to identify and define necessary system enhancements, including using script tools and analyzing/interpreting code Consult with users, clients, and other technology groups on issues, and recommend programming solutions, install, and support customer exposure systems Apply fundamental knowledge of programming languages for design specifications. Analyze applications to identify vulnerabilities and security issues, as well as conduct testing and debugging Serve as advisor or coach to new or lower level analysts Identify problems, analyze information, and make evaluative judgements to recommend and implement solutions Resolve issues by identifying and selecting solutions through the applications of acquired technical experience and guided by precedents Has the ability to operate with a limited level of direct supervision. Can exercise independence of judgement and autonomy. Acts as SME to senior stakeholders and /or other team members. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 5-8 years of relevant experience in Java, Spring boot, Spring, KAFKA, Mongo DB, in the Financial Service industry Intermediate level experience in Applications Development role Consistently demonstrates clear and concise written and verbal communication Demonstrated problem-solving and decision-making skills Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements Education: Bachelor’s degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. - Job Family Group: Technology - Job Family: Applications Development - Time Type: Full time - Most Relevant Skills Please see the requirements listed above. - Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. - Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.

Our local credit union is currently experiencing rapid growth. We are interested in expanding our capacity to provide mortgage loans to home buyers, and we are looking for a fresher or an experienced Loan Processor to join our team. The successful applicant will be responsible for accurately managing residential and commercial real estate loan documentation through our established systems and reviewing it to ensure it is completed in full and complies with current banking regulations and policies. We encourage all who are qualified and want to work with a dynamic and highly productive team to apply. Review initial loan approval and work with the borrower to gather appropriate documentation Collect all required documentation for the loan package Create a loan submission package for the Underwriting department Submit files to assigned Underwriter Satisfy all conditions when received from the Underwriter Ensure that approval falls within the established lending guidelines Communicate with other professionals, including attorneys, county clerks and title companies Job Types: Full-time, Permanent, Fresher Pay: ₹10,000.00 - ₹20,000.00 per month Benefits: Paid sick time Paid time off Provident Fund Education: Bachelor's (Required) Experience: total work: 1 year (Required) Language: English (Required) Work Location: In person

US Mortgage Underwriter onsite (Chennai/Bengaluru) US Shifts Night Shifts Looking for People from US Mortgage background Only About the Role : The Underwriter’s primary responsibilities include reviewing mortgage files submitted to Underwriting. This position requires calculating income, analyzing debt and assets, as well as completing an in-depth review of the completed appraisal and title. Additional responsibilities include entering data into the client’s loan operating system, utilizing an automated underwriting system to determine approval and clearing conditions for Final Approval. Candidates must possess a strong sense of urgency with an ability to work in a team environment, maintaining excellent organizational, communication, and PC skills. Responsibilities : Perform complete and in-depth review of mortgage loan files including income, assets, credit and collateral Utilize client’s loan operating system to ensure accurate data entry Underwrite loans in accordance with client guidelines, utilizing AUS or manual guidelines Evaluate and ensure overall loan documents are accurate, complete, and compliant Ability to identify and/or clear red flag or alerts Issue loan decision and condition file accordingly Review and approve conditions for compliance and completion of loan file Provide excellent customer service to internal and external clients Maintain current knowledge of client and investor requirements Resolve pre and post-closing issues as they relate to underwriting Assist Processors/Loan Officers in understanding underwriting decisions and conditions Must be able to work in a high stress environment while delivering a high-level of customer service Ability to work more than 40 hours, on an as needed basis Qualifications : Minimum 2+ years current conventional mortgage loan underwriting experience Required Skills : Strong knowledge of income calculations, tax returns, reading credit reports, identifying red flags Basic knowledge of appraisal and ability to recognize red flags and ineligible properties Thorough working knowledge of GSE underwriting guidelines and automated underwriting engines (DU/LP) Strong analytic, interpersonal, and verbal and written communication skills Detail-oriented with strong ability to time manage Ability to work in a flexible and production-oriented environment Must be willing and able to work as part of a team Strong capability to work in multiple systems - paperless environment Must be willing to work in strict security environment NMLS-MLO Licensure preferred Candidates must be available to work outside of normal business hours when necessary Regards Swathy Bhaskaran Job Type: Full-time Pay: ₹288,309.60 - ₹956,986.92 per year Work Location: In person Speak with the employer +91 9176017587

Hiring: Field Sales Executive – Gold Loan Process Location: Bangalore Qualification: Minimum: 10th Pass Preferred: 12th Pass / Graduate (Freshers Welcome!) Languages: English & Kannada (Mandatory) Experience: Freshers OR Sales/Financial Services Experience Preferred Salary: ₹12,000 – ₹22,000/month Plus Attractive Incentives Based on Performance Interview Mode: Telephonic Age Limit: 19 to 35 Years Immediate Joiners Only Note: Bike & Driving License (DL) Mandatory Contact HR: 8088403445 Job Type: Full-time Pay: ₹15,000.00 - ₹20,000.00 per month Benefits: Cell phone reimbursement Provident Fund Work Location: In person

Require Equity Dealer – Private Client Group (PCG) for PhilipsCapital in Andheri (Mumbai) Department: Private Client Group (PCG) Location : Andheri -Chakala Reporting to: Head – PCG Desk Experience: 3–8 years in equity dealing, preferably with Ultra HNI clients About the Company: PhillipCapital India is a leading financial services firm offering a wide range of services in capital markets including equity broking, derivatives, mutual funds, commodities, and wealth management. Our Private Client Group caters exclusively to Ultra HNI and HNI clients with customized and high-touch investment services. Key Responsibilities: · Execute equity and derivatives trades on behalf of Ultra HNI/HNI clients with precision and speed · Provide end-to-end servicing to existing clients—pre-trade preparation, trade execution, post-trade confirmations, and follow-ups · Ensure flawless trade execution across BSE/NSE platforms during market hours · Coordinate with RM/Advisory teams to implement client portfolio strategies efficiently · Proactively monitor client portfolios, track corporate actions, and inform clients accordingly · Assist in margin requirements, fund management, and compliance with internal risk parameters · Ensure regulatory compliance and proper documentation for all executed trades · Offer real-time updates and support to clients on market movements, news, and corporate actions · Maintain high service standards and act as a trusted point of contact for Ultra HNI clients Key Requirements: · Graduate/Postgraduate with relevant NISM Certifications (Equity Derivatives Module is mandatory) · Proven experience (minimum 3 years) in equity dealing for Ultra HNI/HNI clients · Deep understanding of equity markets, products, and regulatory environment · High accuracy and execution efficiency during market hours · Strong interpersonal and client-servicing skills · Must be highly disciplined, ethical, and proactive in client communication · Proficient with trading terminals (Omnesys/NOW/NEAT/NEST/ Greeksoft or similar) · Sound knowledge of running Algos on the systems · Excellent coordination and team collaboration skills What We Offer: · Opportunity to work with a reputed brand and Ultra HNI client base · Strong back-end support from Research, Risk, and Compliance teams · Competitive compensation and incentive structure · Professional work environment with scope for career growth Job Type: Full-time Pay: ₹163,570.85 - ₹620,239.93 per year Benefits: Health insurance Provident Fund Work Location: In person

Sales/Marketing Representative – Fintech Company Position: Sales/Marketing Representative Industry: Fintech Location: Andhra Pradesh Experience: 1–3 years Profile Summary A driven and customer-focused sales/marketing professional with 1–3 years of experience in B2B/B2C financial products or related sectors. Skilled in lead generation, client onboarding, and relationship management. Capable of understanding fintech products, explaining complex solutions in simple terms, and driving growth through strategic outreach. Key Responsibilities · Identify and approach potential clients (retailers, SMEs, merchants, etc.) for Fintech offerings such as digital payments, lending, invoice-based financing, etc. · Conduct product demonstrations and training sessions for customers. · Manage onboarding, documentation, and KYC processes. · Build and maintain strong client relationships for repeat business. · Collect feedback, track market trends, and report customer insights. · Achieve sales targets and contribute to regional or zonal business goals. · Coordinate with backend teams for customer service, disbursements, or technical issues. Key Skills · Excellent communication and persuasion skills · Good understanding of financial services (loans, UPI, credit, etc.) · CRM tools and Excel familiarity · Negotiation and objection handling · Local language proficiency (if working in a regional market) · Problem-solving and adaptability in field conditions Educational Background · Bachelor’s degree in Business, Commerce, Finance, or related field · MBA/PGDM preferred but not mandatory Preferred Attributes · Prior experience in BFSI, fintech startups, NBFCs, or telecom field sales · Self-starter with a result-oriented mindset · Willingness to travel locally/regionally · Comfort with digital platforms and app-based operations Job Types: Full-time, Permanent Pay: ₹17,000.00 - ₹22,000.00 per month Benefits: Health insurance Provident Fund Schedule: Day shift Language: English (Preferred) Work Location: In person Speak with the employer +91 9313020281

JOB DESCRIPTION Job Summary: As the Escrow Associate in the India Payments team, you will be responsible for managing a large portfolio of Escrow client relationships, and will interact with various escrow business partners including Sales, Product Management, Clients/counsels, internal stakeholders such as Operations and Risks. You will have full accountability for all facets of account administration from inception to termination. This position will report to the Middle Office Head in APAC while locally to the Escrow Sales in India. Job responsibilities: Manage and oversee end-to-end new transaction onboarding, working closely with the firm’s client KYC and onboarding team as well as the wider APC Escrow Middle Office team. Manage the client facing tasks in India from delivering presentations, product specific training and ongoing sales calls to acting as the local escalation point. Liaise with clients and colleagues globally to develop and sell cross-border solutions, targeting both incoming and outgoing flows from Asia. Interact with client’s external counsel to negotiate Escrow contracts in a proactive and professional manner, ensuring that the risk and liability profile of JPMorgan is protected while also ensuring that the needs of the client with respect to responsiveness and timely closing are met Work with team members to ensure accounts are open in good time, and deal information is set up on all operating systems / contractual obligations noted Generate new business through sales of Escrow product to both new and existing clients and referral sources Understand and perform all duties to be performed by JPMorgan under each Escrow Agreement Ensure that administration and risk aspects of Escrow account portfolio are handled flawlessly Coordinate with team members to ensure that fee invoices are created promptly and receivables collected efficiently Ensure all account activities are in compliance with relevant governing documents and JPMorgan policies and procedures, including account documentation, payment processing, callbacks, investments, account setup, account termination and claims process. Provide strong customer service by responding to client requests in a timely manner, offering solutions to client needs, and developing meaningful client relationships Required qualifications, capabilities, and skills: Bachelor's Degree / MBA in Finance, Chartered Accountant, Company Secretary or L.L.B. Legal Training or experience in legal contract negotiation (preferably Escrow or Trust Contracts) 3-5 years’ work experience in financial services, preferably in Escrow Demonstrated leadership skills via team or project management Demonstrated sales and strong customer service orientation including relationship management Highly motivated team Player, and dedication to customer satisfaction Strong verbal and written communication skills Experience in independent decision making Compliance and regulatory experience helpful Excellent organizational skills Excellent PC Skills including Word, Excel ABOUT US JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. ABOUT THE TEAM J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

JOB DESCRIPTION Join our Investment Product Development Team as an Investment Product Specialist, where creativity meets excellence. As an Associate in Wealth Management Solutions Investment Product Development, you will manage initiatives for program governance, oversee advisory product lines, and coordinate with corporate partners for effective administration. Job Responsibilities: Support the team for initiatives relating to the administration and maintenance of policies, procedures, regulatory reporting and business oversight. Manage relationships with product stakeholders across regions and functions; provide assistance and information to business partners, legal, operations, control teams and portfolio managers relating to product management. Lead projects including those driven by business and regulation; track progress made against project timeline & proactively report periodically on key highlights, next steps and issue resolution. Maintain and proactively recommend enhancements to procedures and processes. Support, create and enhance data reporting to support business management and regulatory reporting. Strong accuracy and attention to detail required. Coordinate across the diverse perspectives of Legal, Risk, Compliance, Operations and platform teams to deliver advisory program management initiatives. Recommend enhancements to projects to improve efficiency meeting objectives and timelines. Manage Projects including full ownership of meetings, document minutes & project steps, ensuring effective timing and sequencing of deliverables to meet tight deadlines. Track project timelines and progress including reporting on key highlights, next steps and issues. Required qualifications, capabilities and skills 5+ years of financial services experience in Private Banking, Wealth Management, or Asset Management. Project Management or Product Management experience which includes dealing with multiple stakeholders along with the ability of knowing JIRA & Confluence. Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment. Superior verbal and written communication skills with the ability to mobilize internal networks and resources. Team player with the ability to work in a highly collaborative environment. Good presentation skills; excellent communication, interpersonal skills and stakeholder management skills Exceptional data analysis/quantitative/technical aptitude with ability to quickly learn new processes, and datasets. Experience with analytical and data management tools (e.g. Alteryx, Tableau, Python, SQL etc., Highly competent with core MS Office applications – e.g. Outlook, Excel and PowerPoint. Preferred qualifications, capabilities and skills Strategic and analytical thinker with a drive towards execution and results. Influencing skills to manage a variety of stakeholders from different functions. Team player who proactively shares knowledge and information within and outside the function. Exhibit analytical abilities to compile, structure, examine and prepare substantial data sets with precision and thoroughness. Proactive self-starter with a solutions oriented mindset and a fast learning curve. Detail-oriented with excellent planning, organizational and process management skills. ABOUT US JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. ABOUT THE TEAM J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team. As a Planning & Analysis Assocate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed. Job Responsibilities: Managing annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports Develop efficiency reporting, analytics, and strategy, including but not limited to location strategy, span of control, and reporting and analytics. Creating financial business cases supporting business initiatives Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets Helping design new reports and dashboards to efficiently deliver the financial results to senior management Enhancing controls and streamlining processes, introducing automation where possible Required qualifications, capabilities, and skills Bachelor’s degree in Accounting, Finance or a subject of a technical nature Advanced skills in Excel and PowerPoint Proficiency with data mining/gathering and manipulation of data sets Inquisitive, enthusiastic and diligent, and capable of challenging peers Strong verbal and written communication skills, with the ability to articulate complex issues clearly Ability to create ad hoc reporting for senior management Proven track record for executing on special projects / assignments, often with little lead time or information Highly motivated and able to thrive and think clearly under pressure and tight deadlines Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams Highly motivated self-starter with excellent time management/prioritization skills Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely Preferred qualifications, capabilities, and skills: 3+ years of work experience, preferably in Financial Services, and/or accounting/controller background