283 Financial Software Jobs - Page 12

Roles and Responsibility Manage and collect financial data from clients and vendors. Develop and implement effective collection strategies to minimize debt. Build and maintain strong relationships with customers and stakeholders. Analyze financial reports and provide insights to improve business performance. Collaborate with cross-functional teams to achieve business objectives. Ensure compliance with financial regulations and company policies. Job Requirements Strong knowledge of financial concepts and principles. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficient in financial software and systems. Strong analytical and problem-solving skills. Ability to build and maintain strong relationships with customers and stakeholders.

Job responsibilities will include: Review and analyze corporate financial earnings reports, court documents, SEC filings and Creditsafe business reports to gauge financial strengths and weaknesses of companies Extract meaningful insights from financial data (i.e. sales, profitability, debt, debt-to-equity ratio, frequency and total value of late payments, DBT, risk score, credit limit, etc.) Monitor and analyze economic market trends and industry-specific trends in the US and Canada (i.e. retail, wholesale, manufacturing, transportation and warehousing, professional services, media and finance) Create insights reports for the marketing team that help them incorporate data and insights into marketing campaigns (i.e. emails, research/trend reports, sales presentations, guidebooks, infographics, speaking engagements, videos, etc.) Provide real-time analysis/insights of companies that may be at risk of bankruptcy and/or have officially filed for bankruptcy Work closely with Head of Brand for North America to build and launch a new Distress Signal Index for Fortune 100 companies (quarterly) Work closely with the Head of Brand for North America to prep Creditsafe spokesperson/executives for media interviews (conducting in-depth research and supporting data) If/when companies are at high risk of bankruptcy and/or file for bankruptcy, ensure that relevant data in Creditsafe (i.e. risk score, credit limit, etc.) are appropriately updated. Required skills: Bachelors degree 3-4 years of experience in financial data analysis (B2B, preferably) Strong familiarity and experience using financial software and programs Strategic thinking Data storytelling and presentation skills (i.e. creating useful insights/takeaways from data) Strong time management and project management skills. Job Assessment Required for Candidates: Creditsafe will provide a list of 3 companies and ask the candidate to review multiple sources of information, including publicly available financial earnings reports, court documents, SEC filings, media reports and Creditsafe platform Candidate should put together a recap based on all data that provides meaningful insights on the strengths and weaknesses of the company and offers some insight into their risk of failure/bankruptcy Candidate should be prepared to present their recap to the Director of Data and Head of Brand.

Understand the approach and services offered by 1 Finance to deliver client-centric financial solutions Conduct in-depth assessments of clients financial situations Develop customized financial plans based on a thorough understanding of the clients profile, goals, and requirements Monitor the progress of the client s financial plan and conduct regular meetings to review and discuss the action plans effectiveness Verify and cross-check all generated financial plans to ensure accuracy and feasibility Build and nurture long-term relationships with clients to understand their financial goals, priorities, and challenges Create proactive reminders and nudges for clients to take necessary financial actions Work closely with other team members, including advisors to provide seamless service to clients Utilize advanced financial planning software and tools to enhance the accuracy and efficiency of services Ensure all services comply with quality standards and adhere to regulatory and safety requirements Strong analytical and problem-solving skills Collaborative and result oriented Structured approach of thinking and execution Experience in working in agile practices

Understand the approach and services offered by 1 Finance to deliver client-centric financial solutions Conduct in-depth assessments of clients financial situations Develop customized financial plans based on a thorough understanding of the clients profile, goals, and requirements Monitor the progress of the client s financial plan and conduct regular meetings to review and discuss the action plans effectiveness Verify and cross-check all generated financial plans to ensure accuracy and feasibility Build and nurture long-term relationships with clients to understand their financial goals, priorities, and challenges Create proactive reminders and nudges for clients to take necessary financial actions Work closely with other team members, including advisors to provide seamless service to clients Utilize advanced financial planning software and tools to enhance the accuracy and efficiency of services Ensure all services comply with quality standards and adhere to regulatory and safety requirements Strong analytical and problem-solving skills Collaborative and result oriented Structured approach of thinking and execution Experience in working in agile practices

Roles & Responsibilities: Responsible for verification of KYC and opening Demat & Trading Account Manage finanacial accounting and Reporting Maintaing Demat account and ensure necessary changes if required. Answering queries of Customer related to Demat Account. Managing all the work related to demat account opening and maintenance. Also responsible for all CDSL related task. To ensure all compliance is adhered to all the times. Proficiency in financial software and trading platforms. Familiarity with accounting software and MS Excel is essential

Min. CA (Inter) OR MBA in Finance. Min 10+ years experience in F&A/commercial roles Familiarity with industry-specific financial practices and regulations. Strong analytical skills and proficiency in financial modeling and analysis. Experience with financial software and tools (e.g., Excel, financial ERP systems). Excellent communication and presentation skills. Ability to work independently and as part of a team. Strong problem-solving skills and attention to detail. Exposure in sales related F&A/Commercial role in channel/retail/B2C domain Experience of working in Manufacturing company will be preferred Responsibilities Conduct financial analysis and modeling to support strategic decision-making. Develop and implement financial strategies, budgets, and forecasts. Analyze financial statements and performance metrics to identify trends and areas for improvement. Collaborate with various departments to ensure financial alignment with business objectives. Prepare detailed reports and presentations for senior management and stakeholders. Monitor market trends and economic factors to provide insights and recommendations. Responsible for the Finance function of the Sales region which includes accounting, analytics, audit, commercial controls, local expenses control and sales business partnering Partnering with relevant stakeholders for the organization level initiatives Managing dealer/distributor credits, scheme calculation, discounting, controlling receivables, handling exceptions and ensuring policy compliance Complete ownership of regional trial balance and monthly closing. Undertake quarterly closure of ROI calculations for Distributors. Driving and owning Sales Commercial Function KPIs in the region along budgeting and variance analysis, MIS and dashboards. Leading and monitoring GST compliances for the region Overseeing process controls w.r.t. commercial and accounting activities (AR, BTL schemes, Distributor claims FFs, quarterly NDCs, monthly closing and unsaleable audit) Responsible for regions statutory as well as internal audit and ensuring zero audit observations Developing operational excellence in all aspects for the region

Key Responsibilities: Payroll & Invoicing: -Process USA and Indian payroll efficiently. -Manage employee timesheets, invoice generation, and payment coordination. Accounts Receivables: -Track outstanding payments and ensure timely collections from clients. -Follow up on invoices and maintain accurate financial records. Immigration Support & Compliance: -Work closely with an immigration attorney to assist with H-1B filings and visa processing. -Ensure compliance with US visa and employment regulations. -Maintain consultant contracts, agreements, and legal documentation. Coordination & Reporting: -Collaborate with finance teams, consultants, and legal advisors to streamline operations. -Maintain accurate records and reports for payroll, invoicing, and immigration matters.

Job Summary: Managing the receivables process, ensuring timely collection of outstanding dues from our customers. This role involves close coordination with internal stakeholders such as Sales and Group Leaders, taking appropriate actions to improve cash flow and minimize overdue payments. Key Responsibilities: Monitor and track outstanding accounts receivables, ensuring timely collections as per agreed payment terms. Follow up with customers via calls, emails, and visits to secure payments and resolve disputes. Resolve customer queries, reconciliations, and discrepancies related to invoices and payments. Work closely with sales, project, and service teams to streamline the collection process. Maintain accurate reports on collection status, overdue accounts, and bad debts. Handle submission of invoices and cheque management. Key Skills & Competencies: Communication abilities written . Proficiency in MS Office and financial software (SAP, ERP, etc.). Knowledge of accounting principles and credit control processes. Work Environment & Benefits: Office-based role with frequent customer interactions and field visits. Competitive salary with mobile and travelling expenses reimbursement as per company policy. Opportunities for professional development and growth