We are seeking a Sr. BI Analyst who will support our growing CFO Services Team in Mangalore & Udupi locations in Karnataka. Job purpose This role aims to strengthen data-driven decision-making and support finance functions. The Sr. BI Analyst will assist in developing data-driven dashboards, providing insights through data analysis, and supporting accounting and finance operations as needed. Duties and responsibilities Building and maintaining dashboards in Excel, Power BI, and other data visualization tools to support business insights. Support data collection, analysis, and interpretation to aid decision-making. Collaborate with cross-functional teams to improve data collection and reporting processes. Stay up-to-date on new tools and techniques in data analysis and proactively apply them to improve work efficiency. Maintain attention to detail and ensure high quality and accuracy in all deliverables. Qualifications/Skills Bachelors degree in finance, Accounting, Business Analytics, Data Science, or a related field. 2-3 years of experience in Power BI. Proficiency in Excel. SQL experience would be a plus. Soft Skills Good communication skills and ability to work in a team. Strong analytical and problem-solving skills. Self-motivated and eager to learn new tools and methodologies. Detail-oriented with a commitment to accuracy. Strong organizational and time management skills. Commitment to delivering quality work on time. Working conditions Should be able to work in a shift, supporting clients in US time zones. Direct reports Individual contributor
We are seeking a Manager Accounts & Finance who will support our growing CFO Services Team in Bangalore & Udupi locations in Karnataka. Job purpose The purpose of this job is to oversee financial operations, manage accounting teams, and ensure compliance with US financial regulations. Duties and responsibilities Develop and implement financial strategies aligned with company goals Implement and maintain accounting policies and procedures Manage budgeting, forecasting, and cash flow Supervise day-to-day accounting activities (payables, receivables, payroll, etc.). Drive process improvements and efficiency initiatives. Manage audits and coordinate with external auditors Lead and mentor the accounting and finance team Conduct performance reviews and set goals for team members Collaborate with other departments to achieve organizational objectives. Analyze financial data and trends to identify opportunities for improvement. Mitigate financial risks and implement internal controls. Analyze financial data and trends to identify opportunities for improvement. Monthly Submission of MIS Reports to Management and Banks Ensure timely closure of monthly closing activities. Ensure monthly and quarterly deliverables on timely basis like vendor reconciliation Ensure setting up of the internal control policies and adherence of policies Meet defined department goals and activity metrics Monthly Closing of accounts and preparation of MIS, P&L, Balance sheets etc. Responsible for the Credit Management monthly cycle - Call clients for due, overdue items; Establish and maintain accounts relationships with the clients Monitor customer account details and identify and investigate non payments, delayed payments and reconcile gaps in payment and collection systems/records; Take ownership in getting business inputs for key P&L and Balance Sheet items Qualifications/Skills CA/MBA/CPA with 10+ yrs of experience in Accounting, Finance Reporting etc. Proven experience as a finance manager or similar role, preferably in a multinational environment Strong knowledge of US GAAP and financial regulations Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively Solid team management skills with ability to guide/mentor multiple junior associates Strong Financial Modelling skills with ability to build Budgets, Forecasts/Projections Excellent communication and presentation skills Experience in ERP systems like SAGE 500 and QuickBooks would be preferred Exposure to Business Intelligence tools like PowerBI would be a plus Should show confidence and prowess to interact with top management of the client with ability to ask the right questions and add value to the deliverables Should be dynamic and ready to face challenging situations especially during month end Working conditions Should be able to work in shifts, supporting clients in US time zones Work location is in Udupi