Finance Executive- Client Support

4 weeks ago

Gurgaon, Haryana, India Twinline Business Solutions Full time

Finance Executive – Client Support

Twinline Business Solutions Pvt Ltd. – Gurgaon, Haryana

Job Description:

We are seeking a proactive and client-focused Finance Executive to join our dynamic team. The ideal candidate will have a strong background in finance and a passion for delivering exceptional client service. This role involves managing client financial accounts, ensuring compliance, and providing strategic financial advice. The ideal candidate will have prior experience in financial operations, reconciliation, loan disbursements, data analysis, and system support. This role requires hands-on experience in NBFC or banking environments, along with a solid understanding of financial tools, systems, and regulatory compliance.

Responsibilities:

  • Manage client financial accounts, including transactions, reconciliations, and reporting.
  • Provide financial advice and support to clients, helping them to make informed decisions.
  • Conduct financial analysis to identify opportunities and risks for clients.
  • Ensure compliance with financial regulations and standards.
  • Assist clients with budgeting, forecasting, and financial planning.
  • Prepare and present financial statements and reports to clients.
  • Collaborate with other departments to ensure seamless delivery of financial services.
  • Monitor market trends and developments to provide proactive financial advice to clients.
  • Address client inquiries and resolve any financial issues promptly.

EDUCATION:

  • Bachelor's degree in finance, Accounting, or related field. Or
  • PGDM – Finance

EXPERIENCE (and other qualifications):

  • Minimum 4 years in finance operations, preferably in the NBFC, microfinance, or banking sector.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • High level of attention to detail and accuracy.
  • Ability to work independently and manage multiple client accounts.
  • Knowledge of financial regulations and compliance standards.
  • Conduct UAT, SIT, and pre-production testing for finance systems (LOS/LMS), ensuring functional accuracy.
  • Track and validate financial data using tools like Power BI and Excel for dashboards and decision-making reports.

Key Skills:

  • Strong hands-on experience in SAP, Tally, Finacle, and MS Office.
  • Familiarity with NBFC/Banking products and repayment cycles.
  • Proficient in financial reconciliation, collections tracking, and cash management.
  • Experience with tools like Power BI and JIRA preferred.
  • Working knowledge of LOS/LMS

Location: Gurugram

Job Type: Full-time

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