Finance and Sales Admin Assistant
1 month ago
Key Responsibilities :
- Support finance related tasks such as contract database management and invoicing.
- Support CRM related tasks such as information completion, completing missing purchase order information, doing data cleansing, …
- Liaison with global Sales and Accounting teams for managing existing and new contracts.
- Check data accuracy in orders and invoices.
- Contact clients to obtain missing information or answer queries.
- Maintain and update sales and customer records.
- Develop and maintain saved searches, reports, KPI’s, and dashboards.
- Coordinate and facilitate team to achieve goals without comprising the quality of the deliverables.
- Providing front line support with regards to data maintenance within the ERP
- Maintain user roles and system access working along with necessary teams.
- Documentation and following formal policies, procedures and protocols for changes, standards, usage etc.
- Generate financial reports and assist with financial analysis as needed.
- Liaise with vendors, clients, and internal stakeholders regarding financial matters.
Desired Skills :
- Experience: 5 to 6 years
- Bachelor’s degree in finance, Business Administration, or related field preferred.
- Proven experience in administrative support roles, preferably in finance or sales.
- Proficiency in MS Office suite, particularly Excel, Word, and PowerPoint.
- Familiarity with accounting software (e.g., ZohoBooks) and CRM systems (e.g., Zoho CRM). Knowledge of SAP S/4 HANA is a plus.
- Strong organizational and time management skills with the ability to multitask and prioritize workload effectively.
- Excellent communication (verbal and written) and interpersonal skills.
- Attention to detail and accuracy in data entry and record-keeping.
- Ability to work independently and collaboratively in a fast-paced environment.
- Discretion and professionalism in handling confidential information.
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