Financial Services Specialist

2 days ago

Belgaum, Karnataka, India beBeeTreasury Full time ₹ 75,00,000 - ₹ 1,50,00,000

Job Location: Bangalore

Experience required: 4+ years

Qualification: BCom/MCom/MBA

Immediate joiners are preferred for this role.

PRIMARY FUNCTIONS AND ESSENTIAL RESPONSIBILITIES

Cash and Liquidity Management

  • Manage cash flow forecasting, liquidity planning, financial statement analysis and investment strategies.
  • Develop cash targets to support efficient liquidity management.
  • Oversee electronic cash receipt and cash disbursement processing and accounting.
  • Oversee daily cash positioning activities including managing daily liquidity, cash position reconciliation and bank reporting.
  • Manage excess operating cash to obtain optimum interest revenue.
  • Ensure sufficient funds are available to meet ongoing operational and capital investment requirements.
  • Develop a structure to work with business partners, shared services and FP&A to optimize working capital.
  • Oversee banking relationships, account structures and payment processing.
    • Leverage tools such as ERP systems, TMS and data visualization platforms to enhance decision-making and tracking of KPIs.
      • Drive automation and technology integration to streamline treasury processes.
        • Maintain an efficient system of policies and procedures that impose an adequate level of control over treasury activities and provide support for regulatory reporting
        • Education Requirements
        • A bachelor's degree in accounting, business, management or finance is required.
        • An MBA or advanced degree in business, finance or management is highly desirable.
        • Relevant Certifications
        • B com.
        • MBA, demi qualified CA.
        • Knowledge Required
        • Strong knowledge of treasury best practices, including financial regulations, tax codes, and compliance requirements.
        • Knowledge of general treasury, forecasting, budgeting and basic accounting principles.
        • Strong knowledge of financial modeling.
        • Familiarity with BI tools for reporting and analysis.
        • Proficient in treasury management systems (TMSs).
        • Proficient with MS Office Suite including strong Excel skills.

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