Experienced Client Financial Manager Required

1 week ago

Noida, Uttar Pradesh, India beBeeAccountability Full time ₹ 18,00,000 - ₹ 20,00,000

Job Title:

Client Financial Manager

We are seeking an experienced Client Financial Manager to oversee and manage key client financials, ensuring exceptional service delivery, compliance, and financial reporting.

This role is a blend of financial expertise and client relationship management requiring deep understanding of accounting principles and business acumen to drive client satisfaction and retention.

Key Responsibilities:

  • Client Financial Management: Act as the primary point of contact for assigned finance clients, managing end-to-end client financials including billing, collections, reporting, and reconciliation.
  • Compliance: Manage all compliances-GST, TDS/TCS, Income tax, foreign payments (15CA/15CB) and STPI and other department.
  • Financial Reporting: Prepare and present financial reports, account statements, and forecasts for clients.
  • Client Advisory: Understand each client's financial goals, advising on budgeting, cost control, and compliance.
  • Collaboration: Collaborate with internal teams (finance, audit, operations, tax) to ensure timely and accurate service delivery.
  • Upselling/Cross-selling: Identify areas for upselling/cross-selling financial products or advisory services.
  • Data Maintenance: Ensure all client data and records are maintained accurately and comply with legal standards (GAAP, IFRS, etc.).
  • KPI Monitoring: Monitor and track account KPIs such as account profitability, AR aging, and renewal timelines.

Requirements:

  • Certifications: MBA/CA/CPA
  • Experience: 36 years of experience in financial account management, client accounting, or similar roles.
  • IT Experience: Experience in an IT Company is preferred.
  • Client Handling: Experience handling multiple client accounts in a corporate or consulting environment.
  • Software Proficiency: Proficiency in accounting software (Tally, QuickBooks, Zoho, SAP, etc.) and MS Excel.

Benefits:

  • Competitive Salary: Competitive salary with performance-based bonuses.
  • Health Insurance: Health insurance, paid leave, and other standard benefits.
  • Growth Environment: Collaborative, high-growth work environment.

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