Financial Services Specialist

17 hours ago


Nashik, Maharashtra, India beBeeAccounting Full time ₹ 8,00,000 - ₹ 15,50,000
Financial Services Specialist

As a key member of our team, you will be responsible for performing various financial services tasks as assigned.

Key Responsibilities:
  • You will work closely with internal and external teams to ensure seamless task completion.
  • Identify and resolve cash discrepancies in a timely manner.
  • Monitor aged and significant cash discrepancies to prevent delays and ensure prompt resolution.
  • Review and verify the quality of team deliverables to maintain high standards.
  • Process deal-wise fees such as management, incentive/carry etc., accurately and efficiently.
  • Enhance customer satisfaction by streamlining processes and communicating effectively.
  • Proactively inform clients of expected delays and provide reasons for any disruptions.
  • Meet client expectations and document any understanding gaps.
  • Analyze root causes of issues and escalate to manager as necessary.


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