Analyst - F&A (India)
7 days ago
Elevate is recruiting an Analyst for our Finance & Accounts team. As an Analyst, you will be responsible for handling portal management, project verification & project confirmation to clients.
Specifically, the Analyst will:
- Maintain and update project-related data on company portals to ensure smooth data capturing and accessibility.
- Manage day-to-day queries from sales, management, and operations teams to ensure smooth workflow and issue resolution.
- Liaise with the IT team to resolve any portal-related issues and suggest improvements for efficiency.
- Review all project details entered by the sales team upon initiation.
- Verify project data for correctness (ensuring all fields are accurately filled) and completeness (ensuring no required fields are left blank).
- Identify and rectify missing or incorrect information by updating details or coordinating with the sales team for clarification.
- Send a Project Confirmation Email to the client Upon receiving project title and deadline from the operations team.
- Ensure confirmation emails are only sent for projects where the sales team has checked the "Confirmation Email to be Sent" checkbox.
- Include essential project details in the confirmation email like project title, deadline & other relevant details (provided by sales and operations teams).
- Coordinate with the sales team to update any changes in project details, including adjustments to the final project amount, project status updates & any other modifications required.
Skills for success:
- Strong attention to detail and organizational skills.
- Excellent communication skills for coordination with multiple teams.
- Ability to multitask and prioritize tasks effectively.
- Problem-solving mindset and proactive approach to issue resolution.
Technical Skills:
- Proficiency in Microsoft Excel, Google Sheets, and data visualization tools.
- Experience with CRM/ERP systems and database management.
Experience:
- 1 to 3 years of experience in Accounts Receivable
Qualifications:
- Any Graduation
Company Information
Elevate is a law company. We provide software and services for the intersection of business and law. Our legal, business, and technology professionals offer practical ways for global law departments and law firms to improve efficiency, quality, and business outcomes.
Our most recent achievements and distinctions include:
- Certified as one of the UK's Best Workplaces for Development 2025 by Great Place to Work
- Certified as a Great Place to Work 2025 in the US, UK, India, and Philippines
- For the ninth consecutive year, in 2024, Chambers & Partners named Elevate as a Top global services provider, ranking us as Band 1 (highest ranking) in all applicable categories (Contract Lifecycle Management, Litigation Services, and Flexible Legal Staffing) and as an Alternative Legal Service Providers in Asia-Pacific
- For the fourth year in a row, Elevate's integrated law firm has been designated as a top law firm in Commercial Litigation in the 2024 edition of Best Lawyers/US News & World Report Best Law Firms
- Newsweek awarded Elevate the highest rating in the annual 'America's Greatest Workplaces for Diversity' and 'America's Greatest Workplace for 2024' lists
- Elevate was named a top ALSP in Asia by Thomson Reuters' Asian Legal Business in 2024
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All qualified applicants will be considered for employment and will be treated equally during the process, regardless of race, colour, religion, gender, gender identity, gender expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.
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