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Financial Analyst
2 weeks ago
Designation: Senior Coordinator - Operations
Payroll: Partners Payroll
Business Unit: Customized Credit Assessment Model (CCAM)
Location: Turbhe, Navi Mumbai
KEY RESPONSIBILITIES
- Liaise with clients and subject entities to collect necessary documentation for report preparation.
- Coordinate effectively with internal business partners to ensure smooth workflow.
- Maintain accurate and timely updates on D&Bs CRM platforms.
- Review and verify documents received from corporate clients and business partners before processing.
- Engage with external stakeholders to expedite project closures.
- Act as a point of contact for client interventions to ensure timely project delivery.
- Prepare and share weekly MIS reports with clients; conduct follow-up discussions to review project progress.
- Collaborate closely with the internal Analyst team to ensure alignment and efficiency.
- Ensure all client deliverables are completed within the defined SLA, maintaining high standards of service.
- Coordinate with Sales and clients to ensure seamless project execution.
- Organize and facilitate weekly or bi-weekly calls with clients and Sales teams to address pending items and provide project updates.
KEY REQUIREMENTS
- Graduate in any discipline.
- 1-3 years of relevant experience in client coordination, project support, or a similar role.
- Excellent verbal and written communication skills.
- Proficiency in Microsoft Excel, including advanced formulas.
- Strong understanding of financial statements, ratios, and balance sheet analysis.
- Confident in external communication and stakeholder coordination.
- Ability to work effectively under pressure and manage multiple priorities.
- Willingness to work from the office five days a week, with flexibility during peak periods.
