Qualification:-

• Ensure leveraged loan calculations (e.g., risk management leveraged lending) are accurately performed

• Review express renewal recommendations of team members with respect to green or red path clients to centralized management team

• Ensure that relevant templates are being used for preparing reporting and documentation

• Create error logs highlighting error/defect types (e.g., update for month end), error severity, corrections made by team members, etc.; document and maintain QA logs and reports

• Identify dependencies on the lending teams in the US (e.g., delay in sending reporting packages) and communicate the same to them

• Ensure that there are no risks to smooth delivery of work (due to incomplete data) by the credit services team 

• Relay any additional feedback from lending teams to the credit services team (e.g., for fixing repeat errors, updating DTPS based on client nuances)

• Perform the role of SME for assigned processes; interact with team members to resolve process related issues/concerns, etc.

• Report deficiencies and other concerns to Lead Analysts/Manager on a timely basis

• Analyze monthly KPIs/metrics of team members; identify areas of delivery that did not meet pre-established performance standards

• Achieve operational goals and deliver against agreed targets in terms of quality and productivity

• Collate information on performance metrics/KPIs from lead analysts/team managers; make dashboards and reports to enable business decisions and interventions

• Prepare relevant MIS reports for periodic governance (capturing errors, quality metrics, etc.).

Qualification:- 

• Bachelor’s degree in Commerce / MBA(Finance) with 3-5 years of experience. CA (CPA equivalent) / CFA will be added advantage.

• Exposure to US accounting, GAAP, and IFRS, PowerBI/Tableau, quality assurance, compliance, regulatory, banking.

Skills

CFACPAMBAB.ComM.ComChartered Accountant(CA)Credit servicesTableauPower BIGAAP

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