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Financial Modelling – Goregaon East, Mumbai (Off Roll)

HGS International Services Pvt. Ltd

0 – 5 years
MBA Fresher / CFA fresher are welcome

Job description:

Hiring for Financial Modeling to be based at a client’s place on the rolls of HGS Limited.
Client: A well known MNC Banking Client
On rolls of HGS Ltd.
Position : Financial Modelling
Tenure : 1 Year
You must be comfortable working in 9 hours shifts (i.e. 7 am – 4 pm, 2 pm – 11 pm)

The candidate will support the Modeling team for Model building.

Responsibilities:

1. Create excel based company valuation models by updating historical financial data, and building forecasts as per the modeling assumptions/drivers and analysts’ requirements.
2. Update existing company valuation models for new financial filings as per analyst’s instructions and model’s structure.
3. Review analyst’s model to ensure they adhere to Company’s modeling standards.
4. Work on special projects/database initiatives, and be able to establish and monitor requirements, priorities, impacts and deadlines with minimal/no help. Understand their implications to the business, and deliver appropriate global solutions that satisfy all concerned parties requirements.
5. Identify and communicate useful and timely information to the relevant stakeholders to facilitate informed decision making process within the operations team.

If interested kindly share your profile mentioning current CTC, expected CTC and notice Period on below ID
sourcing@hgsbs.com

Required Candidate profile:
MBA Fresher / CFA fresher are welcome
Understanding of accounting principles/financials concepts
Basic financial analysis and modeling skills
Basic computer knowledge and use of Microsoft application like Word, Excel
Good written and verbal communication skills and should be able to communicate at different levels, within and outside team with ease

Job Description

JP Morgan Introduction:

J.P. Morgan is a leading global financial services firm, established over 200 years ago:

o We are the leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management.

o We have assets of $2.5 trillion and operations worldwide

o We operate in more than 100 markets.

o We have more than 243,000 employees globally.

Our wholesale businesses include J.P. Morgan’s Asset Management, Commercial Banking and the Corporate & Investment Bank which provide products and services to corporations, governments, municipalities, non-profits, institutions, financial intermediaries and high-net worth individuals and families.

Our corporate functions support the entire organization and include the following functions: Accounting, Audit, Finance, Human Resources, Operations, and Technology.

J.P. Morgan in India provides a comprehensive range of Corporate & Investment Banking, Commercial Banking, Asset & Wealth Management, and Corporate functions services and solutions to our clients, executing some of the most important financial transactions and providing essential strategic advice to our clients such as the government, large domestic and multi-national corporations, non-government organizations and financial institutions and investors. India is a key market for JPMorgan Chase globally and our employees in India are a critical part of how we do business globally and are integrated within our businesses. Our Global Service Centers (GSCs) are strategically positioned in Mumbai, Bangalore and Hyderabad to support the firm’s operations regionally and globally. The centers provide comprehensive strategic support across technology and business operations processing to all lines of business and the corporate functions.

About Wealth Management

With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. Our teams deliver highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets.  The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. 

About Investment Solutions

Investment Solutions provides Wealth Management clients with investment solutions across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.

The Team

The Portfolio Management Group (PMG) model portfolio team is responsible for managing multi and single-asset class discretionary portfolios with an AUM of over $100 billion.  Each of our investment solutions reflects our vast market resources, broad global reach and rigorous risk management process as part of a boutique investment offering within JPMorgan Wealth Management Solutions.

Role Overview

We are looking for a dynamic individual, with strong attention to detail, data analytical skills, and a keen interest in financial markets to be an integral part of the PMG model portfolio team in Mumbai, India.  The role will involve close partnership with the PMG model portfolio team to facilitate scalable portfolio trading in a controlled manner. 

Key Responsibilities:

  • Manage daily process to create security models for accounts and transition them to the scalable portfolio management platform

Manage daily process to maintain existing accounts on the scalable platform by remodeling or building new security model allocations

  • Run data analytics to identify opportunities for model consolidation and to better identify risk metrics outliers
  • Develop robust reporting and key metrics to effectively monitor and control for accounts on the platform
  • Partner closely with the PMG model portfolio team to create and monitor portfolio models on the scalable platform
  • Prepare reports to analyze allocations, identify deviations and the monitoring of trades and cash positions
  • Develop a controls mindset, be able to identify control gaps in the processes and implement innovative methods of making the processes audit ready 

Essential Skills & Experience:

3-5 years relevant experience within portfolio research, portfolio management, portfolio monitoring/risk in a quantitative research/analyst or related function

An MBA or post-graduate degree in Finance or related area preferred. CFA would be an added advantage

Highly competent with core MS Office applications – Excel, Access and Powerpoint. Proven advanced Excel expertise is a must

Robust, demonstrated experience with scripting languages and/or data analysis tools (R, MatLab, Python)

Deep understanding of investments and ability to communicate that knowledge confidently

Excellent communication skills, including ability to effectively communicate status updates and points of escalation to the broader team. 

Exceptional attention to detail and ability to work within a dynamic environment

Associate Manager
 
Job

: Finance

Primary Location

: ASEAN & South Asia-India-Bangalore

Schedule

: Full-time

Employee Status

: Permanent

Posting Date

: 10/Jan/2020

Unposting Date

: Ongoing

 
About Standard Chartered 
We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.  
 
To us, good performance is about much more than turning a profit.  It’s about showing how you embody our valued behaviours – do the right thing, better together and never settle – as well as our brand promise, Here for good. 
 
We’re committed to promoting equality in the workplace and creating an inclusive and flexible culture – one where everyone can realise their full potential and make a positive contribution to our organisation. This in turn helps us to provide better support to our broad client base.
 
 
JOB PURPOSE
• This role is responsible for ensuring and managing all Liquidity Information Management deliverables, adhering to SLA, operating instructions and quality requirements, managing a team of analysts. 
• The role is also responsible for the quality of the team being managed and its output.
 
 
KEY RESPONSIBILITIES
• Ensure that activities and tasks assigned relating to Funds Transfer Pricing, Liquidity and Interest Rate Risk Information Management processes are performed on a day-to-day basis to produce analysis and reports in a timely and accurate manner
• Plan, Prepare, Allocate the delivery tasks amongst the team, assign specific responsibilities and ensure that the deliverables are met within the agreed timelines
• Develop subject matter expertise within the team around FTP, Liquidity and Interest Rate Risk (IRRBB) Information Management
• Deliver  insightful analytics on Balance sheet KPI movements and provide decision support as needed
• Ensure timely delivery of tasks/activities relating to Liquidity / Interest Rate Risk metrics and Ratios and all other internal and external reporting & Information Management requirements within the Basel regulatory framework
• Comply with the laid down process steps, bank’s data quality and reporting standards, Operating Instructions and other manuals
• Actively participate and contribute in all ongoing knowledge management initiatives to develop functional content in the areas of FTP, Liquidity and Interest Rate Risk Information Management framework
• Ensure all queries for submitted reports are reverted within timelines
• Should be able to adapt to the changes and quickly align with the new processes, operating models and other technology changes
• Work towards continuous improvement to identify and implement opportunities to decrease process turn-around time and improve productivity
• Work with different stakeholders to continuously improve process controls and efficiency of delivery of services
• Engage in a positive and pro-active stakeholder management
 
 
People / Resource Management
• Build, manage, develop and engage a team of high performing analysts and senior analysts
 
 
Process and Service Management
• Identify opportunities to remove process waste, engage in standardisation of various reporting packs and encourage, drive and support automation initiatives thereby reduce / remove  the non-value adds in the process
• Establish robust control and governance on the process
• Drive productivity and achieve cost efficiencies through continuous improvement initiatives.
• Drive a culture to capture appropriate metrics for tracking actual hours/ standard hours/ errors etc
• Ensure detailed documentation and it is up to date for all processes
 
 
QUALIFICATIONS AND SKILLS:
 
1. Essential
• Finance Professionals (Chartered Accountant) or Under-Graduation in Engineering + MBA (Finance) from a reputed institution 
• Minimum of 3 years of Service Delivery experience
• Strong analytical skills
• Good understanding of banking products / Operations
• Domain skills on Funds Transfer Pricing, Liquidity and Interest Rate Risk Management and Reporting, Basel III guidelines, Liquidity Coverage Ratio (LCR), Net Stable Funding Ratio (NSFR), Additional Liquidity Monitoring metrics (ALMM), Intra-day Liquidity reporting (IDL), Asset & Liability Management
• 5 to 10 years of relevant experience
 
 
KEY RELATIONSHIPS
• Head, Centre of Expertise, Liquidity
• Business stakeholders including Group Treasury, Country Finance etc.
• Technology Partners
 
 
KEY MEASURES
• Delivery of standard reports as per the commitments 
• Quality of analysis and commentaries provided
• Stability and quality of the team built
• Stakeholder feedback on quality of analysis & decision support.
• Efficiency of Daily / monthly / quarterly runs
 
Services -Comm & Tech – Product Finance – Sr Analyst -Bengaluru

Schedule Type: Full Time

Level: Analyst

Function(s): Genreal

Division: Services, Product Finance

Employment Type: Employee

MORE ABOUT THIS JOB

SERVICES

Consisting of Corporate Services and Real Estate (CSRE) and the Office of Global Security (OGS), our teams drive productivity and enable the firm’s flow of business while ensuring its safety and security. CSRE acquires, develops and manages the firm’s global real estate portfolio and delivers innovative market development, document management and hospitality related services to internal partners in the firm.  CSRE’s vision is to provide the world’s best workplace to the people of Goldman Sachs.  OGS’s mission is to protect the firm’s people, assets, and reputation and in doing so provides people protection, physical security, fire safety and crisis management.  We look for achievement-oriented, creative individuals who perform at their best in a diverse team environment and are motivated by tangible results.

WHO WE ARE


The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. The firm is headquartered in New York and maintains offices in London, Frankfurt, Tokyo, Hong Kong and other major financial centres around the world.


SUMMARY

Goldman Sachs aims to be the employer, advisor, and investment of choice by attracting and retaining the best and most diverse talent. Through our leadership and diversity efforts, integrated talent management processes and vibrant affinity network programs, we work to provide a supportive and inclusive environment where all individuals, regardless of gender, race, ethnicity, national origin, sexual orientation, gender identity, disability or other classification can maximize their potential. The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. Founded in 1869, the firm is headquartered in
New York and maintains offices in London, Frankfurt, Tokyo, Hong Kong and other major financial centers around the world.


DIVISIONAL OVERVIEW


Bangalore Engineering Product Finance team consists of a team of 25, providing financial support, management and control for all Engineering expenses. The main functions include Financial Control, Financial Analysis, Business Unit Support and Administration (e.g. contracts management). The team also covers month-end accounting, reporting, pricing and product management with extensive liaison with Engineering and non-engineering staff globally.

RESPONSIBILITIES AND QUALIFICATIONS

SERVICES | BUSINESS FINANCE & SPEND MANAGEMENT | PRODUCT FINANCE – Sr Analyst

 

SUMMARY:

Goldman Sachs aims to be the employer, advisor, and investment of choice by attracting and retaining the best and most diverse talent. Through our leadership and diversity efforts, integrated talent management processes and vibrant affinity network programs, we work to provide a supportive and inclusive environment where all individuals, regardless of gender, race, ethnicity, national origin, sexual orientation, gender identity, disability or other classification can maximize their potential.

The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in London, Frankfurt, Tokyo, Hong Kong and other major financial centers around the world.

 

Divisional Overview:

Bangalore Engineering Product Finance team consists of a team of 25, providing financial support, management and control for all Engineering expenses. The main functions include Financial Control, Financial Analysis, Business Unit Support and Administration (e.g. contracts management). The team also covers month-end accounting, reporting, pricing and product management with extensive liaison with Engineering and non-engineering staff globally.

 

Position Summary

The Product Finance team in Bengaluru works on Global Finance & Planning activities, which includes commercial analysis, planning, accounting and control for the global business lines. The role demands engaging with various stakeholders throughout the globe, including teams responsible for managing the Engineering Non-Compensation expense lines and related finance activities (accounting and control activities, global budgets and forecasts, legal entity reporting, management reviews and analytics for decision support etc.)

 

The successful candidate will develop core skills in financial management and assume enhanced responsibilities over a period. Strong performance will result in challenging assignments over a period of time and career development opportunities.

Principal Responsibilities

Monthly close, process fixed asset adjustments (additions/write-offs), balance sheet analysis, financial reporting and analysis for Engineering spend, capital projects and depreciation. Tasks include budgeting, balance sheet reconciliation and management, project management, managing accruals and local management oversight when required. Provide support for product controllers in the areas of monthly close, accrual calculations and uploads, estimates, normalization and invoice management.

  • Own the accounting control for expense/ balance sheet accounts pertaining to global business lines and manage related activities
  • Analyze financial and operational data from various business lines around the globe. Present findings clearly to enable effective decision-making
  • Perform regular reviews of product prices, staff allocations and headcount reporting
  • Work in close coordination with global finance team and leadership on annual budget and quarterly reforecast related assignments. Consolidate inputs and translate business assumptions to quantify financial impact
  • Conduct quarterly substantiation of asset and liability accounts; Report Expense commitments to controller
  • Maintain/provide monthly drawdown of selected prepaid assets, capitalization, retirement of asset from deferred/capital work-in-progress accounts. Further, monitor these accounts and communicate with account owners periodically
  • Perform asset classification checkouts and reclassification/transfer as necessary Perform Project Costing Reconciliation
  • Analyze and explain expense trends and key drivers for changes to internal finance teams
  • Drive improvement and automation of current processes to enhance efficiency, accuracy and control.

Experience / Skills

  • Finance Professional with 2+ years’ experience – Chartered Accountant/ MBA Finance from a reputed B School
  • Experience in FP&A, Analytics, Business Partnering
  • Working in a Multinational environment with FMCG, Consumer Durables, Telecom or similar Industry.
  • Strong analytical skills and ability to summarize and present information at a management level
  • Clear and effective communications skills both verbally and in writing. Experience of working in a global setup will be of advantage
  • MS Office skills – Advanced MS Excel knowledge, basic proficiency on MS PowerPoint.
  • Proficient in the use of Hyperion/Essbase, Smart view
  • Strong networking skills to establish contacts and partnerships with other teams in Goldman Sachs
  • Impeccable attention to detail
  • Ability to organize own time and work independently, without close supervision
  • Courage to challenge current practice and suggest new ways of working, value-added ideas/ approaches
  • Ability to work in a team based environment and to interface with employees at all levels
  • Flexibility to Adapt easily to a dynamic and changing organization and able to work well under pressure

 

Goldman Sachs is an equal opportunity employer. © The Goldman Sachs Group, Inc., 2019. All rights reserved.

ABOUT GOLDMAN SACHS

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We’re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.

VP – Financial Operations 
 
Job
: Finance
Primary Location
: ASEAN & South Asia-India-Bangalore
Schedule
: Full-time
Employee Status
: Permanent
Posting Date
: 09/Jan/2020
Unposting Date
: Ongoing
 
About Standard Chartered 
We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.  
 
To us, good performance is about much more than turning a profit.  It’s about showing how you embody our valued behaviours – do the right thing, better together and never settle – as well as our brand promise, Here for good. 
 
We’re committed to promoting equality in the workplace and creating an inclusive and flexible culture – one where everyone can realise their full potential and make a positive contribution to our organisation. This in turn helps us to provide better support to our broad client base.
 
 
JOB PURPOSE:
• End to end ownership of the process around cost reporting services covering Function / Segment / Regional business portfolios. Ensure high quality service delivery through measurable performance metrics ensuring effective control and risk management, stakeholder engagement and leadership development.
 
KEY RESPONSIBILITIES:
• Accountable ownership of deliveries
• Drive end-to-end process standardisation fully aligned to Global processes, reduction of low value add activities and Business Efficiency targets 
• Ownership & continuous improvement of KPIs through measurable performance metrics thereby ensuring high quality service delivery, effective control and risk management, stakeholder engagement and leadership development
• Introduce and maintain high quality standards with respect to service delivery across both sites (primary site – Chennai and secondary site – Bangalore). Ensure that all the critical performance targets/standards as agreed and defined under the Service Level Agreements are met / exceeded.
• Ensuring that an effective system of financial & operational controls are introduced, maintained and continually enhanced. Ensure adherence to Bank’s Operational Risk framework. Ensure adequate governance is exercised in the introduction/ decommissioning of new processes and that relevant documentation and controls as applicable are duly complied with.
• Ensure that activities and processes are well documented and that a robust BCP plan is in place.
• Working with Business partners, stakeholders and clients to provide vision and direction to upscale the existing level of service
• Engage senior stakeholders/business CFO’s to drive conversations in agreeing to deliver a shared agenda of improvements/enhancements within the Processes.
• Participate and provide support in all Global Finance initiatives & projects (mainly impacting cost) as launched from time to time. (E.g. Controls, Reengineering, Training etc).
• Understand the pain areas and provide recommendations for a more efficient and effective end to end process including technology related aspects.
• Embed a culture of continuous process and efficiency improvement within all teams and ensure that a process exists to constantly identify and implement improvement opportunities. 
• Ensure a smooth Cost planning process for the relevant function with clear schedule and roles & responsibilities defined within the team
• Contribute to transformational agenda in terms of strategic, consensus building, driving and contributing to objectives. Participate and Support in all Global initiatives as applicable from time to time. 
• Effectively lead change, manage and escalate risks arising out of transition of new processes
 
KEY RELATIONSHIPS
Internal: 
• CFOs of the countries & Group served by GFS  
• Various business heads of GFS
• GBS, Fin, Risk & Compliance 
 
KEY COMPETENCIES & EXPERIENCE:
• A seasoned Finance Professional with a leading Global Financial Institution. 
• Strong Analytical and Strategic mindset, coupled with a thorough understanding of Performance management and process Management.
• Ability to understand and connect business drivers and rationale for and application of those relevant to process.
• Significant experience of working with senior management team and of interfacing with and influencing senior stakeholders.
• Experience of having participated in any relevant strategic or finance related projects like Business Efficiency, cost optimisation/reduction projects.
• Substantial experience of banking, depth and breadth of knowledge in processes especially in the areas of Management Reporting. 
• Experience of having led medium sized  teams. 
• A leader, a team player with the management ability and track record to secure the confidence and respect of the peers, stakeholders and the executive management team. 
• Ability to culturally orient in diverse & international team environment and lead and inspire multi-disciplinary teams. 
• Ability to work effectively under pressure, multi task, lead through ambiguities, influence where he/she does not have direct authority & build on unstructured formative situations 
 
QUALIFICATIONS/SKILLS:
• Chartered Accountant or MBA with 15+ years of relevant finance experience in Financial Planning & Analysis, Performance management, quantitative analysis, and market share analysis and/or competitive analysis
• Strong understanding of financial industry, specifically banking products and services
• In-depth knowledge of the drivers of businesses performance and relevant key performance measures of Banking business
• Effective communication skills, including presenting and influencing senior management. 
• Make sound decisions/influence making sound decisions based on business priorities
• Comfortable dealing with incomplete information, uncertainty, change and dealing with ambiguities
• Excellent Excel & PowerPoint skills
• Excellent written and oral communication skills.
• Solid people and project management skills.
• Leadership skills and ability to influence others in decision making
• Relationship and stakeholder management skills is important
• Initiative and proactive thinking
Manager
Job Description
  • Acquire new client relationships and grow & maintain high quality, profitable and broad based relationships with the senior management of  the existing client base
 
  • Imbibe YBL polices, systems, processes and regulatory framework as applicable to the job.
 
  • Work under guidance from the reporting authority to analyse the banking needs of existing /target customers.
 
  • Be adept at financial analysis in context of the banking product being sold to the customer.
 
  • Understand the product offering from YBL and under superior’s guidance cross sell the entire suite of banking products.
 
  • To maintain high quality standards of documentation, client communication, process compliance, ongoing basis with product partners /OSD /Risk Management and other Relationship management groups
 
  • Achieve Bank’s objective in terms of earnings, assets liabilities, credit quality etc. as per agreed budgets/targets from client relationship across all product groups
 
  • Maintain accurate information regarding the teams asset – liability portfolio, P&L, cross sell as part of the CRM/portfolio management


Qualifications
CA/MBA

 

Specialist, Financial & Regulatory Reporting

Job : Finance
Primary Location : ASEAN & South Asia-India-Bangalore
Schedule : Full-time
Employee Status : Permanent
Posting Date : 31/Jan/2020
Unposting Date : 18/Feb/2020
About Standard Chartered 
We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.  
 
To us, good performance is about much more than turning a profit.  It’s about showing how you embody our valued behaviours – do the right thing, better together and never settle – as well as our brand promise, Here for good. 
 
We’re committed to promoting equality in the workplace and creating an inclusive and flexible culture – one where everyone can realise their full potential and make a positive contribution to our organisation. This in turn helps us to provide better support to our broad client base.
 
The Role Responsibilities
  • Ensure timely delivery of services relating to the ALCO Reporting and all other internal and external reporting requirements as agreed with Country Finance Division (CFD).
  • Ensure services are delivered within the SLA, working with a cohesive team to produce the Analysis and Reports in a timely and accurate manner. Any breach in SLA’s is immediately escalated to the Line Manager with due reasons as applicable.
  • Exercise right level of diligence, control and governance to comply with bank’s Data Quality and Reporting Standards including those that are prescribed for the ALCO Reporting and ensure that the reports that are reviewed/ generated are in line  with expectation and due diligence is adhered to and ensure consistency and promptness in service delivery.
  • Comply, Monitor, Validate and Report all Key Performance Indicators within the overall service delivery framework. This includes identification, measurement, monitoring and control of all thresholds set as part of Governance Framework of the bank. Any breaches of the above framework are promptly highlighted to the line manager.
  • Understands the components of  ALCO packs, the  process of extracting the necessary inputs for ALCO pack from General Ledger, the concept of behavioral pattern in maturities of Assets and Liabilities, the application of Liquidity Profiling and Re-pricing profiling, Follows procedures in preparing ALCO reports, performs basic analysis and  secures the most appropriate data sources from other departments. Adapts standardised reports based on business and regulatory requirements. Initiates data controls and verifies the integrity of reporting schedules with the General Ledger and underlying Transaction Processing systems.
  • Proactively drive resolution of data quality issues affecting the ALCO Reporting by working with various stakeholders (e.g. CFD, Operations, Finance Systems, Business Teams, Technology etc) and cascade these issues to the respective teams.
  • Work towards continuous improvement to identify and implement opportunities to decrease process turn-around time and improve productivity.
  • Update DOI’s and cross train other team members so that the service provided is seamless.
  • Responsible for the preparation of various MIS / Variance Analysis and work on the Ad hoc by gauging the requirements from stakeholders and help in GFS vide governance activities. (e.g. compilation of Key Risk Indicators, Dashboard, Metrics etc
Our Ideal Candidate
  • Preparation of Financial Statements such as Income statement, Balance sheet
  • Basic understanding of the Basel III Framework
  • Liquidity Position Monitoring/Forecasting/Reporting
  • Components of Liquidity Calculations
  • Funding & Asset Liability Management
  • Cash Flow and Liquidity Position Forecasting
  • Strong Stakeholder Management skills
  • Proficient working knowledge in PeopleSoft Ledger.
  • Strongly analytical and logical mindset with proficiency in Microsoft Excel and other query tools (Microsoft Office Access).
  • Qualification – CA/CWA or its equivalent, MBA (Finance), MBA (Banking), or any Finance equivalent from an institute of Repute.
 
Apply now to join the Bank for those with big career ambitions. 
Assistant Vice President
With a startup spirit and 90,000+ curious and courageous minds, we have the expertise to go deep with the world’s biggest brands—and we have fun doing it. Now, we’re calling all you rule-breakers and risk-takers who see the world differently, and are bold enough to reinvent it. Come, transform with us.
Are you the one we are looking for?
We are inviting applications for the role of AVP, Record to Report 
The position requires excellent organizational and analytical skills to handle the transaction flow and provide direction and coordinate accounting & reporting functions to ensure timely closure of period ends. The incumbent will be responsible for daily supervision and efficiency of the team. Manage and provide overall direction and guidance to deliver on operational goals within assigned area and ensure timely and accurate completion of work with excellent stakeholder management skills.
You should have managed large sized RTR Teams (Team of at least 50+) for a meaningful period and possess excellent domain & hands on expertise in Record to Report (Fixed Assets, Intercompany, Month End process, Reconciliations, Reporting, Tax)
Responsibilities
• Ensure period end close activities are performed according to agreed close schedules and that accounting policies are in compliance with GAAP and stated company norms
• Work closely with other Accounts Departments to understand business transactions and ensure they are processed and accounted for appropriately and accurately
• Ensure process governance including reporting and analysis to key stakeholders – communicate on a regular basis to discuss operational issues, key metrics, CTQ’s (internally &/or externally)
• Review and analyse the team’s output for appropriate accounting treatment, completeness and accuracy related to general accounting
• Understand the SOX Regulations and ensure adherence by the teams at all times
• Act as point of escalation to resolve accounting and reporting related issues in a timely manner and ensure all queries are dealt accurately and efficiently
• Evaluate and recommend improvements to systems or other processes to maximize the use of information system resources to develop comprehensive reporting models
• Provide day to day management of the cross functional team in assigning and monitoring deliverables, and motivating and leading the teams to improve performance and work product
• Develop the team through effective performance management and monthly appraisals
Qualifications
Minimum qualifications
• Accounting qualification (ACA, CIMA, CPA, CMA, CHAE or equivalent) or MBA Finance
• Demonstrate detailed knowledge of accounting principles, systems and procedures
Preferred Qualifications
• Experience in ERP & Legacy systems
• Experience of handling RTR Tools (eg. Blackline, Trinitech, workflow, etc.)
Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation. For more information, visit www.genpact.com. Follow us on Twitter, Facebook, LinkedIn, and YouTube.
 
 
Job: Assistant Vice President
Primary Location: India-Jaipur
Education Level: Bachelor’s / Graduation / Equivalent
Job Posting: Jan 6, 2020, 6:07:02 AM
Unposting Date: Ongoing
Job Category:
Full Time
Senior Manager
Job Description
Position
Senior Manager
Approximate age bracket and band
 
Reporting to (Position)
Senior Vice President
Objective
To perform Risk Assessment for Retail Liability Products, Operations and Cash Management Services along with monitoring and recording of Key Risk at the mentioned Business Units
Responsibilities
  • Conducting of Risk & Control Self Assessment for Liability Operations Units (Retail Liability Products, Operations and Cash Management Services)
  • Documenting Inherent Risk and evaluating the significance
  • Reviewing the existing Controls
  • Evaluating the Design Effectiveness of the Controls
  • Testing of Control Effectiveness
  • Review of new and existing Products and Processes
  • Monitoring and reviewing of Key Risk Indicators for the Business Units
  • Recording of Operational Risk Incident reported by Business Units in line with BASEL categorization of Business Lines and Loss Events
  • Perform detailed Root Cause Analysis of critical events/ losses
  • Create various Advisories/ Training/ Awareness on Operational Risk
Essential competencies
  • Good understanding of the Businesses such as Retail Liabilities/ Cash Management Services
  • Candidate should have excellent communication skills to interact with Senior/ Top Management
  • Proactively contribute to the on-going developments and process improvements
  • Ability to work under pressure and good conflict management skills
Qualifications and relevant experience

Should be CA/ICWA/MBA. Background in Computer Engineering would be preferred in case the candidate is a MBA

 
 
Qualifications
Position
Senior Manager
Approximate age bracket and band
 
Reporting to (Position)
Senior Vice President
Objective
To perform Risk Assessment for Retail Liability Products, Operations and Cash Management Services along with monitoring and recording of Key Risk at the mentioned Business Units
Responsibilities
  • Conducting of Risk & Control Self Assessment for Liability Operations Units (Retail Liability Products, Operations and Cash Management Services)
  • Documenting Inherent Risk and evaluating the significance
  • Reviewing the existing Controls
  • Evaluating the Design Effectiveness of the Controls
  • Testing of Control Effectiveness
  • Review of new and existing Products and Processes
  • Monitoring and reviewing of Key Risk Indicators for the Business Units
  • Recording of Operational Risk Incident reported by Business Units in line with BASEL categorization of Business Lines and Loss Events
  • Perform detailed Root Cause Analysis of critical events/ losses
  • Create various Advisories/ Training/ Awareness on Operational Risk
Essential competencies
  • Good understanding of the Businesses such as Retail Liabilities/ Cash Management Services
  • Candidate should have excellent communication skills to interact with Senior/ Top Management
  • Proactively contribute to the on-going developments and process improvements
  • Ability to work under pressure and good conflict management skills
Qualifications and relevant experience

Should be CA/ICWA/MBA. Background in Computer Engineering would be preferred in case the candidate is a MBA

Business Analyst- Investment Research
Business Analyst– Investment Research
 

With a startup spirit and 90,000+ curious and courageous minds, we have the expertise to go deep with the world’s biggest brands—and we have fun doing it. Now, we’re calling all you rule-breakers and risk-takers who see the world differently, and are bold enough to reinvent it. Come, transform with us.

Are you the one we are looking for?

Inviting applications for the role of Business Analyst, Investment Research

The position is open in a Genpact team, supporting a reputed Private Equity firm, focused in the buyout space. The client evaluates potential targets, make investment decisions and monitor the companies’ operational performance.

The Genpact resource will work closely with the junior, middle and senior management personnel of the client in originating investment opportunities and supporting investment decisioning with in depth research and analysis

Responsibilities

  • Prepare and update different sections of the Pitch Books and CIMs
  • Prepare one to multiple pager company profiles of both public and private companies
  • Create and update trading comparable analysis
  • Conduct deal analysis including one line and detailed transaction comps spread
  • Work on financial and operating benchmarking
  • Create detailed industry research slides including industry overview, trends, key players, outlook etc.
  • Work on high complexity ad hoc requests such as pro-forma analysis and capitalization tables
  • Prepare scenario analysis and case study analysis including M&A and IPO case study
  • Initiate and develop valuation models which, will be used for fundamental research of the various companies and provide a valuation based on various methods including DCF, DDM and Relative Valuation methods, and also capture market performance of the companies under consideration
 

Qualifications

  • Technical skills in business research and financial analysis, communication skills, Expertise in Research Databases
  • MBA in finance

Preferred qualifications

  • Experience in research and financial
  • M.com or CA

Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation. For more information, visit www.genpact.com. Follow us on Twitter, Facebook, LinkedIn, and YouTube.

 
 
 
 
Job  Business Analyst
Primary Location  India-Gurgaon
Education Level: Bachelor’s / Graduation / Equivalent
Job Posting: Jan 5, 2020, 8:33:36 AM
Unposting Date: Ongoing
Master Skills List: Digital
Job Category : Full Time
Assistant Manager – Accounts Payable
Assistant Manager – Accounts Payable
 

With a startup spirit and 80,000+ curious and courageous minds, we have the expertise to go deep with the world’s biggest brands—and we have fun doing it. Now, we’re calling all you rule-breakers and risk-takers who see the world differently, and are bold enough to reinvent it. Come, transform with us.

Are you the one we are looking for?

We are inviting applications for the role of AM, Accounts Payable

In this role, you will work as a Finance and Accounting Subject Matter Expert with rich experience in accounts payable process.

Responsibilities

  • Deliver service in line with agreed controls and procedures to ensure high level customer service for internal and external customers
  • Process invoices with PO, buy-sell Process (Post GRs manually)
  • Reconcile vendor statements, GIRIR clearing and Debit balances
  • Ensure quality of AP processes, handling of all not compliant and not standard processes within the country
  • Manage multiple stakeholders including both internal and external
  • As a team leader you will also monitor and guide your team in daily activities

Qualifications we seek in you

Minimum qualifications
  • MBA Finance (with B.Com as Graduation)
  • Relevant Experience

Preferred qualifications

  • Excellent written and verbal communication skills
  • Proficient in MS Office applications, especially in MS excel
  • Scope for working under various ERP Packages – JDE & SAP
 

Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to building a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation. For more information, visit www.genpact.com. Follow us on Twitter, Facebook, LinkedIn, and YouTube.

Job  Assistant Manager

Primary Location  India-Gurgaon

Education Level  Bachelor’s / Graduation / Equivalent

Job Posting  Jan 3, 2020, 8:03:44 AM

Unposting Date  Ongoing

Associate ManagerLiquidity Reporting 

 

Job: Finance
Primary Location: ASEAN & South Asia-India-Bangalore
Schedule: Full-time
Employee Status: Permanent
Posting Date: 31/Jan/2020
Unposting Date: 18/Feb/2020

 

About Standard Chartered 

We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.  

To us, good performance is about much more than turning a profit.  It’s about showing how you embody our valued behaviours – do the right thing, better together and never settle – as well as our brand promise, Here for good. 

We’re committed to promoting equality in the workplace and creating an inclusive and flexible culture – one where everyone can realise their full potential and make a positive contribution to our organisation. This in turn helps us to provide better support to our broad client base.

The Role Responsibilities

  • Deliver on all key Liquidity reporting deliverables within SLA and quality requirements.
  • Review the various validations and reconciliation adjustments for their correctness and completeness
  • Plan, Prepare, Allocate the delivery tasks amongst the team, assign specific responsibilities and ensure that the deliverables are met within the agreed timelines
  • Oversee the management of key risks and issues and drive resolution
  • Comply, Monitor, Validate and Report all Key Performance Indicators within the overall service delivery framework. This includes identification, measurement, monitoring and control of all thresholds set as part of Governance Framework of the bank
  • Build domain expertise within team for Liquidity reporting aspects
  • Establish adequate documentation around new functionalities, Processes, SLA changes, Target Operating Model and other Operational Checklists.
  • Provide on an ongoing basis, updates on the adjustments made, issues faced, any potential impact to service delivery and seek any assistance required so that the delivery is not adversely impacted
  • Proactively drive resolution of data quality issues affecting Liquidity KPIs (e.g. LCR, NSFR etc.) by working with various stakeholders
  • Develop strong functional content across Basel framework (Basel II and III) and conduct trainings / share best practices across various teams and aim towards enhancing the analytical quotient in all reports submitted to the stakeholders
  • Keep operating instructions’ documents up to date

People / Resource Management

  • Build, manage, develop and engage a team of high performing analysts and senior analysts.

Process and Service Management

  • Identify opportunities to remove process waste, engage in standardisation of various reporting packs and encourage, drive and support automation initiatives thereby reduce / remove  the non-value adds in the process.
  • Establish robust control and governance on the process
  • Drive productivity and achieve cost efficiencies through continuous improvement initiatives.
  • Drive a culture to capture appropriate metrics for tracking actual hours/ standard hours/ errors etc
  • Ensure detailed documentation and it is up to date for all processes

Our Ideal Candidate

  • Finance Professionals (Chartered Accountant) or Under-Graduation in Engineering + MBA (Finance) from a reputed institution
  • Strong experience in managing Service Delivery; exposure to reporting function will be an added advantage
  • Strong analytical skills
  • Good understanding of banking products / Operations
  • Domain skills on Basel Reporting / Regulatory Reporting, Liquidity Management or Reporting, Liquidity Coverage Ratio, Net Stable Funding Ratio, Asset-Liability Management or other Balance Sheet reporting
  • 5 to 10 years of relevant experience
  • Any other Professional certification like FRM or CFA will be an added advantage

 

Apply now to join the Bank for those with big career ambitions. 

Manager – GAAP Accounting
 

With a startup spirit and 80,000+ curious and courageous minds, we have the expertise to go deep with the world’s biggest brands—and we have fun doing it. Now, we’re calling all you rule-breakers and risk-takers who see the world differently, and are bold enough to reinvent it. Come, transform with us.

Inviting applications for the role of Manager, GAAP Accounting

Implements appropriate regulatory and GAAP accounting treatment for investments and investment related accounts. Accounts, analyzes, reports, and presents assets held for investment which may include foreign investments, mortgage loans, limited partnerships, cash equivalents, investment income, securities lending, reverse repos, repos, and other investment related information.

Responsibilities

  • Investment accounting & reporting for insurance entities in scope and Working on complex derivative instruments, netting
  • Performs and review accounting functions, and maintains and prepares month-end, quarter-end and annual reports (GAAP & STAT) for assigned asset and investment accounting areas
  • Preparation and review of Balance sheet, P&L and Cash reconciliations for Investment accounting entities and Impairment processing as per US and European GAAP
  • Posting and review of Manual Journals for investment products such as equities, Bonds, derivatives
  • Monthly/Quarterly/Annual reporting- Statutory and Regulatory and Working on tools like SAP, Bloomberg, Business objects (BO) etc.
  • Regular communication with onshore counterpart via e-mail, instant messenger and telephonic calls and mentoring team members, process associates and carries out operational improvement initiatives in the investment accounting area
  • All deliverables to be met at 100% SLA (both quality and timeliness)- SLA Governance and Ensure 100% compliance and deadlines
  • Monthly accruals for interest, market value and premium/discount amortization and daily journal entries for Investment purchase, sale and cash management

Qualification we seek in you

Minimum qualifications

  • Bachelor’s Degree in Accounting/Finance or equivalent related work experience
  • MBA Finance or CPA or CA

Preferred Skill Set

  • Experience in Investment Accounting

Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to building a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation.

 
Job  Manager
Primary Location  India-Gurgaon
Education Level  Bachelor’s / Graduation / Equivalent
Job Posting  Jan 2, 2020, 8:20:17 AM
Unposting Date  Ongoing
 
Relationship Partner Portfolio (MIC0000YA)
Micro Enterprises Banking
  •  
Gujarat – Ahmedabad
 
Job Description
  1. Accountable for achieving Sales targets through Direct efforts or through assigned relationships (DDSA / off – roll resources).
  2. Market the assigned products and grow the business through existing and new relationships.
  3. Timely servicing of leads received through various channels (such as: YBL Branch, Lead management system, call-centre, website etc.)
  4. Timely resolution of all discrepancies raised during application processing at underwriting stage and disbursement stage.
  5. Timely closure of exceptions.
  6.  Ensure customer satisfaction through high level of service
  7. Build and manage direct and indirect sourcing channels, Alternate channels.
  8.  Grow the existing channels and develop alternate sourcing channels.
  9. Develop locations to deliver the optimum throughput and identify new business opportunities.
  10. Gathering market information for the product line and providing timely inputs to product team
  11. Achieving CASA & PSL targets for the product
  12. Providing support to collections team in resolution of delinquent cases
  13. Closure of all gaps, for internal as well as external audits.
  14. Compliance with Yes Personality guidelines.
Qualifications
Age:
  • Minimum 26 to Maximum 33 years
 
Education: 
  • MBA, Post graduate / Graduate with on field experience of at least 3 – 6 years in relevant product.
Primary Location
Gujarat – Ahmedabad
Department
Micro Enterprises Banking
Sub-Department
 
Job Type
Standard
Shift
Day Job
Schedule
Full-time
Employee Status
Regular
Posted On
01.01.2020
Work Location
Maninagar
Associate Manager – Financial & Regulatory Rpting  (1900029915)
 
Job: Finance
Primary Location: ASEAN & South Asia-India-Chennai
Schedule: Full-time
Employee Status: Permanent
Posting Date: 31/Jan/2020
Unposting Date: 18/Feb/2020
 
About Standard Chartered 
We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.  
 
To us, good performance is about much more than turning a profit.  It’s about showing how you embody our valued behaviours – do the right thing, better together and never settle – as well as our brand promise, Here for good. 
 
We’re committed to promoting equality in the workplace and creating an inclusive and flexible culture – one where everyone can realise their full potential and make a positive contribution to our organisation. This in turn helps us to provide better support to our broad client base.
 
The Role Responsibilities
  • Deliver on all key Liquidity reporting deliverables within SLA and quality requirements.
  • Review the various validations and reconciliation adjustments for their correctness and completeness
  • Plan, Prepare, Allocate the delivery tasks amongst the team, assign specific responsibilities and ensure that the deliverables are met within the agreed timelines
  • Oversee the management of key risks and issues and drive resolution
  • Comply, Monitor, Validate and Report all Key Performance Indicators within the overall service delivery framework. This includes identification, measurement, monitoring and control of all thresholds set as part of Governance Framework of the bank
  • Build domain expertise within team for Liquidity reporting aspects
  • Establish adequate documentation around new functionalities, Processes, SLA changes, Target Operating Model and other Operational Checklists.
  • Provide on an ongoing basis, updates on the adjustments made, issues faced, any potential impact to service delivery and seek any assistance required so that the delivery is not adversely impacted
  • Proactively drive resolution of data quality issues affecting Liquidity KPIs (e.g. LCR, NSFR etc.) by working with various stakeholders
  • Develop strong functional content across Basel framework (Basel II and III) and conduct trainings / share best practices across various teams and aim towards enhancing the analytical quotient in all reports submitted to the stakeholders
  • Keep operating instructions’ documents up to date

People / Resource Management

  • Build, manage, develop and engage a team of high performing analysts and senior analysts.

Process and Service Management

  • Identify opportunities to remove process waste, engage in standardisation of various reporting packs and encourage, drive and support automation initiatives thereby reduce / remove  the non-value adds in the process.
  • Establish robust control and governance on the process
  • Drive productivity and achieve cost efficiencies through continuous improvement initiatives.
  • Drive a culture to capture appropriate metrics for tracking actual hours/ standard hours/ errors etc
  • Ensure detailed documentation and it is up to date for all processes
Our Ideal Candidate
  • Finance Professionals (Chartered Accountant) or Under-Graduation in Engineering + MBA (Finance) from a reputed institution
  • Strong experience in managing Service Delivery; exposure to reporting function will be an added advantage
  • Strong analytical skills
  • Good understanding of banking products / Operations
  • Domain skills on Basel Reporting / Regulatory Reporting, Liquidity Management or Reporting, Liquidity Coverage Ratio, Net Stable Funding Ratio, Asset-Liability Management or other Balance Sheet reporting
  • 5 to 10 years of relevant experience
  • Any other Professional certification like FRM or CFA will be an added advantage
Apply now to join the Bank for those with big career ambitions. 
Fin Rep & Analysis Manager 5

Finance

Chennai

India

About Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a leading global financial services company with $2.0 trillion in assets and offices in over 37 countries. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides asset management, capital raising and advisory, financing, foreign exchange, payments, risk management, and trade finance services to support customers who conduct business in the global economy. At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We also value the viewpoints of our team members and encourage them to be their best. Join our diverse and inclusive team where you will feel valued and inspired to contribute your unique skills and experience. We are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. 

Market Job Description

About Enterprise Global Services

Enterprise Global Services (EGS) enables global talent capabilities for Wells Fargo Bank NA., by supporting over half of Wells Fargo’s business lines and staff functions across Technology, Business Services, Risk Services and Knowledge Services. EGS operates in Hyderabad, Bengaluru and Chennai in India and in Manila, Philippines. 

About the Role

The Financial Rep & Analysis Manager is a key leader who will lead the accounting function of Capital Markets function for processes like Derivatives, Securitization, FX Accounting and Reporting, Hedge Fund Accounting, Regulatory Reporting, Private Equities Accounting, Balance and Controls, Preparation of Financial Statements, Accounting, Reconciliations, and Reporting etc. This role will be responsible to manage day-to-day operations, ensure governance including MBRs, QBRs etc.

Responsibilities

  • Should be conversant with activities of Front Office and Middle Office activities and also should be able to understand, asses the data flow between various systems and sub-systems used in a typical Capital Markets environment
  • Familiarity with various financial instruments in Capital Markets
  • Will manage medium to large operation with multiple units and/or multiple sites, taking a leadership role in the group, area or function
  • Typically manages subordinate managers or professional teams
  • Has accountability for units’ financial and operational performance
  • Develops and implements shorter-term strategies with low-to-moderate financial risk and that could impact functions or activities outside the group.
  • He/she will be a subject matter expert who will in turn be expected to lead a set of frontline managers, SMEs and specialists. This role will be responsible to manage day-to-day operations, ensure governance including MBRs, QBRs etc.
  • Will be responsible to deliver on all agreed SLAs and key metrics and will be the SPOC for the functional owner from the Accounting COE.
  • Will be responsible to drive automation and be able to identify other transformational ideas to improve process efficiency and effectiveness.
  • Will also be responsible for managing, reporting, career path and R&R related activities for their DR’s and also lead/engage and deliver towards organization level initiatives. 

Market Skills and Certifications

  • CPA or CFA or MBA (Finance)
  • 16+ years of professional experience in accounting operations including experience in one or a combination of the following: capital markets, finance, accounting, analytics, financial reporting, accounting reporting or risk reporting.
  • 5+ years of operational experience in a GCC or a third party services organization and in managing F&A processes of at least 50+ FTE size, (preferably BFSI Finance processes and specifically in the Capital Markets space).
  • Knowledge of software development process and methodologies.
  • Strong and effective interpersonal communication (written and oral), organizational, and customer service skills.
  • Ability to interact effectively with a variety of contacts/relationships, including executive/senior-level managers.
  • Preferable to have prior experience in F&A solution design / transitions (2-3 years).
  • Should have mandatory exposure to US GAAP.
  • IFRS exposure would be an added plus.
  • Flexible to work US hours.

Preferred skills: 

  • Prior financial services specific to Capital Markets/industry experience
  • Experience in moving an organization along operational maturity model curve
  • Knowledge of accounting applications
  • Prior exposure to accounting, reconciliation processes and correction mechanisms
  • Experience with enterprise initiatives supporting regulatory mandates
  • Demonstrated relationship management ability with a background in operations and technologies
  • Strong knowledge of Windows and Excel – Usage of Pivot table, V lookup, tracing formulas, running macros and exposure to key accounting tools like Oracle Financials, Essbase etc., would be an added plus

Leadership Expectations at Wells Fargo

As a Team Member manager, you are expected to achieve success by leading yourself, your team, and the business. Specifically you will:

  • Lead your team with integrity and create an environment where your team members feel included, valued, and supported to do work that energizes them.
  • Accomplish management responsibilities which include sourcing and hiring talented team members, providing ongoing coaching and feedback, recognizing and developing team members, identifying and managing risks, and completing daily management tasks.

We Value Diversity

At Wells Fargo, we believe in diversity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We comply with all applicable laws in every jurisdiction in which we operate.

Region

APAC

Location

Tamil Nadu

Relationship Manager
Job Description
ü  To ensure acquisition & value build of new to Bank YES FIRST BUSINESS Product/Program & Trade/Fx led CA customers in the branch in the identified segments
ü  To Identify, build, acquire and deepen relationships to gain incremental wallet share of the high value segment through a superior customer experience
ü  To ensure high value enhancement through acquisition & deepening in the mapped portfolio
ü  To Provide a differentiated customer experience that supports our YFB value proposition. Execute integrated sales, service and relationship strategies to support growth and retention of business customers.
ü  To recognize and understand a client’s global banking needs in order to provide holistic financial solutions in collaboration with the PSM
ü  To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA
ü  To ensure on boarding, M+1 activation, Value build up & AQB maintenance of accounts acquired
ü  To Master referral opportunities to grow portfolio. Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
ü  To ensure Sales process adherence & desired value productivity of BRPs
ü  To ensure  that team of BRPs meets Yes Performance standards (YPS)
ü  To manage, mentor and motivate the BRP team and evaluate and recommend the appropriate programs for differential training needs
ü  To ensure catchment mapping & scoping for the CA business with the help of BRPs along with BBL & prepare a wish list of potential high value customers from each identified segment in the catchment
ü  To monitor customer profile, understand customer’s business needs & provide appropriate product / pricing solution.
ü  To Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools
ü  To ensure proactive migration of portfolio customers to direct banking channels esp. Net Banking
ü  To maintain continuous customer engagement with all customers sourced by self & team through customer visits & proactively resolve customer issues/queries  
ü  To provide regular inputs to product team on opportunities & segmentation, product features & quality of portfolio acquired along with competition benchmarking 
ü  To develop and continuously upgrade new innovative sales channels & techniques to maximize productivity
ü  To implement the sales monitoring mechanism to measure the productivity of the team
ü  To monitor the quality of sourcing of products to evaluate developmental needs of the sales teams and drive the sales system towards quality standards where risks are well controlled
ü  To derive insights to Competitor Sales activities and effectively counter the efforts
ü  To Adhere to sales process & KYC Norms of the bank
Qualifications
Age: Minimum  27 to Maximum 34 years
 
Education:  MBA/CA from a recognized university/business schools 
 
Past Experience:
ü  Minimum 5 years of banking experience in CA acquisition  and/or relationship management (Having similar experience in dealing with SME customers) 
ü  Experience in handling Trade & FOREX products (mandatory)
ü  Relationship handling for high value CA/Trade Fx customers
Past Organization:
ü  Must necessarily come from Banking Organizations’ with experience in current account acquisition and handling of Trade & Forex products
Other Aspects / Skills:-
ü  Excellent  presentation skills
ü  Demonstrated track record of acquiring and managing portfolio of high value customers 
ü  Demonstrated Ability in sales planning and conceptualize promotions and marketing initiatives 
ü  Strong strategic, analytical, communication and negotiation skills 
ü  High impact communication skills to effectively engage affluent consumers
ü  Ability to manage and implement change initiatives by taking ownership and working with all stakeholders
ü  Strong inter-personal skills and leadership ability which encourages and promotes enthusiasm and team spirit 
ü  Superior service skills/”client first” approach resulting in strong customer loyalty

:  MBA/CA from a recognized university/business schools 

 
Past Experience:
ü  Minimum 5 years of banking experience in CA acquisition  and/or relationship management (Having similar experience in dealing with SME customers) 
ü  Experience in handling Trade & FOREX products (mandatory)
ü  Relationship handling for high value CA/Trade Fx customers
Past Organization:
ü  Must necessarily come from Banking Organizations’ with experience in current account acquisition and handling of Trade & Forex products
Other Aspects / Skills:-
ü  Excellent  presentation skills
ü  Demonstrated track record of acquiring and managing portfolio of high value customers 
ü  Demonstrated Ability in sales planning and conceptualize promotions and marketing initiatives 
ü  Strong strategic, analytical, communication and negotiation skills 
ü  High impact communication skills to effectively engage affluent consumers
ü  Ability to manage and implement change initiatives by taking ownership and working with all stakeholders
ü  Strong inter-personal skills and leadership ability which encourages and promotes enthusiasm and team spirit 
ü  Superior service skills/”client first” approach resulting in strong customer loyalty

Job Description

About Accenture :
Accenture is a leading global professional services company, providing a broad range of services and solutions in strategy, consulting, digital, technology and operations. Combining unmatched experience and specialized skills across more than 40 industries and all business functions —underpinned by the world’s largest delivery network — Accenture works at the intersection of business and technology to help clients improve their performance and create sustainable value for their stakeholders. With 492,000 people serving clients in more than 120 countries, Accenture drives innovation to improve the way the world works and lives. 

Introduction:
Accenture is a leading global professional services company, providing a broad range of services and solutions in strategy, consulting, digital, technology and operations. Combining unmatched experience and specialized skills across more than 40 industries and all business functions — underpinned by the world’s largest delivery network — Accenture works at the intersection of business and technology to help clients improve their performance and create sustainable value for their stakeholders. With 482,000 people serving clients in more than 120 countries, Accenture drives innovation to improve the way the world works and lives.

About ICF:
Corporate Functions—including Human Resources, Finance, Legal, Marketing Communications, and Workplace Solutions– powers Accenture’s people across industries and functions to keep our business leading in the New. Join the heart and soul of Accenture, partnering with our extraordinary people to bring innovation into every organization
Minimum two years of related experience; working knowledge of business, finance and accounting fundamentals including U.S. Generally Accepted Accounting Principles (GAAP); strong organizational, analytical and multi-tasking skills; good oral and written communication skills.
Financial Management
• Prepare engagement set-up paperwork.
• Track and report time report expenses and Accenture other expenses. Periodically review expense budgets. Track use of and compliance with the engagement’s expense policy.
• Track and report third-party out-of-pocket expenses, hardware/software costs, client personnel expenses against program budget and any other expense charges to program budget. Follow-up about questionable or invalid expenses.
• Monitor engagement capital assets and technology rental equipment.
• Assist/prepare Accenture (and subcontractor) bill to client based upon contractual requirements and engagement status. Process bill in Accenture financial systems.
• Prepare accounts payable payment requests and submit to Accounting Center (ASC, ESC).
• Assist with engagement shutdown activities (prepare final bill to client, close job numbers, etc.).
• Assist with ensuring U.S. GAAP compliance.
Work Management
• Collect engagement time.
• Perform reconciliation processes (turnaround document, ARTES, job summaries).
• Perform data and report archiving.
• Manage/perform Accenture time reporting processes (collection, entry, and send processing).
• Assist with forecast management activities (input collection, processing and report creation).

Other
• Assist/prepare Accenture/Client/3rd Party contract compliance tracking reports.
• Assist/prepare client financial management materials for CQMA review
Relations: – CFM Lead
Qualification: – CA/ ICWA fresher/ MBA finance
CFM analysts perform work plan reconciliation and reporting, process financial transactions and track time and expenses. They also assist with the preparation of engagement, project and program reporting. Analysts perform and monitor Accenture internal financial accounting processes and perform special assignments for engagement executives (e.g., ad hoc reporting, trend analysis, costing and forecasting).
OUR COMMITMENT TO YOU:
• You’ll benefit from our network of global communities and collaborative culture that will help you build technical and functional skills and capabilities. And because we serve more than 40 industries globally, you’ll have the opportunity to develop valuable industry-specific expertise.
• The scale of our capabilities and client engagements—and the unique way we innovate, operate and deliver value—will give you the opportunity to deepen your existing skills even as you help create the latest technology trends.
• You’ll have access to leading-edge technology.
• Accenture offers a comprehensive benefits package.


Qualifications

Introduction: Accenture is a leading global professional services company, providing a broad range of services and solutions in strategy, consulting, digital, technology and operations. Combining unmatched experience and specialized skills across more than 40 industries and all business functions — underpinned by the world’s largest delivery network — Accenture works at the intersection of business and technology to help clients improve their performance and create sustainable value for their stakeholders. With 482,000 people serving clients in more than 120 countries, Accenture drives innovation to improve the way the world works and lives. About ICF: Corporate Functions—including Human Resources, Finance, Legal, Marketing Communications, and Workplace Solutions– powers Accenture’s people across industries and functions to keep our business leading in the New. Join the heart and soul of Accenture, partnering with our extraordinary people to bring innovation into every organization Minimum two years of related experience; working knowledge of business, finance and accounting fundamentals including U.S. Generally Accepted Accounting Principles (GAAP); strong organizational, analytical and multi-tasking skills; good oral and written communication skills. Financial Management • Prepare engagement set-up paperwork. • Track and report time report expenses and Accenture other expenses. Periodically review expense budgets. Track use of and compliance with the engagement’s expense policy. • Track and report third-party out-of-pocket expenses, hardware/software costs, client personnel expenses against program budget and any other expense charges to program budget. Follow-up about questionable or invalid expenses. • Monitor engagement capital assets and technology rental equipment. • Assist/prepare Accenture (and subcontractor) bill to client based upon contractual requirements and engagement status. Process bill in Accenture financial systems. • Prepare accounts payable payment requests and submit to Accounting Center (ASC, ESC). • Assist with engagement shutdown activities (prepare final bill to client, close job numbers, etc.). • Assist with ensuring U.S. GAAP compliance. Work Management • Collect engagement time. • Perform reconciliation processes (turnaround document, ARTES, job summaries). • Perform data and report archiving. • Manage/perform Accenture time reporting processes (collection, entry, and send processing). • Assist with forecast management activities (input collection, processing and report creation). Other • Assist/prepare Accenture/Client/3rd Party contract compliance tracking reports. • Assist/prepare client financial management materials for CQMA review Relations: – CFM Lead Qualification: – CA/ ICWA fresher/ MBA finance CFM analysts perform work plan reconciliation and reporting, process financial transactions and track time and expenses. They also assist with the preparation of engagement, project and program reporting. Analysts perform and monitor Accenture internal financial accounting processes and perform special assignments for engagement executives (e.g., ad hoc reporting, trend analysis, costing and forecasting). OUR COMMITMENT TO YOU: • You’ll benefit from our network of global communities and collaborative culture that will help you build technical and functional skills and capabilities. And because we serve more than 40 industries globally, you’ll have the opportunity to develop valuable industry-specific expertise. • The scale of our capabilities and client engagements—and the unique way we innovate, operate and deliver value—will give you the opportunity to deepen your existing skills even as you help create the latest technology trends. • You’ll have access to leading-edge technology. • Accenture offers a comprehensive benefits package.
Management Trainee – Financial Planning & Analysis
Management Trainee – Financial Planning & Analysis
 

With a startup spirit and 90,000+ curious and courageous minds, we have the expertise to go deep with the world’s biggest brands—and we have fun doing it. Now, we’re calling all you rule-breakers and risk-takers who see the world differently, and are ambitious enough to reinvent it. Come, transform with us.

Inviting applications for the role of MT- Financial Planning & Analysis

We are looking for accounting/ finance graduates with meaningful business finance experience with knowledge in Financial Planning and Analysis domain.

One will be encouraged to work on deadlines, in a fairly multifaceted business environment while being great teammate.

Responsibilities

In this role, you will be responsible for:
  • Annual Budget planning, Monthly and Rolling forecasting activity for revenue and all cost lines in P&L, in complex and diverse business models
  • Monthly P&L analysis and reporting through dashboards
  • Business reviews with plan vs actual performance and in-depth analysis with key financial levers
  • Provide functional support to Business, Interact with the Business/Accounting teams and work closely with multiple partners to facilitate decision making
  • Handle monthly close timelines and partner with controllership teams
  • Knowledge and hands on experience on commercials / contract management

Qualifications

Minimum qualifications
 
CA/ MBA Finance

Preferred Qualifications

  • Good analytical and problem solving skills and ability to manage leadership discussions
  • Very good written and verbal communication skills
  • Proficient in MS Office applications, especially in MS excel
  • Macros / VBA an added advantage
 

Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation.

 
Job:  Management Trainee
Primary Location:  India-Noida
Education Level:   Master’s / Equivalent
Job Posting: Dec 27, 2019, 10:23:30 AM
Unposting Date:  Ongoing
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