Client Financial Mgmt Associate
Designation: Client Financial Mgmt Associate
Qualifications:Master of Business Administration
Years of Experience:1 to 3 years
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What would you do? Responsible for executing all billing processes provided by the team ensuring adherence to the standard taxonomy tasks and corresponding standard desktop procedures Client Financial Management involves overseeing and managing the financial aspects of client accounts. This includes Revenue assurance , budgeting, forecasting, invoicing, and financial reporting. The goal is to ensure accurate financial tracking and support client profitability. Responsibilities include analyzing financial data, preparing reports, and advising clients on financial matters. This role is essential for maintaining strong financial health and client satisfaction. Financial planning and analysis (FP&A) refers to the processes designed to help organizations accurately plan, forecast, and budget to support the company s major business decisions and future financial health. These processes include planning, budgeting, forecasting, scenario modeling, and performance reporting.
What are we looking for? Processing accuracy and efficiency (Delivery quality) • Minimize processing errors in all taxonomy steps of the billing process • Execute all billing tasks within the agreed timelines Process expertise • Thorough knowledge of the desktop procedures that have been designed for each of the taxonomy tasks Client communication • Address client queries around billing in a timely and effective manner in order to avoid escalations where possible Quality assurance • Ensure all implemented quality assurance controls are adhered to while executing the billing tasks Collaboration ethic • Develop a constructive working relationship with the other billing agents of the team, share best practices and lessons learnt Continuous improvement mindset • Actively strive for personal development and upskilling/Communicate training ideas to the team lead Delivery quality metrics • Error rate : Percentage of billing transactions with errors • Processing time : Average time taken to process a billing task • First pass yield : Percentage of transactions processed correctly without the need for rework Client communication metrics • Clients’ complaint rate • Escalation rate : Percentage of issues escalated to higher management Team Collaboration metrics • Peer feedback • Contribution to collaborative projects Continuous improvement metrics • Adaptability score (to new processes/tools/policies) • Contribution to improvement/automation initiatves Added knowledge on knowledge on MS Office applications like Outlook, Excel, Word
Roles and Responsibilities: •In this role you are required to solve routine problems, largely through precedent and referral to general guidelines • Your expected interactions are within your own team and direct supervisor • You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments • The decisions that you make would impact your own work • You will be an individual contributor as a part of a team, with a predetermined, focused scope of work • Please note that this role may require you to work in rotational shifts
Bengaluru
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