Role Overview
This role focuses on managing client expectations to deliver exceptional service while achieving high team
performance. The AFM is responsible for both client interfacing and internal team management.
Key Responsibilities
- Client Account Management: Evaluate gaps and align business goals to improve decision making processes.
- Financial Reporting: Handle credit/debit, balance sheet accounting, P&L analysis, and management reporting.
- Team Leadership: Set goals, monitor team performance, and ensure motivation across the team.
- Stakeholder Communication: Maintain effective communication with stakeholders and ensure business needs are met.
- Technical Competency: Use financial data analysis tools to drive insights for business progress.
- Process Improvement: Identify opportunities for process improvements and apply technological platforms like QuickBooks/ZOHO/XERO.
Qualifications:
- Education: CA/CA-Inter with 3 years of article ship or CMA (US) or MBA in Finance.
- Experience: 4 to 7 years in finance/accounting with leadership experience.
- Skills: Strong in financial reporting, team management, client communication, and MIS reporting. Familiarity with relevant financial tools and software is a plus.
About Us
We are a consulting firm with 25 years of experience solving technology challenges in the exciting space of
finance and business operations. Our key focus vertical is lending technology as well as offering financial
management services. Our solutions have helped make credit more accessible for underserved segments,
optimized business operations and provided intelligent decision support for our clients. We make this possible with a 75+ strong team of creative, out-of-the-box thinkers for whom problem-solving with empathy is their daily bread. At Insight, each employee is regarded as a consultant, as our teams work closely with clients to identify core business problems and proactively identify solutions that help them succeed. (Learn more at: www.insightconsultants.co)
