Management Reporting Jobs in Bengaluru
1344 Jobs Found
Business Finance
Dozee
Business Finance Location: Bengaluru Department: Finance Employment Type: Full-Time About Dozee Dozee Health AI is a pioneer in AI-powered, contactless Remote Patient Monitoring (RPM) and Early Warning Systems (EWS). Headquartered in Bengaluru, Dozee is India s #1 RPM company, transforming healthcare delivery at scale. Trusted by leading healthcare providers across India, the USA, and Africa, Dozee s solutions continuously monitor patients, detect early signs of clinical deterioration, and enable timely interventions. Role Overview We are looking for a high-impact Business Finance professional to partner closely with business leaders and drive financial discipline, strategic decision-making, and sustainable growth. This role offers a unique opportunity to work at the intersection of finance, strategy, and healthcare innovation in a fast-growing AI health-tech company. Key Responsibilities Business Partnership & Strategic Decision Support Partner with Sales, Operations, and cross-functional teams to drive commercial success and financial discipline. Lead pricing strategy, customer-level profitability analysis, and financial modelling for new products and services. Evaluate business cases for expansion, partnerships, and large strategic deals. Participate in strategic discussions, providing financial insights and risk assessment. FP&A, Budgeting & Reporting Lead the annual operating plan and rolling forecasts in collaboration with functional leaders. Track performance against budgets, prepare variance analysis, and identify risks. Own monthly and quarterly management reporting, including key financial and operational KPIs. Revenue & Cost Optimisation Monitor and improve gross margins, unit economics, and CAC/LTV metrics. Drive initiatives to optimize costs, improve working capital, and support EBITDA targets. Identify opportunities for automation and process improvements in tracking. Requirements Experience & Qualifications 2 4 years of relevant experience in Business Finance, FP&A, or Commercial Finance. CA (Qualified/Semi-qualified), MBA, or CFA preferred. Skills Strong analytical, financial modelling, and stakeholder management skills. Proficiency in Excel, Google Sheets, and BI tools. Experience with pricing and margin analysis in a SaaS or recurring revenue environment is a plus. Personal Attributes Business-oriented, proactive, and detail-focused. Comfortable working in a fast-paced, evolving environment. Why Join Dozee Be part of a mission-driven company transforming healthcare with AI. Opportunity to influence strategic decisions in a high-growth Series A+ organization. Collaborative culture with a strong focus on innovation and impact. Qualification : CA (Qualified/Semi-qualified), MBA, or CFA preferred
Social Media Executive (Graphics & Video Specialist)
Fracktal Works
Position: Social Media Executive (Graphics & Video Specialist) Location: Bengaluru Employment Type: Full-Time Job Overview We are seeking a highly creative and results-driven Social Media Executive to serve as the voice and visual face of Fracktal across all digital channels. This role combines strategic social media management with hands-on content creation, with a strong focus on producing compelling **graphics and high-quality video content** for a technical and industrial audience. Key Responsibilities Content Creation & Production (Primary Focus on Graphics & Video) Plan, script, shoot, and edit **original video content** for platforms like YouTube, Instagram Reels, and LinkedIn (including product demos, testimonials, and explainer videos). Design professional, on-brand **visual assets** such as infographics, social media posts, stories, and ads using tools like **Adobe Creative Suite or Canva**. Ensure consistent visual identity and brand voice aligned with the additive manufacturing industry. Social Media Strategy & Management Develop and implement a comprehensive social media strategy across **LinkedIn, Instagram, YouTube, and Facebook**. Maintain a dynamic **content calendar** balancing promotional, educational, and engagement-focused posts. Monitor, listen, and respond to user interactions, ensuring professional and timely **community management**. Analytics & Reporting Track, analyze, and report on **key social media metrics** (reach, engagement, traffic, conversions). Use **data-driven insights** to optimize content strategy and enhance future campaign performance. Industry Engagement Stay updated on the latest social media trends, platform updates, and advancements in **3D printing and additive manufacturing** to create relevant and engaging content. Key Skills & Requirements Experience: 1 3 years in social media management, digital marketing, or related roles. Creative Skills: Strong proficiency in **graphic design (Photoshop, Illustrator, or equivalent)** and **video editing (Premiere Pro, Final Cut Pro, or equivalent)**. Portfolio: Must provide a **portfolio** demonstrating experience in creating engaging social media graphics and video content. Technical Aptitude (Optional but Advantageous): Basic understanding of or strong interest in engineering, **3D printing**, or manufacturing technologies. Soft Skills: Excellent written and verbal communication, attention to detail, and ability to work independently in a fast-paced environment. Compliance & Safety Ensure adherence to industry regulations, company policies, and safety protocols. Maintain a clean, organized, and hazard-free work environment.
Deputy Project Manager
Sumadhura Properties
Deputy Project Manager Experience: 10 15 years Location: Bangalore Job Overview We are seeking a highly skilled and experienced Deputy Project Manager to oversee the execution of residential development projects. This role will require you to manage day-to-day operations, ensure the project is on schedule, maintain high standards of quality and safety, and report progress to management. You will also be responsible for coordinating with contractors, internal departments, and ensuring effective resource mobilization. Key Responsibilities Project Planning & Execution: Plan, monitor, and execute day-to-day project activities as per the established schedule. Ensure progress aligns with project timelines. Progress Reporting: Regularly report project status to management, highlighting achievements, challenges, and milestones. Contractor Coordination: Conduct fortnightly meetings with contractors to review progress, resolve issues, and ensure compliance with project specifications. Quality & Safety Control: Monitor construction activities to ensure adherence to safety standards and quality control procedures. Resource Management: Mobilize and manage resources (manpower, materials, equipment) required for project completion. Coordination & Clarifications: Work closely with the Design and Management departments for drawing clarifications and adjustments. Drawing Analysis: Quickly study and interpret civil and MEP drawings. Raise RFIs (Requests for Information) on an immediate basis when required. Risk Analysis & Management: Conduct risk assessments and develop mitigation strategies to ensure smooth project execution. MIS Reporting: Prepare Management Information System (MIS) reports for tracking and reporting project metrics. Skills & Qualifications Educational Qualification: BE/BTech in Civil Engineering. Experience: 10 15 years in residential development, with a minimum of 2 years of experience in plotted developments. Stability: Minimum 2 years of tenure with previous employers. Technical Skills: Proficiency in AutoCAD, MS Office. Basic knowledge of MS Project and SAP. Knowledge & Expertise: In-depth understanding of civil and MEP drawings. Strong technical knowledge of high-rise monolithic residential structures. Ability to carry out detailed risk analysis and achieve project milestones. Experience in resource planning and mobilizing site resources efficiently. Desired Attributes Strong leadership and team coordination skills. Excellent problem-solving abilities and attention to detail. Ability to work under pressure and meet deadlines without compromising quality. Strong communication skills to interact with internal and external stakeholders effectively. Qualification : BE/BTech in Civil Engineering
Senior Executive - Finance (controllership)
Exotel
Senior Executive - Finance (Controllership) Location: Bengaluru Employment Type: Full-time About Us Exotel is a leading provider of AI-powered transformation solutions, enabling enterprises to optimize customer engagement and experience. With over 20 billion annual conversations across omnichannel, voice, agents, and bots, we serve more than 7,000 clients worldwide, spanning industries such as BFSI, Logistics, Consumer Durables, E-commerce, Healthcare, and Education. Customer expectations are constantly evolving, and businesses are balancing the need for increased revenue, optimized costs, and exceptional customer experience (CX). Exotel steps forward as a transformative partner, offering an AI-powered communication platform to help businesses address all these challenges. About the Role We are looking for a Chartered Accountant (CA) to join our Controllership team, who will be responsible for managing accounting, compliance, reporting, and audit functions. This is an exciting opportunity to gain full-spectrum exposure to controllership within a fast-paced, product-driven environment. Key Responsibilities End-to-End Accounting: Manage accounting processes under Indian GAAP and Ind AS, ensuring financial accuracy and compliance. Month-End Close & Reporting: Handle the month-end close process, perform reconciliations, and provide detailed financial reports. Revenue Recognition: Ensure proper recognition of SaaS subscriptions and usage billing in line with accounting standards. Audit & Compliance: Support audit activities and statutory compliance (e.g., GST, TDS, Companies Act). Process Controls: Maintain internal controls, proper documentation, and process hygiene across various entities. Budgeting & Forecasting: Assist in budgeting, forecasting, and variance analysis to support business decision-making. Efficiency Improvements: Drive process automation and improvements to enhance the overall efficiency within the finance team. Qualifications: CA Inter, B.Com (Hons), or MBA in Finance. Experience: Solid understanding of accounting standards and financial reporting. Hands-on experience with revenue recognition and working in SaaS or product-led environments is a plus. Skills: Strong attention to detail, ownership, and analytical mindset. Proficiency in Excel (advanced level preferred). Familiarity with ERP or accounting tools (e.g., SAP, Tally, QuickBooks) is a plus. Exposure: Gain full-spectrum exposure to controllership in a scaling SaaS company, and develop a deep understanding of financial processes in a high-growth environment. Growth Path: Opportunities to progress into roles in Controllership, FP&A, or Business Finance as you continue to grow with us. Innovation: Join a company at the forefront of AI-powered communication solutions, with a mission to drive transformation in customer engagement. If you are a detail-oriented, analytical professional looking to build your career in controllership and gain exposure to a growing SaaS company, apply now! We are excited to have someone with your expertise join our dynamic team. Qualification : CA Inter, B.Com (Hons), or MBA in Finance
Finance Specialist
Blueoptima
Position: Finance Specialist Job Type: Full-Time Location: Bangalore Department: Finance About BlueOptima: BlueOptima s vision is to become the global reference for optimizing the performance of software engineers across all industries. We provide industry-leading objective metrics in software development, empowering large organizations to deliver better software, faster, and at a lower cost using groundbreaking technology. With headquarters in London and offices in Mexico, India, and the USA, we ve consistently doubled our headcount and revenue year over year, with no external investment. Our diverse team of 115+ employees comes from over 34 nationalities and speaks more than 25 languages. We promote an open-minded environment and encourage every individual to create their own success story within this high-performance atmosphere. Job Description: We are looking for a Finance Specialist to join our Finance team in Bangalore. Reporting to the Finance Manager, this role will be a key part of the day-to-day financial operations and accounting of the business. You ll be working closely with the finance team and other departments to ensure the timely and accurate delivery of financial data, as well as helping to evolve our financial processes. Key Responsibilities: Finance Operations Management: Oversee the day-to-day operations of the finance team, including managing Accounts Payable (AP), Accounts Receivable (AR), and payroll across all locations. Accounts Payable & Receivable: Ensure timely and accurate payments of dues and collections from customers. Handle vendor invoicing, reconciliations, and communications. Payroll Management: Take ownership of the payroll process, ensuring timely and accurate processing across all locations. Be the go-to person for payroll-related queries from employees. Cross-Functional Collaboration: Work closely with finance consultants and internal teams across various locations on accounting and compliance topics. Month-End & Year-End Closures: Assist with month-end and year-end closures, ensuring books are closed accurately and on time. Audit Support: Provide assistance during local and group audits, ensuring that all financial documents are accurate and comply with regulations. General Ledger (GL) & Reconciliation: Review and maintain GL accounting, perform balance sheet reconciliations, and conduct variance analysis for cost and revenue items. Process Improvements: Review existing financial processes and provide suggestions for improvements to increase efficiency and effectiveness. Global Finance Projects: Gain exposure to global finance projects, working across functions to enhance learning and development opportunities. Qualifications: Essential Requirements: Education: Bachelor's/Master s in Accounting & Finance (e.g., BCom, MCom, MBA). CA Inter cleared is a plus. Experience: Minimum 3-4 years of experience handling AP, AR, and payroll processes. Accounting Fundamentals: Solid understanding of basic accounting principles and financial processes. Taxation Knowledge: Understanding of taxation concepts, such as GST, TDS, and sales tax/VAT. Technical Skills: Proficient in spreadsheet tools (e.g., Excel) and presentation software (e.g., PowerPoint). Cloud-Based Accounting Tools: Experience with cloud-based accounting tools such as Zoho, Xero, QuickBooks, etc. Multi-Region, Multi-Currency Setup: Experience working in a multi-region, multi-currency environment is a plus. Taxation Experience: Experience reviewing and handling sales tax/VAT for the US/UK is an added advantage. At BlueOptima, you ll have the opportunity to make a significant impact on our financial operations while working in a dynamic and fast-growing global company. You ll gain exposure to cross-functional collaboration, global finance projects, and the chance to continuously develop your skills in a high-performance environment. Qualification : Bachelor's/Masters in Accounting & Finance (e.g., BCom, MCom, MBA)
Associate Manager / Manager - Business Finance
Ninjacart
Associate Manager / Manager Business Finance Location: Bangalore Work Type: Full-Time About Ninjacart Ninjacart is India s largest agri-tech platform, revolutionizing the agri ecosystem through technology, data, and innovation. Over the last decade, our India-first solutions have transformed how fruits and vegetables move from farms to consumers plates, empowering farmers, traders, and retailers in ways never done before. We aim to be the digital network for global agri commerce, solving structural challenges such as information asymmetry, payment inefficiencies, distribution gaps, and market discovery for buyers and sellers. With over $350 million in funding from investors including Walmart Group, Tiger Global, Accel, Syngenta, and others, Ninjacart is recognized as one of Top 25 Startups to Work For. We foster a results-driven, entrepreneurial culture where leaders enjoy autonomy, tackle large-scale challenges, and drive real impact. Our products Ninjacart, Ninja Mandi, Ninja Global, Ninja Kirana, and Ninja Kisaan cater to all segments of the agri value chain. Our mission is to build the most trusted, efficient, and inclusive AgriTrade Network in India. Role Overview We are seeking a strategic, analytical, and hands-on Business Finance Manager to join our Business Finance team. As a P&L owner, you will analyze financial data, prepare insightful reports, and provide recommendations that support strategic decisions and business growth. Key Responsibilities Financial Analysis & Reporting: Analyze financial data, create models, and prepare reports to support business decisions. Operational & Strategic Planning: Translate the operating plan into a financial plan with measurable milestones; track performance against targets. Variance Analysis & Insights: Analyze past results, perform variance analysis, identify trends, and recommend corrective actions. KPI Design & Implementation: Define key metrics to monitor business performance and provide early signals for stakeholders. Process Improvement: Develop and standardize reporting tools, dashboards, and ad-hoc financial models to enhance efficiency. Cross-Functional Collaboration: Work with teams across Finance, Operations, and Strategy to gather data requirements and ensure accuracy. Market Research & Valuation: Conduct market research, data mining, business intelligence, and comparative valuations to support strategic initiatives. Qualifications & Skills Education: B.Tech or MBA in Finance, Accounting, or related field; candidates pursuing CFA are welcome. Experience: Less than 2 years of relevant finance experience. Skills & Attributes: Strong analytical and quantitative skills with high attention to detail. Understanding of financial analysis, basic accounting principles, and P&L management. Excellent stakeholder management, organizational, and interpersonal skills. Ability to work independently, take ownership, and drive measurable business impact. As a Ninja, you will take ownership of impactful projects, collaborate with a high-energy team, and contribute to transforming India s agri ecosystem. If you are resilient, smart, and ambitious, this is your chance to make a real difference. Join Ninjacart. Pioneer change. Create better lives. Qualification : B.Tech or MBA in Finance, Accounting, or related field
Sales Engineer GNSS Modules
Accord Software & Systems
Job Title: Sales Engineer GNSS Modules Job Type: Full-Time Location: Bangalore Experience Required: 3 5 Years Education Qualification: B.E / B.Tech in Electronics & Communication (ECE) or Electrical & Electronics (EEE) Job Summary: We are seeking a dynamic and driven Sales Engineer with a strong background in GNSS modules, electronic components, or embedded solutions. The ideal candidate will be responsible for driving sales growth, managing customer relationships, and collaborating with both internal and external stakeholders to ensure successful product delivery and support. Key Responsibilities: Lead sales efforts for GNSS modules, from lead generation and customer acquisition to closure and post-sales support. Develop and manage relationships with key stakeholders in customer organizations including engineering, procurement, and finance teams. Identify and pursue new business opportunities in the embedded systems, IoT, electronics, and telecom segments. Work closely with internal manufacturing, logistics, and finance teams to ensure timely and efficient product delivery. Conduct technical presentations, product demos, and commercial negotiations to convert leads into long-term customers. Monitor market trends, customer needs, and competitor activity to identify growth opportunities. Ensure accurate sales forecasting, pipeline management, and regular reporting to management. Meet or exceed sales targets with a proactive, disciplined, and strategic sales approach. Required Skills & Qualifications: Proven experience in technical sales of GNSS modules, electronic components, or related embedded/IoT solutions. Strong understanding of B2B sales cycles, especially in electronics, telecom, or embedded systems domains. Excellent communication, presentation, and negotiation skills. Ability to build and maintain long-term client relationships. Self-motivated, target-driven, and result-oriented with a focus on customer success. Highly organized with a structured and disciplined approach to sales execution. Qualification : B.E / B.Tech in Electronics & Communication (ECE) or Electrical & Electronics (EEE)
Legal Litigation
Kia India Private Limited
Position: Legal Counsel Litigation Location: Bengaluru Experience: 8 14 years Role Overview We are seeking a seasoned legal professional to join our legal team with a strong focus on litigation, contract management, and regulatory compliance. The ideal candidate will have extensive experience handling diverse legal matters, including consumer, IPR, property, and recovery-related litigation, along with expertise in customs and regulatory investigations. This is a high-responsibility role involving cross-functional collaboration, external counsel coordination, and providing strategic legal advice to support business operations. Key Responsibilities Litigation Management Handle litigation across areas including Consumer, IPR, Property, Recovery, etc. Coordinate with external legal counsels, monitor case progress, and ensure effective representation. Oversee case documentation, status tracking, and regular management reporting. Gather feedback and inputs from internal stakeholders to aid legal strategy. Contract Management Draft, review, and negotiate various commercial contracts and agreements. Ensure legal and regulatory compliance in all contractual matters. Provide risk analysis and safeguard company interests in all legal documents. Regulatory & Customs Compliance Deep understanding of Customs laws, DRI investigations, and related regulatory frameworks. Liaise with government authorities and handle inquiries or proceedings as required. Provide legal support for manufacturing and sales-related matters. Legal Advisory Offer proactive legal opinions and strategic counsel to business units on day-to-day operations. Stay updated with relevant laws, regulations, and industry best practices. Candidate Requirements Bachelor s Degree in Law (LLB) from a recognized university; LLM is a plus. 8 to 14 years of relevant experience in litigation and corporate legal functions. Hands-on experience in customs litigation, consumer disputes, and DRI investigations. Strong drafting, negotiation, and analytical skills. Ability to work independently, handle multiple matters, and take initiative. Proficient in English and local language(s); excellent communication skills. Willingness to travel at short notice and relocate within India if required. Demonstrates a flexible, proactive, and committed approach to legal practice. Preferred Skills Litigation strategy and court representation External counsel management Contract negotiation and risk mitigation Regulatory knowledge (Customs, DRI, Sales, Manufacturing laws) Business-oriented legal advisory Join us and contribute to protecting and growing our business through strategic legal leadership. Apply now to be a key pillar in our legal team. Qualification : Bachelors Degree in Law (LLB) from a recognized university; LLM is a plus
Mis Analyst
Muthoot Fincorp (mfl)
Position: MIS Analyst Location: Bangalore Experience: 0 2 years Industry: Fintech / Financial Services About Muthoot FinCorp ONE Muthoot FinCorp ONE is the digital arm and strategic business unit of Muthoot FinCorp Ltd., a trusted name in financial services. We re building a robust digital ecosystem that offers customers access to a wide range of financial products across Lending, Saving & Investment, Protection, and Remittance. As a fintech startup with the backing of a legacy brand, we combine innovation with reliability. Our mission is to simplify financial access through a seamless, user-friendly platform and to be the most trusted digital financial services provider in the country. Startup agility with enterprise stability High-growth, high-ownership environment Mentorship from industry veterans Attractive compensation and benefits Work on real impact projects from day one Role Overview: As an MIS Analyst, you will play a key role in leveraging data to drive strategic decision-making. You ll be responsible for reporting, analysis, and generating business insights that influence product, marketing, operations, and revenue strategies. Key Responsibilities: Analyze business data to identify patterns, trends, and actionable insights Design, build, and manage internal dashboards and reporting tools to track key performance indicators (KPIs) Deliver weekly, monthly, and ad-hoc reports for senior leadership and business teams Collaborate with cross-functional teams to understand data needs and support strategic initiatives Work with large datasets to uncover insights related to user behavior, channel performance, customer journeys, etc. Conduct deep dives into key business questions using SQL, R, Excel, or Python Communicate findings clearly to both technical and non-technical stakeholders Create models and frameworks to predict business outcomes and identify opportunities Ensure data integrity and accuracy across reports and visualizations Support campaign analysis and performance tracking for digital marketing efforts Key Skills & Qualifications: Bachelor's in Engineering, Mathematics, Statistics, or related discipline OR MBA from a reputed institute 0 2 years of experience in MIS, Data Analysis, or Business Analytics Proficiency in SQL and data visualization tools like Tableau, Power BI, QlikView Experience with reporting tools (e.g., Business Objects, Excel) Working knowledge of statistics and tools like R, SAS, SPSS Familiarity with data pipelines and querying large datasets Strong analytical skills and attention to detail Excellent communication and presentation skills Prior experience or understanding of NBFCs, banking, or lending products is a plus Preferred Tools & Platforms: SQL / Hue / ETL frameworks Tableau / Power BI / QlikView R / Python Excel / Google Sheets Join us at Muthoot FinCorp ONE and make your mark on the digital financial landscape. Apply now and let s build the future together. Qualification : Bachelor's in Engineering, Mathematics, Statistics, or related discipline
Project Coordinator
Vestian Global Workplace Services
Position: Project Coordinator Design & Build Location: Bangalore Experience: 3 5 Years (Preferred background in Commercial Interior Fit-Outs Design & Build, IPCs, or General Contracting) Role Overview: We are seeking an organized and proactive Project Coordinator to support the execution of commercial interior fit-out projects. The ideal candidate will coordinate all aspects of project delivery including planning, scheduling, site management, and reporting ensuring timelines, quality, and budget expectations are met. Experience in a Design & Build or General Contracting environment is preferred. Key Responsibilities: Coordinate project activities, resources, equipment, and information across departments and stakeholders. Break down project requirements into actionable tasks and define clear timeframes. Monitor and supervise site operations to ensure timely and high-quality project execution. Maintain project quality standards by conducting quality assurance checks and enforcing compliance protocols. Prepare and manage site reports, tracking progress, issues, and risk mitigation steps. Utilize project management tools to monitor schedules, working hours, and expenditures. Oversee procurement activities and ensure timely delivery of project materials and equipment. Support project documentation, scheduling, vendor coordination, and client communication. Assist in risk analysis, quality control, and mitigation planning. Qualifications & Skills Required: Bachelor s degree in Engineering; Postgraduate degree in Construction Management preferred. 3 5 years of experience in project coordination, preferably in the commercial interior fit-out sector. Strong client-facing and team collaboration skills. Familiarity with project risk management and quality assurance practices. Ability to prepare and interpret schedules, flowcharts, and action plans. Proficient in project management tools (e.g., Microsoft Project, Excel, etc.). Excellent interpersonal and communication abilities. Strong organizational and vendor management skills. PMP certification is an added advantage. Qualification : Bachelors degree in Engineering; Postgraduate degree in Construction Management preferred.
Senior Executive - Finance
Zetwerk Manufacturing Businesses Pvt. Ltd.
Job Title: Senior Executive Finance Location: Bangalore Department: Finance About Zetwerk Zetwerk is the world s largest global manufacturing network that transforms digital designs into physical products. We provide manufacturing solutions across a wide range of industries, from simple steel pipes to complex aircraft engine components. Our network spans thousands of manufacturing partners offering capabilities like metal fabrication, CNC machining, plastic injection molding, 3D printing, and aluminum die castings. We serve diverse sectors including Oil & Gas, Aerospace, Renewables, Electric Vehicles, Consumer Electronics, and more. Our proprietary Manufacturing Operating System, ZISO, enables real-time tracking, pricing recommendations, quality assurance, and seamless communication across stakeholders delivering faster, high-quality, cost-effective manufacturing solutions globally. Zetwerk is reshaping manufacturing. We offer a collaborative, innovative environment with opportunities for growth and impact. We support your career ambitions and foster an inclusive culture where you can thrive and contribute meaningfully. Roles & Responsibilities Perform bank, vendor, and ledger reconciliations ensuring accuracy in financial records. Manage month-end and year-end closing activities, including journal entries, accruals, and adjustments. Prepare and review financial statements, reports, and MIS to aid business decision-making. Assist accounts payable and receivable processes, ensuring timely payments and collections. Support budgeting, forecasting, and financial planning initiatives. Provide financial analysis and insights to optimize business performance and cost efficiency. Monitor key financial and operational metrics; identify trends and variances. Ensure compliance with accounting standards, tax regulations, and company policies. Coordinate internal and external audit activities. Identify and resolve discrepancies in financial data; recommend process improvements. Conduct scenario analysis, risk assessments, and variance analysis to support strategic decisions. Job Requirements 3-5 years of experience in finance, accounting, or business finance roles. Strong knowledge of reconciliation, general ledger, financial reporting, and business finance principles. Proficiency in Excel and accounting software such as SAP, Tally, or equivalents. Familiarity with GST, TDS, and financial regulations is a plus. Excellent analytical, problem-solving, and communication skills. Experience in budgeting, forecasting, and financial planning preferred. Ability to work independently and collaboratively in cross-functional teams. Strong organizational skills with the ability to meet deadlines.
Global Lead Sales Data Operations
Rubrik
Lead Sales Data Operations Location: Bangalore, India (On-site) About Rubrik Rubrik is the fastest-growing enterprise startup in Silicon Valley, revolutionizing cloud data management. Following our IPO in April 2024, we reached $1B ARR with 38% YoY growth as of Q3 2025. Leveraging AI and cutting-edge technology, we solve complex challenges to drive innovation and efficiency across sales and beyond. About the Role Rubrik is seeking a proactive and detail-oriented Sales Data Operations Lead to oversee and elevate data management practices within our Bangalore office. This leadership role will involve managing a team of Data Operations Analysts, driving data governance initiatives, and exploring AI-powered solutions to enhance data quality and operational efficiency. If you thrive in a fast-paced environment and are passionate about maintaining clean, accurate sales data, this role offers a unique opportunity to impact the future of data-driven sales operations. Key Responsibilities Leadership & Team Management Lead, mentor, and support a team of 2-3 Data Operations Analysts. Foster a high-performing, collaborative team environment. Delegate tasks effectively and provide performance feedback to meet goals. Data Quality & Maintenance Oversee CRM data entry and ensure accuracy and timeliness of account records. Utilize enrichment tools like D&B Hoovers and ZoomInfo for data validation. Regularly clean duplicate records, merge accounts, and update outdated information. Manage data change request queues while adhering to SLAs. Conduct audits to detect and resolve data inconsistencies. Cross-Functional Collaboration Work closely with Marketing, Customer Support, and IT teams to align on data governance policies. Lead monthly Data Operations status meetings with key stakeholders. Actively gather and incorporate feedback to improve data processes. Data Governance & Continuous Improvement Analyze root causes of data quality issues and implement corrective measures. Innovate and implement solutions for improved data management. Reporting & Documentation Maintain records of data maintenance activities and audit results. Prepare regular reports on data quality and operational metrics for senior leadership. Document processes clearly to support audits and team training. Required Qualifications 5+ years experience with Salesforce Sales Cloud and sales data operations. Minimum 3 years managing small teams (2-5 analysts). Strong expertise in data governance and quality tools such as ZoomInfo and D&B Hoovers. Detail-oriented with exceptional organizational and time management skills. Experience with CRMFusion DemandTools is a plus. Excellent collaboration, analytical, and problem-solving skills. Strong written and verbal communication skills in English. Proactive, innovative approach to process improvement. Bachelor s degree or equivalent experience. Reporting This role reports to the Director of Sales Process & Systems based at Rubrik s US headquarters. Rubrik (NYSE: RBRK) is on a mission to secure the world s data. Through Zero Trust Data Security , we enable organizations to build resilience against cyberattacks, insider threats, and operational disruptions. Powered by machine learning, Rubrik Security Cloud protects data across enterprise, cloud, and SaaS applications ensuring data integrity, availability, and rapid recovery in any scenario.
Sr.electrical Engineer.
Yalavarti Projects
Job Description: Electrical Manager Experience: 3+ Years Qualification: B.TECH (Mandatory), M.TECH (Preferred) Job Description: We are seeking an experienced Electrical Manager with at least 3 years of experience to oversee the electrical works for construction projects. The ideal candidate will have a deep understanding of electrical drawings, materials management, and project planning. The role involves managing all stages of electrical works, from planning and scheduling to execution and handover. The candidate should have completed and handed over at least two projects, including one residential and one commercial project. Key Responsibilities: Electrical Project Management: Lead the electrical team and manage electrical works for construction projects. Oversee the planning, coordination, and execution of all electrical works, ensuring they align with project specifications and timelines. Monitor and manage electrical works for both residential and commercial projects. Electrical Drawings and Works: Possess a strong knowledge of electrical drawings and works, ensuring their proper execution. Review and prepare electrical shop drawings for approval, and ensure timely submission of samples for technical approval. Tender Analysis and Worker Orders: Analyze the Tender Bill of Quantities (BoQ) and worker orders to ensure accurate estimation and cost management for electrical works. Planning & Scheduling: Create and manage electrical project schedules using MSP (Microsoft Project), ensuring efficient and timely completion of tasks at each project stage. Monitor progress and implement corrective actions when necessary to avoid delays. Material Management: Prepare and manage material requisitions and procurement processes for electrical works. Ensure proper material handling, tracking, and inventory management. Documentation & Reporting: Prepare and maintain various project documentation such as MIR (Material Inspection Reports), RPI (Request for Inspection), ECR (Engineering Change Requests), DPR (Daily Progress Reports), DLR (Daily Log Reports), and other important documents. Create and review method statements, micro work schedules, cash flow statements, and other documentation related to the electrical works. Approval and Certification: Prepare and submit client bills, ensuring that they are certified in a timely manner. Coordinate with clients and vendors to ensure that all approvals are obtained as needed. Coordination: Collaborate with other project teams to ensure the smooth integration of electrical systems with other construction works. Coordinate with vendors, PMO teams, and clients to ensure timely and successful project completion. Communication and Leadership: Provide leadership and guidance to the electrical team, ensuring high-quality work and adherence to project timelines. Exhibit excellent communication skills to interact effectively with clients, subordinates, vendors, and PMO teams. Qualifications and Skills: Experience: Minimum 3 years of experience as an Electrical Manager in the construction industry. Proven experience in completing at least two projects (one residential and one commercial). Technical Skills: Strong knowledge of electrical drawings and works, with the ability to review and approve shop drawings. Proficiency in MS Office, CAD, and MSP (Microsoft Project) for planning and scheduling electrical works. Documentation & Compliance: Experience in preparing and reviewing project documentation such as MIR, RPI, ECR, DPR, DLR, JMS, and other critical documents. Project Management: Experience in planning and scheduling electrical works, monitoring project progress, and ensuring timely completion. Familiarity with material management, procurement processes, and cost estimation. Communication Skills: Strong communication skills to interact with clients, vendors, subordinates, and other project stakeholders. Ability to lead a team and ensure seamless coordination between different departments. Qualification: A B.TECH degree in Electrical Engineering is mandatory. M.TECH is preferred. Other Skills: Strong problem-solving abilities and attention to detail. Ability to work under pressure and manage multiple tasks effectively. What We Offer: Competitive salary and benefits. Opportunity to work on diverse and high-profile construction projects. A collaborative and growth-oriented work environment. Qualification : A B.TECH degree in Electrical Engineering is mandatory. M.TECH is preferred.
Senior Consultant Application QA Lead
Deloitte
Job Title: Senior Consultant Application QA Lead Location: Bengaluru Role Overview: As an Application QA Lead, you will take the lead on all application testing and quality assurance activities, playing a crucial role in ensuring the highest quality of software solutions. Your responsibilities will span reviewing requirements, preparing test scenarios, executing test scripts, and performing impact analysis based on results. In this fast-paced environment, you will be instrumental in driving software quality and continuous improvement throughout the lifecycle of projects. Key Responsibilities: Quality Assurance Oversight: Provide guidance and input on all aspects of quality assurance, applying industry best practices, developing innovative testing solutions, and establishing key metrics to measure success. Continuous Process Improvement: Drive improvements in testing processes, implement knowledge transfer practices, and effectively communicate with all teams to ensure alignment. Test Process Application: Ensure the effective and efficient application of testing processes and tools using various techniques, including test-to-pass, test-to-fail, and automation. Test Management: Manage testing activities across multiple projects, define testing approaches, estimate test efforts, and provide regular progress reports to stakeholders. Test Results Analysis: Analyze test results to identify database impacts, errors, bugs, and usability issues to ensure high-quality output. Reporting & Documentation: Prepare comprehensive reports on all aspects of software testing activities and communicate findings to the design team to support continuous product improvement. Requirement Understanding: Collaborate with stakeholders and teams to understand product requirements, translating them into detailed application test scenarios and test cases. Design Review Participation: Actively participate in design reviews, offering valuable input on requirements, product design, and potential issues to improve the overall product quality. Agile Lifecycle Quality: Apply quality engineering principles throughout the Agile product lifecycle to ensure continuous improvement and adherence to quality standards. Automation and Testing Practices: Provide recommendations for automation and improvements to testing practices to streamline processes and enhance efficiency. Team Leadership & Mentorship: Train, mentor, and supervise junior software engineers, fostering a culture of continuous improvement and knowledge-sharing within the team. Desired Qualifications & Skills: Experience: Strong background in leading QA activities in an Agile environment, with extensive hands-on experience in test management, test automation, and software quality engineering. Technical Skills: Proficient in application testing tools, test automation frameworks, and software quality engineering principles. Familiarity with test management and reporting tools is a plus. Process Expertise: In-depth knowledge of quality assurance methodologies and best practices, including testing strategies, test case design, and defect tracking. Leadership Abilities: Proven track record of leading teams, mentoring junior engineers, and driving improvements in testing processes. Communication Skills: Strong communication skills to interact with stakeholders, product teams, and other departments to ensure alignment and successful delivery of high-quality solutions. Problem-Solving: Strong analytical skills to identify issues, propose solutions, and make data-driven decisions that enhance product quality. Agile & Automation: Experience in applying Agile methodologies and test automation in software development projects to improve efficiency and product quality. Why Join Us: In this role, you'll have the opportunity to make a significant impact on the software quality and testing practices at the heart of high-impact projects. You ll lead testing efforts, shape quality processes, and mentor teams, while continuously improving practices to enhance the delivery of top-tier software solutions in a dynamic, fast-paced environment.
Financial Planning & Analysis Analyst
Abb
Company Overview: At ABB, we are committed to addressing global challenges through innovation, sustainability, and collaboration. Our core values care, courage, curiosity, and collaboration empower us to create positive change. We also emphasize diversity, inclusion, and equal opportunities, fostering an environment where everyone can contribute and grow. Role Summary: As a Financial Planning & Analysis (FP&A) Analyst at ABB, you will have the opportunity to collect, analyze, and interpret financial data to contribute to the company's financial performance. You will manage and update budgeting and forecasting models, identify trends, and provide actionable insights that optimize business outcomes. You will work closely with cross-functional teams to ensure financial performance aligns with organizational goals. Key Responsibilities: Business Performance Inspection: Inspect and analyze business performance versus plan and forecast, proposing actions for improvement. Benchmarking & KPI Analysis: Perform benchmarking of key performance indicators (KPIs) within ABB and against industry competitors. Month-End Closing & Reporting: Perform month-end closing activities and generate MIS reports for respective business functions. Collaboration with Financial Teams: Work with other financial professionals in divisions, hubs, and countries to understand financial performance drivers. Cost/Benefit Analysis: Conduct cost/benefit studies and analyze inventories and Net Working Capital (NWC). Ad-Hoc Reports: Prepare and deliver ad-hoc reports based on business or function requests. Financial Reporting & Forecasting: Support business planning, forecasting, and financial reporting, ensuring timely and accurate data. Data Accuracy & Reconciliation: Validate the accuracy of financial data and business information, performing reconciliations and reviewing exceptions. Qualifications & Requirements: Experience: 3-5 years of experience in Financial Planning & Analysis. Technical Skills: Hands-on experience with SAP FICO modules is preferred. Proficient in MS Excel and other financial tools for reporting and analysis. Educational Background: Bachelor s or Master s degree in Finance, Accounting, or a related field. CMA, CA, or MBA in Finance is preferred. Skills: Strong problem-solving skills. A detail-oriented approach to work. Strong communication skills, both written and verbal. Fluency in English. Work Model: The role follows a hybrid work model: #LI-onsite, #LI-hybrid. At ABB, our Finance team delivers forward-looking insights that help drive sustainable, long-term results for the business. As a world-class team, we operate at the highest standards to provide strategic support to ABB s global operations. Joining ABB means becoming part of a company that cares about making a positive impact on the world. Qualification : Bachelors or Masters degree in Finance, Accounting, or a related field.
Group Manager Finance & Administration Delivery - Operations
International Business Machines Corporation
Group Manager Finance & Accounting Transformation, IBM Consulting About the Role A career at IBM Consulting is built on long-term relationships and close collaboration with clients across the globe. In this role, you'll work for IBM BPO, part of our Consulting team, which accelerates digital transformation through agile methodologies, process mining, and AI-powered workflows. As a Group Manager, you will work with leading visionaries across multiple industries to improve the hybrid cloud and AI journey for some of the most innovative and valuable companies in the world. Your ability to drive impactful change for clients is fueled by IBM s strategic partner ecosystem and our advanced technology platforms, including IBM Software and Red Hat. At IBM, curiosity and a constant quest for knowledge are central to success. In this role, you ll be supported by mentors and coaches who will challenge you to think outside of your role, come up with creative solutions, and deliver groundbreaking impact for clients. Our culture promotes career growth and continuous learning in an environment that embraces your unique skills and experience. Your Role and Responsibilities As a Group Manager, you will be responsible for managing finance clients across various industries, focusing on Finance and Accounts. Your responsibilities will include: Client Engagements/Contracts: Owning client engagements and contracts across geographies, ensuring the establishment of efficient processes, key metrics, and reporting mechanisms. Process Tracking & Decision-Making Support: Developing and maintaining robust tracking mechanisms for key operational indicators to support decision-making. Leadership & Change Management: Leading transformation efforts at a high level, providing guidance and inspiration to the team while driving change and managing challenging situations. Critical Process Parameters: Tracking and driving all process parameters that are "critical to quality" for process delivery. Team Development & Mentorship: Assisting in the career development of team members, including performance management, feedback, and training. Ensuring team members are adequately mentored and trained to meet process objectives and customer requirements. Required Education Bachelor's Degree in a related field (Finance, Accounting, Business Administration, etc.) Preferred Education Master's Degree in a relevant field. Required Technical and Professional Expertise 16+ years of experience in Finance and Accounting Delivery & Transformations. Proven experience in creating and developing value propositions, business cases, and industry-specific offerings. Expertise in strategic direction and initiatives design, including business outcome models, contracting structures, and the identification of new opportunities and business lines. Proficiency in supporting the sales team to build compelling business cases for prospective clients and collaborating with Process Delivery leaders to identify and implement process improvements. Continuous process improvement and transformation experience, including the ability to carry out maturity assessments. Preferred Technical and Professional Experience A certified Chartered Accountant, Company Secretary, or Certified Management Accountant. Proven experience in end-to-end processes like Record to Report, Procure to Pay, and Order to Cash. In-depth knowledge of central finance reporting, management reporting, and reports. Ability to influence stakeholders including internal and external customers, operations, and finance partners. An ambitious individual with the ability to work towards agreed targets/goals while maintaining a creative approach to tasks. Strong change management skills and the ability to manage time effectively. Proven interpersonal skills, contributing to team efforts and achieving related results. Stay up-to-date with technical knowledge through workshops, publications, and continuous education. At IBM Consulting, you ll be part of a dynamic, evolving team that drives change and transformation for clients worldwide. You ll have the opportunity to shape the future of finance and accounting processes, leveraging IBM s advanced technology platforms and strategic ecosystem. Join us and grow your career while making a lasting impact in the world of digital transformation. Qualification : Bachelor's Degree in a related field (Finance, Accounting, Business Administration, etc.)
Analyst / Associate Finance Controller
Falconx
FalconX is a pioneering team of operators, investors, and builders dedicated to redefining institutional access to the cryptocurrency markets. Sitting at the nexus of traditional finance and cutting-edge technology, FalconX tackles the industry's biggest challenges. The digital asset space is complex and fragmented, offering limited products and services that cater to the sophisticated trading strategies and liquidity requirements common in conventional financial markets. FalconX delivers a comprehensive, all-in-one solution for institutional clients supporting their digital asset strategies from inception to scale. Acting as the connective tissue for the ecosystem, we empower clients to seamlessly navigate the ever-evolving crypto landscape. Role: Analyst/Associate - Finance Experience: 3-8 Years Qualification: Chartered Accountant (CA) or CPA Key Responsibilities Accounting & Financial Reporting Execute day-to-day accounting, bookkeeping, and reporting as per relevant GAAP standards (US GAAP, IndAS, IFRS). Prepare and review monthly, quarterly, and annual financial statements for both standalone and consolidated entities. Assist in handling complex technical accounting matters including Revenue Recognition, Consolidation, Stock Options, Business Combinations, MTM accounting, and more. Legal Entity Management Manage jurisdiction-specific accounting, reporting, and compliance for assigned legal entities. Monitor and settle inter-company balances, and oversee transfer pricing arrangements. Operations & Reconciliation Develop an in-depth understanding of FalconX s trading and settlement processes. Support the Trade Operations & Settlements team by performing daily, weekly, and monthly reconciliations and attestation procedures. Process & Control Framework Assist in establishing and improving internal processes, policies, procedures, and control frameworks. Collaborate with external auditors, the audit committee, and other internal/external stakeholders during audits and reviews. ERP & Systems Expertise Leverage hands-on knowledge of ERP systems (such as NetSuite, Oracle, SAP), ensuring system integrity and efficiency across finance and reporting processes. What Success Looks Like Build robust in-house accounting and reporting capabilities to support FalconX s growth. Streamline finance processes to ensure real-time, accurate financial information for stakeholders. Effectively manage legal entities across jurisdictions, ensuring all regulatory, statutory, tax, and management reporting is timely and compliant. Collaborate closely with trading and trade operations teams, proactively aligning financial processes with business dynamics. Grow into a Subject Matter Expert (SME) in financial, regulatory, and operational aspects of crypto trading and digital assets. Balance multiple responsibilities, adapting to new challenges while maintaining high-quality outcomes. Required Qualifications & Skills Professional Degree: Chartered Accountant (CA) or CPA (mandatory). Experience: 3-8 years in relevant industries Banking, Broker-Dealer, Trading, or FinTech. Legal Entity Management: Proven experience handling end-to-end deliverables of legal entities, including transfer pricing arrangements. Expertise in IFRS, US GAAP reporting standards, with practical experience applying these standards. Proficiency in ERP systems (NetSuite, Oracle, SAP) and MS Excel Finance. Strong understanding of E2E trade flow, including settlements and market-making processes. Excellent analytical and problem-solving skills, coupled with attention to detail and strong communication abilities (written and verbal). Enthusiastic self-starter with the ability to multi-task, prioritize, and deliver under pressure. Keen interest in FinTech, blockchain, and digital assets, with a passion for continuous learning and cross-functional collaboration. Opportunity to work at the cutting edge of finance and technology, shaping the future of institutional crypto markets. Collaborate with a high-performing, global team of experts from top-tier financial institutions and technology firms. Be part of a fast-paced, high-growth environment, where innovation and agility are celebrated. Qualification : Professional Degree: Chartered Accountant (CA) or CPA (mandatory)
Quality Engineer: Middleware
International Business Machines Corporation
Job Title: Test Specialist - Middleware Testing Practitioner Introduction: As part of our IBM Consulting Client Innovation Centers (Delivery Centers), you will play a crucial role in delivering deep technical and industry expertise to a wide range of public and private sector clients across the globe. These centers provide locally-based skills to help drive innovation and adoption of new technologies. As a Test Specialist at IBM, your analytical and technical abilities will directly contribute to the quality of the software we deliver. In an agile environment, you ll help elevate each iteration through your testing expertise, ensuring the best possible outcomes for IBM and its clients. Whether the testing is manual, automated, or cognitive, you ll be at the forefront of delivering high-quality software solutions. Your Role and Responsibilities: Middleware Testing Practitioner: Design, build, and deploy effective testing solutions that minimize manual effort throughout the testing process. Automated Testing: Apply automated tools to support testing activities across all phases of the Software Development Life Cycle (SDLC). Tool Recommendations: Support the test team by recommending and implementing tools and processes for automating other testing activities, including test management, reporting, test data generation, and defect management. Required Technical and Professional Expertise: Experience: 4+ years of experience in SDET (Software Development Engineer in Test) and testing. Web Technologies: Solid knowledge of Internet/Web Technologies. Testing Tools: Experience with tools like SOAP UI, CA Lisa, ParaSoft, or similar tools. Proficiency in Rest Assured or other API Test Automation Frameworks. Middleware Expertise: Knowledge of WebSphere MQ and IBM Integration Bus (IIB) (good to have). Coding Skills: Excellent coding skills in JavaScript or Java. Preferred Technical and Professional Expertise: Database Knowledge: Experience in understanding data models and writing database queries, with knowledge of NoSQL platforms. Automation Strategy: Experience designing and implementing test automation strategies for distributed systems. Production Issue Resolution: Ability to solve/debug production issues by collaborating with remote teams across different verticals (QA, Dev, PM, Operations). Stub and Mock Data: Understanding of automation testing using stub and mocked data from integrated systems. Innovation: Work at the cutting edge of technology, helping drive advancements in software testing and middleware solutions. Global Impact: Your work will have a direct impact on IBM s global success and the software quality delivered to our clients. Continuous Learning: Gain access to IBM s vast resources and opportunities for professional growth, including the latest tools and technologies in testing and software development. Collaborative Culture: Join a dynamic, inclusive team of experts where your contributions and ideas are valued. If you are passionate about software testing, eager to innovate with cutting-edge technologies, and ready to make a global impact, join us at IBM and help shape the future of software quality and middleware solutions.
Manager Lead Junior Project Manager
Vodafone Intelligent Solutions (vois)
Job Role: Programme Management Specialist The Programme Management Specialist will support large-scale programmes, ensuring efficient coordination, planning, and reporting while maintaining governance and compliance with Vodafone s project management standards. Essential Requirements: Proven experience as a Project/Programme Manager, with a solid understanding of the project management lifecycle. Proficiency in MS Office Suite, including Excel, Word, PowerPoint, and Project. Familiarity with project support tools such as SharePoint, project management reporting tools (e.g., Planview), and SAP is highly desirable. Strong written and oral communication skills. Excellent interpersonal, organisational, and communication skills. Integrity, respect for confidentiality, sound judgment, and decision-making skills. Key Responsibilities: Programme Documentation & Tools Management: Setting up and maintaining programme tools and documentation. Meeting Coordination: Administrative tasks such as scheduling meetings, documenting action minutes, tracking actions, and reporting updates. Governance & Compliance Support: Assisting the Global Programme Manager in establishing programme governance and advising on PMO toolsets, templates, and methodologies to ensure compliance with governance frameworks. Planning Support: Supporting Programme Managers in planning processes, ensuring all milestones and internal/external dependencies are identified, logged, and monitored. Helping establish the critical path for programme plans. Programme Closure & Lessons Learned: Assisting with programme closure activities and documenting lessons learned. Risk, Issue, and Change Management: Ensuring all programme risks, issues, and changes are proactively logged and managed. Financial Tracking & Control: Assisting in the development and maintenance of financial controls, tracking programme costs against budgets and revenue forecasts. Programme Reporting: Collating programme data for reporting activities, ensuring deadlines are met, and preparing ad hoc programme reports as required. Desirable Qualifications & Experience: Experience in a Telecommunications environment is highly desirable. PRINCE2 Practitioner Certification. PMP Certification. ITILv3 Certification.
Manager Client Services
Empower
About the Role: The Client Service Manager - Operations Support acts as a vital link between our Client Service Managers (CSMs) and internal Operations teams, ensuring seamless handling of client retirement plan queries. This role is accountable for maintaining departmental quality and adherence to time standards. Responsibilities also include staff training and mentoring, quality assurance, MIS & reporting, performance management, staffing projections, and driving process improvements. Key Responsibilities: Operational Expertise: Deep understanding of Plan Service Center, Partner Link, plan design, and CSM workflow. Oversees activities to ensure smooth interdepartmental collaboration and delivery. Provides hands-on support and troubleshooting as needed. Team Leadership & Development: Mentors, coaches, and develops team members through regular one-on-one meetings and ongoing feedback. Conducts performance evaluations, addresses staff issues, and recommends salary adjustments and promotions. Assesses staffing needs, conducts interviews, and makes hiring decisions. Performance Management & Reporting: Monitors team and individual performance against goals, quality targets, and service level expectations. Tracks key metrics, prepares management reports, and identifies trends. Manages employee records and reports findings to management. Escalation Management: Handles escalated issues from representatives, clients, and participants. Identifies trends in escalations and proactively implements solutions. Collaboration & Communication: Works closely with CSMs to identify potential middle-office tasks and bring segment-level work to the team. Participates in regular governance meetings with CSM teams. Communicates effectively with partners via calls and emails. Process Improvement: Leads process deep dives, reviews, controls, and audits. Develops and implements process improvements for efficiency and cost-effectiveness. Manages logical access reviews with partners for new task types. Training & Documentation: Designs SOPs, training plans, and assessments. Delivers training and builds domain expertise within the team. Project Management: Monitors deliverables, tracks activity, escalates issues, publishes progress reports and dashboards, and recommends action plans. MIS & Reporting: Provides timely and accurate reporting on key business metrics. Expert in MS Excel and other Microsoft Office Suite programs. Qualifications: 9-12 years of overall experience, with a minimum of 6 years in the 401(k) industry. Cross-functional experience in teams such as loans, enrollment, payroll support, compliance, and audit is essential. Strong knowledge of ERISA, DOL, and applicable IRS regulations related to retirement plans. Excellent interpersonal, customer service, and communication skills (oral and written). Proactive, solution-oriented approach and collaborative mindset. Proven ability to meet deadlines and prioritize client service. Proficient in Microsoft Office Suite, especially Excel. Experience as an MIS expert is required. Hands-on experience leading teams within the retirement domain (Implementation, Money In, Money Out, Account Resolutions, etc.) is a plus. SPARK/AASPA certification and LSS certification are preferred. Experience working on process-related projects is a plus. Bachelor's Degree required. Equal Opportunity Employer: We are an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive 1 consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Qualification : Bachelors Degree is a must.
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