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Lead Specialist - Finance

Trigent Software Private Limited

Full time On-site
Location
Gurgaon
Work mode
On-site
Salary
₹7.9–11 LPA
Posted 6 days ago

Job description

  • Manage Book of accounts, create ledger entries and perform match exercise on daily basis
  • Perform regular reconciliations for brokerage and accounts receivable, resolving discrepancies and ensuring compliance with financial standards
  • Create, verify, and issue invoices, coordinate with clients & insurers for timely payments, and maintain organized invoicing records
  • Suggest and implement improvements to accounting processes for enhanced efficiency and accuracy
  • Collaborate with internal teams, communicate with clients, work with underwriters, and liaise with regulatory bodies to ensure smooth operations and compliance
  • Assist in preparing financial reports, analyze financial data, and support audits with necessary documentation
  • Perform regular audit to maintain quality
  • Publish report to understand the overall payment cycle and mitigation plan for any gaps
    • Advance Excel proficiency
    • Additional Responsibilities
    • Coordinate closely with brokers and underwriters to ensure smooth processing of all transactions, maintaining clear communication and addressing issues promptly
    • Ability to think critically and make sound judgments based on the evidence presented.
    • Understanding of best practices in business processes and quality assurance.
    • Ability to work independently and as part of a team to achieve quality and compliance objectives.
    • Commitment to maintaining confidentiality and handling sensitive information appropriately
    • Willingness to continuously learn and develop new skills to enhance audit effectiveness
    • Publish dashboards to suggest the improvement in matched and unmatched revenues

Key skills

Preferred

Quality Assurance

Tags

Accounting & Finance Jobs

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