Account Executive

Kaabil; Chennai District; On-site; INR 600,000 - 800,000; Full time

Job summary

A leading company in the financial sector seeks an Account Data Analyst in Chennai to analyze account-related financial and operational data. The role entails preparing reports, monitoring data accuracy, and supporting account managers with insights. Candidates should hold a Bachelor’s degree in Finance or a related field, possess strong analytical skills, and have proficiency in advanced Excel and SQL. Familiarity with ERP systems and data visualization tools is preferred, as is a keen eye for detail and stakeholder communication.

Qualifications

• Must have Bachelor's degree in Finance, Accounting, Business, or Economics.
• Strong analytical and problem-solving skills are required.
• Experience with financial or account data analysis is necessary.

Responsibilities

• Analyze account, customer, and financial data to identify trends and insights.
• Prepare regular reports and dashboards on account performance.
• Ensure compliance with internal policies and data governance standards.

Skills

Analyzing financial data

Problem-solving

Advanced Excel

SQL

Communication

Education

Bachelor’s degree in Finance, Accounting, Business, or Economics

Tools

Power BI

Tableau

SAP

Oracle

Salesforce

Job description

The Account Data Analyst is responsible for analyzing account-related financial and operational data to support decision-making, improve performance, and ensure data accuracy. The role involves working closely with finance, sales, and account management teams to identify trends, risks, and opportunities.

Key Responsibilities

• Analyze account, customer, and financial data to identify trends and insights
• Prepare regular reports and dashboards on account performance, revenue, and profitability
• Monitor data accuracy and reconcile discrepancies in account records
• Support account managers with data-driven insights and forecasts
• Track KPIs related to accounts, billing, and client performance
• Assist in budgeting, forecasting, and variance analysis
• Ensure compliance with internal policies and data governance standards
• Automate reports and improve data processes where possible

Required Skills & Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field
• Strong analytical and problem-solving skills
• Proficiency in Excel (advanced formulas, pivot tables); SQL and BI tools are a plus
• Experience with financial or account data analysis
• High attention to detail and data accuracy
• Ability to communicate insights clearly to non‑technical stakeholders

Preferred Qualifications

• Experience with ERP or CRM systems (e.g., SAP, Oracle, Salesforce)
• Knowledge of data visualization tools (Power BI, Tableau, Looker)
• Understanding of accounting principles and financial reporting

Key Competencies

• Data‑driven decision making
• Stakeholder collaboration
• Time management and organization
• Continuous process improvement