CBS-National Admin

BDO Rise; Hyderabad; On-site; INR 350,000 - 520,000; Full time

Job summary

BDO Rise in Hyderabad seeks a Finance Operations Associate to support customer, contract and project set ups and maintenance, process expense reports, and create engagement letters.

You will work with the US and RISE teams, audit PPTs for wrap ups, and ensure compliance checks are completed; proficiency in MS Office and ServiceNow/Agiloft is a plus.

Qualifications

• Formal education in commerce or related field.
• Minimum 2–4 years of experience in operations/finance roles.
• Strong communication, analytical and data handling skills.

Responsibilities

• Support in customer, contract and project setups and maintenance.
• Process expenses reports and prepare engagement letters.
• Audit and format PPTs for audits wrap-ups and rep letters.
• Screen compliance checks for clients/projects (OFAC).
• Manage data in Agiloft and generate customer-oriented reports.
• Coordinate with US and internal teams and handle multiple tasks.

Skills

Verbal communication

Written communication

Analytical skills

Data analysis

Multitasking

Confidentiality

Education

B.Com/M.Com/MBA or equivalent

Tools

MS Office

ServiceNow

Agiloft

Job description

Job Duties

• Support in Customer, Contract and Project set ups and maintenance
• Process Expenses Reports.
• DQC (Processes Financial Statements).
• Prepare Engagement Letters and create workflows in Tax Userverse
• Upload the letters in Data base (Agiloft)
• Create Purchase Requisites
• Time entry and corrections
• Create Business cards for the US team
• Assessing the DocUsign
• Auditing and formatting PPTs for Audits wrap ups and Rep letters
• Checking shared mailboxes and segregating the mail between US and RISE teams
• Preparation of various customer-oriented reports.
• Screening the compliance check for Clients and Projects (OFAC)
• Assist in other operational tasks as needed.

Qualifications, Knowledge, Skills and Abilities

Qualifications: B. Com/ M. Com/ MBA or Equivalent.

Experience: 2-4 Yrs.

Skills and Abilities:

Excellent verbal and written communication skills, superior analytical skills with the ability to deconstruct complex issues, ability to analyze and organize high volumes of data, ability to successfully interact with professionals at all levels.

Software:

• Advanced level of proficiency in Microsoft Office Suite, required
• Experience with ServiceNow or scheduling software program, preferred

Language:

• N/A

Other Knowledge, Skills, & Abilities:

• Ability to work in a deadline driven environment and handle multiple projects/tasks with attention to detail
• Ability to successfully multi-task while working in coordination with other professionals
• Ability to understand and maintain the confidentiality of all information
• Ability to relate with diverse personalities in a tactful and mature manner
• Ability to respond tactfully and professionally in high demand situations
• Takes ownership of work and completes tasks in a timely manner
• Ability to prioritize and meet both client and departmental demands with minimal supervision
• Capable of following procedures and communicating issues and status to multiple supervisors
• Ability to efficiently process data using strong technology skills