Manager (Finance and Account)

Ample Success HR; India; On-site; INR 700,000 - 1,200,000; Full time

Job summary

Ample Success HR in India is seeking a skilled Finance professional to manage lender coordination and financial data handling. You will prepare, validate, and submit data to lenders, ensuring accuracy and timely reporting.

The role requires strong analytical skills, hands-on experience with CAM, MIS reporting, and loan processes, with MBA Finance and 4–5 years in lender coordination preferred; candidate will ensure compliance and maintain audit trails while coordinating with internal teams.

Qualifications

• Strong knowledge of MIS Reporting, CAM, Financial Statements, and Loan Processes.
• Good understanding of Balance Sheet analysis and financial ratios.
• Proficiency in MS Excel (advanced formulas, data analysis, reporting).
• Strong analytical and problem-solving abilities.
• Effective communication and coordination skills.
• Attention to detail and high level of accuracy.
• Ability to work under deadlines and manage multiple tasks.

Responsibilities

• Coordinate with banks, NBFCs, and financial institutions for loan-related processes.
• Prepare and submit financial data, reports, and documents required by lenders.
• Assist in the preparation of CAM and loan proposals.
• Ensure accuracy and completeness of financial statements before submission.
• Analyze financial data including Balance Sheets, P&L Statements, and Cash Flow Statements.
• Prepare and maintain MIS reports for internal tracking and decision-making.
• Monitor loan status, disbursement processes, and documentation compliance.
• Liaise with internal departments for data collection and verification.
• Ensure timely submission of lender requirements and resolve discrepancies.
• Maintain proper documentation and audit trails for all financial transactions.

Skills

MIS Reporting

CAM

Financial Statements

Loan Processes

Balance Sheet Analysis

Financial Ratios

MS Excel

Data Analysis

Reporting

Attention to detail

Deadlines

Multitasking

Education

MBA in Finance

Tools

MS Excel

Job description

Job Overview: We are looking for a skilled and detail-oriented Finance professional to manage lender coordination and financial data handling. The role primarily involves preparing, validating, and submitting financial data to lenders, ensuring accuracy, compliance, and timely reporting. The candidate should have strong analytical skills and hands-on experience in financial documentation, MIS reporting, and credit-related processes.

Key Responsibilities:

• Coordinate with banks, NBFCs, and financial institutions for loan-related processes
• Prepare and submit financial data, reports, and documents required by lenders
• Assist in the preparation of Credit Appraisal Memos (CAM) and loan proposals
• Ensure accuracy and completeness of financial statements before submission
• Analyze financial data including Balance Sheets, P&L Statements, and Cash Flow Statements
• Prepare and maintain MIS reports for internal tracking and decision-making
• Monitor loan status, disbursement processes, and documentation compliance
• Liaise with internal departments for data collection and verification
• Ensure timely submission of all lender requirements and resolve discrepancies
• Maintain proper documentation and audit trails for all financial transactions

Required Skills & Competencies:

• Strong knowledge of MIS Reporting, CAM, Financial Statements, and Loan Processes
• Good understanding of Balance Sheet analysis and financial ratios
• Proficiency in MS Excel (advanced formulas, data analysis, reporting)
• Strong analytical and problem-solving abilities
• Effective communication and coordination skills
• Attention to detail and high level of accuracy
• Ability to work under deadlines and manage multiple tasks

Preferred Candidate Profile:

• MBA in Finance with 4–5 years of relevant experience
• Prior experience in lender coordination / banking / NBFC / real estate finance preferred
• Exposure to loan processing, financial documentation, and reporting

Interested in this role?