Candidates should possess strong administrative and organizational skills, including document management, scheduling, and coordination of meetings and activities.
Candidates should possess analytical and reporting skills, including basic data analysis, preparation of reports, and use of spreadsheets and presentation tools.
Candidates should possess solid communication and interpersonal skills, with the ability to interact professionally with internal teams, clients, and partners.
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Full-Set Management: Independently manage the full set of accounts, including Accounts Payable (AP), Accounts Receivable (AR), and General Ledger (GL).
Financial Reporting: Prepare accurate monthly financial reports, management accounts, and support month-end/year-end closing processes.
Daily Operations: Oversee daily accounting functions, accurate data entry, bank reconciliations, and cash flow monitoring.
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Sales & Product Promotion: Actively pitch, promote, and explain various loan and financing products to potential clients and warm leads.
Consultative Selling: Assess customer financial needs and match them with appropriate loan solutions, guiding them seamlessly through the application and documentation process.
Lead Management & Relationship Building: Actively follow up on sales leads, nurture existing client relationships, and build a strong referral network.
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Perform monthly tracking and reconciliation of investment deals, including deal commitments, utilization, billings, costs, savings, and remaining balances.
Monitor deal utilization and investment pacing against billing updates, contractual terms, and agreed targets.
Coordinate with internal stakeholders, including the Investment, Accountability, and Finance teams, to obtain and validate utilization information.
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