account services analyst

Aspire92

Job Description:The Key Account Analyst &ndash; Sales is responsible for managing and growing Aspire 92&rsquo;s key client relationships while developing new business through online platforms. The role involves a mix of sales strategy, client relationship management, and account performance analysis. The ideal candidate will have strong communication, analytical, and negotiation skills, with a proven ability to convert leads into long-term clients.Key Responsibilities &amp; Duties:<ul><li>Manage and nurture key client relationships, ensuring client satisfaction and repeat business.</li><li>Develop and execute sales strategies to acquire new clients through Upwork and other online platforms.</li><li>Identify and pursue cross-selling and upselling opportunities within existing client accounts.</li><li>Prepare and deliver client proposals, quotations, and presentations tailored to client needs.</li><li>Analyze sales performance metrics, market trends, and client data to guide strategy and decisionmaking.</li><li>Collaborate with internal teams (finance, operations, marketing) to ensure smooth client onboarding and project delivery.</li><li>Maintain strong knowledge of Aspire 92&rsquo;s service offerings (tax, accounting, software, and financial systems).</li><li>Ensure accurate documentation of client communications, proposals, and contracts in CRM tools.</li><li>Represent Aspire 92 professionally across all virtual sales platforms, ensuring compliance with Upwork and client standards.</li></ul>Requirements &amp; Qualifications:<ul><li>Degree in Marketing, Business Administration, Finance, or a related field preferred.</li><li>Proven experience in sales, business development, or account management, ideally in B2B or professional services.</li><li>Experience working with Upwork or other online freelance platforms is highly desirable.</li><li>Excellent English communication, negotiation, and interpersonal skills.</li><li>Strong analytical skills with the ability to interpret client and sales data to improve performance.</li><li>Proficiency in Microsoft Office Suite (Excel, PowerPoint) and CRM tools (HubSpot, Salesforce, or similar).</li><li>Familiarity with healthcare, finance, or technology industries is a plus.</li><li>Advanced proficiency in Microsoft Excel; experience with tax or reporting tools (e.g., Drake, ProConnect, or Power BI) is a plus.</li><li>Excellent communication and client management abilities in a virtual environment.</li></ul>Skills:<ul><li>Detail-oriented and organized</li><li>Excellent communication and teamwork</li><li>Proactive and results-driven mindset</li></ul>Job Type: Full-timeWork Location: Remote

Sales Reporting Analyst – Accounts

Mastercard

<div>Our Purpose
Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we&rsquo;re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title and Summary
Analyst, Account Management
Job Title: Analyst, Account Management &ndash; Mastercard Cross Border Solutions
 
 
Reports to: &ndash; Director, Product Sales 
Job Family: Sales / Business Development 
Career level: Analyst &ndash; Business Development
 
Location: United Arab Emirates 
Region: EEMEA 
 
Company description 
In the last few years, Mastercard has developed products in the cross-border payments space, &ldquo;Mastercard Cross Border Solutions&rdquo; products. we have established partnerships with entities active in the cross-border payments. We are looking to scale those partnerships and to establish more. 
The candidate will be part of the &ldquo;Mastercard Cross Border Solutions&rdquo; sales team and will demonstrate the initiative and ownership as an individual contributor, raise the bar and challenge the boundaries to corner new payment flows using Mastercard Cross Border Solutions product. 
 
Key accountabilities 
The candidate will ensure that Mastercard Cross Border Solutions product strategy is implemented in close alignment to market objectives and deliver commercial product launches and success 
 
Key areas of responsibilities include: 
<ul><li>Meet the volume and scale objectives for Mastercard Cross Border Solutions in United Arab Emirates by shaping and aligning the product to the go-to-market strategies</li><li>Partner with global and regional product teams to understand product capabilities, provide inputs to ensure market needs are addressed, synergize with other initiatives and ensure ongoing coordination for smooth operation of the product in market</li><li>Lead client engagements to communicate product strategy, innovation, business building strategies and ensuring sign ups</li><li>Engage Marketing, Communications and other colleagues to support the successful launch of products and ensure optimum visibility and utilization of budgets and investments on the product</li><li>Coordinating (at internal and customer level) the end-to-end implementation of the service with new customers: due diligence process, contract and commercial negotiations, financial set-up, service roll-out&hellip;;</li></ul> 
<ul><li>Managing complex analyses using data from multiple sources, in order to build strategic intelligence for both Mastercard and customers.</li><li>Supporting and developing strong internal relationships within the Mastercard to enable all team members to achieve their business goals and differentiate Mastercard Cross Border Solutions product from the competition.</li></ul>
Qualifications and Experience 
<ul><li>Bachelor&rsquo;s degree</li><li>Relevant experience in cross border remittances space with leading money transfer operators, FinTech&rsquo;s, Telcos etc</li><li>A keen understanding of bilateral / correspondent banking for B2B and P2P payments
</li><li>Exposure to mobile money/card payment industry would be an added advantage</li><li>Experience in managing Sales, Business Development from conception to scale is desirable</li><li>United Arab Emirates based candidates preferred with relevant market experience and vintage</li></ul> 
Skills and Competencies 
<ul><li>Strong product and problem-solving acumen</li><li>Proven sales, Business Development, negotiation, communication skills</li><li>Team player, comfortable working in a large matrix organization, willing to build consensus and</li><li>determined to get things done in time</li><li>Comfortable working in a dynamic environment where rapid or sudden changes are not unusual</li><li>Fluent in English Fluency in Arabic would be preferred</li><li>Based in United Arab Emirates</li></ul>
Corporate Security Responsibility 
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:<ul><li>
Abide by Mastercard&rsquo;s security policies and practices;</li><li>
Ensure the confidentiality and integrity of the information being accessed;</li><li>
Report any suspected information security violation or breach, and</li><li>
Complete all periodic mandatory security trainings in accordance with Mastercard&rsquo;s guidelines.</li></ul></div>

Analyst, Account Management

Job Description:The Key Account Analyst &ndash; Reporting will be responsible for preparing, analyzing, and presenting detailed reports on key client accounts. This includes leveraging data from QuickBooks, CRM systems, and internal tools to provide actionable insights that enhance client satisfaction, profitability, and operational efficiency.The ideal candidate has a strong background in finance, accounting, or data analytics, with a passion for turning data into strategic information that drives decision-making.Key Responsibilities &amp; Duties:<ul><li>Develop and maintain comprehensive financial and performance reports for key accounts using QuickBooks, Excel, and BI tools.</li><li>Collect, clean, and analyze data from multiple sources (QuickBooks, CRM, project management systems) to produce accurate and timely reporting.</li><li>Prepare weekly, monthly, and quarterly reports summarizing client account performance, trends, and key metrics.</li><li>Support budgeting, forecasting, and variance analysis for key accounts.</li><li>Collaborate closely with finance, accounting, and operations teams to ensure alignment and accuracy in all client reporting.</li><li>Identify trends, risks, and opportunities within client portfolios to inform business strategy and account growth.</li><li>Assist in automating and streamlining reporting processes using tools such as Excel, Power BI, or Tableau.</li><li>Maintain data accuracy, confidentiality, and compliance across all reporting activities.</li></ul>Requirements &amp; Qualifications:<ul><li>ACCA qualification or a degree in Finance, Accounting, or Data Analytics preferred.</li><li>Proven experience in financial reporting, analysis, or key account management, ideally within healthcare, IT, or finance sectors.</li><li>Strong proficiency in QuickBooks Online/Desktop, including reporting, reconciliations, and financial data extraction.</li><li>Advanced knowledge of Microsoft Excel (pivot tables, formulas, macros) and experience with data visualization tools (Power BI, Tableau, or similar).</li><li>Strong analytical, problem-solving, and organizational skills.</li><li>Ability to manage multiple priorities in a fast-paced, virtual environment.</li><li>Familiarity with CRM software (e.g., HubSpot, Salesforce) and project management platforms (Asana, Trello, ClickUp) is an advantage.</li></ul>Skills:<ul><li>Detail-oriented and organized</li><li>Excellent communication and teamwork</li><li>Proactive and results-driven mindset</li></ul>Job Type: Full-timeWork Location: Remote

Business Reporting Analyst – Accounts

KeyBank

Location: 
4900 Tiedeman Road, Brooklyn Ohio
 
JOB SUMMARY: 
The Account and Documentation Services team supports Key Private Bank (KPB) and Institutional Advisors Services (IA) in coordinating the Onboarding of KPB and IA Trust Accounts which includes Document Prep, Know Your Client and Global Trust Account coding establishing new accounts as well as coordinating maintenance changes to account coding on the Global Plus Trust Accounting system. The team has responsibility to interpret governing trust, agreements and any additional documentation to code the account appropriately.
 
The Operations Analyst ensures that all required documentation is complete to support client document preparation for trust accounts, account coding, and compliance requirements. This role involves understanding and addressing compliance implications while partnering with other teams to guarantee accurate account setup and coding in the Global Plus Trust Accounting system. The department is committed to delivering exceptional client service while mitigating organizational risk.
 
ESSENTIAL FUNCTIONS: 
Demonstrate an understanding of the end-to-end of the Account Onboarding process including document prep, Know Your Client, account set up, maintenance, and audit.
 Responsible for opening trust accounts includes client document preparation, reporting on a quarterly rotation, and providing backup on assigning workflows as needed.
 Demonstrate an understanding of account coding requirements, including legal, tax and regulatory aspects, as well as possible variations and exceptions to coding based on various account types as it relates to new trust accounts or maintenance requests.
 Audit workflows of other department team members.
 Review and revise written procedures.
 Positively represent the team and the organization to Line of Business partners, as well as in client interactions. Assist in the development of positive relationships between the team and Line of Business partners by exhibiting professional manners daily.
 Meet performance objectives for accuracy and completion in accordance with Service Level Agreements by managing time and balancing workload effectively.
 Participate in and lead small department initiatives/projects.
 Perform other duties as assigned; duties, responsibilities, and/or activities may change, or new ones may be assigned at any time with or without notice.
 Comply with all KeyBank policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
 
EDUCATION: 
Bachelor’s degree in Business or Finance or equivalent work experience.
 
WORK EXPEREINCE: 
1 + years in financial services, operations, or trust accounting experience
 Experience working in financial services operations, preferred
 Working knowledge of Global Plus, Global Office, preferred
 Intermediate to advanced working knowledge of all MS Office programs, with emphasis on MS Excel
 Working knowledge of Salesforce, preferred
 Prior experience in reviewing and coding Trusts, preferred
 
SKILLS: 
Ability to learn detailed processes quickly and function independently with limited supervision
 Strong Critical Thinking
 Strong work ethic with self-motivation & drive
 Excellent verbal and written communication
 Experience and success in a team environment
 Research and problem-solve complex issues with limited supervision
 Excellent organizational skills, with the ability to manage multiple priorities
 High attention to detail and focus
 Strong peer leadership skills
 Demonstrates ability to identify and implement process improvements
 
PHYSICAL DEMANDS: 
Ability to sit for extended periods.
 Use of PC, phone, copier, and other office equipment.
 
TRAVEL/DRIVING REQUIREMENTS: 
Minimal travel may be required for training or project support.
 Valid driver’s license may be necessary depending on location and role responsibilities.
 
WORK LOCATION CATEGORY: 
Hybrid (2+ days in office)
 
COMPENSATION AND BENEFITS
 This position is eligible to earn a base salary in the range of $46,000.00 - $70,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
 Please click here for a list of benefits for which this position is eligible.
 
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
 
Job Posting Expiration Date: 01/09/2026
 
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
 Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
 
#LI-Remote

Account and Documentation Services Operations Analyst (Key Private Bank and Institutional Advisory Trusts)

DOHA BANK

<div>
 
 
 Role Objective
 
 
 
 
 
 
 The
 
 Credit Analyst
 
 will provide operational and analytical support to the Services Sector Department in preparing Credit proposals/applications, ensuring effective monitoring of all aspects of business in terms of credit quality, as per the internal policies and procedures, QCB guidelines and other relevant regulatory framework. The job holder will identify, measure, monitor, control and perform periodic reviews of the risk inherent in the allotted portfolios. The incumbent will analyze customer strengths and weaknesses, provide recommendations, and note any deviations from the policies, and terms, as appropriate, and will prepare and review annual or quarterly reports as appropriate for the portfolios.
 
 
 
 
 
 
 Detailed Roles and Responsibilities:
 
 
 
 
 
 <ul>
 <li>
 Perform all activities, as assigned by the reporting authority, in compliance with regulatory guidelines, and internal policies and procedures.
 </li>
 <li>
 Prepare credit proposals with appropriate interpretations on the financial aspects and identify the risk factors and suggest credit enhancers, as applicable, in consistent with the Credit policies and regulatory framework and provide recommendations.
 </li>
 <li>
 Ensure Internal Credit Rating and RAROC is carried out for all lending clients and update same on annual basis or as and when a new facility is granted, new information available etc.
 </li>
 <li>
 Review to ensure that all credit documents are complete, by identifying documentation deficiencies, if any and report to the respective employees, for timely resolution.
 </li>
 <li>
 Assess the credit worthiness by accumulating pertinent information (strengths and weaknesses relating to historical functional performance) regarding customers for facilities granted/to be granted.
 </li>
 <li>
 Liaise with the respective employees, for clarifications/ rectifications on account of incompleteness of information provided, and to ensure all the Credit applications are completed within the set turnaround time.
 </li>
 <li>
 Contribute towards continuous development of credit procedures by recommending solutions and/or ascertaining capacities for enhancement.
 </li>
 <li>
 Prepare facility renewals and monitor past dues and effect preventive /corrective measure for regularizing the accounts, as directed by the reporting authority.
 </li>
 <li>
 Review facility release/ amendment forms to ensure respective portfolios carry acceptable risk at pre and post sanction stages, and is compliant to approval terms/ policy, prior to disbursement/ recoveries of the allotted portfolio accounts
 </li>
 <li>
 Coordinate with Risk Management function with respect to new/ renewal of limits/input of limits and other related aspects.
 </li>
 <li>
 Ensure prompt filing of all documents, including but not limited to applications, credit documents, Swift transfers, deposits and other records, approvals, security documents, and other correspondences, in the prescribed order of documents filing.
 </li>
 <li>
 Promptly respond to and/or escalate requests and/or queries raised by the internal and external customers, as directed by the reporting authority.
 </li>
 <li>
 Perform periodic review/monitoring of the customer accounts, in line with the limits, credit policies and QCB regulations.
 </li>
 <li>
 Monitor customer activities in relation to market conditions, conduct of account and other factors, as applicable, to protect Bank&rsquo;s interests and arrange appropriate classification of accounts.
 </li>
 </ul>
 
 
 
 
 
 Educational Qualifications:
 
 
 
 
 
 <ul>
 <li>
 University graduate with a degree in Business or Banking or Finance or any other related discipline.
 </li>
 <li>
 Master&rsquo;s degree in Management any other related discipline will be an added advantage.
 </li>
 </ul>
 
 
 
 
 
 Experience:
 
 
 
 
 
 <ul>
 <li>
 05-08 years of total experience in financial services/banking industry, entailing responsibilities pertaining to the specific area of discipline.
 </li>
 <li>
 Experience in credit analysis in Corporate and commercial banking sector, with strong understanding of the local banking industry.
 </li>
 </ul>
 
 
</div>

Credit Analyst – Services Sector

Careers at Tide

<div><div><h3 class="jobSectionHeader">ABOUT TIDE</h3>

At Tide we help SMEs save time (and money) in the running of their businesses by not only offering business accounts and related banking services, but also a comprehensive set of highly usable and connected administrative solutions from invoicing to accounting. 
Tide is transforming the small business banking market with over 1.6 million members globally across the UK, India, Germany and France. Using advanced technology, all solutions are designed with SMEs in mind. With quick onboarding, low fees and innovative features, we thrive on making data-driven decisions to help SMEs save both time and money.

Tide facts:
<ul>
<li>Tide is available for UK, Indian, German and French SMEs</li>
<li>Over 1.6 million members: 800,000 UK and 800,000 in India and growing rapidly</li>
<li>Over $200 million raised in funding</li>
<li>Over 2500 Tideans globally - we're diversity champions!</li>
<li>We have offices in Central London, with a member support and technology centre in Sofia, Bulgaria, technology centres in Serbia, Romania, Lithuania and Hyderabad and offices in Gurugram and New Delhi, India</li>
</ul></div>
What we're looking for:

The Account Operations team is responsible for various types of manual payments and movements of funds. The team is growing to become the central function for payments into members accounts on a timely basis and ensuring all payments are fully reconciled and accounted for.

The Account Operations Analyst role is a great opportunity for someone with account and payment experience to be part of what will become a key team within Tide's Finance Operations function. It will be important in ensuring that these key payment activities are undertaken as smoothly and efficiently as possible. The role will require interactions with Tide's senior management and internal teams such as Finance; and when required, with other financial institutions

About the role:
<ul>
<li>Drive Payment Processes: Ensure seamless execution of manual payments and fund movements, meeting strict SLAs and deadlines.</li>
<li>Collaborate Across Teams: Work closely with internal teams, including Finance, and external financial institutions to ensure smooth fund transfers and account operations.</li>
<li>Ensure Accuracy and Compliance: Perform reconciliations and escalate issues promptly to maintain operational accuracy and regulatory compliance.</li>
<li>Optimize Processes: Contribute to the redesign and automation of payment workflows, enhancing efficiency and scalability.</li>
<li>Provide Critical Insights: Deliver key reporting inputs to support data-driven decision-making.</li>
<li>Build Relationships: Communicate effectively with internal stakeholders and external partners, fostering trust and collaboration.</li>
<li>Adapt in a Dynamic Environment: Thrive in a scale-up setting with occasional ambiguity, showcasing flexibility and problem-solving skills.</li>
</ul>
As the Account Operations Analyst:
<ul>
<li>You'll be help bring together some of the existing payment and fund transfer activities and for inputting to the design and implementation of new payment processes</li>
<li>You'll gain a good understanding of the payment and fund movement processes and will be part of Tide's response to expected regulatory changes around fraud</li>
<li>Expect to be heavily involved in different types of payment activity, ensuring that SLAs and deadlines are met, working with internal colleagues such as our Finance team and with other financial services firms</li>
<li>You will be making payments, where required seeking review and approval from others as part of our control process, and will support our regular reconciliation processes and will escalate any issues that may arise</li>
<li>You'll have very good written and verbal communications skills, to be applied when dealing with Tide's internal team and other financial institutions</li>
<li>You'll contribute to helping make sure our long-term strategy, business goals, and experience quality are all aligned and that there are healthy opportunities for visibility and feedback.</li>
</ul>
What makes you a great fit:
<ul>
<li>Minimum 2 years' relevant experience in an account operations and/or payments role</li>
<li>Ideally a relevant Bachelor's degree or higher</li>
<li>Knowledge and experience of account operations and payment processes</li>
<li>Some experience of process re-design and optimisation, where possible through automation</li>
<li>Being data-driven in your approach</li>
<li>Ideally you have some knowledge and practical experience of inter-bank fund movements</li>
<li>You are focussed on customers</li>
<li>You have some experience of meeting daily, weekly and monthly deadlines and inputting to MI and reporting</li>
<li>Good understanding of current challenges that financial institutions face in relation to fraud, the current regulatory environment and how proposed changes will impact firms such as TIde</li>
Ideally, some experience of working in a scale-up environment and comfortable with occasional ambiguity 
<li>
<h2 class="jobSectionHeader">WHAT YOU'LL GET IN RETURN:</h2>

Our location-specific employee benefits are designed to cater to the unique needs of Tideans: 
<ul>
<li>Competitive Compensation - competitive salary and share options</li>
<li>Time Off &ndash; Generous annual leave on top of bank holidays.</li>
<li>Parental Leave &ndash; Paid maternity, paternity, and adoption leave to support your family journey.</li>
<li>Sabbatical &ndash; Extended unpaid and paid leave options after completing milestone years with Tide.</li>
<li>Health Insurance &ndash; Private family insurance with additional OPD coverage and top-up options.</li>
<li>Life &amp; Accident Cover &ndash; Comprehensive accidental and life insurance protection.</li>
<li>Mental Wellbeing &ndash; Access to therapy sessions, courses, meditations, and workshops.</li>
<li>Volunteering &amp; Development Days &ndash; Paid days annually for volunteering or personal growth.</li>
<li>Learning &amp; Development &ndash; Annual budget for books, courses, coaching, and more.</li>
<li>WOO (Work Outside the Office) &ndash; Work from abroad for up to 90 days annually.</li>
<li>Home Office Setup &ndash; Contribution towards setting up your home office</li>
<li>Laptop Ownership &ndash; Keep your old laptop and get a new one when it's time for a replacement.</li>
<li>Snacks &amp; Meals &ndash; Office perks with snacks, coffee, tea, and lunch (location dependent).</li>
</ul></li></ul><div><h3 class="jobSectionHeader">TIDE IS A PLACE FOR EVERYONE</h3>

At Tide, we believe that we can only succeed if we let our differences enrich our culture. Our Tideans come from a variety of backgrounds and experience levels. We consider everyone irrespective of their ethnicity, religion, sexual orientation, gender identity, family or parental status, national origin, veteran, neurodiversity or differently-abled status. We celebrate diversity in our workforce as a cornerstone of our success. Our commitment to a broad spectrum of ideas and backgrounds is what enables us to build products that resonate with our members' diverse needs and lives.

We are One Team and foster a transparent and inclusive environment, where everyone's voice is heard. 


At Tide, we thrive on diversity, embracing various backgrounds and experiences. We welcome all individuals regardless of ethnicity, religion, sexual orientation, gender identity, or disability. Our inclusive culture is key to our success, helping us build products that meet our members' diverse needs. We are One Team, committed to transparency and ensuring everyone's voice is heard.<div> 
</div>
<div>Disclaimer</div>
<div></div>
<div>It has come to our attention that individuals or agencies are falsely claiming to represent Tide and are reaching out to candidates regarding job opportunities. Please be aware that:</div>
<ul><li>Tide does not charge any fees at any stage of the recruitment process.</li>
<li>All official Tide job opportunities are listed exclusively on our Careers Page and applications should be submitted through this channel.</li>
<li>Communication from Tide will only come from an official @tide.co email address.</li>
<li>Tide does not work with agencies or recruiters without prior formal engagement, and we do not authorize third parties to make job offers on our behalf.</li>
</ul>
If you are contacted by anyone misrepresenting Tide or requesting payment, please treat it as fraudulent and report it to us immediately at talent@tide.co 
Your safety and trust are important to us, and we are committed to ensuring a fair and transparent recruitment process. 


Tide leverages AI to enhance our hiring experience. You can read more about how we use AI in our recruitment process in our AI Policy.

Your personal data will be processed by Tide for recruitment purposes and in accordance with Tide's Recruitment Privacy Notice.</div></div>

Account Operations Analyst

Doha Bank

<div>The Credit Analyst will provide operational and analytical support to the Services Sector Department in preparing Credit proposals/applications, ensuring effective monitoring of all aspects of business in terms of credit quality, as per the internal policies and procedures, QCB guidelines and other relevant regulatory framework. The job holder will identify, measure, monitor, control and perform periodic reviews of the risk inherent in the allotted portfolios. The incumbent will analyze customer strengths and weaknesses, provide recommendations, and note any deviations from the policies, and terms, as appropriate, and will prepare and review annual or quarterly reports as appropriate for the portfolios.</div>

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