client finance analyst

Rishi Jobs

<div>Credit Analyst-Finance-Surat-30k 
 
Role Summary: 
We&rsquo;re hiring a Credit Analyst to evaluate corporate borrowers, prepare CMA reports &amp; credit proposals, and liaise with banks &amp; external consultants for corporate loan processing.
Key Responsibilities:
Customer Profile &amp; Documentation Develop detailed customer profiles, review financial documents, and assess funding requirements to ensure thorough understanding of clients&rsquo; financial positions. Reporting &amp; Proposals Prepare comprehensive project reports, CMA reports, and well-structured credit proposals for submission to bank managers. Bank Coordination Actively follow up on proposals, conduct visits to banks for credit appraisals and inspections, and facilitate effective communication between clients and financial institutions. External Consultant Coordination Liaise with TEV consultants and external rating agencies on behalf of clients to gather critical evaluations and assessments. Client &amp; Document Follow-up Proactively follow up with clients to obtain required documentation, and coordinate banker visits to client premises for smooth processing of credit applications. Stock Statements &amp; Queries Prepare accurate stock statements and promptly address any inquiries or concerns from clients and banks. Legal &amp; Technical Follow-up Work closely with legal and technical teams to ensure client requirements are met in a timely and efficient manner. Sanction &amp; Reporting Manage both pre and post-sanction requirements and submit regular progress reports to senior management to keep them informed of key developments. Skills &amp; Qualifications:
Strong expertise in credit analysis and financial documentation. Excellent communication and interpersonal coordination abilities. Proficiency in MS Office and relevant credit analysis tools.</div>

Credit Analyst-Finance-Surat-30k

HR Force International

We are looking for a motivated Corporate & Financial Analyst to support corporate finance activities, advisory work, and financial analysis across multiple business functions at BPro Hub (SMC-PVT) LIMITED. This role involves working closely with internal teams on financial assessments, cross-border transactions, and operational oversight.
 
Key Responsibilities: 
<ul>
<li>Conduct financial and corporate analysis to support strategic decisions</li>
<li>Assist with jurisdictional and regulatory financial matters</li>
<li>Analyze cross-border transactions and advisory assignments</li>
<li>Support legal and corporate restructuring initiatives</li>
<li>Perform product-based financial analysis and reporting</li>
<li>Coordinate with multiple departments for data alignment and execution</li>
<li>Provide operational oversight and financial monitoring</li>
</ul>
Requirements: 
<ul>
<li>Qualification: BBA / MBA in Money & Banking or Finance, BS in Accounts and Finance from reputed institutions (IBA Punjab University, LUMS, FAST-NUCES, NUST)</li>
<li>Experience: 1–1.5 years in corporate finance, financial analysis, or related roles</li>
<li>Strong analytical skills and attention to detail</li>
<li>Proficiency in MS Excel and financial reporting tools</li>
<li>Good communication and coordination abilities</li>
</ul>
Why Join Us: 
<ul>
<li>Exposure to corporate advisory and strategic finance</li>
<li>Cross-functional learning and growth opportunities</li>
<li>Collaborative and professional work environment</li>
</ul>

Corporate Finance Analyst

Republic National Distributing Company

<div>Republic National Distributing Company (RNDC) is a family-owned business with roots extending before Prohibition that has evolved into one of the nation&rsquo;s largest wine and spirits wholesalers. Our success is grounded in our core values of Family, Service, Accountability, Honesty, and Professionalism. We offer a vibrant, inclusive culture and workplace experience for individuals who want a career that makes them feel accomplished and engaged. RNDC values the health and well-being of our associates, inside and outside the office, offering dynamic health and wellness benefits that supply exceptional care and value. RNDC is geared toward growing our footprint and our people. Join our team of energetic professionals who believe in many happy hours and are experts in our craft.<div><div><div><h2 class="jobSectionHeader">
Summary</h2></div><div>
RNDC is looking for a collaborative, analytical, and professional State Sales Finance Analyst to join our growing finance team. This role supports the field-based Sales Finance function. Key responsibilities are directly related to supplier relations and analysis of the business results as compared to contractual obligations by performing the following duties.</div></div><div><div><h2 class="jobSectionHeader">
In this role, you will</h2></div><div><ul><li>
Conducts ROI analysis of sales programs.</li><li>
Ensures successful business workflows; standard of operations; reports; technology solutions; and appropriate recordkeeping for compliance reasons.</li><li>
Assists leadership on achieving goals and budgets in partnership with sales line management and leadership.</li><li>
Assists with key analysis work of the supplier accounts receivable. Conducts gross profit analysis; fund analysis; data quality; costing; federal compliance; and supply chain management, as needed.</li><li>
Compile and provide variance analysis and business insight on business performance. Research variances on financial statements and originate correcting journal entries resulting from analysis.</li><li>
Maintains: validates and distributes all Key Performance Indicators (KPIs) and measure program effectiveness. Creates; maintains; validates; and distributes key periodic reports package including Dashboards, Daily Top Line, Master Planning, and Daily Financials</li><li>
Anticipates problems and develops solutions and plans. Troubleshoots financial issues for solutions with line management.</li><li>
Conducts analysis of profitability and appropriate ROI of supplier incentives. Ensures financial compliance of supplier contracts and ensure proper bill-back percentages for supplier incentives.</li></ul></div></div><div><div><h2 class="jobSectionHeader">
What you bring to RNDC</h2></div><div><ul><li>
Bachelor&rsquo;s degree from four-year College or university preferred; four or more years related analyst experience, preferably three or more years in an accounting or financial, accounting, economics business environment with an alcoholic beverage wholesaler or supplier and/or training; or equivalent combination of education and experience.</li><li>
Ability to travel up to 10% time.</li></ul></div></div><div><div><h2 class="jobSectionHeader">
What's in it for you</h2></div><div><ul><li>
401(k) with company matching</li><li>
Medical, dental and vision benefits*</li><li>
Generous paid time off program &ndash; work your way up to 5 weeks of PTO a year with the ability to carryover unused PTO</li><li>
Paid volunteer time</li><li>
Paid parental leave</li><li>
Paid caregiver leave</li><li>
Fertility benefits</li><li>
Paid training</li><li>
Company paid life insurance, short-term disability, and company-paid holidays</li><li>
Associate resource groups, and diversity, equity, and inclusion programs available for all associates</li><li>Participation in these programs are subject to applicable wait periods and all plan and program terms and eligibility</li></ul>
COVID-19 considerations: 
We follow CDC Guidelines and have a fun and safe environment for our teams.</div></div><div><div><h2 class="jobSectionHeader">
Bonus if you bring</h2></div></div></div><div></div>
Republic National Distributing Company and National Distributing Company are Equal Opportunity/Affirmative Action employers. It is our policy not to discriminate against any Employee or Applicant. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability. This policy of nondiscrimination in employment includes but is not limited to: recruitment, hiring, placement, promotion, transfer, employment advertising or solicitations, compensation, layoff or termination of employment. 
 
RNDC is committed to providing reasonable accommodation to people with disabilities throughout the job application and interview process, to the point of undue hardship.</div>

State Sls Finance Analyst

ThinkMarkets

<div>ThinkMarkets is a global financial technology company specializing in providing multi-asset trading solutions to thousands of clients worldwide through our flagship ThinkTrader platform. Our mission is to bridge the gap between traders, investors, and platforms by offering seamless access to global markets. We leverage the latest technologies to empower our clients to trade the world in the palm of their hands.

We are seeking a highly skilled Client Onboarding Analyst to join our rapidly growing team in Dubai. This is a full-time in-office position. This role is pivotal in ensuring a seamless and compliant onboarding experience for our clients. You will play a critical role in verifying and processing applications, adhering to KYC and AML regulations, and supporting various internal teams with due diligence and transaction monitoring.

Key Responsibilities:
<ul>
<li>Review, process, verify, and manage the client onboarding journey.</li>
<li>Conduct electronic checks, including PEP and sanction checks.</li>
<li>Liaise with clients to ensure an efficient onboarding experience.</li>
<li>Process applications from individuals and corporations.</li>
<li>Address internal and external inquiries related to client onboarding.</li>
<li>Identify and monitor PEPs or sanctioned individuals for KYC and risk purposes.</li>
<li>Engage with client-facing departments to inform on onboarding policies, processes, and procedure changes.</li>
<li>Maintain accurate and up-to-date client communications, records and confidentially.</li>
<li>Produce reports and Management Information for company leadership.</li>
<li>Ensure adherence to departmental SLAs.</li>
<li>Conduct account maintenance activities, including annual reviews and client data refreshes.</li>
<li>Meet ongoing training plans.</li>
</ul>
Requirements:
<ul>
<li>Minimum of 3 years' experience in AML, KYC functions within a financial services company.</li>
<li>Experience using digital technologies for e-KYC and managing financial crime.</li>
<li>Proven experience with end-to-end AML/KYC processes, including onboarding, transaction monitoring, and client screening.</li>
<li>Ability to work within a highly regulated environment.</li>
<li>Strong understanding of Financial Crime prevention and Know Your Customer requirements.</li>
<li>Knowledge of applicable regulations and best practices in regulatory processes.</li>
<li>Strong attention to detail and excellent analytical skills.</li>
<li>Exceptional oral and written communication skills.</li>
<li>Fluency in English; additional language skills are advantageous.
</li><li>Ability to work shifts both early and late starts, weekend, public holidays as required.</li></ul></div>

Client Onboarding Analyst (KYC) - FX/ CFDs

Equity Bank

<div>
 
 Position: Credit Analyst
 
 
 
 
 Department: Credit Administration
 
 
 
 
 Location: Overland Park, KS (on-site)
 
 
 
 
 Status: Full-Time/Salary
 
 
 
 
 Jump start your career at
 
 Equity Bank
 
 ! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service. At Equity Bank we&rsquo;ll help you invest in your community through volunteer opportunities which align with our company initiatives and core values.
 
 
 
 
 Responsibilities And Expectations
 
 
 
 <ul>
 <li>
 Produce high quality credit presentation /annual reviews for use by various Approval Authorities (Internal and External):
 </li>
 <li>
 Use customer-provided information to produce consistent financial spreads.
 </li>
 <li>
 Analyze the produced financial spreads with analysis emphasis on all financial activities of the borrower.
 </li>
 <li>
 Identifies material changes and / or trends in the balance sheet and income statement.
 </li>
 <li>
 Completes deal specific and global cash flow analysis.
 </li>
 <li>
 Identifies and analyzes the adequacy of the collateral securing the loan(s).
 </li>
 <li>
 Creates a well-written credit presentation /annual review that is reader friendly and effectively exemplifies the &ldquo;true&rdquo; position that Equity Bank maintains with respect to the credit facility(ies) under discussion.
 </li>
 <li>
 Manage relationships with Loan Officers.
 </li>
 <li>
 Utilize written and oral communication skills to obtain all the needed information for any requests/annual reviews that are under discussion in a timely manner.
 </li>
 <li>
 In conjunction with Loan Officer contacts customers, CPAs and advisors when needed.
 </li>
 <li>
 Confirm all credit applications/annual reviews with officers in order to present the Approval Authorities with the best, most accurate product so that they can make an educated decision on the loan(s) under discussion.
 </li>
 <li>
 General banking / credit related knowledge &ndash; Credit Analyst I will become familiar with and understand:
 </li>
 <li>
 Loan Policy, underwriting guidelines and credit procedures.
 </li>
 <li>
 Commercial loan types and their uses in loan structuring.
 </li>
 <li>
 Commercial loan documentation including security documents (UCCs, Security Agreements, Real Estate Mortgages, Assignment of Leases and Rents).
 </li>
 <li>
 Real estate appraisals and evaluations, both internal and from 3rd party vendors.
 </li>
 <li>
 Environmental reports.
 </li>
 <li>
 Customer relationships.
 </li>
 <li>
 Utilize written and oral communication skills to relay and acquire information to and from customers, CPAs and advisors.
 </li>
 <li>
 Develop and maintain a positive professional image for Equity Bank.
 </li>
 <li>
 Create a friendly, customer service image to customers.
 </li>
 <li>
 Reports and responsibilities.
 </li>
 </ul>
 <li>
 Manage Other Related Projects as assigned, including:
 </li>
 <ul>
 <li>
 Financial Covenant Monitoring / Approval.
 </li>
 <li>
 Borrowing Base Certificate Monitoring / Approval.
 </li>
 <li>
 Prepare Weekly, Monthly, Quarterly, and Annual Reports as assigned.
 </li>
 <li>
 Understand and follow the applicable laws and regulations for job responsibilities including but not limited to Equity Bank Business Ethic and Conduct policy, Bank Secrecy Act, Information security, and Suspicious Activity Reporting (&ldquo;SAR&rdquo;) requirements.
 </li>
 <li>
 Perform other duties as assigned or required.
 
 
 
 </li>
 </ul>
 
 Required Skills &amp; Education
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in finance, Accounting, Economics, Business Administration, or a related field.
 </li>
 <li>
 High level of accuracy and attention to detail to identify risk factors and ensure quality in credit evaluations.
 </li>
 <li>
 Ability to think critically and make informed decisions based on a thorough analysis of credit data.
 </li>
 <li>
 Effective written and verbal communication skills to clearly convey credit analysis findings and recommendations to stakeholders, including senior management.
 </li>
 <li>
 Proficiency in Microsoft Office Suite, particularly Excel.
 </li>
 <li>
 Capable of managing multiple projects simultaneously and meeting deadlines in a fast-paced environment.
 
 
 
 </li>
 </ul>
 
 Who We Are
 
 
 
 Equity Bank, a full-service, $5 billion community bank, is based in Wichita, Kansas, with 72 bank offices throughout Kansas, Missouri, Arkansas, and Oklahoma.
 
 
 At Equity Bank, you can find exciting opportunities to challenge you, expand your skills, and reward your contributions. Our employees receive competitive compensation and benefits, while working in an atmosphere that encourages personal and professional growth. We&rsquo;re searching for motivated individuals who are passionate about serving others, learning new technologies, and working as part of a team.
 
 
 Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere.
 
 
 
 What&rsquo;s in it for you?
 
 
 
 We believe your benefits are an important part of your overall compensation package. We work year-round to ensure that we provide our employees with the most up-to-date, competitive program. We thoroughly evaluate our benefit plans and strive to provide quality benefits that support the physical and financial well-being of our employees and their families.
 
 
 Benefits Available:
 
 
 <ul>
 <li>
 Health, Dental &amp; Vision Insurance
 </li>
 <li>
 Group Life &amp; Long-Term Disability Insurance
 </li>
 <li>
 Flexible Spending &amp; Health Savings Accounts
 </li>
 <li>
 Group Cancer Insurance
 </li>
 <li>
 401(K) Retirement Plan w/ Company Match
 </li>
 <li>
 Generous Vacation &amp; Sick Time
 </li>
 <li>
 Employee Stock Purchase Plan (ESPP)
 </li>
 <li>
 Pet Insurance
 </li>
 <li>
 Retail Banking Benefits
 
 
 
 </li>
 </ul>
 
 Find your future at Equity Bank!
 
 
 
 
 The above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements.
 
 
 
 
 Physical Requirements
 
 
 
 
 This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 25 pounds on an occasional basis. Must be able to talk and listen to others.
 
 
 
 
 Work Environment
 
 
 
 
 This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis.
 
 
 
 
 
 Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant&rsquo;s race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
 
 
</div>

Credit Analyst - Overland Park, KS

<div>
 
 Job Description
 
 
 
 
 
 We are seeking a detail-oriented and proactive Collections &amp; Cash Management Executive to join our finance team. The ideal candidate will have 2-4 years of experience in collections and cash management, with proficiency in Oracle and SAP systems. The role involves managing receivables, ensuring timely collections, and maintaining accurate cash flow records to support the company's financial health.
 
 
 
 
 
 The role involves managing receivables, ensuring timely collections, and maintaining accurate cash flow records to support the company's financial health.
 
 
 
 
 
 
 Education:
 
 
 
 &bull; Manage and monitor accounts receivable, ensuring timely collection of dues from clients
 
 
 &bull; Reconcile and validate cash and bank transactions using Oracle and SAP ERP systems
 
 
 &bull; Follow up with clients for overdue payments and resolve any discrepancies
 
 
 &bull; Prepare and analyze cash flow reports, ensuring optimal liquidity management
 
 
 &bull; Collaborate with sales and finance teams to address billing and payment issues
 
 
 &bull; Support billing and order entry processes; experience in these areas is an added advantage under QTC
 
 
 &bull; Maintain accurate records of all collection activities and transactions
 
 
 &bull; Assist in month-end and year-end closing processes related to receivables and cash management
 
 
 &bull; Support audit and compliance activities related to cash and collections
 
 
 
 
 
 
 Qualifications &amp; Skills:
 
 
 
 
 
 
 &bull; B. Com or MBA in Finance
 
 
 &bull; 2-4 years of experience in collections and cash management
 
 
 &bull; Proficiency in Oracle and SAP ERP systems
 
 
 &bull; Experience in billing and order entry is an added advantage under QTC
 
 
 &bull; Strong analytical and problem-solving skills
 
 
 &bull; Excellent communication and interpersonal skills
 
 
 &bull; Ability to work under pressure and meet deadlines
 
 
 &bull; Attention to detail and high level of accuracy
 
</div>

Cash Management Analyst

Goals Recruiting Group

Analyst, Billing Compliance Location: Remote or Hybrid (Must be local to New York City, NY or Boston, MA) Employment Type: Full-Time Industry: Legal Job Category: Finance / Accounting Salary Range: $90,000 &ndash; $116,000 base (USD) Experience Level: Mid-Senior (5&ndash;7 years)Job SummaryA leading national law firm is seeking an experienced Analyst, Billing Compliance to support firmwide billing accuracy, compliance, and process improvement initiatives. This role is open to remote or hybrid candidates who are local to New York City or Boston, and plays a critical role in ensuring client billing requirements are met while maintaining strong internal controls and cross-functional coordination across finance and legal operations teams.Key Responsibilities<ul><li>Ensure all firmwide bills are processed accurately, timely, and in compliance with client billing guidelines and internal firm procedures</li><li>Review and audit new and existing matters to confirm compliance using appropriate billing system matter codes</li><li>Partner with Conflicts, Terms, Pricing, eBilling, Timekeeping, and Collections teams to ensure matters are opened and maintained in accordance with firm and client standards</li><li>Support process improvements within Intapp Open and Intapp Time</li><li>Lead and support projects related to matter maintenance, billing compliance, and OCG compliance audits</li><li>Communicate securely with billing attorneys and client service staff regarding billing requirements</li><li>Respond to billing-related inquiries from attorneys, clients, and internal teams</li><li>Prepare billing reports and support finance leadership as requested</li><li>Collaborate with Financial Services on billing system updates and upgrades</li><li>Assist with additional billing compliance and finance-related projects as assigned</li></ul>Required Qualifications<ul><li>Bachelor&rsquo;s degree in Business Administration, Accounting, or Finance (preferred)</li><li>5+ years of legal billing experience (required)</li><li>5+ years of general accounting experience (required)</li><li>5+ years of financial systems experience (required)</li><li>Advanced proficiency with legal accounting and billing systems, including Elite</li><li>Advanced proficiency with document management systems</li><li>Advanced proficiency with Microsoft Office</li><li>Advanced proficiency with financial forecasting tools</li><li>Strong understanding of accounting principles, particularly within a legal environment</li></ul>Additional Requirements<ul><li>Candidates must be local to New York City or Boston, regardless of remote or hybrid status</li><li>Stable employment history required (no temp, contract, or freelance experience)</li><li>Legal billing experience must be clearly reflected on the resume</li><li>Minimum salary expectations must be included</li><li>No security clearance required</li><li>Visa sponsorship not available</li><li>No travel required</li></ul>Job Type: Full-timePay: $90,000.00 - $116,000.00 per yearWork Location: In person

Analyst, Billing Compliance

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