This list of key responsibilities and skills aligns with roles in accounting, reconciliation, or financial operations. If you’re preparing for or applying to such roles, here’s a summary and some suggestions:
Role Overview
This job requires managing financial reconciliations, meeting performance targets, and ensuring compliance with organizational policies. It also involves reporting, communication, and collaboration with supervisors and management.
Key Responsibilities Summary
- Reconciliation Management: Daily bank and policy reconciliations with minimal outstanding items.
- Performance & Reporting: Meet SLAs, provide monthly reports, and deliver MI reports on time.
- Proactive Follow-ups: Resolve outstanding items promptly.
- Process Adherence: Maintain logs, escalate issues, and comply with guidelines.
- Team Collaboration: Assist team leaders with necessary data and reports.
- Personal Development: Work on skills improvement with guidance from your manager.
- Confidentiality: Protect customer data and maintain professional discretion.
Required Skills
- Technical Skills: Accounting knowledge, financial modeling, and proficiency in Tally, MS Excel, and MS Office.
- Communication Skills: Strong English proficiency, both written and spoken.
- Time Management: Ability to adhere to schedules and meet deadlines.
Who Should Apply?
- Final-Year Students & Graduates: Those with a foundation in accounting and interest in financial operations.
- Skill Match: Proficient in the listed technical and communication skills.
Preparation Tips
- Brush up on reconciliation processes and financial reporting techniques.
- Gain advanced Excel skills, including pivot tables, macros, and data visualization.
- Practice clear and professional written and verbal communication.
- If unfamiliar, explore Tally basics and financial modeling.
- Familiarize yourself with confidentiality policies and professional ethics.