Total 1,804 Command Center Analyst job vacancies in Sales / Marketing category in The United States of America

1. Perform credit review for due diligence reports of corporate customers and responsible for: review whether the case compliant with the regulation and the relevant bank's policy, reveal the main risks, put forward risk control measures, determine the group overall credit risk and conduct client credit rating, etc.

2. Project flow management: coordinate team members to complete credit analysis reports on time as well as meeting quality requirement. Assist department management with staff management, cultivate and develop credit analysis experts specialized in relevant sectors.

3. Provide opinion for credit files reported to the pre-trial committee.

4. Conduct industry research according to respective responsible industries, revise the relevant approval guidelines.

5. Conduct commitment matters monitoring and other work regularly, put forward effective risk control recommendations for clients with early warning signals.

6. Manage and coordinate business relationship between Credit Analyst team and other teams within Risk Management Department, as well as other relevant business departments.

7. Support internal and external relevant audit tasks as well as regulatory reporting requirements. Support management information reporting regarding customers and credit cases. Complete other specific work arrangements by the department.

Job Requirements:

1. Bachelor degree or above (finance, economy accountancy or related majors), skilled in financial statements analysis methods and understand bank related credit facilities.

2. More than 5 years of relevant work experience, has the experience of credit analysis to corporate clients is preferred.

3. Applicant with CFA, FRM and ACCA professional skills certificate is preferred.

4. Strong financial and credit risk analysis and management skills.

5. Strong communication skills, responsibility and team-work ability

6. Effectively bilingual in English and Chinese is required as incumbent is required to liase with Chinese counterparts from Head Office.

7. Good pressure resistance, can effectively handle multiple work at the same time, understand the bank's review requirements of financing products.

about the company

The Client is an esteemed corporate bank with more than 80 years of history and a wide range of business units.

about the role

• Responsible for performing KYC on-boarding and reviews for Corporates, Syndicated and Project Finance deals, FIs and NBFIs
• Perform client outreach to collect KYC documents
• Ensure that Know Your Customer (KYC) and Customer Due Diligence (CDD) for new account opening and maintenance of existing accounts is in compliance with local regulations and Bank’s procedures
• Handle queries from Relationship Managers on KYC issues associated with customer accounts
• Provide advice relating to KYC matters and recommendations on best practices
• Ensure maintenance and updates of KYC documentation in the bank’s systems

skills and experience required

• Minimum Diploma in a relevant discipline
• Professional certification is a plus
• At least 6 years of demonstrated KYC experience within Corporate Banking
• Good understanding of AML/KYC, MAS and HKMA requirements
• Familiarity with use of databases and tools including World Check, Bankers Almanac and KYC Registry
• Meticulous, analytical and possess good problem-solving skills
• Good communications and stakeholder management skills
• Proficient in Microsoft Office applications

If you would like to find out more about this role, please click apply below. Alternatively please contact Lynda Tan at https://www.linkedin.com/in/lynda-tan/

EA: 94C3609 / R1223887

Analyst, NBFI and Funds Finance Risk
Financial Institutions Group (FIG)
Institutional Banking & Markets (IB&M) Risk Management

Location: Sydney or Melbourne

We seek a proactive and self-motivated individual to join our Risk Management team in Non-Bank Financial Institutions (?NBFIs?) and Funds Finance.

The successful candidate will primarily be responsible for conducting and managing Credit Quality Indicator (?CQI?) assessments; an in-house process used to derive a Probability of Default (?PD?) for capital call facilities with Private Funds.
Each CQI assessment will entail working with our Line 1 Coverage colleagues and Line 2 Risk Executives (domestic and international) to identify and develop an understanding of pertinent details related to a Private Fund?s legal structure, collateral package and borrowing base.

Other duties will include regular sector data analysis and reporting, project work related to process efficiencies and simplification, and performing ad-hoc tasks for the Head of NBFI Risk and the Leadership Team to ... Click here to view more detail / apply for Analyst, NBFI and Funds Finance Risk

Job description:

• Perform independent evaluation/analysis/review risks for both new and existing clients (Commodity Traders, Financial Institutions, MNCs and SMEs) in accordance with Head Office and Branch requirements
• Ensure compliance of statutory and corporate policies
• Monitor potential and existing problem accounts
• Review and update credit policies and guidelines, covering area such as Corporate Financing, Real Estate Financing, etc. Complete other special work arranged by department.

Job Requirements:

• Bachelor degree or above (finance, economy accountancy or related majors), skilled in financial statements analysis methods and understand bank related credit facilities
• More than 3 years of relevant work experience, has the experience of credit analysis to corporate clients is preferred
• Applicant with CFA, FRM and ACCA professional skills certificate is preferred
• Strong financial and credit risk analysis and management skills
• Strong communication skills, responsibility and team-work ability
• Effectively bilingual in English and Chinese is required as incumbent is required to liase with Chinese counterparts from Head Office.
• Good pressure resistance, can effectively handle multiple work at the same time, understand the bank's review requirements of financing products
• Experience in Commodity Finance and Trade Finance is preferred

• Working Hours: Mon - Fri, 9am - 5.30pm
• Location: Pioneer (Company transport provided at Sengkang, Woodlands, Marsiling, Bukit Panjang, Choa Chu Kang, Bukit Batok, Boon Lay, ChineseGarden, Jurong East, Buona Vista, Tiong Bahru)
• Experience in analytical skills, B2B, Automotive / Industrial industry is added advantage
• No experience is welcome to apply, training is provided
• Permanent

Our client is a Japan MNC that provides heavy machinery/vehicle for the construction industry.

Responsibilities:

• Handle sales inquiries and preparation of quotation to dealers.
• Coordinate ordering processing with dealers.
• Order processing using company internal system.
• Work on data analysis and CRM to support dealers vs competitors.
• Manage and monitor dealer's inventory and sales forecast.
• Prepare Powerpoint slides for management presentation.
• Prepare monthly reports/ analysis for management.
• Perform any other tasks or projects as assigned by the management from time to time.

Requirements:

• Diploma/ Degree in Business/ Marketing
• 1- 3 years of experience
• Proficient in Power BI, Microsoft Excel, Powerpoint
• Experience in DPSI, HDDP, Hi-Step, Cost Breakdown etc is added advantage
• Possess good communication, analytical and presentation skills
• Able to work independently and be self-motivated
• Team player with positive attitude and strong customer orientation
• Possess initiative, meticulous and is a keen learner

HOW TO APPLY:
Interested applicants, please click on “Apply Now” or email to submit your resume.
We regret only shortlisted candidates will be notified.

Stafflink Services Pte Ltd
EA Licence No.: 04C4294
EA Personnel: Jason Bong Wee Kiat
EA Personnel Reg. No.: R23116067

We are seeking an Analyst to be part of the Payments Sales Business Management team that supports APAC-wide initiatives across the Payments Sales business management function.

As an Analyst in the Payments Sales Business Management team, you will be responsible for assisting the Payments Sales Business Managers to manage financials for sales teams and support projects to propel revenue growth strategy and business priorities. You will be responsible for preparing sales management financial reports, business review presentations, data analytics on clients and internal activities and communication to different stakeholders. This role offers an excellent opportunity to gain holistic view of the sales cycle, coverage business management skills and close interaction with front offices including sales and bankers.

Job responsibilities

• Assist the APAC Payments Sales Business Managers to support Payments Sales Heads to propel revenue growth strategy and business priorities

• Create content to support business reviews such as resourcing and revenue performance and sales budget planning

• Work with Planning & Analysis team to ensure accurate client analytics that meet the business needs

• Improve sales discipline by administrating coverage maintenance, monitoring pipeline and following up deal execution with partnership of Deal Control team

• Project manage existing and new business initiatives and complete in a timely manner, whilst handling ad-hoc requests

• Partner closely with other Payments function Business Managers to ensure priority alignment and process consistency

• Identify opportunities for business and process improvements

• Develop in-depth understanding of the business, products, systems and end to end flows

Required qualifications, capabilities, and skills

• Bachelor’s degree in Finance, Business, Accounting or a related discipline

• Minimum of 1 year of experience in Finance, Strategy or Business Management in the banking industry

• Ability to work independently and under pressure in a very dynamic environment

• Excellent attention to detail, articulate in written and verbal communication and can present and support their own conclusions to senior audiences

• Proficiency in Microsoft Excel and experience in generating high quality PowerPoint documents

• Strong analytical, problem solving skills with an ability to multi-task and dynamically prioritize or adapt with ever-changing and sometimes conflicting demands

• A thorough understanding and appreciation of risks and controls, with motivation to improve processes and resolve outstanding issues

• A self-starter with an excellent attitude, motivation and an ability to learn quickly

To apply for this position, please use the following URL:

https://ars2.equest.com/?response_id=ecf6f2b4946e5581819f73def6f4c83d

Role: Market Research Analyst

Perks and Benefits: Best in the industry.
 

Work Timing: 4.30 PM to 1.30 AM IST

 

Working Days: Monday to Friday.

 

Work Location: OTP, Chennai- WFO

 

Duration: Full Time 

Job Description:

• Lead introductory presentations and work with the pre-sales team to develop tailored presentations.
• Manage the Demand Generation team to achieve Sales targets and objectives.
• Must comprehend the strengths of the company and devise a demand generation plan encompassing all service lines.
• Develop and implement strategic sales plans to expand the customer base and increase revenue.
• Identify new business opportunities and markets to maximize sales growth.
• Build and maintain strong relationships with clients, understanding their needs and providing solutions.
• Train, mentor, and educate sales team members to enhance their skills and performance.
• Prepare sales forecasts, budgets, and reports for management review.
• Collaborate with other departments, such as marketing and Digital Engineering practices, to ensure alignment and support for sales initiatives.
• Stay updated on IT services trends, developments, and best practices to maintain a competitive edge.
• Ensure compliance with company policies, procedures, and ethical standards.
• Working shift is predominantly night shift (4.30pm to 2.30 am IST).

Use your GIS knowledge to help us best harness the wind and the sun. 
Be part of our Renewable Energy transition 
Brisbane based preferred, open to Sydney, Melbourne or Adelaide
  Delivering good energy starts from within   Its an exciting time to join Origin. Creating a great place to work means together were progressing our ambition to lead the energy transition through cleaner energy and customer solutions. Were always looking for better ways to deliver for our customers and for our people.   About the role:   Combine your passion and experience for Wind and Solar energy with your GIS expertise and be part of Origins transition to Renewables!   Support and partner with key stakeholders to manage the collation, storage, manipulation, and presentation of project spatial data as required to enable the business to
... Click here to view more detail / apply for Asset Development and Construction Spatial Analyst

Your Career 

Sales Operations Analyst, Order Management at Palo Alto Networks resides within the Sales Operations department ensuring the accurate and timely processing of a high volume of purchase orders. You will work out of our JAPAC office and will report to a Sales Operation Manager - Order Management of our EMEA Headquarters. 

The role demands incredible attention to detail, the ability to work as part of a team and on one’s own, a desire to learn systems and processes very quickly and the skills to adapt to ever-changing business requirements. 

This position requires team members to be available to work extended hours at the end of each month and the fiscal quarter. 

Your Impact 

• Manage daily sales orders and placement into CRM-Sales Force System with precise accuracy and cross-checking ERP-SAP system 
• Sales Operations Analyst, Order Management (International) receives and processes all types of purchase orders from Palo Alto Networks’ distributors and direct resellers in each of the two assigned regions (EMEA and JAPAC)
• Handle escalation of activities and ensure accuracy on approved quotes 
• Review all required documentation are transferred to the back office 
• Adhere to contract and licensing terms and recognition policies are met 
• Each purchase order is reviewed for accuracy to ensure it matches approved quotes, adheres to contract and licensing terms, meets Palo Alto Networks procurement and revenue recognition policies and is being placed by an authorized channels distributors and reseller partner
• Certain activities in Salesforce.com are administered Once a purchase order is deemed clean, before the transactions are transferred to Order Fulfillment and Trade departments for final processing and shipping
• Certain activities in Salesforce.com are administered Once a purchase order is deemed clean, before the transactions are transferred to Order Fulfillment and Trade departments for final processing and shipping
• Sales Operations Analyst, Order Management as the first point of contact for all escalations concerning Sales Orders require a strong analytical skill and understanding of complex policies and licensing processes
• Collaborate with other external and internal departments to quickly resolve customer concerns
• Interact directly with PAN Distributors, PAN Channels Distributors, PAN Channels and Sales Reps. as required
• Liaises with Sales Rep, Renewal Rep, Deal Desk  for opportunities and quotes related issues, with Deal desk for pricing and quotes matters
• Sales Operations Analyst, Order Management may collaborate with Field Sales Ops. NPI Sales Ops. Sales Support, Channels Ops, Product Compliance teams for any operational issues and Data Account team for account registration related issues
• Liaises with Fulfillment, Trade and Logistics teams to relay compliance, shipment and delivery information/documentations, Tracking and communicating any order matters (e.g order status, shipment status, serial number, etc) to both internal and external stakeholders

FundPark is a fintech platform specialising in financing solutions for e-Commerce SME businesses. We believe that they are the backbone of the economy as they drive innovation and competition, create jobs, and contribute to economic growth. Unfortunately, traditional financial institutions often fail to serve their unique needs, leaving them without access to the working capital they need to grow and succeed.

At FundPark, we're here to change that. Powered by our proprietary credit model, cutting-edge technology, and real-time data, we provide efficient, effective, and flexible funding solutions specifically designed for e-Commerce SMEs to grow their businesses and take advantage of new opportunities as they arise. Our loan disbursement has already crossed $2 billion, helping over 18,000 e-Commerce SMEs to grow since inception.

About the role

We are looking for a candidate who is responsible and detailed minded with preferably 1-2 years experience in SME / commercial banking. In this role, you would work closely with Manager, Client Coverage / Vice President, Business Development to promote the trade finance solutions, assist in client onboarding with performing KYC/ AML due diligence as well as having close collaboration with different departments for customer onboarding. Aside from that, providing support to senior management as in reporting and managing the customer portfolio is expected.

What you need to do

• Assisting Manager, Client Coverage / Vice President, Business Development in customer onboarding from product introduction, credit approval and compliance due diligence, to loan agreement execution and credit limit activation
• Continuous support of customer enquiries
• On-going monitoring of customers’ credit position
• Assisting in building pipeline and driving loan book growth
• Support senior management for reporting, pipeline management as well as ad-doc tasks assigned

• Bachelor Degree in Business, Finance, Banking or related field is preferred
• Preferably 1-2 years’ experience in SME / Commercial Banking for customer onboarding
• Responsible and detail-minded in handling customers’ enquiries and internal documentation
• Fluent in English, Mandarin and Cantonese

Why FundPark

• Collaborate with a cohesive group of young entrepreneurs working towards peak performance
• Led and inspired by a team of experienced and visionary industry leaders
• An exclusive opportunity to be our part owner and share in the Company’s growth and success through participating in our Employee Stock Option Plan
• Join us at this exciting scale-up stage for ample development and career growth opportunities

Dental insurance, Medical insurance, Five-day work week

- Assist with company (partners’ customers and seller) events, which include both face to face events and online webinars
- Liaise with vendors on awards certificates, trophies, gifts for sales recognition events
- Gifts sourcing and rewards fulfilment for campaigns which includes procurement and inventories management
- Sourcing of venues for sellers engagement lunch / dinner
- Supporting partners communication memos
- Mailboxes and SharePoint management
- Ensure agent code management is handled meticulously
- Support project team to perform UAT accurately and timely

Requirements
- Diploma / Bachelor Degree in any field
- Proficient in Microsoft Office Tools (Word, Excel, Powerpoint)
- Any administrative / marketing related experience would be an added advantage
- Note: Staff may be required to follow event hours

Join the Amazon Web Services (AWS) Finance team! We are looking for entrepreneurial, analytical, creative, flexible leaders to help us redefine the IT industry. If you want to join a fast-paced, innovative team that is making history, this is the place for you.

AWS is one of Amazon’s fastest growing businesses, servicing millions of customers in more than 190 countries, reshaping the way global enterprises consume information technology and powering developers who are building the next generation of global industry leaders.

Amazon Web Services (AWS) seeks a Finance Analyst to be key member supporting the APJ Commercial Sales business as part of the APJ central finance team. This is an exciting opportunity to join one of the fastest growing divisions within Amazon. As a Finance Analyst, you will work closely with the Sales, Strategy, Finance and business leaders to develop financial models and analytical insights to assist in evaluating new business concepts, turning insights into operational measurements, and identifying paths to improve the overall planning and forecasting process.

Responsibilities

- Support the APJ Sales and Finance Leadership team on short- and long-term financial planning and FP&A responsibilities.
- Build financial models for new business concepts and go-to-market plans.
- Present financial summary and business insights to senior management.
- Tighten internal controls for program spending and revenue accrual.
- Execute ad hoc analysis based on business priorities.
The successful candidate will have shown experiences in past roles influencing business owners and supporting decision-making in rapidly evolving environments. This role requires a self-starter with strong modeling skills, a keen attention to detail, and ability to manage multiple projects effectively. This role also has regular interaction with executives and various business units across Amazon and therefore requires strong interpersonal and communication skills.

About AWS

Diverse Experiences

Amazon values diverse experiences. Even if you do not meet all of the preferred qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn’t followed a traditional path, or includes alternative experiences, don’t let it stop you from applying.

Why AWS

Amazon Web Services (AWS) is the world’s most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating — that’s why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses.

Work/Life Balance

We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why we strive for flexibility as part of our working culture. When we feel supported in the workplace and at home, there’s nothing we can’t achieve in the cloud.

Inclusive Team Culture

Here at AWS, it’s in our nature to learn and be curious. Our employee-led affinity groups foster a culture of inclusion that empower us to be proud of our differences. Ongoing events and learning experiences, including our Conversations on Race and Ethnicity (CORE) and AmazeCon (gender diversity) conferences, inspire us to never stop embracing our uniqueness.

Mentorship and Career Growth

We’re continuously raising our performance bar as we strive to become Earth’s Best Employer. That’s why you’ll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.

Basic Qualifications

- 5+ years of building financial and operational reports/data sets that inform business decision-making experience
- Bachelor's degree in accounting, information systems, finance, or equivalent

Preferred Qualifications

- MBA
- Experience in identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Experience in financial modeling, P&L management or analysis
- Demonstrated ability to manage multiple, competing priorities in an energetic, fast-paced environment; ability to work with autonomy
- Comfort with ambiguity and creative problem-solving

Key Responsibilities:

• Execute comprehensive management of multiple customer accounts covering all facets of Sales Operations.
• Partner closely with Business Operations Executive and Business Development managers to drive business growth.
• Own and manage customer pricing within the database, ensuring accuracy and efficiency.
• Manage certain customer investments impacting the profit and loss statement.
• Support with In-store activation projects and other cross-functional tasks
• Take ownership of the invoicing process and In Market sales data management
• Act as a liaison between the sales team and other key departments (Finance, Category Marketing, Customer Marketing, Procurement, and Customer Service & Logistics) to meet company KPIs.
• Manage various administrative tasks, including organizing promotional events, updating master data, and database maintenance
• Ensure strict compliance within your responsibility, adhering to company policies and regulations.

Requirements:

• Ideally a Bachelor's degree in Business Administration, Marketing, or a related field.
• 1-2 years of proven experience in Sales Operations, Trade Marketing, or a comparable role within the FMCG industry is a plus.
• Excellent communication and interpersonal skills, fostering effective collaboration across teams.
• Exceptional organizational skills with acute attention to detail.
• Ability to thrive in a fast-paced environment, managing multiple tasks and priorities.
• Proficiency in Microsoft Office especially Excel would be a plus

Jessie Hoe Huey Miin

CEI R1103861

EA: 99C4599

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Education Desired :

Bachelor of Computer Science

Travel Percentage :

25 - 50%

We are FIS. Our technology powers the world’s economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients and communities. If you’re ready to start learning, growing and making an impact with a career in fintech, we’d like to know: Are you FIS?

 

About the role: 

A Change Management Analyst is responsible for review and approval of change for basic applications, services, and infrastructure. This role may assist in compilation of quantitative measurements and metrics relating to change activity. Additionally, may be involved in basic process improvement and modification.

What you will be doing:

• Works with infrastructure and application change owners to ensure all requests for change are executed according to defined policy and process so that change is introduced with minimal disruption to the business and meets internal, federal and third party audit requirements.

• Developing and maintaining standardized change management methodologies, tools and best practices.

• Provide guidance and support to team members ensuring everyone is aligned with the current change process.

• Maintains a calendar of approved and agreed upon product release and infrastructure maintenance schedules. Organize and maintain accurate documentation and reporting on the progress and outcomes of change initiatives.

• Reviews completeness and quality of change information entered in the change management system and works with change owners to correct deficiencies.

• Reviews and follows up on non-compliant change as well as change that occurred outside the defined processes.

• Proactively identify and address roadblocks or issues, implementing efficient solutions to ensure smooth change implementation.

• Provides assistance in the coordination and control efforts of extremely large and complex global projects and initiatives.

• Other related duties assigned as needed.

What you will need:

• Must have at least 7 years of work experience in the IT Industry as a Change Management Analyst

• Must have an exposure on managing and driving change initiatives across multiple platforms and line of business following industry standard change management practice and methodologies.

• Strong understanding on ITSM Processes: Incident Management, Problem Management Change Management

• Strong background with ServiceNow and related modules like CMDB and Change/Incident/Problem/Service Request Management

• Experience in moderating change-related discussions, monitoring change lifecycle and preparing report on qualitative data and change KPIs.

• Adept in using Microsoft applications to present change plans, updates, progress, and outcomes to stakeholders.

• Bachelor’s degree in a relative field or equivalent practical experience.

• Excellent time management skills, effectively prioritize and manage multiple tasks and projects simultaneously.

• Good written and verbal communication skills, flexibility, versatility, dependability

• Strong people management skills with the ability to build relationships to drive change efficiently.

• Skilled in identifying and implementing process improvements.

Bonus if you have:

• ITIL certification is a plus.

• Background with Banking and Payments

What we offer you:

A career at FIS is more than just a job. It’s the change to shape the future of fintech. At FIS, we offer you:

• A voice in the future of fintech

• Always-on learning and development

• Collaborative work environment

• Opportunities to give back

• Competitive salary and benefits

#LI-AR3

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

#pridepass

MS Transverse is looking for a dynamic and engaging Financial & Treasury Analyst who is looking for an opportunity to join an industry-leading Property & Casualty insurance carrier focused on partnering with Reinsurers, MGAs/Program Administrators, and InsurTechs.

We provide access to commercial and personal lines utilizing our admitted and non-admitted capabilities across all US jurisdictions. You would join a deeply experienced and broadly talented operating team where your experience and drive will become instrumental in further growing our business.

The Financial & Treasury Analyst plays a key role within the organization and Finance/ Accounting Department. We are looking for someone who is a fast learner, a proactive thinker, and can thrive in a fast-paced environment. We are looking for someone who is results orientated, a problem solver, with a strong attention to detail.

 

Job Responsibilities

• Assist with financial planning/budgeting
• Assist with monthly rolling forecast
• Assist with financial modeling and development
• Assist with monthly financial reporting
• Assist with the preparation of financial dashboards and KPIs to support management decision
• Assist with Board and Committee presentations
• Assist with providing internal, external, insurance/reinsurance regulators, and rating agencies with information
• Assist with financial analysis of competitors, reinsurers, MGAs/MGUs
• Gather data from different sources in a highly organized and detail oriented manner
• Document variances in relation to plan and forecast
• Perform cash forecasting and assist in ensuring proper cash flow planning
• Gather key information for cash positions to aid in investing and borrowing decisions
• Develop new and maintain existing banking relationships to update account information, communicate transactional issues and setting up new accounts
• Setup/ process outgoing wires, EFT, and ACH transfers
• Provide timely responses to the Accounting/Finance mailbox inquiries to follow up or escalate issues accordingly
• Prepare/ submit cash activity for the general ledger
• Maintain Bank Reconciliations
• Work closely with the investment team to coordinate activities between the departments
• Aid with tracking alternative investment fund activity
• Assist with internal control risk assessments and documentation related to general finance controls and the banking/ investment processes
• Analyze, troubleshoot, and resolve transactional issues in a timely manner
• Assist with accounting month-end close including journal entries and reconciliations related to cash, and annual audits
• Ensure operational excellence by supporting management and taking on projects as assigned