client relationship manager
- Develop and manage a book of business for global provider of financial services.
- Engage Corporate clients with best and suitable product for their business needs.
- Create and deliver proposals to corporate buyers and executives
- Partner with Sales team to ensure seamless support onboarding.
financial controller
- Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
- Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.
- Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
- Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.
- Advise management on short-term and long-term financial objectives, policies, and actions.
- Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
- Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.