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.