Accounts cum Finance Manager
1 month ago
his responsibilities as follows:
- Serve as the lead point of contact for all customer account management matters.
- Build and maintain strong, long-lasting client relationships.
- Negotiate contracts and close agreements to maximize profits.
- Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors.
- Ensure the timely and successful delivery of our solutions according to customer needs and objectives.
- Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders.
- Develop new business with existing clients and/or identify areas of improvement to meet sales quotas.
- Forecast and track key account metrics (e.g. quarterly sales results and annual forecasts).
- Prepare reports on account status.
- Collaborate with sales team to identify and grow opportunities within territory.
- Assist with challenging client requests or issue escalations as needed.
- Provide financial reports and interpret financial information to managerial staff while recommending further courses of action.
- Advise on investment activities and provide strategies that the company should take.
- Maintain the financial health of the organization.
- Analyze costs, pricing, variable contributions, sales results and the company’s actual performance compared to the business plans.
- Develop trends and projections for the firm’s finances.
- Conduct reviews and evaluations for cost-reduction opportunities.
- Oversee operations of the finance department, set goals and objectives, and design a framework for these to be met.
- Manage the preparation of the company’s budget.
- Liase with auditors to ensure appropriate monitoring of company finances is maintained.
- Correspond with various other departments, discussing company plans and agreeing on future paths to be taken.
- Proven work experience as an Account Manager, Key Account Manager, Sales Account Manager, Junior Account Manager or relevant role.
- Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level.
- Solid experience with CRM software (e.g. Salesforce, Zoho CRM or HubSpot) and MS Office (particularly MS Excel).
- Experience delivering client-focused solutions to customer needs.
- Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail.
- Excellent listening, negotiation and presentation abilities.
- Strong verbal and written communication skills.
- Proven experience as a Financial Manager.
- Experience in the financial sector with previous possible roles such as financial analyst.
- Extensive understanding of financial trends both within the company and general market patterns.
- Proficient user of finance software.
- Strong interpersonal, communication and presentation skills.
- Able to manage, guide and lead employees to ensure appropriate financial processes are being used.
- A solid understanding of financial statistics and accounting principles.
- Working knowledge of all statutory legislation and regulations.
- BS/MA degree in Finance, Accounting or Economics.
- Professional qualification such as CFA/CPA or similar will be considered a plus.
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