Responsibilities:Day-to-day management of financial reporting accuracy and on-time processing of client informationReview of G/L for coding accuracy, completeness of file and overall accuracyDelivery of Management Reporting Package each month to client leadershipFrequent client meetings relating to on-going work, special projects, and financial resultsCommunication of tax reporting needs with tax professionalsDelivery of advisory services specific to the
Responsibilities:Day-to-day management of financial reporting accuracy and on-time processing of client informationReview of G/L for coding accuracy, completeness of file and overall accuracyDelivery of Management Reporting Package each month to client leadershipFrequent client meetings relating to on-going work, special projects, and financial resultsCommunication of tax reporting needs with tax professionalsDelivery of advisory services specific to the
Key Roles & Responsibilities: Risk Engineering:• Lead the development and maintenance of comprehensive project risk registers.• Conduct and facilitate risk identification, assessment, and mitigation workshops.• Perform advanced quantitative risk analysis (e.g., Monte Carlo simulations).• Integrate risk data into project controls and influence decision-making.•Track and report on risk trends, mitigation effectiveness, and residual risks.Planning &
Key Roles & Responsibilities: Risk Engineering:• Lead the development and maintenance of comprehensive project risk registers.• Conduct and facilitate risk identification, assessment, and mitigation workshops.• Perform advanced quantitative risk analysis (e.g., Monte Carlo simulations).• Integrate risk data into project controls and influence decision-making.•Track and report on risk trends, mitigation effectiveness, and residual risks.Planning &
*JD- Identify, approach, and acquire new Mutual Fund Sub-brokers/Agents.*Knowledge of mutual funds, financial products, and market regulations.*Certifications: AMFI/ARN or NISM - V certifications are an advantage.*Develop strategies to expand the sub-broker network to increase market.experience4
*JD- Identify, approach, and acquire new Mutual Fund Sub-brokers/Agents.*Knowledge of mutual funds, financial products, and market regulations.*Certifications: AMFI/ARN or NISM - V certifications are an advantage.*Develop strategies to expand the sub-broker network to increase market.experience4
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