Personal Finance Advisor at Caisse Desjardins responsible for client relationship management and recommending financial solutions. Delivering high - quality service while ensuring client satisfaction and business objectives.
About the role
- Financial Analyst at Verto managing accounts payable and cash reconciliations. Responsible for financial control, process improvement, and collaboration across teams in Pune.
Responsibilities
- Owning Accounts Payable: Managing the full invoice processing workflow, entering high-volume invoices into the ERP with accuracy, and ensuring appropriate departmental approvals (PO matching).
- Managing Cash & Reconciliations: Performing daily and monthly reconciliations of high-volume bank accounts against the general ledger and resolving unexplained charges or missing entries.
- Vendor & Expense Management: Acting as the primary point of contact for vendor billing inquiries and processing employee expense reports in compliance with company policies.
- Supporting Month-End: Owning the AP month-end close process, supporting accruals for open POs, and preparing commentary on AP reports.
- Driving Financial Control: Preparing balance sheet reconciliations and providing documentation/explanations for internal and external auditors during year-end reviews.
- Process Improvement: Identifying and implementing automation to reduce manual work and improve data accuracy as Verto grows.
- Maintaining Compliance: Ensuring all financial records adhere to internal controls and GAAP, and maintaining purchasing/expense policy documentation.
- Collaborating: Working with cross-functional teams (Product, Ops, Treasury) to ensure finance is embedded across business processes.
Requirements
- MBA in Finance or partly/fully qualified CA or CFA.
- 1–3 years of relevant experience, with proven expertise in AP and bank reconciliations.
- A strong understanding of accounting systems (experience with Xero is highly desirable).
- Advanced Excel skills (comfortable with large datasets, pivot tables, lookups, and analytical modelling).
- Excellent problem-solving skills with a keen attention to detail and a desire to "get things right."
- Strong communication skills, with the ability to collaborate confidently with senior stakeholders globally.
- A proactive, ownership-driven mindset and the ability to thrive in a fast-paced, scaling environment.
- Experience working specifically in Financial Services, Fintech, Payments, or Banking.
- Experience with high-growth environments where processes are often being built or improved from scratch.
Benefits
- Industry Competitive Compensation & Benefits: We compensate our employees in recognition of the great value they bring to the business; our compensation and benefits package are competitive in the industry across all our geographies. This includes performance based salary reviews, comprehensive health and wellness benefits, generous paid time off and flexible working arrangements to support your career and life.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Personal Finance Advisor developing financial strategies for clients at Caisse Desjardins. Focusing on member/client satisfaction and integrating financial services solutions.
Personal Finance Advisor developing and maintaining relationships with members and clients at Desjardins. Advising on financial strategies and ensuring client satisfaction in a hybrid work environment.
Personal Finance Advisor at Caisse Desjardins responsible for client relationships and financial advice. Managing member satisfaction and representing the caisse in the community.
Junior Finance Associate supporting accounts receivable and financial operations in a healthcare communications agency. Collaborating on client billing, financial reporting, and system maintenance.
Interim CFO leading financial operations at Charles River CFO. Overseeing financial strategy, reporting, and regulatory compliance within a credit union environment in Maine.
Finance Administrator overseeing financial management and reporting activities for Sedgwick in Korea. Responsible for budget planning, compliance, and insightful financial advice to management.
Senior Project Finance Analyst developing financial models for renewable energy projects. Collaborating across functions to enhance financing processes and project performance.
Head of Finance managing financial operations and compliance at a fintech firm in Cyprus. Leading a team and providing strategic financial insights for decision - making in a hybrid environment.
Specialist in Project Financial Management providing lifecycle support for client engagements. Managing project setup, invoicing, and ensuring compliance with Aurecon internal policies.