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Financial Account Management Specialist

Financial Account Management Specialist

Wellwishers group indiaUlhasnagar, Republic Of India, IN
1 day ago
Job description

Job Title : Post-Sales & Finance Manager

Location : Pashane, Vangani, Maharashtra

Salary : 45,000-50,000

Timings : 10 : 30am-7 : 00pm

Job Type : Full Time

Job Summary

The Post-Sales & Finance Executive plays a key role in managing the financial and operational activities that occur after a sale is closed. This position focuses primarily on financial processes such as invoicing, payment reconciliation, reporting, and profitability analysis—while also supporting post-sales operations, customer account management, and ensuring smooth order fulfillment.

Key Responsibilities Finance & Accounting (Primary Focus – ~70%)

  • Prepare and issue accurate invoices in line with sales agreements, ensuring compliance with internal policies and tax regulations.
  • Track accounts receivable, follow up on overdue payments, and maintain healthy cash flow.
  • Perform daily, weekly, and monthly reconciliations of customer accounts and bank statements.
  • Assist with month-end and year-end closing processes, ensuring timely reporting.
  • Support budgeting, forecasting, and variance analysis to provide insights into post-sales financial performance.
  • Maintain records of revenue, costs, and margins for each customer / project to support profitability analysis.
  • Coordinate with the finance team to ensure proper revenue recognition in accordance with accounting standards.
  • Support audits by providing documentation, reconciliations, and reports as required.

Post-Sales Operations (Secondary Focus – ~30%)

  • Liaise with the sales and operations teams to ensure smooth order fulfillment and customer satisfaction after the sale.
  • Handle contract verification, order confirmation, and billing-related customer communication.
  • Resolve financial or order-related discrepancies by coordinating between internal teams and clients.
  • Maintain accurate customer records and transaction data in CRM and ERP systems.
  • Generate post-sales financial performance reports and dashboards for management.

    • Qualifications & Skills

  • Bachelor’s degree in Finance, Accounting, Business Administration , or a related field (Master’s or professional certification preferred :
  • 2–5 years of experience in finance, accounts receivable, or post-sales support functions.
  • Strong understanding of accounting principles and financial reporting.
  • Proficiency in MS Excel and familiarity with ERP / CRM systems (e.G., SAP, Oracle, Salesforce, Zoho).
  • Excellent analytical, organizational, and problem-solving skills.
  • Strong communication and customer service orientation.
  • Attention to detail and ability to manage multiple priorities effectively.

    • Performance Indicators (KPIs)

  • Timely and accurate invoicing and collections.
  • Reduction in outstanding receivables (DSO).
  • Accuracy of financial reports and reconciliations.
  • Post-sales customer satisfaction and issue resolution rate.
  • Compliance with audit and accounting standards.
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    Account Specialist • Ulhasnagar, Republic Of India, IN