Role Overview

Key Responsibilities

Reporting & Summary Preparation

- Prepare structured reports on client data, including reconciliations, ledger summaries, and transaction analysis
- Generate periodic (daily/weekly/monthly) summary reports highlighting discrepancies, trends, and key observations
- Develop client-ready reports with clear insights and actionable points

Data Analysis (Accounting-Focused)

- Analyze accounting data such as Accounts Payable (AP), Accounts Receivable (AR), ledgers, and reconciliations
- Identify mismatches (e.g., TDS discrepancies, unapplied receipts, debit/credit note differences)
- Highlight data gaps and recommend corrective actions

Client Communication

- Follow up with clients for required data, clarifications, and resolution of issues
- Ensure clear and professional communication of technical/accounting findings in a simplified manner

Customer Success Support

- Work closely with Customer Success and Implementation teams to support the client onboarding and ongoing engagement
- Track and update status of client issues and resolutions
- Assist in improving client experience through timely and accurate reporting

Data Management & Accuracy

- Maintain and update client data within internal systems/tools
- Ensure accuracy, completeness, and consistency of all reports shared with clients
- Document reporting formats and maintain version control

Process Improvement

- Identify recurring issues in client data and suggest process improvements
- Support automation and standardization of reporting workflows





Qualifications & Skills

- Bachelor’s degree in Commerce, Accounting, Finance, or Management
- 0-1 year of experience in MIS reporting, data analysis, or accounting-related backend roles (freshers with strong fundamentals can apply)
- Strong knowledge of basic accounting concepts (AP/AR, ledger, reconciliation)
- Advanced proficiency in MS Excel (Pivot Tables, VLOOKUP/XLOOKUP, formulas)
- Positive communication skills with confidence to handle client calls
- High attention to detail and analytical mindset

Key Competencies

- Data analysis and interpretation
- Report structuring and presentation
- Client communication and follow-ups
- Problem-solving approach
- Time management and accountability

Preferred Skills

- Experience in SaaS or fintech/accounting software environment
- Exposure to reconciliation tools or financial data platforms

Job Types : Full-time, Permanent, Fresher

Pay: ₹15,000.00 - ₹25,000.00 per month

Benefits :

- Paid sick time
- Paid time off
- Provident Fund

Application Question(s):

- How many years of experience do you have in data management role?
- How many years of experience do you have with Ms Excel?
- How many years of experience do you have with client coordination?
- Rate yourself in Accounting knowledge (1- poor, 2- Average, 3- Good, 4- Very Good, 5 Excellent).
- What is your current CTC?
- What is your expected CTC?
- What is your notice period?
- What is your current location
- Are you willing to travel to Andheri (Sakinaka)?

Work Location: In person

📌 Backend Operations - Customer Success (Reporting & Data Analysis) (Mumbai)
🏢 Firmway Services
📍 Mumbai