Financial Account Job Description

Financial Account Job Description

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Financial account provides support on all accounting and financial related systems, including collaborating with consultants and software vendors on projects.

Financial Account Duties & Responsibilities

To write an effective financial account job description, begin by listing detailed duties, responsibilities and expectations. We have included financial account job description templates that you can modify and use.

Sample responsibilities for this position include:

Manage revenue and reconciliation process for account portfolio in the affiliate database
Provide timely and appropriate support to Director as needed for monthly reporting and ad-hoc analysis
Assist Director in the preparation of assigned portfolio annual budgets/forecasts and quarterly forecasts/ pacing updates
Act as HPFS single point of contact with HP Graphic Arts Reps and
Develop and implement Program ramp strategy which includes integration into all HP and HPFS Graphic Arts segments (Indigo, Scitex and Designjet), with special attention to driving HPFS services to the Mid market and SMB customers
Develop and provide/oversee necessary training to both HP peers and HPFS Sales and Operations
Drive quarterly onsite review meetings to review previous quarter results and to determine next steps for success
Measured on overall lease volume within assigned target HP Reps, HP Reps satisfaction and effective management of HP Reps relationship
Meet with HP Reps to uncover equipment finance opportunities
Pass leads to appropriate end-user HPFS sales organization for closure

Financial Account Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Financial Account

List any licenses or certifications required by the position: ITIL, CFA, RHCE, PMP, VCP, RHCSA, F5

Education for Financial Account

Typically a job would require a certain level of education.

Employers hiring for the financial account job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Accounting, Finance, Business/Administration, Management, Education, Marketing, Administration, MBA, Communications

Skills for Financial Account

Desired skills for financial account include:

Accounting procedures
Financial and accounting procedures and practices
Integrated database software and information systems for student financial and academic data
Customers on given products
Key customer types
Millogic
PC based Internet and software applications
Viewpoint and Worksite
Accounting standards and legislation tax and compliance aspects
MS Access databases

Desired experience for financial account includes:

Train HP Reps on “benefits” of financial selling
Prepare “leads report” listing opportunities uncovered, and leads past
Meet with HPFS GA FAMS to discuss and plan account penetration campaigns
Be single point of contact for Graphic Arts Reps for HPFS concerns and issues
To be fully aware of and part owner in carrying out all divisional goals including margin, revenue, call behavior
Ensure all licenses are keep up-to-date and state requirements are met

Financial Account Examples

1

Financial Account Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of financial account. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial account
  • Coordinate Watson account planning to include the Client Executive, Architect, Global Business Services (GBS) leader, other Watson individuals or relevant brands involved with the account
  • Collaborate with the entire U.S. Financial Intermediaries team to achieve individual and team goals
  • Maintain prospect and client pipeline activity in firm-wide CRM (Salesforce)
  • Collaborate with client team members on to define growth strategies and provide analytic support to corporate initiatives
  • Maintain regular interaction to proactively identify new savings or other opportunities for all assigned accounts
  • Conduct thorough and detailed analysis using the customer data in order to interpret data through financial modeling for recommendations to customers’ needs
  • Assist with the development of the corporate partnerships
  • Identify and articulate best practices within the industry
  • Manage and track client and transactional information in SalesForce
  • Support contract compliance
Qualifications for financial account
  • A good understanding of the processes surrounding trade credit related insurances
  • Has a clear understanding of the insurance market in order to address technical/Client issues
  • The ideal candidate will have experince managing client data within the financial services
  • Bilingual English and French is required
  • 10+ years relevant capital markets industry experience
  • Extensive understanding of the Capital Markets and Partner ecosystem--customers (Investment Banks, Exchanges, Investment Management firms ) and partners (ISVs, SI’s)
2

Financial Account Job Description

Job Description Example
Our innovative and growing company is hiring for a financial account. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial account
  • Providing tactical plans and business cultivation strategies with specific measurable time frames to make contact with existing, development office personnel and expand that relationship to develop business office opportunities
  • Becoming a "trusted business advisor" to key executives in each account, particularly at the highest level of the business office
  • Providing accurate and timely sales forecasts to management including daily activity management with our SFDC application
  • Engaging internal resources and necessary and providing direction and leadership in each sales engagement
  • For new programs, financial responsibility for business case calculations and profitability as a result of product costs and pricing and any other commercial assumptions
  • Preparation and presentation of commercially relevant program and finance information for the CG Sales Organization and senior management
  • Define and monitor tasks/actions and timing to achieve or improve program financial goals (roadmap to target) together with the Program Management Team during all phases of the program
  • Management of all program financial aspects during the change management process including development of pricing strategies supporting customer negotiations
  • Responsible for initiating and tracking capital expenditure requests for approval
  • Provide and secure integration or detailed financial Information
Qualifications for financial account
  • Prior experience working with RIA’s and Bank Trusts is a plus
  • Willingness to travel (sometimes greater than 50% of the time)
  • Create detailed, strategic target account plans to penetrate industry leading financial services clients
  • 3 to 5 years of direct sales experience with industry-specific and/or application expertise in financial services
  • 5-10 years of related industry experience including FASB, US GAAP, IFRS, Banking Technology, Loan Risk Management, Finance or Banking
  • Experience with the negotiation process and proactively driving the process to completion
3

Financial Account Job Description

Job Description Example
Our innovative and growing company is looking for a financial account. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial account
  • Ensure comparability of global programs
  • Coordination and tracking of required activities to reduce past dues for engineering, tooling and production invoices (account receivables management)
  • Support / coordinate engineering budget planning
  • Provide and secure integration of detailed financial information
  • Define program business plan and submit capital investment request
  • Budget planning for all program financial aspects and develop system / tools for cost tracking and cost controlling (plan vs
  • Support definition of supplier standards and cost targets with Purchasing and Program Management
  • Ssupport supplier selection and supplier price/cost negotiations with Purchasing and Costing in order to secure program profitability
  • Attend phase exit reviews and support program team with required program financial documentation
  • Prepare program financial documentation for Customer negotiations, interface with Customer finance organization
Qualifications for financial account
  • University degree (Finance, Business, or Engineering desired) with first working experience
  • Preferably experience in the Automotive Industry
  • English fluent, German highly desired, other foreign language skills a plus
  • Accounting knowledge, SAP experience and good additional computer skills, MS Office, especially Excel
  • Build team with program manager for strategy and execution of Customer negotiations
  • Define tasks / actions and timing to achieve or improve program financial goals (roadmap to target / Program profitability) together with the Program Manager
4

Financial Account Job Description

Job Description Example
Our innovative and growing company is looking for a financial account. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial account
  • Develop and implement strategic plans and marketing incentives in order to drive business with existing external partners
  • Develops and executes business growth strategies and has full responsibility and accountability for the ongoing performance of managed partnerships
  • Project management of new product rollouts, both with existing and new/potential partnerships
  • Develops internal and partner relationships in order to ensure successful execution and implementation of partnership initiatives
  • Tracks performance metrics for each managed partnership and communicates initiative results to all relevant parties
  • Successfully sell solutions and services in the field, specifically in the FSI vertical
  • Develop new accounts and expand existing accounts in Spain
  • Work to develop and expand a fixed set of named accounts
  • Together with the Industry lead and local Product team leads, ensures the best solution and team is in place for major opportunities
  • Invoice bookings
Qualifications for financial account
  • 3-5 years in the area of controlling environment (preferred manufacturing related / technically oriented) preferably in the automotive industry
  • Can work effectively in a team environment autonomously
  • Knowledge around specific product (core banking, core insurance, risk management, analytics, front office and channels, ERP…) would also be an advantage
  • Previous experience of working within or selling to Financial Services organizations is preferable
  • Proven experience in working within sales and leasing specifically in the ITC sector, and specifically to UK public bodies and entities
  • Ability to build and develop successful relationships with both direct and channel partners in the ICT segment
5

Financial Account Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of financial account. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial account
  • Manage relationships with complex, strategic customers within the context of providing solutions
  • Explore the opportunity to become the sole source service provider by aligning customer growth plans and delivering service excellence
  • Develop and implement customer-specific strategic sales plans and forecasts to improve market share and strategic account penetration
  • Collaborate with the customer solutions group, customer care group, marketing, other sales staff, operations and management to deliver seamless customer relationships to strategic and/or national accounts
  • Develop new revenue with prospective vertical market customers
  • Achieve net organic growth within assigned accounts
  • Achieve or exceed established growth goals on a monthly basis and communicate results through the proper management channels
  • Acquire expertise in all relevant product lines
  • The Account Manager is responsible for teaming with the customer’s IT Organization to help build strategic relationships across the account, articulating a clear vision and generating enthusiasm, while impacting all business groups
  • The Account Manager will work with all appropriate AWS resources (Executives, Solution Architects, Business Development, Marketing, Partners, Support, Service teams and Professional Services) to support customer interests
Qualifications for financial account
  • IT product awareness
  • Ability to demonstrate how leasing / finance can be of benefit directly to customers
  • Ability to demonstrate an understanding of PC lifecycle costs
  • Knowledge of different finance products (lease and loan)
  • Knowledge of IT industry/sectors & products
  • Experience of IT Service Provider negotiations

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