Revenue Associate

Key skills we are looking for someone in this role:

Knowledge of financial sector would be an added advantage
Microsoft Excel expert. Knowledge of macros is an added advantage
The candidate must be self-driven, be hands-on and motivated
Strong team player who can manage multiple stakeholders.
Strong attention to detail and deliver work that is of a high standard.
Strong analytical skills and is comfortable dealing with numerical data.

Designation: Revenue Associate

Location : Bangalore

Experience : CA with 1-2 years of experience in a similar profile

About us:

Kristal.AI is a global, digital-first private wealth platform providing comprehensive and no-frills wealth management solutions for the entire spectrum ranging from sophisticated high net worth individuals to first-time investors. Powered by an unparalleled combination of advanced algorithms and investment professionals, we focus on providing personalized products and unbiased advice. We have the finest minds of the fintech industry as part of our leadership team and have been recognized by several forums to be at the forefront of the fintech industry. We offer our team-members strong prospects for learning, growth and career development while offering a culture of camaraderie and ownership.


Key responsibilities will include:

Owning the Revenue, Accounts receivable and Partner payment segment end to end which may including the following but not limited to:
Ensure the Revenue computation for different product types is accurate and is completed within the defined timelines
Evaluate the revenue calculation of new product lines and streamline the calculations
Drive the Revenue collections and review the outstanding collections periodically
Ensure revenue invoices are raised as per the statutory requirements of each jurisdiction
Present the Revenue numbers to the management
Provide data visualization for easy consumption of insights for management
Provide revenue forecast and Revenue leakage reporting to management
Review of monthly revenue close activities related to revenue and deferred revenue related journal entries and applicable reconciliations
Compute partner share of revenue as per the agreements
Generate partner reports for as per the defined SLAs.
Respond to Auditor inquiries and prepare statements required for auditing
Develop and document processes and policies to maintain and strengthen internal controls
Work with Technology and Product team to identify automation possibilities and ensure high data quality
Additional duties as necessary

CA

1-2 years

As per industry standard