Finance ERP

Key Responsibilities

Conflict Check Management

• Perform conflict checks clearances through the system.
• Verify clients, parent companies, group entities, counterparties, and related parties.
• Ensure CCs are cleared in timely manner and properly documented as per firm policy.

Matter / File Creation

• Check all mandatory details before file/matter opening.
• Review engagement letters, partner name, practice areas, billing instructions, and compliance requirements.
• Coordinate with internal stakeholders to close any missing information.

Data Management & Accuracy

• Maintain high standards of data accuracy and consistency in the system.
• Update client, matter, address, GST, PAN, and other master data when required.
• Ensure data integrity across all related modules.

System ...