Support Control Risks India office’s business and finance teams by providing exceptional administrative and operational support to local stakeholders.
Tasks & responsibilities:
Assist with preparing client documents for projects and coordinate with regional Legal counsel as needed to ensure clients provide their purchase orders in a timely manner
Liaise with project managers to obtain signed proposals/letters of engagement and coordinate with other offices if needed to define the project structure
Collect necessary information via Project Setup Table to ensure projects are properly set up in the business systems, e.g. CRM, Dynamics
Provide project-related information to the Finance team (i.e. project costs)
Generate WIP/timesheet reports to prepare invoices for clients under instruction from project managers and Finance
Raise purchase orders for the business units
Complete vendor set up forms as and when required by our clients
Ensure all subcontractor paperwork is received, screening performed and passed to Finance as per Group policy
Setup user IDs for the various research databases for the business units
Provide support for any ad-hoc finance or business related projects when needed
Provide support for non-project related tasks as needed
Business Administrative Support
Ensure CRM is accurate and up-to-date.
Support with the weekly proposal collation with Finance and track conversion ratio.
Use CRM to present sales data for team meetings and performance analysis.
Using CRM and working with Finance team, keep up-to-date records on account financial performance.
Support the business to extract data from CRM, provide supporting collateral for sales meetings.
