KEY RESPONSIBILITY AREAS INCLUDING PREFERRED SKILLS AND EXPERIENCE
- Assist Account Managers in monitoring and analyzing account P&L, budgets, forecasts, and financial performance.
- Prepare, validate, and share regular MIS reports to ensure data accuracy and actionable insights.
- Support in developing business decks, client presentations, and executive reports for both internal and external stakeholders.
- Track account performance against KPIs and highlight risks/opportunities for leadership review.
- Collaborate with operations, finance, and delivery teams to ensure smooth coordination across business functions.
- Assist in annual and quarterly budgeting processes and provide analytical inputs to strengthen financial planning.
- Maintain account governance mechanisms including documentation, reviews, and progress tracking.
- Provide day-to-day support in account-related coordination, escalations, and stakeholder communication
Competencies:
- Strong analytical, financial modeling, and business reporting skills.
- Proficiency in MS Excel, PowerPoint, and familiarity with dashboards/BI tools.
- Excellent verbal and written communication skills with the ability to prepare professional presentations.
- Strong organizational skills and attention to detail.
Eligibility Criteria:
- Bachelor’s degree in business administration, Finance, Economics, or related field
- 2 - 5 years of relevant experience in account management support, business analysis, or financial planning.
Proficiency in Excel, PowerPoint, and data visualization tools.
ResponsibilitiesKEY RESPONSIBILITY AREAS INCLUDING PREFERRED SKILLS AND EXPERIENCE
- Assist Account Managers in monitoring and analyzing account P&L, budgets, forecasts, and financial performance.
- Prepare, validate, and share regular MIS reports to ensure data accuracy and actionable insights.
- Support in developing business decks, client presentations, and executive reports for both internal and external stakeholders.
- Track account performance against KPIs and highlight risks/opportunities for leadership review.
- Collaborate with operations, finance, and delivery teams to ensure smooth coordination across business functions.
- Assist in annual and quarterly budgeting processes and provide analytical inputs to strengthen financial planning.
- Maintain account governance mechanisms including documentation, reviews, and progress tracking.
- Provide day-to-day support in account-related coordination, escalations, and stakeholder communication
Competencies:
- Strong analytical, financial modeling, and business reporting skills.
- Proficiency in MS Excel, PowerPoint, and familiarity with dashboards/BI tools.
- Excellent verbal and written communication skills with the ability to prepare professional presentations.
- Strong organizational skills and attention to detail.
Eligibility Criteria:
- Bachelor’s degree in business administration, Finance, Economics, or related field
- 2 - 5 years of relevant experience in account management support, business analysis, or financial planning.
Proficiency in Excel, PowerPoint, and data visualization tools.
Skills Required
- Bachelor's degree in Business Administration, Finance, Economics, or related field
- 2-5 years relevant experience in account management support, business analysis, or financial planning
- Proficiency in MS Excel
- Proficiency in PowerPoint
- Familiarity with dashboards/BI tools and data visualization tools
- Strong analytical and financial modeling skills
- Business reporting experience and MIS report preparation
- Excellent verbal and written communication skills
- Strong organizational skills and attention to detail
EXL Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about EXL and has not been reviewed or approved by EXL.
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Healthcare Strength — Medical plan options include HSA, HRA, and PPO choices, with additional health-related programs such as disability coverage and an employee assistance program. Feedback suggests these options provide meaningful flexibility and coverage breadth for many roles.
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Leave & Time Off Breadth — Up to 20 days of paid time off, plus federal holidays and paid sick and safe time, are highlighted. Feedback suggests this leave structure is a notable benefit alongside core compensation.
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Retirement Support — A traditional and Roth 401(k) with up to a 3% company match and full vesting after one year is described. Feedback suggests this match and vesting timeline help bolster long-term savings.
EXL Insights
What We Do
Choosing a digital partner is about more than capabilities — it’s about collaboration and character. Unrealistic overhauls and off-the-shelf products ignore what matters most — your unique needs, culture, goals, and your legacy data and technology environments. At EXL, our collaboration is built on ongoing listening and learning to adapt our methodologies. We’re your business evolution partner—tailoring solutions that make the most of data to make better business decisions and drive more intelligence into your increasingly digital operations. Whether your goals are scaling the use of AI and digital, redesign operating models, or driving better and faster decisions, we’re here to partner with you to help you gain—and maintain—competitive advantage with efficient, sustainable models at scale. Our expertise in transformation, data science, and change management helps make your business more efficient and effective, improve customer relationships and enhance revenue growth. Instead of focusing on multi-year, resource- and time-intensive platform designs or migrations, we look deeper at your entire value chain to integrate strategies with impact. We use our specialization in analytics, digital interventions, and operations management—alongside deep industry expertise — to deliver solutions that help you outperform the competition. At EXL, it’s all about outcomes—your outcomes—and delivering success on your terms. Share your goals with us and together, we’ll optimize how you leverage data to drive your business forward. For more information, visit www.exlservice.com.
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