Finance Executive

Key Responsibilities

• Accounting & Bookkeeping
• Manage day-to-day accounting and bookkeeping in Tally.
• Ensure all past and present financial data is accurately categorized and maintained.
• Handle monthly closings, MIS reporting, and compliance.


• Payments & Reconciliations
• Track and execute personal and business payments, ensuring timely payouts.
• Manage bank reconciliations and credit card reconciliations.
• Categorize all dues such as payouts, interest payments, or card bills in Tally.


• Vendor & Investment Management
• Oversee vendor management, including timely payments and documentation.
• Maintain detailed records of investments across equity, mutual funds, bonds, startups, loans, etc.
• Prepare regular updates on investment performance and returns.


• Finance & Legal Documentation
• Maintain and organize all finance-related and legal documentation.
• Ensure compliance with statutory and regulatory requirements.
• Support tax filings (GST, TDS, ITR) in coordination with CA teams.


• Operational & Cross-Team Support
• Work with internal teams, CA partners, and external consultants to ensure smooth financial operations.
• Ensure timely receipt of payments and dues from all sources.
• Support ad hoc financial analysis, audits, and process improvements.

Requirements

• Education: Bachelor’s degree in Commerce, Accounting, or Finance. CA Inter/Articleship preferred.


• Experience: 4+ years of experience in accounting/bookkeeping, preferably at a CA firm.


• Technical Skills:
• Proficiency in Tally (in and out knowledge).
• Strong command of Google Sheets and Excel for reporting and analysis.
• Solid understanding of accounting principles, reconciliations, and compliance.


• Soft Skills:
•  Excellent communication and vendor management skills.
•  Strong organizational and problem-solving abilities.
•  Proactive, dependable, and detail-oriented.