Posted:21 hours ago|
Platform:
On-site
Full Time
● Act as the primary point of contact for assigned finance clients.
● Manage end-to-end client financials including billing, collections, reporting, and reconciliation.
● All compliances-GST, TDS/TCS, Income tax, foreign payments (15CA/15CB) and STPI and other department
● Prepare and present financial reports, account statements, and forecasts for clients.
● Understand each client’s financial goals, advising on budgeting, cost control, and compliance.
● Collaborate with internal teams (finance, audit, operations, tax) to ensure timely and accurate service delivery.
● Identify areas for upselling/cross-selling financial products or advisory services.
● Ensure all client data and records are maintained accurately and comply with legal standards (GAAP, IFRS, etc.).
● Monitor and track account KPIs such as account profitability, AR aging, and renewal timelines.
● Maintain detailed documentation of communications, contracts, and service changes.
● Assist in audits, financial reviews, and regulatory filings as necessary.
● CA Inter (MBA/CA/CPA is a plus).
● 3–6 years of experience in financial account management, client accounting, or similar roles. Experience in an IT Company is preferred.
● Experience handling multiple client accounts in a corporate or consulting environment.
● Proficiency in accounting software (Tally, QuickBooks, Zoho, SAP, etc.) and MS Excel.
● Strong understanding of financial principles, reporting, and regulatory standards.
● Excellent verbal and written communication skills for client-facing interactions.
● Analytical mindset with problem-solving ability.
● Ability to manage priorities across multiple clients and projects.
● Strong attention to detail and high standards of accuracy.
● Team player with ability to coordinate across departments.
● Prior experience in a fintech startup.
● Exposure to budgeting, forecasting, taxation, and statutory compliance.
● Understanding of tools like Power BI, Tableau, or similar reporting dashboards.
● Competitive salary with performance-based bonuses.
● Health insurance, paid leave, and other standard benefits.
● Collaborative, high-growth work environment.
Alyke
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