7 Financial Documentation Jobs

Location: Nashik/Delhi Department: Investor Relations & Strategy Reports To: CFO Employment Type: Full-time Company Description At BioFizz Agritech Pvt Ltd, we revolutionize agriculture by prioritizing farmer safety, crop productivity, and environmental sustainability. Our patented Tablet-in-Tablet Technology eliminates direct pesticide contact while enhancing efficiency and yields, addressing significant issues like pesticide poisoning. BioFizzs innovative agro tablets deliver precise dosing and bio-enhancing cofactors, reducing transport costs and promoting climate-resilient crops. We focus on reducing the carbon footprint, eliminating chemical exposure, and boosting nutrient absorption to foster robust plant growth. Join us in shaping the future of sustainable, efficient, and safer agriculture. Role Description We are seeking a reliable and mature Assistant to the CFO who can support our Finance leadership in managing documentation, inter-department coordination, and investor-related communication. This is a critical support role best suited for someone with a finance background, strong organizational skills, and a high sense of responsibility. Key Responsibilities: Assist CFO in maintaining financial and legal documentation, investor files, and compliance records Coordinate with internal departments (accounts, legal, sales, admin) to collect and organize required documents Schedule meetings, manage follow-ups, and prepare minutes of meetings Support in compiling data for financial reports, pitch decks, and presentations Ensure timely submission of compliance and statutory filings under guidance Help in maintaining investor and grant data rooms Manage internal communication and maintain confidentiality Key Responsibilities: MBA - Finance 25 years of experience in a finance support, executive assistant, or documentation-heavy role Strong organizational and coordination skills Good written and verbal communication in English Working knowledge of MS Office / Google Workspace Professional maturity, discretion, and reliability are essential Key Responsibilities: Opportunity to work closely with the leadership team in a high-growth startup Exposure to investor relations, strategic finance, and startup fundraising Collaborative, mission-driven work culture Competitive salary and growth path

KEY ACCOUNTABILITIES 90% of Time Operational Management Processing the customer s promotional invoices Reconcile invoices received from General Mills Customers to the corresponding plans and update the information to reflect actual performance to either issue a check to a customer or clear a deduction on the account s trial balance. Maintain an accurate and current accounts receivable trail balance in SAP. Pivotal role in AR identification, reason code segregation and deduction/ payment clearing. Develop and maintain Trade profiles and document customer-specific behavior that requires non-standard handling. Gain an in-depth knowledge of Customer details as well as comprehensive understanding of GMI Products/ groups. Develop expertise in utilizing customer specific websites for sourcing customer support/documentation. Resolve issues relating to customer invoices, deductions, and payment. Build relationships with the stakeholders to ensure smooth day to day functioning. Adherence to all audit control requirements and SOX requirements. 10% of Time Continuous Improvement Participation in driving Continuous improvement within Process. MINIMUM QUALIFICATIONS Minimum Degree Requirements: Full Time graduation from an accredited university (Mandatory) Minimum years of related experience required: 0-4 Years. PREFERRED QUALIFICATIONS Preferred Major Area of Study: Finance & Accounts/ BMS/BBS Preferred years of related experience: 2-3 years Specific Job Experience or Skills Needed Basic understanding of finance and accounting with more focus on Accounts Receivable Management. SAP Knowledge, MS Office etc. Strong customer relations, articulation & communication skills Can prioritize and complete multiple tasks on tight deadlines. Competencies/Behaviors required for job. Courage to question without hesitation, recommend and influence. Participate and support enhance efficiency and effectiveness for the team and stakeholders. Yearn to lead process changes through expertise and knowledge. Ability to independently solve self-problems. Commitment to superior customer service

Key Responsibilities: Review loan applications and ensure all required documents are collected. Verify customer information like income, identity, and credit score. Coordinate with customers, sales teams, and credit officers to move the loan process forward. Enter and update loan data in the system accurately. Follow up with customers for any missing documents or information. Ensure loan files are complete and compliant with internal policies and regulatory guidelines. Maintain regular communication with all stakeholders until loan approval or disbursement. Provide excellent customer service and resolve basic queries related to the loan process. Required Skills and Experience: 15 years of experience in loan processing, back-office banking, or financial documentation. Basic knowledge of different types of loans (personal, home, auto, etc.). Good understanding of loan documentation and verification process. Strong attention to detail and data entry skills. Good communication and coordination skills. Proficiency in MS Office (Excel, Word) and familiarity with loan management software is a plus. Bachelor's degree in Commerce, Finance, or a related field preferred.

Role Overview: We are seeking a diligent and detail-oriented Junior Accountant based in India to support our USA accounting operations. The ideal candidate will have hands-on experience in accounting software (QuickBooks or similar) and a solid understanding of ecommerce transactions. This role includes maintaining records, processing vendor payments, and supporting financial documentation across entities and platforms. Key Responsibilities: Record and reconcile Amazon, Shopify, and other ecommerce platform transactions in accounting software (QuickBooks, Xero, etc.). Assist in the preparation of settlement reports, fees reconciliation, and chargebacks from Amazon and other channels. Post journal entries, invoice receipts, and adjustments accurately. Manage and organize accounting documentation such as invoices, receipts, and purchase orders. Process vendor payments, track due dates, and ensure timely settlements. Assist in monthly reconciliations of bank accounts, ecommerce settlements, and vendor ledgers. Coordinate with internal teams for approvals, clarifications, and payment processing. Support senior accountants in reporting, compliance documentation, and audits. Maintain up-to-date records of intercompany charges and transactions. Required Skills and Qualifications: B.Com, M.Com, or equivalent degree in Accounting or Finance. 13 years of hands-on experience in accounting. Experience working with Amazon/ecommerce accounting is mandatory. Proficient in QuickBooks, Xero, Zoho Books, or equivalent accounting software. Working knowledge of ecommerce settlement reports, fees, and returns processing. Familiarity with multi-currency accounting and international payment workflows. Proficient in Excel or Google Sheets. Strong attention to detail and organizational skills. Good written and verbal communication skills. Preferred Qualifications: Experience working with US-based companies. Understanding of basic US sales tax and invoice compliance Work Hours: India time zone with partial overlap with US teams as required.

Candidates from Uttar Pradesh and Delhi NCR who are open to relocation are welcome to apply. We are seeking a detail-oriented and proactive Accountancy and Coordination Executive to manage daily financial documentation and ensure smooth coordination with internal and external stakeholders. The ideal candidate will be responsible for handling invoices, quotations, E-way bills , and document management while liaising with customers for timely payments and dispatches. Key Responsibilities: Prepare quotations, proforma invoices, and tax invoices (including E-invoicing). Generate E-Way Bills for dispatch and transportation. Maintain accurate accounting records and manage documentation filing. Make copies and organize financial paperwork systematically. Coordinate with customers regarding payments, test reports, and sample dispatch. Support internal coordination to ensure timely delivery of reports and products. Key Skills: E-Way Bill generation Tax Invoice/E-invoice handling Quotation preparation Customer coordination Strong organizational and documentation skills

Job Responsibilities: Handle bank-related work efficiently (payments, deposits, reconciliations). Expert-level skills in Google Sheets and MS Excel for data management and reporting. Vendor Management Timely invoicing, payments, follow-ups, and reconciliation. Physical verification of company assets and stationery inventory. Perform vouching and verification of petty cash expenses. Regular updating and verification of company records on shared spreadsheets. Collaborate with the internal team for accurate and timely accounting entries. Required Skills & Qualifications: Minimum 2+ years of hands-on experience in an accounting role. Proficiency in G-Sheets, MS Excel, and basic accounting software. Strong attention to detail and a proactive attitude. Education: CA Inter, B.Com, M.Com. Good organizational and communication skills.

What Youll Do As an Analyst, you'll work closely with our Capital Consultants and play a critical role in powering end-to-end deal execution. Your day-to-day will revolve around building lender-ready profiles, supporting financial analyses, managing key workflows, and keeping our capital engine running smoothly. Key Responsibilities: Compile and validate financial documents and client data. Assist in preparation of deal one-pagers and engagement letters. Maintain clean and updated records in HubSpot. Track deal progress across Spark, Swift, and Scale stages. Support invoicing, collections, and operational tasks with the Ops team. Monitor portfolio performance and generate early warning signals. Liaise with lenders to schedule meetings and manage feedback. Conduct market research and competitor analysis to sharpen deal insights. What Were Looking For 12 years of experience in financial services, fintech, VC, lending, or consulting. Graduate in Finance, Business, Economics, or a related field. Strong analytical, Excel, and research skills. Proactive team player whos eager to learn and execute. Clear communicator with a bias for action and ownership. Familiarity with CRM tools (like HubSpot) is a plus.