Job Summary
We are looking for a Senior Accounts Executive to manage accounting, financial reporting, and compliance activities. The role involves handling financial data, supporting loan documentation, coordinating with banks/NBFCs, and ensuring accurate financial records aligned with business advisory services.
Key Responsibilities
Accounting & Bookkeeping
- Maintain books of accounts (Tally / ERP)
- Handle day-to-day accounting entries, journal, ledger, and reconciliations
- Manage bank reconciliation statements (BRS)
- Prepare financial statements (P&L, Balance Sheet, Cash Flow)
Financial Analysis & Reporting
- Analyze client financials for loan eligibility and structuring
- Prepare CMA data / project reports / financial projections
- Assist in working capital assessment and financial planning
- Generate MIS reports for management decision-making
Loan & Banking Coordination
- Coordinate with banks, NBFCs, and financial institutions
- Prepare and verify loan documentation
- Support in processing term loans, working capital, overdraft cases
- Follow up for approvals and disbursement
Compliance & Taxation
- Handle GST returns, TDS, Income Tax compliance
- Ensure statutory compliance and documentation
- Assist in audits (internal & external)
Client Handling
- Interact with clients to collect financial data
- Provide financial insights and documentation support
- Maintain strong client relationships
Required Skills
- Strong knowledge of Accounting, GST, TDS, and Income Tax
- Experience in loan processing / CMA preparation / financial analysis
- Hands-on experience with Tally / Excel (advanced)
- Good understanding of banking & financial services domain
- Strong analytical and communication skills
Qualification
- B.Com / M.Com / CA Inter (Preferred)
- MBA (Finance) – added advantage