CS Trainee/ CA Articled Trainee

Responsibilities:

• Analyze and assess the financial statements and credit history of existing and potential clients.
• Review credit applications and perform credit checks.
• Structure deals and perform risk assessments.
•  present analysis, findings, and recommendations to managers, especially findings that involve a borrower's ability to repay.
• Ability to make informed decisions backed by sound assessment.
• Consult and negotiate with clients regarding financial transactions, payment terms, and credit limits.
• Ability to handle multiple projects and submit applications on time.
• Financial forecasting.
• Practice due diligence.
• Keep up to date with the company's lending protocols.

Requirements:

• Bachelor's degree in finance, accounting, or other business-related fields.
• Strong proficiency in MS Office and general computer use.
• Ability to effectively manage competing deadlines for projects in a high-pressure work environment, with varying degrees of supervision.
• Strong attention to detail and ability to notice discrepancies in data.
• Impeccable understanding of financial statements, ratios, and concepts.

Qualifications/Skills 

1. CS, A background in law will be a strong plus.

2. Strong Excel and Powerpoint skills

Soft skills and personality traits 

1. Should be detail oriented and extremely methodical

2. Should have a pleasant disposition and get along well with people

3. Should have a strong work ethic. If something is not "too low" for Senior Executives and the Founder, it should not be "too low" for the candidate.

Roles and Responsibilities 

1. To ensure compliance with local laws and best practices

2. To prepare monthly and quarterly reports for the board and investors 3. To manage treasury operations as may be required

Hybrid Work Model

Key Responsibilities:

• Setting up processes related to finance, accounts, vendor payments, payroll and implementation of those processes across the organization to prevent fraud and ensuring efficient operations

• Preparing financial statements (quarterly, annual) and MIS dashboards for management and investors

• Preparing and analyzing budgets, financial data, cash flows, and providing insights for business planning

• Work closely with cross-functional teams to ensure financial data accuracy, budget planning

• Manage the finance and accounting team, including hiring, training, and developing of team

• Manage relationships with external partners, such as banks and NBFCs, auditors, tax consultants, and regulatory bodies

Requirements:

• Full ownership and accountability, be instrumental in building the organization and growing with the organization for a leadership role

• CA or ICWA is mandatory

• 5+ years of experience in finance and accounting, preferably in fintech, banks, microfinance, NBFC

• Strong Excel or google sheet skills

• Experience in managing financial operations, budgeting, forecasting, and financial planning

• Strong communication and interpersonal skills, with the ability to build relationships with

• Excellent analytical and problem-solving skills

• Experience in managing and developing a team

Jobs Duties and Responsibilities:

1. LIASNING WITH SALE TEAM FOR ORDER AND VEHICLES.
2. PROVIDING DISPATCH ORDER TO DISPATCH TEAM.
3. SALES INVOICING
4. DISPATCH DETAILS POSTING IN WHATSUP GROUP.
5. LIASNING WITH GODOWN TEAM FOR ORDER AND DISPATCH
6. VAT RECONICILIATION
7. Inter branch transfer (Inventory transfers)
8. Cash Payment Vouchers. Entry in SAP and Excel
9. Cash Requirement
10. Daily reports (Stock, Pending Order, and Seal register)
11. MONTHLY FILES SENT TO HO
12. EXPAT SALARIES PROCESSING
13. MATERIAL RECEIPT RECORDS MAINTENANCE
14. MONTHLY PHYSICAL STOCK COUNTS (FINISHED GOODS, RAW MATERIAL, BYPRODUCTS, CONSUMABLES AND SPARE PARTS) AND REPORTING

• Interaction with the Clients, understanding their requirements, collating required data for preparation and submission of the proposal to Banks/ FI's
• In-depth credit assessment involving Financial, Credit, Legal, Technical, Economic and risk analysis
• Structuring the proposal, preparing Information Memorandum, Teasers, Financial model, cash flow and CMA projections
• Ability to lead meetings and negotiations
• Solution-oriented attitude and resolving queries of all Banks and Clients
• Visiting clients office for understanding and collecting data

# Excellent knowledge of accounting regulations and procedures

# Good knowledge of GST, TDS and banking

# Hands-on experience with accounting software

# Advanced MS Excel skills including Vlookups and pivot tables

# Experience with general ledger functions

# Strong attention to detail and good analytical skills