Financial Analyst

Position: Finance Lead

Remote role

Responsibilities:

MIS (Internal & External)

1. Collate the incoming revenues through all sources namely sales, renewals, supplement sales,

Ecommerce sales and keep the revenue data update on a timely basis.

2. Collate all the expenses and outgoings in an organized manner.

3. Ensure that all expenses/outgoings are properly supported by invoices and necessary

approvals.

4. Prepare and maintain Profit and Loss (P& L) accounts and analyze financial performance.

5. Prepare and publish MIS reports for management, founders, investors and other

stakeholders to support decision making.

Payments & Compliances

6. Ensure timely payouts to Doctors/Vendors.

7. Ensure timely Statutory payments like TDS, PF, PT and filing of GST /TDS returns etc.

8. Verify the revenues earned by Sales and Services team for disbursing their incentives.

9. Advise and ensure legal compliances with respect to Companys business.

Budgeting and Forecasting

10. Periodically prepare Revenue and Expenses estimates and assist in Budgeting and

forecasting.

11. Conduct Revenue and cost analysis and advise on burn reduction and business process

efficiencies.

Audits

12. SPOC for internal and External audits and ensure correctness of data at all times.

Dashboards

13. Publish monthly Dashboards for investors founders and marketing teams review and

decision making.

Vendor & Inventory Management

14. Coordinate with vendors on stock procurement, inventory replenishment, invoice

verification, account reconciliations, payment follow-ups, and resolution of inventory and

operational issues.

15. Manage inventory records, monitor stock movements, perform periodic inventory

reconciliations, and ensure accurate inventory reporting.

Miscellaneous

16. SPOC for all Bank related.

17. Coordinate with external accounting firm, and CA firm.

18. Will be incharge for all Finance related and such other tasks assigned by the founders.

Qualifications:

• BCom is mandatory. MCom will be preferred

• At least 3 of experience corporate experience

• Proficient in Excel, knowledge of CRM tools

• Keeping abreast of all relevant taxation related rules

Experience of working in startups would be preferred

Position : Executive / Sr. Executive / Assistant Manager – MIS & Reconciliation

Industry : Fintech

Job Location : Gurgaon

Experience :

• Executive / Sr. Executive : 3–6 Years
• Assistant Manager : 5–8 Years

Role Overview :

We are looking for a detail-oriented and analytical MIS & Reconciliation professional to manage management reporting, account reconciliations, data validation, and periodic MIS activities.

The role will be responsible for preparing accurate and timely MIS reports, identifying and resolving reconciliation discrepancies, maintaining data integrity, and coordinating with cross-functional teams. The position will also contribute to process improvement and reporting automation initiatives.

Mandatory Skills :

MIS Reporting, Account Reconciliation, Advanced Excel (VLOOKUP, HLOOKUP, XLOOKUP, Pivot Tables, COUNTIF/COUNTIFS, SUMIF/SUMIFS), Data Analysis, Data Validation, Financial Reporting, and Discrepancy Resolution.

Key Responsibilities :

• Collect, consolidate, validate, and analyze data from multiple sources for MIS reporting.
• Prepare and circulate daily, weekly, monthly, and periodic MIS reports for management review.
• Perform account, transaction, and ledger reconciliations and investigate discrepancies.
• Identify data mismatches, exceptions, and reconciliation breaks and ensure timely resolution.
• Maintain high standards of data accuracy, completeness, and integrity across reporting activities.
• Coordinate with Finance, Operations, Business, and other internal teams to collect and validate required information.
• Maintain and update MIS dashboards, trackers, and reporting formats as required.
• Support audit requirements by preparing relevant reports, reconciliations, schedules, and supporting documentation.
• Ensure adherence to defined reporting processes, controls, and timelines.
• Identify opportunities to improve reporting processes and reduce manual efforts through automation and standardization.
• Assist in developing and maintaining automated MIS reports using advanced Excel and other relevant tools.
• Track key operational and financial metrics and highlight significant variances or exceptions to management.
• Maintain proper documentation of reports, reconciliation workings, processes, and controls.

Key Performance Indicators / Success Criteria :

• Accuracy and timely submission of MIS reports.
• Timely completion and accuracy of account/transaction reconciliations.
• Effective identification and resolution of discrepancies and exceptions.
• Data integrity and adherence to reporting standards.
• Quality of coordination with cross-functional stakeholders.
• Reduction in manual reporting efforts through process improvement and automation.
• Timely support for audits and management reporting requirements.

Mandatory Skills :

Advanced Excel

Strong hands-on experience with Microsoft Excel, including :

• VLOOKUP / HLOOKUP
• XLOOKUP
• COUNTIF / COUNTIFS
• SUMIF / SUMIFS
• Pivot Tables
• Conditional Formatting
• Data Validation
• IF / Nested IF
• INDEX-MATCH
• Data cleaning and consolidation
• Large-data-set handling and analysis

MIS & Reconciliation

• Strong experience in MIS preparation and management reporting.
• Hands-on experience in account / transaction / ledger reconciliation.
• Ability to identify, analyze, and resolve data discrepancies.
• Good understanding of data validation and reporting controls.

Preferred / Additional Skills :

• Basic knowledge of Macros / VBA.
• Experience with Tally ERP 9 or similar accounting/ERP tools.
• Basic understanding of accounting principles and financial transactions.
• Exposure to reporting automation and process improvement.
• Experience working with large volumes of financial or transactional data.
• Good analytical and problem-solving skills.
• Strong communication and stakeholder coordination skills.

Educational Qualification :

Minimum Qualification :

• Bachelor's degree in B.A. / B.Com or equivalent.

Preferred Qualification :

• B.Com
• B.A.
• MBA – Finance / Accounting

Ideal Candidate Profile :

The ideal candidate should have strong hands-on experience in MIS reporting, reconciliation, Excel-based data analysis, and management reporting, preferably within the Fintech, BFSI, financial services, payments, or transaction-driven environment.

The candidate should be highly detail-oriented, comfortable working with large datasets, capable of independently identifying discrepancies, and proactive in improving reporting and reconciliation processes.

Position: MIS Executive

Experience: 1–2 Years

Industry: Finance / Banking / NBFC

Employment Type: Full-Time

Job Summary

We are looking for a detail-oriented MIS Executive to manage reporting, data analysis, and business information. The ideal candidate should have a Commerce/Finance background with strong Excel and coordination skills.

Key Responsibilities

·        Prepare and maintain daily, weekly, and monthly MIS reports.

·        Collect, analyze, and validate business data.

·        Maintain Excel-based reports and dashboards.

·        Perform data reconciliation and identify discrepancies.

·        Coordinate with internal teams for timely data collection.

·        Provide accurate reports and insights to management.

·        Maintain proper records and documentation.

Requirements

·        Graduate, preferably B.Com / Finance / Commerce.

·        1–2 years of relevant experience in Finance, Banking, or NBFC.

·        Good knowledge of MS Excel and basic accounting.

·        Understanding of banking/financial products.

·        Strong communication, coordination, and analytical skills.

·        High attention to detail and ability to meet deadlines.

To Apply

HR Swati

Hiring: Senior Accounts Executive

Location: Chennai

Experience: 3–6 Years

CTC: Up to 12 LPA

Key Responsibilities

• Month-end & year-end closing, journal entries and reconciliations
• Preparation of MIS & Management Reports
• Support Board Pack preparation and financial analysis
• Budgeting, forecasting & variance analysis
• Weekly/monthly cash flow reporting
• Support statutory audits, GST, TDS & compliance
• Maintain accurate financial records and schedules

Requirements

• 3–6 years of relevant experience in Accounting / Financial Reporting / FP&A
• Should be Qualified or semiqualified CA/ CMA/ICWA
• Strong MS Excel skills
• ERP exposure – SAP / Oracle / NetSuite / Tally preferred
• Good knowledge of GST, TDS & statutory compliance
• Strong analytical, communication and coordination skills

• Financial Reporting
• Preparation of monthly standalone and consolidated financial statements.
• Coordination with group entities for timely submission of monthly compliance requirements.
• Preparation of monthly expense variance analysis and reporting to management.
• Compliance & Audit
• Addressing monthly requirements of Adani Group and other stakeholders.
• Coordinating with statutory auditors / Internal Auditors for quarterly closures and ensuring timely completion.
• Performing quarterly 26AS reconciliation with books of accounts.
• Fixed Assets & Banking
• Managing and reviewing the consolidated fixed assets register, including monthly computation and reconciliation.
• Handling monthly banking requirements related to company financiers and ensuring smooth liaison with banks.
• General Responsibilities
• Supporting management in ad-hoc requirements related to finance, accounting, and compliance.
• Assisting in process improvements, system enhancements, and strengthening internal controls.

Roles & Responsibilities:-

1. Independently manage the company's books of accounts and ensure accurate, timely financial reporting in line with applicable accounting standards (Ind AS/IFRS)
2. Prepare quarterly, half-yearly, and annual financial results for submission to the stock exchange within prescribed regulatory timelines
3. Coordinate with statutory auditors, internal auditors, and secretarial auditors for timely completion of audits and limited reviews
4. Ensure compliance with SEBI (Listing Obligations and Disclosure Requirements) Regulations and other applicable stock exchange requirements relating to financial disclosures
5. Work closely with the Company Secretary and Compliance Officer on board meetings, financial disclosures, and other regulatory filings connected to listing requirements
6. Manage the finalization of accounts, including preparation of balance sheet, profit & loss account, and cash flow statements
7. Oversee taxation matters including GST, TDS, income tax computations, and assessments, ensuring timely and accurate filings
8. Support the management in investor communication, earnings disclosures, and related financial data as required for shareholder and analyst queries
9. Maintain and strengthen internal financial controls and accounting processes to meet listed-company governance standards
10. Supervise and mentor junior accounting staff, reviewing their work for accuracy and compliance
11. Liaise with merchant bankers, registrars, and share transfer agents as needed on financial and compliance-related matters
12. Assist management in budgeting, forecasting, and MIS reporting for the board and audit committee
13. Stay updated on changes in SEBI regulations, Companies Act provisions, and accounting standards applicable to listed entities.

Ideal Candidate

1. Strong Senior Accountant Profile with hands-on experience in a small-cap listed company (BSE/NSE) and stock-exchange compliance
2. Mandatory (Experience 1): Must have 6+ years of total accounting experience, with at least 3+ years in a small-cap company listed on BSE / NSE (or an equivalent recognized stock exchange).
3. Mandatory (Experience 2): Must have independently managed the books of accounts and financial reporting of a listed entity, in line with applicable accounting standards (Ind AS / IFRS).
4. Mandatory (Experience 3): Must have practical experience preparing quarterly, half-yearly, and annual financial results and submitting them to the stock exchange within regulatory timelines.
5. Mandatory (Experience 4): Must have experience coordinating with statutory, internal, and secretarial auditors for audits and limited reviews.
6. Mandatory (Experience 5): Must have experience finalizing accounts (balance sheet, P&L, cash flow) and overseeing taxation (GST, TDS, income tax computations, assessments, and filings).
7. Mandatory (Experience 6): Must have experience working with the Company Secretary / Compliance Officer on board meetings, financial disclosures, and regulatory filings, and liaising with merchant bankers, registrars, and share transfer agents.
8. Mandatory (Skill 1): Must have strong working knowledge of SEBI (LODR) Regulations, Companies Act 2013, and other regulatory frameworks applicable to listed companies.
9. Mandatory (Skill 2): Must have sound knowledge of Ind AS / IFRS, direct and indirect taxation, and statutory audit processes.
10. Mandatory (Skill 3): Must have strong analytical, leadership, and communication skills, able to supervise/mentor junior staff and work under strict regulatory deadlines.
11. Mandatory (Tools): Must be proficient in ERP systems (Tally) with advanced MS Excel skills.
12. Mandatory (Education): Must have a Bachelor's or Master's in Commerce / Accounting; CA (Inter/Qualified) or CMA preferred.
13. Preferred: Familiarity with investor relations / analyst reporting; ability to work directly with the CFO and board-level stakeholders on financial governance; experience supporting investor communication and earnings disclosures

Division/ Department / Location: Finance/Accounts

Location : Airoli

JOB REQUIREMENT

Qualification: Commerce graduation plus CA or ICWA

No of years of experience: Around 10 to 15 years

Preferred Age Group: Around 40 years

Conversant with SAP,

Expert Domain knowledge of :

·        Accounts Finalization

·        Accounts Payable

·        Statutory compliances with regard to Ind AS, SEBI, Companies Act, Schedule III requirements

Statutory Audit

Well-versed with MS Excel, Word, PPT.

Nature of Experience:

(1) General Accounting :

·        Well-versed with Ind AS, SEBI compliances, Provisions of Companies Act'2013

·        Finalization of Books of Account, preparation of Financials ensuring conformity with Statutory Compliances within the timelines

·        Monthly review and scrutiny of Profit & Loss Account, Balance Sheet

·        Review and Scrutiny of General Ledger, Customer Ledger, Vendor ledger

·        Ensuring timely accounting of Vendor invoices by guiding sub-ordinates

·        Forward Contracts accounting

·        Preparing, reviewing P & L Account and Balance Sheet Variances

·        Compliance of Trade Payable, MSME disclosure as per Schedule III of the Companies Act 2013.

(2) Accounts Payable:

·        Manage the complete procure-to-pay and accounts payable cycle

·        Oversee invoice processing, verification, coding, approvals, and payment processing

·        Ensure accurate and timely recording of vendor invoices and expenses

·        Monitor vendor balances, ageing, debit/credit notes, and outstanding liabilities

·        Ensure timely vendor payments while optimizing cash flow

(3) Statutory and Internal Audits:

·        Experience in Audit - co-ordination and dealing with Statutory and Internal Auditors

·        Attending to Auditors queries, coordinating with respective teams for providing required information /supporting

·        Ensuring IFCR Control compliances

(4) Treasury:

·        Treasury accounting - Reviewing transactions in SAP and coordinating with respective teams for accounting investments, Maturity/redemptions

·        Deposits, MF related workings and reconciliation with the books

·        Treasury Corpus and its related income information for Cash Flow

·        Preparing Quarterly Board Meeting related MIS details

(5) SAP FI/CO knowledge MUST