30+ Financial reporting Jobs in India

Who We Are:

HighLevel is an all-in-one, white-label marketing platform for agencies & consultants. As a profitable, disruptive, and fast-growing SaaS company, they caught the eye of many and recently raised $60M in funding. Headquartered in Dallas, Texas, many team members work for the company remotely from around the world while maintaining a strong company culture and work-life balance. Want to learn more? Check out our website: www.gohighlevel.com

Who You Are:

We are seeking an accomplished Senior Financial Analyst with a focus on SaaS metrics analysis to join the HighLevel team. As a Senior Financial Analyst, you will play a pivotal role in interpreting and reporting key SaaS metrics, providing strategic insights, and driving decision-making processes that contribute to the sustained growth of our SaaS business.

What You Will Do:

●      Own and drive the analysis and reporting of essential SaaS metrics, including Monthly Recurring Revenue (MRR), Customer Acquisition Cost (CAC), Churn Rate, Customer Lifetime Value (CLTV), and more.

●      Collaborate with cross-functional teams to develop financial models, forecasts, and scenarios for strategic SaaS initiatives and projects.

●      Evaluate and recommend the financial impact of pricing strategies, subscription plans, and upselling opportunities within our SaaS offerings.

●      Analyze variances between actual SaaS performance and forecasts, offering comprehensive explanations and recommendations.

●      Prepare insightful financial reports and presentations tailored to senior leadership and stakeholders, focusing on SaaS growth and performance.

●      Monitor industry SaaS trends, competitive landscapes, and market shifts to identify potential risks and opportunities.

●      Partner with senior leadership in the development of SaaS-focused financial strategies to increase retention, drive new business and expansion and minimize contraction.

●      Conduct ROI analysis on specific teams, programs or other business business decisions.

What You Bring:

●      Bachelor's degree in Finance, Accounting, Economics, or a related field; Master's degree is advantageous.

●      7+ years of progressive experience in financial analysis and reporting, with a strong focus on SaaS metrics, preferably within SaaS or technology-driven environments.

●      Advanced proficiency in financial modeling, data analysis, and forecasting, using tools such as Excel or Google Sheets.

●      Solid and strategic grasp of SaaS-specific metrics, business models, and subscription-based billing models.

●      Exceptional analytical skills and a proven ability to translate complex SaaS data into actionable insights.

●      Excellent communication skills, both written and verbal, especially in presenting SaaS financial information to non-financial stakeholders.

●      Strong attention to detail and a history of delivering accurate and timely SaaS-focused financial analyses.

EEO Statement:

At HighLevel, we value diversity. In fact, we understand it makes our organization stronger. We are committed to inclusive hiring/promotion practices that evaluate skill sets, abilities and qualifications without regard to any characteristic unrelated to performing the job at the highest level. Our objective is to foster an environment where really talented employees from all walks of life can be their true and whole selves, cherished and welcomed for their differences, while providing awesome service to our clients and learning from one another along the way!

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About Company

One of the India's leading Renewable Energy Consultants, working with large commercial and Industrial clients and helping them choose right Renewable Energy solution for them.

Roles & responsibilities:

• Research and Analysis in the Renewable Energy Sector of the regulations,policies, market competitors, key developers

• Creating and maintaining Financial Models and Financial Calculators as per the Customer’s and Company’s requirements

• Supporting in the Transaction Execution and in signing the PPA documents with the customers

• Preparation of Financial Modeling, corporate presentations, and information memorandum, RFS

Requirements:

MBA in Finance or comparable qualification with 8 -16 months of experience and excellent knowledge of Microsoft Excel

• You must have excellent knowledge and hands on for Ms Excel.

• You must have strong analytical (quantitative as well as qualitative) skills including building financial models

• You should have a strong financial statement analysis foundation

• You should have great research capabilities and understanding of the power and utility sector with a focus on solar, wind, and new upcoming technologies

• You should have excellent communication, writing skills, report-writing, and presentation skills

SR Accounts Receivable:

1 - Processing accounting receivables and incoming payments in compliance with financial policies and procedures

2 - Performing day to day financial transactions, including verifying, classifying, computing, posting and recording accounts receivables' data

3 - Preparing bills receivable, invoices and bank deposits

4 - Presenting Receivable MIS to the stakeholder’s

5 - Evaluating Receivable MIS & action course for recovery

6 - Clearing B2B Primary/Secondary/Tertiary claims on regular intervals

7 - Approving Invoices of all B2B Customers on regular basis

8 - Reconciling Customer accounts every month

Must haves -

1.Creating MIS

2.Reports

3.Advanced excel

Note : Looking from FMCG companies

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

About the Company:

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth. Our client is led by seasoned bankers and works with the largest and most reputed investors.

About the Role:

Role: PMS Operations

This role reports to Managing Director – PMS

Location - Ahmedabad

Candidate shall be responsible for:

• Managing day-to-day operational activities like preparing & executing transactions, updating portfolio sheets, etc

• Month-end reports reconciliation as per SEBI format

• Preparation of MIS

• Assisting the sales team with client/distributor information requests

Qualification:

• 5+ years of experience in PMS / Broking Operations

• Advanced proficiency in Microsoft Excel

• Graduate with a basic understanding of the stock market & PMS

Hi,

We are hiring for the position of DGM/Head F&A. Please find below the details for the same.

1. Candidate should have CA qualification with 8-11 years of experience
2. Should have worked (preferably working) in Manufacturing set-up and handled manufacturing accounts, especially Costing/INDAS/MIS/Budgeting/Reports etc.
3. The designation would be DGM / Head – F&A (Processing Plant)
4. The candidate should have manufacturing experience in the current profile
5. He should be a manufacturing accounts expert
6. Should know F&A / P&L of factory accounts, finalization

Note- Experience in manufacturing domain is manadatory.

Key Responsibilities :

- Ensuring monthly book closure, revenue recognition & accrual of proper costs in all categories to be in line with the internal guidelines and the statutory requirements

- Preparation of MIS reports, schedules, reports & MTM change analysis.

- Validating monthly revenues, analytical checks on system reports

- Ensure compliance of all statutory audits, internal audits & ICFR related requirements within timelines.

- Drive automation for various reports & activities.

- Collaborate with internal stakeholders for reporting requirements

- Work with the team for preparation of the monthly closure & Quarterly Audit plans

Job Requirements :

- CA with good academic records

- Systematically process, measure and verify financial and accounting information

- Analyze financial details and do value addition to business - Strong Bias for action, problem solving and ownership Full Time Employee Benefits (Not applicable for Intern or Contract Roles)

• Insurance Benefits - Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance

• Wellness Program - Employee Assistance Program, Onsite Medical Center, Emergency Support System

• Parental Support - Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-care Support Program

• Mobility Benefits - Relocation benefits, Transfer Support Policy, Travel Policy

• Retirement Benefits - Employee PF Contribution, Flexible PF Contribution, Gratuity, NPS, Leave Encashment

• Other Benefits - Higher Education Assistance, Car Lease, Mobile & Broadband Reimbursements, Salary Advance Policy

Job Description :-

Job Title: Accounts & Audit Executive

Experience: 4 to 5 years

Gender - Male

Qualification: Graduate / Post Graduate

Working days:- 5

Location: Mumbai (Andheri West)

Roles and responsibilities:-

Understanding internal audits to ensure the company meets its financial, operational and compliance objective.

Initiating improvements to the Financial Control and Auditing process.

Acquire, analyze and evaluate accounting documentation, data’s & reports.

Prepare and present reports that reflect audit results and document process.

Identify loopholes and suggest appropriate risk management activities.

Maintain open communication with management committee.

Conduct follow up audits.

Desire Skills:-

Bachelor's degree in Accounting, Finance, or related field.

Experience in Accounting and Audit

Experience in finalization of accounts

Experience in payroll audit 

Knowledge and expertise in Ind AS, IFRS, Accounting and Audit Standards

Minimum 4 or 5 years of experience is needed.

Strong interpersonal skills, critical thinking skills, and time management skills.

Proficient verbal and written communication skills.

About the Company

Ofin is an online business service and compliance platform which helps small and medium-sized businesses to start, run and grow their business at an affordable cost. Ofin was started in August 2019 with a mission to help entrepreneurs to start their business companies and have hassle-free compliance. We have helped hundreds of businesses across India with our range of services.

We are looking for an experienced Account Assistant to oversee general accounting operations by controlling and verifying our financial transactions.

Account Assistant responsibilities include reconciling account balances and bank statements, maintaining the general ledger, and preparing month-end close procedures. A successful Senior Accountant combines excellent analytical skills with a thorough knowledge of accounting principles to analyze financial reports and forecasts.

Account Assistant duties also include ensuring accuracy and effectiveness in all of our accounting tasks. CANDIDATES HAVE KNOWLEDGE UP TO FINALIZATION IN TALLY. KNOWLEDGE OF ZOHOBOOKS WILL BE AN ADDED ADVANTAGE. SALES & PURCHASE INVOICE, BANK RECONCILIATION, TAXATION PART, GST, ITR, TDS, TCS, STOCK INVENTORY.

Responsibilities ·

• Prepare tax payments
• Estimate and track tax returns
• Complete quarterly and annual tax reports
• Organize and update the company’s tax database
• Recommend tax strategies that align with business goals
• Prepare necessary paperwork for tax payments and returns
• Share financial data with the accounting department
• Identify tax savings and suggest ways to increase profits
• Follow industry trends and track changes related to taxes
• Liaise with internal and external auditors
• Forecast tax predictions to senior managers

About the Company

Ofin is an online business service and compliance platform which helps small and medium-sized businesses to start, run and grow their business at an affordable cost. Ofin was started in August 2019 with a mission to help entrepreneurs to start their businesses companies and have hassle-free compliance. We have helped hunhelpusinesses across India with our range of services.

We are looking for an experienced Account manager to oversee general accounting operations by controlling and verifying our financial transactions.

Account manager responsibilities include reconciling account balances and bank statements, maintaining the general, ledger, and preparing month-end close procedures. A successful Senior Accountant combines excellent analytical skills with a thorough knowledge of accounting principles to analyze financial reports and forecasts. The ideal candidate has also experience collaborating and managing a team of Accountants and Junior Accountants.

Account manager duties also include ensuring accuracy and effectiveness in all of our accounting tasks. CANDIDATES HAVE KNOWLEDGE UP TO FINALIZATION IN TALLY. KNOWLEDGE OF ZOHOBOOKS WILL BE AN ADDED ADVANTAGE. SALES & PURCHASE INVOICE, BANK RECONCILIATION, TAXATION PART, GST, ITR, TDS, TCS, STOCK INVENTORY

Responsibilities ·

• Prepare tax payments
• Estimate and track tax returns
• Complete quarterly and annual tax reports
• Organize and update the company’s tax database
• Recommend tax strategies that align with business goals
• Prepare necessary paperwork for tax payments and returns
• Share financial data with the accounting department
• Identify tax savings and suggest ways to increase profits
• Follow industry trends and track changes related to taxes
• Liaise with internal and external auditors
• Forecast tax predictions to senior managers

Day-to-Day Responsibilities:

1. Conducting tax planning and tax oversight for a special project.
2. Preparing income tax returns
3. Oversee the duties of the accounting team.
4. Implement accounting systems and processes.
5. Reconcile income statements.
6. Prepare monthly financial reports.
7. Control the master data of the general register.
8. Review and release online banking payments.
9. Ensure compliance with state revenue service.
10. Provide ongoing accounting and reporting support.
11. Manage the full financial process.
12. Prepare an expense budget report

Touted as “Uber” for trucks, Trucknetic is a tech-first startup redefining the freight industry by creating a unique marketplace connecting shippers and carriers for the front and return loads using AI-ML, analytics, and associated technologies.

Trucknetic aims to play a crucial role in India's booming logistics sector and become the first platform in the world to provide any truck for any commodity from anywhere in the country.

Our company is looking for an experienced Accounting Manager to oversee our accounting department. The Accounting Manager will be responsible for monitoring general accounting practices, budgeting, developing internal accounting controls, tracking high-volume corporate client accounts and building a strong financial team. The successful candidate for this position will report directly to our CEO and play an instrumental role in the financial future of the company.

What You'll Be Doing

• Manage day-to-day accounting operations and ensure that there is a redundant process backup in place for every critical operation
• Create new internal accounting corporate policies and maintain existing policies
• Monitor emerging technology to determine ways to automate the accounting process without sacrificing accuracy and accountability
• Develop monthly and quarterly accounting reports for the management and executive teams
• Implement and monitor the month, quarter and year-end closeout accounting schedules
• Oversee and manage the general accounting functions, including, but not limited to accounts payable, accounts receivable, general ledger, and taxes
• Help with quarterly and year-end financial audit activities and the annual corporate financial controls audit
• Assess current practices and procedures, and make recommendations for improvements

Requirements

• Bachelor’s Degree in Accounting or Finance required (Master’s degree preferred)
• 3+ years experience in an accounting leadership role
• Exceptional leadership abilities
• Strong budgeting, financial forecasting and financial analysis skills required
• Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail

What Is On Offer

• Work with a young & passionate team to excel and make an impact.
• Work directly with the founder.
• Attractive ESOPS.
• A super passionate team with deep conviction which has stayed together during covid.
• Very high ownership role in a fast-paced environment.
• Great Culture -> No hierarchy/politics nonsense guaranteed!

Responsibility:

• Implement accounting systems and processes.
• Reconcile income statements.
• Prepare monthly financial reports.
• Analysing the company’s financial systems and procedures.
• Conducting internal and external audits.
• Control the master data of the general register.
• Review and release online banking payments.
• Ensure compliance with state revenue service.
• Provide ongoing accounting and reporting support.
• Manage the full financial process.
• Preparing budgets, annual reports and strategies.
• Preparing and forecasting budget reports.
•  Providing assistance with tax planning.
•  

Role Requirement:

• Bachelor's degree in accounting.
• Certificated Public Accountant or accredited to a reputed institution
• Fully compliant as a tax practitioner.
• Filing of corporate tax returns.
• Experience in providing financial advice.

Desired Candidate Profile

• Strong commercial and contractual awareness and excellent negotiation skills
• Strong communication, leadership and interpersonal skills
• Demonstrated creative and critical thinking skills
• Ability to work on multiple projects simultaneously
• Knowledge in Microsoft Excel, Google Sheets and PowerPoint etc
• Positive approach to problem solving    

We are looking for a smart and knowledgeable Chartered Accountant Intern for our company. Besides having knowledge of professional accounting principles, you should also have steady work experience

Skills Required

• Fully compliant as a tax practitioner.
• Filing of corporate tax returns.
• Experience in providing financial advice
• Excellent organizational and time management skills
• Attention to detail and problem solving ability
• Impressive oral and written communication skills
• Ability to manage stressful situations effectively
• Good mathematical skills.
• Strong leadership qualities.

Roles and Responsibilities

• Oversee the duties of the accounting team.
• Implement accounting systems and processes.
• Reconcile income statements.
• Prepare monthly financial reports.
• Control the master data of the general register.
• Provide ongoing accounting and reporting support.
• Manage the full financial process.
• Prepare an expense budget report.

Qualification Required

The students applying can be either of the Following:

• Completed CA Finals.
• Completed CA Intermediate and Above
• Accounting Graduates

About Us:

Spacenos is the fastest-growing start-up which is innovating in the finance, edtech and marketing domain since 2015 and won multiple awards and recognitions from more than 40+ MNCs and Fortune 500 companies. Our Clients are based out of the U.S.A and Australia. We are funded & Supported by Government of Karnataka, Angel Investors and International Grants.

Hiring Process:

Step 1: Apply for your CV and past work to be reviewed.

Step 2: Receive a telephonic interview or assessment upon filling the final step form.

Step 3: Receive offer letter if selected.  

- Apply soon, the earliest applicant would be preferred over the late applicants.

• Acting as a central point and facilitator for all financial reporting
• Helping develop detailed dashboards and KPIs and ensuring robust systems to track and monitor impact, financial and operating information
• Preparing necessary materials and information for the Board
• Ensuring robust governance norms are in place
• Ensuring timely and comprehensive financial reporting to all the funders, as outlined in contracts with funding agencies
• Preparing statements and necessary reports for the investors
• Coordinating with and responding in a time-bound manner to the information requested by investors
• Managing cash flows and treasury functions
• Managing banking relationships
• Developing profit center-wise budgets
• Preparing and maintaining regular financial reports; monthly expense forecast by segment (vs. projections); rolling 3-month cash out-flow forecast
• Maintaining of books of accounts through Tally/ Quickbooks and related activities
• Incorporating profit center wise reporting and analysis in the accounting system to separately track the performance of each activity against budget/projections
• Conducting all month-end closing activities including general ledger maintenance, balance sheet reconciliations, fixed asset verification, and corporate/overhead cost allocation
• Ensuring timeliness, accuracy, and usefulness of financial and management reporting
• Preparing of month-end, quarter-end, and year-end financial statements
• Managing payroll and employee reimbursements
• Assisting in computing taxes and preparing tax returns (TDS, GST, Professional Tax, etc.)
• Reviewing and streamlining the financial, reporting, and compliance functions
• Developing and documenting robust accounting policies and procedures
• Ensuring maintenance of appropriate internal controls and financial procedures, at all times
• Serving as a key point of contact for internal and external auditors
• Managing preparation and support of all internal and external audits
• Participating in HR Administration in areas such as PF, offer letters, increments, appraisals, insurance policies, etc
• Managing the company’s assets, leases, and insurance coverage
• Reviewing all agreements and MoUs and appraise the management about any financial liability, prior to commitments made and signatures by authorized signatories
• Overseeing Admin, vendor, and office management to manage various facets of business – travel, corporate gifting, printing & stationery, etc

Desired Candidate Profile

• Qualified Chartered Accountant
• 5+ years of experience that is relevant to the above role
• Experience in a startup is preferred
• Good understanding of, interest in, and aptitude for financial accounting, business, and financial analysis, GST, Income Tax, Companies Act, etc.
• Attention to detail, strong analytical skills, business awareness, and problem-solving skills
• Strong oral and written communication skills
• Ability to work under pressure and deliver high-quality work with tight timelines

Responsible for overall, management of all statutory compliances with documentation

1. Working on data, reconciliation statements for assessments, audits etc

1. Preparation & Submission of Monthly/periodical compliance MIS and statements, financial reports as may be required or prescribed.

1. Responsible for preparation and management of books of accounts, accounts finalization.

1. Preparation and review of Financial Statements as per Ind As, audit co-ordination

1. Team Management

1. Tally and MS Office knowledge

Location:- Pune

Experience: CA with 5-6 years

What is the role? 

The Assistant Vice President is a multi-faceted role requiring the individual to work closely with the AVP/ VP and manage a team of Analysts and Associates. This position will directly report to the Senior Vice President.

Preferred Skills 

Exposure and experience in advanced Fund Administration and Book-keeping and determining the scope of engagements, delivering project plans to clients, managing timelines, and driving deliverables through plans

What are we looking for? 

An enthusiastic individual with the following skills. We are open to promising candidates who are passionate about their work and are team players. 

• Understanding the overall goals of the transaction and client relationships
• Team Management and Leadership:
• Managing/Mentoring a team of Analysts/Associates and reporting to the Senior Vice President
• Driving Projects and Process Improvements
• Monitoring procedures and controls within the team and reviewing and approving the teams work daily within the stated departmental guideline
• Handling accounting of funds and multiple investment companies (SPVs)
• Managing and reviewing projects relating to the calculation of net assets values, reconciliation of capital calls and distributions, partner capital statements, cash, and bank account reconciliation, preparation of monthly/quarterly financial reporting packages, journal entries, calculation of management fees, carried interest and waterfall
• Being efficient in managing the execution of all key aspects of client deliverables
• Communicating directly with senior professionals such as CFOs, controllers, and accounting managers
• Excellent Communication Skills
• Strong grasp of various aspects of finance and an analytical ability
• Commitment and ownership
• Strong eye for detail and ability to multi-task
• Ability to meet client-driven deadlines (demanding hours requiring time management skills)
• High levels of honesty & integrity, ability to lead a team and self-drive are essential

Experience

7 to 12 years of relevant work experience after completion of CA.

Education

CA Mandatory. CS and MBA is not mandatory but ll be helpful

Compensation

The compensation structure will be as per industry standards

Who will you work with? 

You will work with a top-notch Finance team. 

What can you look for? 

A wholesome opportunity in a fast-paced environment that will enable you to juggle between concepts, yet maintain the quality of content, interact and share your ideas and have loads of learning while at work. Work with a team of highly talented young professionals and enjoy the comprehensive benefits that  offers. 

We are 

A fast-growing SaaS commerce company based in Bangalore with offices in Delhi, Mumbai, SF, Dubai, Singapore, and Dublin. We have three products in our portfolio: Plum, Empuls and Compass. works with over 1000 global clients. We help our clients in engaging and motivating their employees, sales teams, channel partners and consumers for better business results. 

Way forward 

We look forward to connecting with you. As you may take time to review this opportunity, we will wait for a reasonable time of around 3-5 days before we screen the collected applications and start lining up job discussions with the hiring manager. We assure you that we will attempt to maintain a reasonable timeframe

for successfully closing this requirement. The candidates will be kept informed and updated on the feedback and application status

What you need to have:

• 6 to 8 years of relevant experience in a Health Tech / Digital Health / E-commerce startup        
• CA degree
• Must be confident communicator, self-starter, and having the ability to get things done
• Must have an analytical bent of mind, able to take data and make reports, draw out trends
• Strong knowledge in preparation of financial projections
• Strong knowledge related to Books-Close, Controllership, Analytics, Financials’ preparation etc. under a Tally environment       
• Should be currently based out of Delhi/ NCR       

Should be CA qualified, or an MBA Finance, similar & relevant qualification, Big4 experience preferred

Work Experience : 3-5 years of relevant experience required.
Salary Range 6-8LPA

Financial Reporting:
•Management Accounting, Reconciliation, Intercompany Reconciliation,   accounts payable and receivable
•Ensure that all tax returns, tax declarations, and other required reports are submitted accurately and on time, management of Companies Act Compliances
•Responsible for oversight and providing guidance to core activities such as: fixed asset management, taxation
•Compliance with federal, state, and local legal requirements
•Responsible for preparation of monthly performance decks, sales and other reporting requirements

What you need to have: