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Financial Business Partner

Job Location: Mumbai

Experience: 5-12 yrs relevant Experience (Mandatory)

Job Type: FTE

Education : CA - completed (Mandatory)

Job Description:

Mandatory skills :

FP&A (Financial Planning & Analysis), Budgeting & Forecasting, Business Partnering, Variance Analysis, Advanced Excel, MIS Reporting, Contract Negotiation Support. Financial Controls & Compliance.

Good to have skills :

Sap, Hedging & Treasury, Dashboard Reporting, Vendor Management, Presentation Skills (PPT, Waterfall Charts)

Role and responsibilities :

• Support budgeting, forecasting, and financial planning activities.

• Analyze business performance, profitability, revenue, and costs.

• Partner with business stakeholders to provide financial insights and support decision-making.

• Prepare management reports, dashboards, presentations, and financial models.

• Drive cost optimization, performance improvement, and ensure compliance with financial policies.

A Junior Accounts role typically involves supporting the finance and accounting functions within an

organization. Here are the key roles and responsibilities commonly associated with this position:

1. Data Entry and Record Keeping

 Recording financial transactions: Accurately inputting invoices, receipts, payments, and

other financial transactions into accounting software or ledgers.

 Maintaining accurate records: Ensuring that all financial records are properly filed,

organized, and accessible when needed.

2. Accounts Payable & Receivable

 Processing invoices: Reviewing and processing vendor invoices for payment, ensuring that

they are correct and meet company policies.

 Managing payments: Assisting in scheduling payments for suppliers and vendors, and

ensuring timely disbursements.

Tracking outstanding receivables: Assisting with the collection process by tracking overdue

accounts and preparing reminders for customers or clients.

3. Bank Reconciliation

 Reconciling accounts: Assisting in reconciling the company’s bank accounts and credit cards

to ensure that records match bank statements.

 Identifying discrepancies: Reporting any discrepancies between internal records and bank

statements and helping resolve them.

4. Preparation of Financial Statements

 Supporting month-end/year-end closing: Assisting in the preparation of month-end and

year-end financial reports, including balance sheets and income statements.

Assisting with audit preparation: Helping with audits by preparing and organizing the

necessary financial documents.

5. Expense Management

 Monitoring expenses: Assisting in reviewing company expenses to ensure they adhere to

the budget and are properly recorded.

 Processing employee reimbursements: Reviewing and processing employee expense

reports for approval.

6. Administrative Support

 Supporting senior accountants: Providing assistance to senior accountants and other team

members in financial analysis and reporting tasks.

 Maintaining financial systems: Helping ensure that the company’s accounting systems and

software are up to date and functioning properly.

7. Financial Analysis Assistance

Preparing reports: Assisting in creating financial reports and summaries for management to

support decision-making processes.

Assisting in budgeting and forecasting: Helping to gather data for budgeting and forecasting

purposes.

8. Communication

 Liaising with vendors and clients: Communicating with vendors, clients, and other

stakeholders to resolve billing and payment issues.

 Coordinating with other departments: Collaborating with other departments to gather

financial information, verify data, or resolve discrepancies.

9. General Compliance and Accuracy

 Maintaining compliance with financial policies: Ensuring that all transactions comply with

the company’s financial policies and procedures.

 Ensuring accuracy: Paying attention to detail to ensure that all financial data entered is

accurate and complete.

In general, the role of a Junior Accountant is more focused on supporting the accounting team with

administrative and data-entry tasks, while gaining exposure to financial reporting, analysis, and

other higher-level accounting activities.

Key Responsibilities – Taxation & Financial Reporting

1. Income Tax

Preparation and filing of corporate/individual income tax returns.

Computation of advance tax and self-assessment tax.

Handling TDS calculations, payments, returns, and reconciliations.

Coordinating with tax consultants and managing income tax assessments/notices.

Ensuring compliance with all direct tax regulations.

2. GST Compliance

Preparation and filing of GST returns (GSTR-1, GSTR-3B, annual returns).

Reconciliation of GSTR-2A/2B with purchase registers.

Managing input tax credit (ITC) reconciliation and optimization.

Handling GST audits, notices, and departmental queries.

Ensuring timely payment of GST liabilities.

3. Balance Sheet & Financial Statements

Finalization of Balance Sheet, Profit & Loss Account, and Cash Flow Statements.

Month-end and year-end closing activities.

Ledger scrutiny and reconciliation of all major accounts.

Provisioning, accruals, and depreciation calculations.

Coordinating with statutory auditors for financial statement finalization.

ROLES AND RESPONSIBILITIES:

You will be responsible for serving the needs of the existing customers and closing sales deals to create new customers.

KEY RESPONSIBILITIES:

• Prepare for the sales calls including conducting research and building sales decks
• Leading the prospective client calls, sending pitches, and closing new deals.
• Presenting company's products as a solution to the prospective client’s business challenge/needs
• Manage the full sales cycle from prospecting to closing for new customers
• Should be flexible working in shifts or in different time zones
• Excellent communication and interpersonal skills.
• Develop a pipeline of qualified opportunities and consistently maintain an accurate forecast
• Liaise and partner with other internal departments to manage complex sales opportunities

IDEAL CANDIDATE:

• Graduate/Postgraduate or equivalent
• 8-10 years of SaaS sales experience required
• Ability to hunt new business and manage a pipeline
• Great team player
• Strong analytical, communication, and writing skills
• Entrepreneurial spirit highly encouraged
• Enjoy working in small, fast-paced teams where you can take initiative and accountability, and generate results every day
• Great listening skills and a desire to learn proper consultative selling techniques
• High-energy and positive attitude
• Attention to detail and the ability to multitask while maintaining a high quality of work
• Confidence to overcome objections and convert interest into qualified

PERKS, BENEFITS AND WORK CULTURE:

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 company offers.

Position: Business Development Executive

Company: Enpointe.io

Location: Andheri (Oshiwara), Mumbai

Employment Type: Full-time

About Enpointe.io:

Enpointe.io is a technology-driven company delivering innovative web solutions to enhance digital experiences. As we grow, we are seeking a proactive Inside Sales Executive to help generate leads, connect with potential clients, and support business growth through effective communication and documentation.

Role Overview:

The Business Development Executive will focus on generating and nurturing leads, setting up meetings for the co-founder, preparing proposals, and maintaining proper sales documentation. The role requires excellent communication skills, attention to detail, and a goal-oriented approach.

Key Responsibilities:

• Generate new business leads through research, calls, and online outreach.
• Connect with potential clients via phone, email, and professional networks.
• Schedule and coordinate meetings with the co-founder for qualified prospects.
• Prepare pre-meeting presentations and relevant briefing materials.
• Create professional proposals and share them with clients.
• Maintain accurate documentation of leads, follow-ups, and client interactions.
• Collaborate with internal teams to ensure client needs are met effectively.

Required Skills & Qualifications:

• 1+ year of experience in inside sales, lead generation, or business development (preferred).
• Excellent verbal and written communication skills.
• Ability to build rapport with clients and present ideas confidently.
• Proficiency in MS Office, Google Suite, and basic presentation tools (PowerPoint, Canva).
• Strong organizational and documentation skills.
• Self-motivated with the ability to work independently.

Preferred Qualifications:

• Experience in IT services, web development, or digital marketing sales.
• Familiarity with CRM tools like Zoho, HubSpot, or similar.

A Financial Research Analyst is responsible for gathering, analyzing, and interpreting financial data to support investment decisions, business strategies, or financial forecasting. Their primary role is to provide insights and recommendations based on their research to help guide the organization or clients in making informed financial decisions.

Key Responsibilities:

Data Collection & Analysis:

• Gather financial data from various sources (e.g., financial statements, market reports, industry trends, etc.).
• Analyze financial information, including profit and loss statements, balance sheets, and cash flow reports.

Market and Industry Research:

• Research industry trends, economic conditions, and market conditions to identify investment opportunities or risks.
• Track competitor performance and benchmarking.

Financial Modeling and Forecasting:

• Build and maintain financial models to project future performance, such as forecasting revenue and expenses.
• Use quantitative tools to evaluate investment options and potential financial outcomes.

Report Creation:

• Prepare detailed reports summarizing findings, analyses, and recommendations for internal stakeholders or clients.
• Present research findings to management, clients, or investors in a clear and concise manner.

Investment Recommendations:

• Provide recommendations for investment opportunities, such as stocks, bonds, or alternative investments.
• Assist with the evaluation of portfolios and asset management strategies.

Risk Assessment:

• Assess financial risks related to investments, projects, or business decisions.
• Recommend risk management strategies based on data analysis.

Collaboration & Communication:

• Work closely with other teams, such as investment managers, accountants, or business strategists, to align research with broader business objectives.
• Communicate findings and insights clearly to both financial and non-financial stakeholders.

• Cross-functional coordination of digital marketing programs.
• Ability to convey the power of the company platform, by defining customer lifecycle journeys and assets to facilitate program execution.
• Engage our customers in a human, meaningful, and value-driven manner. Define and execute customer lifecycle adoption and engagement programs in accordance with digital strategy and execution plan.
• Leverage engagement capabilities to reach thousands of customers based on targeted, segmented approaches.
• Monitor and report on metrics associated with program execution.
• Ability to leverage data and analytics to expand and optimize programs.
• Accountability for adoption, renewal, and churn improvement goals.

Requirements

• 4+ years of industry experience; 2+ years in a related domain. Experience in successful multi-channel enterprise SaaS digital engagement and adoption programs is a strong plus.
• Bachelor’s degree; advanced degree in a business, marketing or technical field preferred.
• Demonstrate being data-driven: continuously test, measure, and improve programs and tactics.
• Possess expertise in the use of various content types and engagement methods, such as video, chat, social media, mobile, email to execute digital programs.
• Knowledge of Google Analytics / Gainsight / Marketo / Optimizely / Pendo / Salesforce / Tableau, etc. to get the data and insights you need to successfully design, execute and monitor programs.
• Prior experience as a customer lifecycle marketer, growth product manager/marketer, product marketing manager, or digital customer success manager.
• Excellent communication - verbal and written.
• Display effective leadership skills, team collaboration, and executive presentation skills