Job Description
Job description
About the Opportunity
We are seeking a highly organized and tech-proficient finance professional for a confidential role to directly support the financial well-being of the Managing Director of Servotech Renewable Power System Ltd.
Job Summary
The ideal candidate will be responsible for maintaining personal accounts, diligently tracking investments, handling tax planning, ensuring timely compliance with all financial obligations, and leveraging technology for efficient financial management.
Key Responsibilities:
• Comprehensive Financial Record Keeping: Maintain accurate and organized records of personal income, expenses, investments, loans, and liabilities, utilizing digital tools and software to optimize record-keeping.
• Investment Portfolio Management: Monitor and manage bank accounts, mutual funds, fixed deposits, insurance policies, real estate transactions, and other investments, providing regular performance updates and analysis.
• Financial Reporting and Analysis: Prepare timely and accurate monthly and annual personal financial reports, balance sheets, and cash flow statements, with a focus on clear data visualization and insights.
• Tax Planning and Compliance: Assist in ITR filing, manage advance tax payments, and coordinate effectively with external tax consultants to ensure compliance and optimize tax strategies.
• Property and Liability Management: Track and organize documentation for property holdings, rental income, EMI payments, and other liabilities, maintaining a clear overview of assets and obligations.
• Personal Expense Management: Manage payments, reimbursements, and expense tracking related to personal staff, travel, and lifestyle needs, ensuring accuracy and efficiency.
• Vendor and Purchase Handling: Handle personal purchases and vendor payments on behalf of the Managing Director, demonstrating sound judgment and attention to detail.
• Confidentiality and Integrity: Ensure the highest levels of confidentiality, accuracy, and timeliness in all financial dealings, maintaining strict ethical standards.
• Technology Integration: Utilize accounting software, financial management tools, and other technologies to streamline processes, enhance efficiency, and provide insightful financial reporting.
Requirements:
• Education: B.Com / M.Com / MBA (Finance) / CA Inter preferred.
• Experience: 5-8 years of experience in accounting or personal financial management.
• Tech Savviness: Proficiency in accounting software (e.g., QuickBooks, Tally), MS Excel, and other financial management tools.
• Financial Acumen: Solid understanding of accounting principles, financial statements, investment tracking, and tax regulations.
• Organizational Skills: Exceptional organizational and time-management skills with a strong ability to prioritize tasks and meet deadlines.
• Attention to Detail: Meticulous attention to detail and a commitment to accuracy.
• Communication Skills: Strong written and verbal communication skills.
• Integrity and Discretion: Impeccable integrity and a demonstrated ability to handle sensitive information with the utmost discretion and confidentiality.
• Personal Attributes: Dedicated, proactive, and trustworthy with a strong work ethic.
About the Opportunity
We are seeking a highly organized and tech-proficient finance professional for a confidential role to directly support the financial well-being of the Managing Director of Servotech Renewable Power System Ltd.
Job Summary
The ideal candidate will be responsible for maintaining personal accounts, diligently tracking investments, handling tax planning, ensuring timely compliance with all financial obligations, and leveraging technology for efficient financial management.
Key Responsibilities:
• Comprehensive Financial Record Keeping: Maintain accurate and organized records of personal income, expenses, investments, loans, and liabilities, utilizing digital tools and software to optimize record-keeping.
• Investment Portfolio Management: Monitor and manage bank accounts, mutual funds, fixed deposits, insurance policies, real estate transactions, and other investments, providing regular performance updates and analysis.
• Financial Reporting and Analysis: Prepare timely and accurate monthly and annual personal financial reports, balance sheets, and cash flow statements, with a focus on clear data visualization and insights.
• Tax Planning and Compliance: Assist in ITR filing, manage advance tax payments, and coordinate effectively with external tax consultants to ensure compliance and optimize tax strategies.
• Property and Liability Management: Track and organize documentation for property holdings, rental income, EMI payments, and other liabilities, maintaining a clear overview of assets and obligations.
• Personal Expense Management: Manage payments, reimbursements, and expense tracking related to personal staff, travel, and lifestyle needs, ensuring accuracy and efficiency.
• Vendor and Purchase Handling: Handle personal purchases and vendor payments on behalf of the Managing Director, demonstrating sound judgment and attention to detail.
• Confidentiality and Integrity: Ensure the highest levels of confidentiality, accuracy, and timeliness in all financial dealings, maintaining strict ethical standards.
• Technology Integration: Utilize accounting software, financial management tools, and other technologies to streamline processes, enhance efficiency, and provide insightful financial reporting.
Requirements:
• Education: B.Com / M.Com / MBA (Finance) / CA Inter preferred.
• Experience: 5-8 years of experience in accounting or personal financial management.
• Tech Savviness: Proficiency in accounting software (e.g., QuickBooks, Tally), MS Excel, and other financial management tools.
• Financial Acumen: Solid understanding of accounting principles, financial statements, investment tracking, and tax regulations.
• Organizational Skills: Exceptional organizational and time-management skills with a strong ability to prioritize tasks and meet deadlines.
• Attention to Detail: Meticulous attention to detail and a commitment to accuracy.
• Communication Skills: Strong written and verbal communication skills.
• Integrity and Discretion: Impeccable integrity and a demonstrated ability to handle sensitive information with the utmost discretion and confidentiality.
• Personal Attributes: Dedicated, proactive, and trustworthy with a strong work ethic.
💡 Quick Summary
Seeking a career-building opportunity? The Personal Accountant to Managing Director position is now open for candidates interested in the Accountant Jobs sector. This role in Central Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
