Job Description
Leading Wealth mgt and financial advisory firm requires Ex/Senior Executive ( Accounts and Finance)-- Mumbai( BKC)
One of our client a leading wealth mgt and Financial advisory firm based out of mumbai which has been rendering customized FX, Treasury and Wealth Management solutions across India and Asia.It has a team of expert professionals with vast experience in FX & Treasury Management. They have served over 900 clients from forty distinct industries. We have worked with multinational corporations, public limited companies, small and medium-sized enterprises & entrepreneurial start-ups. We understand the demands and challenges that are unique to each one of them. Throughout these exchanges,It has accumulated a wealth of tacit domain knowledge. The client is a leading Treasury and Risk Management Advisory firm with over 20 years of expertise in foreign exchange, commodities, and structured treasury solutions for corporates and institutions. As part of a diversified financial services group, it is also has a sister concern, a Multi-Family Office and Advisory firm that provides tailored investment and non-investment solutions to High-Net-Worth Individuals (HNIs), family offices, single-family businesses, and corporates.
We are looking out for Ex/ Sr Executive( Accounts and finance) for our client office in Mumbai at BKC- Mumbai
- Qualification- BCOM/ MCOM/ MBA FIANCE OR CA( Inter preferred.
- Experience- 2- 8 years post qualification experience in accounts and finance
Role Overview
-We are looking for an experienced and detail-oriented accounts and finance professional with expertise in accounting, taxation, and compliance. The individual will be responsible for managing the entire accounting cycle, from data entry to finalisation of accounts, filing statutory returns, and ensuring audit readiness.
Key Responsibilities
-Oversee complete accounting operations independently, from data entry to finalisationof accounts of 2 entities and personal accounts of Directors.
-Ensure accurate preparation of financial statements, MIS reports, and reconciliations.
-Handle statutory compliance, including GST, TDS, Income Tax, and ROC filings.
-Manage monthly, quarterly, and annual closings. Liaise with auditors, tax consultants, and regulatory authorities.
-Implement internal financial controls and ensure process adherence.
-Assist management in budgeting, forecasting, and financial planning.
Qualifications & Experience
- Over 2 years of relevant experience or more in accounting, taxation, and compliance in a Services firm or Manufacturing firm.
-Understanding of Investments and taxation.
-Strong knowledge of accounting principles, tax laws, and statutory filings.
-Experience in finalisation of accounts and handling audits independently.
-Proficiency in Tally/ERP and MS Excel;
-Graduate/Postgraduate in Commerce/Finance; CA Inter/CA qualified preferred.
-Excellent attention to detail, analytical skills, and ability to work under deadlines.
What You Will Gain
-Opportunity to work closely with senior leadership in a fast-growing financial services firm.
-Professional growth through cross-functional involvement in finance, compliance, and strategy.
-Platform to implement best practices and strengthen financial governance
If the position interest you kindly share your cv at
[email protected]
or contact
Pranav-
Share the following details
1. Briefly outline your total years of experience in accounting, taxation, and compliance. What major projects have you undertaken which tells us that you can handle this role independently
2.Can you independently handle the entire Division yourself without external support If you need support, what specific support do you need
3. Are your hands on in Tally, Zoho books etc. Have you used AI or automation tools
4. List the statutory compliances you have handled (GST, TDS, Income Tax, ROC, etc.) and specify if you managed them independently or as part of a team.
5. Have you independently managed year-end closing and audit finalization Please share when you did in your last role and what help you need
6. Have you led or supervised a team in accounting or finance If yes, mention the size of the team and your responsibilities. Will you still want to take this responsibility since its an independent role.
7. What interests you about this role and why do you think you are the right fit How will you grow here
8. What is your reason for looking out
Share the following details
- current fixed CTC and Notice period
- Expected ctc
- Releevant experience in Accounts and finance
- Professional qualification
- Industry worked for
One of our client a leading wealth mgt and Financial advisory firm based out of mumbai which has been rendering customized FX, Treasury and Wealth Management solutions across India and Asia.It has a team of expert professionals with vast experience in FX & Treasury Management. They have served over 900 clients from forty distinct industries. We have worked with multinational corporations, public limited companies, small and medium-sized enterprises & entrepreneurial start-ups. We understand the demands and challenges that are unique to each one of them. Throughout these exchanges,It has accumulated a wealth of tacit domain knowledge. The client is a leading Treasury and Risk Management Advisory firm with over 20 years of expertise in foreign exchange, commodities, and structured treasury solutions for corporates and institutions. As part of a diversified financial services group, it is also has a sister concern, a Multi-Family Office and Advisory firm that provides tailored investment and non-investment solutions to High-Net-Worth Individuals (HNIs), family offices, single-family businesses, and corporates.
We are looking out for Ex/ Sr Executive( Accounts and finance) for our client office in Mumbai at BKC- Mumbai
- Qualification- BCOM/ MCOM/ MBA FIANCE OR CA( Inter preferred.
- Experience- 2- 8 years post qualification experience in accounts and finance
Role Overview
-We are looking for an experienced and detail-oriented accounts and finance professional with expertise in accounting, taxation, and compliance. The individual will be responsible for managing the entire accounting cycle, from data entry to finalisation of accounts, filing statutory returns, and ensuring audit readiness.
Key Responsibilities
-Oversee complete accounting operations independently, from data entry to finalisationof accounts of 2 entities and personal accounts of Directors.
-Ensure accurate preparation of financial statements, MIS reports, and reconciliations.
-Handle statutory compliance, including GST, TDS, Income Tax, and ROC filings.
-Manage monthly, quarterly, and annual closings. Liaise with auditors, tax consultants, and regulatory authorities.
-Implement internal financial controls and ensure process adherence.
-Assist management in budgeting, forecasting, and financial planning.
Qualifications & Experience
- Over 2 years of relevant experience or more in accounting, taxation, and compliance in a Services firm or Manufacturing firm.
-Understanding of Investments and taxation.
-Strong knowledge of accounting principles, tax laws, and statutory filings.
-Experience in finalisation of accounts and handling audits independently.
-Proficiency in Tally/ERP and MS Excel;
-Graduate/Postgraduate in Commerce/Finance; CA Inter/CA qualified preferred.
-Excellent attention to detail, analytical skills, and ability to work under deadlines.
What You Will Gain
-Opportunity to work closely with senior leadership in a fast-growing financial services firm.
-Professional growth through cross-functional involvement in finance, compliance, and strategy.
-Platform to implement best practices and strengthen financial governance
If the position interest you kindly share your cv at
[email protected]
or contact
Pranav-
Share the following details
1. Briefly outline your total years of experience in accounting, taxation, and compliance. What major projects have you undertaken which tells us that you can handle this role independently
2.Can you independently handle the entire Division yourself without external support If you need support, what specific support do you need
3. Are your hands on in Tally, Zoho books etc. Have you used AI or automation tools
4. List the statutory compliances you have handled (GST, TDS, Income Tax, ROC, etc.) and specify if you managed them independently or as part of a team.
5. Have you independently managed year-end closing and audit finalization Please share when you did in your last role and what help you need
6. Have you led or supervised a team in accounting or finance If yes, mention the size of the team and your responsibilities. Will you still want to take this responsibility since its an independent role.
7. What interests you about this role and why do you think you are the right fit How will you grow here
8. What is your reason for looking out
Share the following details
- current fixed CTC and Notice period
- Expected ctc
- Releevant experience in Accounts and finance
- Professional qualification
- Industry worked for
💡 Quick Summary
Seeking a career-building opportunity? The Sr Executive- Accounts and Finance position is now open for candidates interested in the Accountant Jobs sector. This role in Mumbai 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.
