Role & responsibilities

1. Customer And Vendor Management

- Responsible for timely creation and maintenance of customer and vendor codes in the ERP system.
- Ensure accuracy and completeness of all required documentation for code creation.

2. Quote & Order Management

- Prepare and manage client quotations in coordination with the sales team.
- Handle purchase order (PO) creation and closure while coordinating with internal departments and vendors.

3. Invoicing & Credit Note Handling

- Generate accurate and timely sales invoices and credit notes.
- Ensure proper documentation is maintained for all billing-related activities.

4. Receivables & Payment Follow-Up

- Regularly follow up with existing and recent clients for payments and resolve any billing issues.
- Maintain aging reports and ensure timely collection of outstanding dues.

5. Finance Compliance & Documentation

- Support finance compliance activities, including GST, TDS, IT return & audits, statutory filings,



and documentation requirements.
- Ensure adherence to internal controls and company policies in all finance and commercial operations.

6.Vendor Payment & Vouchers

- Process vendor payments as per payment terms.
- Prepare and record payment vouchers in accordance with company policy.

7. Bank Reconciliation

- Conduct monthly bank reconciliation to ensure accuracy between bank statements and company books.
- Investigate and resolve discrepancies promptly.

Preferred candidate profile

- Bachelors degree in Commerce, Finance, or a related field (Master’s/MBA is a plus)
- Proficient in MS Office 365, Tally ERP systems, Zoho Books, Email Writing.
- Strong attention to detail, organizational, and communication skills
- Ability to work collaboratively across departments and with external stakeholders

📌 Senior Finance Associate (Pune)
🏢 Cargovahan
📍 Pune