Role Overview

We are looking for a reliable and proactive Accountant & Finance Associate to manage the day-to-day accounting and finance operations of our marketing agency while also supporting the founders in financial, analytical, and operational tasks for a financial education startup.

This role goes beyond traditional accounting. The candidate will handle invoicing, ledgers, GST filings, tax compliance, and financial reporting , while also contributing to sales coordination, payment follow-ups, and revenue tracking .

Additionally, the role will involve financial research, stock market analysis, and assisting in the development of insights for financial education initiatives .

The ideal candidate should be comfortable wearing multiple hats — part accountant, part finance analyst, part sales coordinator, and part founder's assistant .

Key Responsibilities

Accounting & Compliance

- Create and manage client invoices and maintain billing records.
- Follow up with clients for outstanding payments and collections.
- Maintain ledgers, vouchers, and accounting records using Tally.
- File GST returns and income tax returns in compliance with statutory deadlines.
- Prepare balance sheets, profit & loss statements, and financial reports.
- Perform bank reconciliations, bookkeeping, and documentation.
- Support finance-related operations for the marketing agency.

Sales & Revenue Coordination
- Coordinate with the sales/business development team on client onboarding, payment terms, and commercial agreements.
- Track receivables, revenue, pending invoices, and payment schedules.
- Assist in preparing sales reports, revenue summaries, and cash flow forecasts.




- Ensure healthy cash flow through proactive payment follow-ups and financial tracking.

Financial Research & Analysis
- Conduct financial research on companies, markets, and economic trends.
- Perform basic stock market analysis and assist in preparing research notes or insights.
- Support the founders in developing financial content, analysis, and educational material for the financial education startup.
- Assist with data collection, financial modeling, and research reports when required.

Founder's Office Support
- Work closely with the founders on financial planning, operational tasks, and business analysis.
- Assist with ad hoc finance, commercial, or strategic tasks as required.

Required Skills & Qualifications

- B.Com graduate (mandatory); specialization in Finance preferred.
- Strong knowledge of accounting principles and financial documentation.
- Hands-on experience with Tally software.
- Understanding of GST, income tax filing, and compliance processes.
- Basic understanding of stock markets, financial research, and investment concepts.
- Ability to manage client communication for payments and financial coordination.
- Valuable working knowledge of Microsoft Excel / Google Sheets.
- Strong analytical thinking and attention to detail.
- Ability to multitask across accounts, analysis, and operational tasks.

Work Schedule
- 6 days a week
- 8 hours per day

Ideal Candidate Someone who is financially disciplined, analytically curious, and commercially aware . This role is ideal for a person who understands accounting but is also interested in markets, investing, financial analysis, and business growth .

📌 Accountant & Finance Associate (Mumbai)
🏢 Marketing Mojito
📍 Mumbai