- B. Com / M. Com / MBA (Finance)
- CFA
- Diploma in Finance
- CA / Inter CA
- ACCA
Professional Experience
- 3 to 6 years of relevant experience
Key Responsibilities
Accounts Payable & Vendor Coordination
- Coordinate with vendors regarding payments, refunds, and vendor reconciliations.
- Update supplier reconciliation portal on a timely basis.
- Coordinate with clients to obtain missing vendor bills and approvals.
- Prepare weekly AP reports, process vendor payments, and perform allocation in the books.
- Review vendor reconciliations prepared by Associates.
Taxation & Compliance
- Follow up with vendors for W9 forms and prepare 1099 workings.
- Perform tax return reconciliations.
- Review weekly sales entries.
- Review sales tax and prompt tax working files and prepare use tax calculations.
- Prepare CRT / TPT / 8027 and other county tax returns.
Financial Reporting & Month-End Responsibilities
- Prepare and review balance sheet reconciliations.
- Respond to emails on a timely basis (within 48 hours).
- Ensure timely delivery of AP reports to clients.
- Meet internal month-end closing deadlines (financials).
Training, Quality, and Internal Processes
- Train current team members and help them settle into their roles.
- Ensure strict adherence to internal processes and systems.
- Stay open to learning new processes and taking on additional responsibilities as required.
- Attend internal training and development sessions for personal and business growth.
- Mentor and train Associates in day-to-day operations.
Skills Required
- Strong understanding of Accounting and Financial concepts.
- Excellent interpersonal and collaboration skills.
- Effective English communication skills.
- Strong team-player attitude.
- Ability to work under stringent deadlines.
- Critical thinking and problem-solving abilities.