Educational Qualification
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.
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 recent 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
Robust 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.