Roles and Responsibilities:
Annual Planning & Analysis
Assist in the creation of the Annual Operating Plan (AOP) in collaboration with cross-functional stakeholders.
Perform monthly AOP achievement analysis to track organizational goals and highlight variances.
Budgeting & Expense Management
Develop and maintain department-wise and event-specific budgets.
Coordinate budget planning and expense tracking for marketing activities, trade shows, and customer visits.
Monitor spending against approved budgets and suggest corrective actions where necessary.
Revenue & Collections
Generate and issue invoices for client transactions.
Follow up with clients on payments, ensure timely collection, and update accounts receivable records.
Control overdue payments and aim to maintain zero outstanding balances.
Project & Operational Finance
Track revenue and expenses for strategic projects in collaboration with internal departments.
Provide financial inputs to improve project profitability and operational efficiency.
Vendor Management & Reconciliation




Perform monthly vendor account reconciliations and resolve discrepancies in coordination with Procurement and Accounts Payable.
Support vendor compliance and payment schedules.
Audit & Compliance Support
Prepare and compile data for monthly and quarterly audits.
Ensure all financial processes and records comply with internal controls and statutory regulations.
Cost Control & Variance Analysis
Conduct cost reviews and analyze variances to support effective financial decision-making.
Recommend actions to improve cost-efficiency across departments.
Reporting & Forecasting
Prepare and present cash flow summaries, internal MIS reports, and financial forecasts.
Support decision-making through timely and accurate financial data reporting.
CRM & Financial Data Accuracy
Ensure accurate and timely entry of financial data in the CRM system.
Maintain clean and up-to-date records to support reporting, analysis, and follow-ups.

📌 Account Executive Bengaluru
🏢 Kumar Organic Products
📍 Bengaluru