We’re Hiring | Elite Financial Services
Join our growing team and build your career with real exposure in Finance, Banking and loan Process.
Accounts & Finance Executive (work from Office)
Job Summary:
Responsible for managing day-to-day accounting activities, financial records, client documentation, payment tracking, MIS reporting, and coordination with banks, clients, and internal teams to ensure smooth financial operations.
Key Responsibilities
- Maintain day-to-day accounting entries and financial records.
- Handle accounts payable and receivable and track outstanding payments.
- Prepare and maintain invoices, receipts, vouchers, and supporting documents.
- Reconcile bank statements, ledgers, and client accounts.
- Maintain records of consultancy/service fees and client payments.
- Prepare daily/weekly/monthly MIS reports related to revenue, collections, expenses, and outstanding amounts.
- Coordinate with clients regarding payment follow-ups and required financial documents.
- Coordinate with banks/NBFCs and internal teams for Business Loans, CC, TL, CGTMSE and other financial facilities.
- Verify client financial documents such as bank statements, GST returns, ITRs, financial statements, and other required documents.
- Assist in preparing financial data and basic analysis for loan processing.
- Maintain proper documentation and filing of client financial records.
- Support the finance/accounts during GST, TDS, audit, and statutory compliance activities, wherever applicable.
- Monitor company expenses and maintain expense records.
- Ensure accuracy and confidentiality of financial and client information.
- Use MS Excel/accounting software/CRM for maintaining records and reports.
Required Skills
- Good knowledge of accounting principles and basic finance.
- Working knowledge of MS Excel and accounting software such as Tally.
- Understanding of GST, TDS, invoicing and bank reconciliation.
- Valuable numerical and analytical skills.
- Strong documentation and record-management skills.
- Good communication and follow-up abilities.
- Ability to coordinate with clients, banks, NBFCs and internal teams.
- Knowledge of MSME finance/loan documentation would be an advantage.
Qualification & Experience
- B.Com / M.Com / MBA Finance or equivalent qualification.
- 1–3 years of experience in Accounts, Finance, Loan Consultancy, CA firm, NBFC, Banking or Financial Services preferred.
- Freshers with strong accounting knowledge and Excel skills may also be considered.
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📌 Account & Finance Execative (India)
🏢 ELITE FINANCIAL SERVICES
📍 India