About the Role

We are seeking a highly motivated Fresher and detailoriented Bookkeeping and Finance Executive to support our financial operations. This role involves managing bookkeeping in QuickBooks, preparing financial reports, handling insurance billing operations, and assisting in financial planning, budgeting, invoicing, and taxation for USbased clients/businesses.

This position is ideal for someone who wants to grow in accounting and financial operations while gaining exposure to US processes.

Key Responsibilities

Accounting & Bookkeeping (QuickBooks)

- Record and maintain daytoday financial transactions in QuickBooks Online/Desktop.
- Process accounts payable (AP) and accounts receivable (AR).
- Perform bank reconciliation and ledger updates.
- Maintain accurate financial records and documentation.

Financial Reporting & Analysis

- Prepare monthly, quarterly, and annual financial reports.
- Assist in budgeting, forecasting, and financial planning activities.
- Generate P&L; statements, balance sheets, cash flow reports, and variance analysis.
- Support management with data-driven financial insights.

Insurance Billing Operations

- Maintain records for audits and compliance & billing team data

Invoicing & Taxation Support

- Prepare and send invoices to clients and partners.




- Track and follow up on outstanding payments.
- Assist with basic tax documentation and compliance requirements.

General Responsibilities

- Coordinate with US-based teams and clients during assigned shift hours.
- Ensure confidentiality, compliance, and accurate documentation of all financial transactions.
- Contribute to process improvements and operational efficiency.
- Perform other tasks assigned by the finance leadership team.

Qualifications

- Bachelors degree in Commerce, Finance, Accounting, Business Administration, or related field.
- Knowledge of QuickBooks is a robust plus (training can be provided).
- Basic understanding of accounting principles, financial statements, and insurance billing is beneficial.

Skills & Attributes

- Strong numerical and analytical abilities.
- Proficiency in MS Excel and Google Sheets.
- Excellent communication skills (verbal and written).
- High attention to detail and accuracy.
- Enthusiastic, proactive, and eager to learn.
- Ability to work independently as well as in a team.
- Comfortable working US shift hours (3 PM12 AM IST).

Website : Polaristek | Extended Business Operations & Healthcare Support

📌 Finance Executive (Khopoli)
🏢 Polaristek
📍 Khopoli