ABOUT VALUEFY
Valuefy is a fintech and wealthtech product company. Our platform helps wealth managers, banks, and financial institutions manage client portfolios, automate reporting, and improve advisor productivity.
ROLE OVERVIEW
We're looking for a Finance & Accounts Manager to own the finance function end to end, from day-to-day accounting to audits to boardroom-ready insights. This is not a narrow, task-based role. You will be expected to manage compliance and reporting with the same rigor you bring to financial strategy and planning.
RESPONSIBILITIES
Lead financial planning, budgeting and forecasting
Manage financial audits and coordinate with external auditors (minimum 4 years of experience in Statutory Audit required)
Oversee day-to-day accounting on Tally and Zoho
Prepare MIS reports and track key metrics: ARR, MRR, CAC, LTV, churn
Prepare and review P&L;, balance sheets and cash flow statements
Conduct variance analysis to inform business decisions
Manage vendor payments, working capital and cash flow
Ensure compliance across Direct Tax, Indirect Tax (GST, TDS),
Income Tax and ROC filings
CANDIDATE PROFILE
5-10 years of relevant experience in accounting, audit and compliance
Prior experience with a mid-sized CA firm
Minimum 4 years of hands-on Statutory Audit experience
Working knowledge of Tally and Zoho
Robust understanding of direct and indirect tax, ROC compliance and accounting standards
SKILLS AND COMPETENCIES
Strong command over compliance, accounting and financial reporting
Ability to translate raw financial data into clear, actionable insights
Comfortable owning outcomes across audit, tax and strategy, not just individual tasks
Structured and detail-oriented, with the ability to manage multiple compliance deadlines
WHAT WE OFFER
Ownership of the finance function end to end in a growing fintech company
Direct exposure to business strategy and decision-making
A collaborative team environment with room to grow as the company scales.
📌 Finance and Accounts Manager (Thane)
🏢 Valuefy
📍 Thane