Description
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Experience: 4+ yrs
Location: Surat, Gujarat, India
Job Type: Full time

We are looking for an experienced Manager – Finance & Accounts to take ownership of the finance and accounting function for an insurance broking business. The role requires strong expertise in financial accounting, reconciliations, taxation, reporting, controls, and transaction management, along with a practical understanding of regulated financial services.
The position will involve taking ownership of existing books, strengthening accounting processes, establishing effective internal controls, and ensuring accurate and timely financial reporting. The ideal candidate will be comfortable working in an evolving environment and managing both day-to-day finance operations and regulatory reporting requirements.

Requirements
KEY RESPONSIBILITIES
- Own the end-to-end accounts payable and accounts receivable processes, including invoice processing, approvals, payment scheduling, collections, ageing,



and ledger reconciliation.
- Reconcile brokerage and commission statements received from insurance companies against policies booked and resolve discrepancies.
- Manage vendor, insurer, partner, and customer master data, payment terms, and supporting documentation.
- Monitor high-value financial transactions and ensure appropriate authorisation and maker-checker controls.
- Perform daily bank reconciliations across operating and designated insurance accounts.
- Ensure appropriate accounting and segregation of premium funds collected on behalf of clients in accordance with applicable regulatory requirements.
- Track premium remittances to insurers and reconcile payments with policy records.
- Monitor cash positions, cash flows, working capital requirements, and fund movements.
- Manage day-to-day accounting and month-end and year-end financial closing.
- Prepare financial statements, MIS, prof

📌 Manager - Finance & Accounts (Insurance Broking) (Surat)
🏢 Weekday AI
📍 Surat