Responsible for managing accounting, tax compliance, financial analysis, credit underwriting, loan documentation, and bank coordination for business clients.

This is a multi-functional role that will gradually allow the candidate to take independent responsibility for client cases, from initial documentation and analysis through compliance, financial reporting and loan processing.

Key Responsibilities
Accounting, bookkeeping and finalization of accounts.
GST, TDS and Income Tax return filing and compliance.
Assist with GST/Income Tax notices, audits and scrutiny cases.
Prepare CMA Data and 3–5 year financial projections.
Analyze Balance Sheet, P&L;, Cash Flow, bank statements and key credit ratios such as DSCR and Debt-Equity.
Conduct CIBIL/Experian and banking analysis.
Prepare and manage loan proposals for OD/CC, Term Loans, LAP, etc.
Coordinate with Bank Managers, Credit Officers and clients for loan sanctions.
Identify applicable government subsidies and financial schemes.




Ensure timely completion of accounting, compliance and credit-related assignments.

Education
CA Intermediate / CMA Intermediate preferred, with at least 1st Group cleared, OR
B.Com / M.Com / Finance graduates with relevant practical experience.
Candidates who are not actively pursuing further CA/CMA groups may be preferred for long-term role stability.

Requirements
2+ years’ experience in a CA, Accounting, Tax or Finance firm. Articleship experience may be considered.
Positive knowledge of Accounting, GST, TDS, Income Tax and Audits.
Proficiency in Tally and MS Excel.
Knowledge of financial projections and credit underwriting preferred.
Solid analytical, communication and client-handling skills.

Pay: ₹200,000.00 - ₹450,000.00 per year

Work Location: In person

📌 Credit, Accounting & Compliance Manager Mulund West
🏢 M T Patel & Associates
📍 Mulund West