We’re Hiring: Finance & Accounts Executive
Location: Santacruz West, Mumbai
Work mode: Full time, work from office
Salary: depending on experience
We are looking for an organised and detail-oriented Finance & Accounts Executive to manage day-to-day company accounting, maintain personal and family investment records, and support finance-related administrative work.
You will work under the guidance of our Chartered Accountant, CA Rumeet Maru, and financial advisor, Rajesh Sampat.
Key Responsibilities
Company Accounts & Finance
Maintain accounting entries, invoices, expense records and supporting documents.
Track client receivables, vendor payments and payment deadlines.
Reconcile bank accounts, credit card statements and petty cash.
Prepare monthly summaries of income, expenses, outstanding payments and cash balances.
Coordinate with the CA for GST, TDS, tax filings and other compliance requirements.
Personal & Investment Records
Maintain accurate entries for personal and family investments, including purchases, redemptions, interest and dividends.
Update investment trackers and reconcile records with bank and investment statements.
Organise investment documents, statements, tax reports and transaction confirmations.
Coordinate with Rajesh Sampat,
banks and investment providers for documentation, KYC and transaction follow-ups.
Track investment maturities, payout dates and pending documentation.
Administrative Support
Maintain organised digital and physical financial records.
Assist with forms, paperwork, renewals and routine administrative tasks.
Follow up with banks, vendors and service providers.
Handle confidential company and personal financial information with discretion.
Candidate Requirements
B.Com or a similar qualification in accounting or finance.
Preferably 1–3 years of relevant accounting or finance experience.
Working knowledge of Tally or similar accounting software.
Good command of Excel or Google Sheets.
Basic understanding of GST, TDS, bank reconciliation and investment transactions.
Strong attention to detail, ownership and follow-up skills.
- Experience working with a CA firm or maintaining investment records would be an advantage.
This role involves accounting, record-keeping and coordination. Investment decisions will remain with management and the financial advisor.
To apply: Email your CV to
[email protected] with the subject “Application – Finance & Accounts Executive”.
📌 Finance Executive (Mumbai)
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📍 Mumbai