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.
- Solid 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