Job Description

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)
🏢 Scribble Scrolls
📍 Mumbai