Role Overview
We are looking for a qualified Chartered Accountant with 5–8 years of post-qualification experience to lead and manage the Finance & Accounts function and candidate having Insurance Background. The role will be responsible for financial reporting, P&L; management, GST and taxation, accounting operations, statutory compliance, budgeting, MIS, audits, and financial controls.
The ideal candidate should have robust hands-on experience in Finance & Accounts along with the ability to lead a team, work closely with senior management, and drive process improvements.
Key Responsibilities
1. Finance & Accounts Leadership
Lead the overall Finance & Accounts function and ensure smooth day-to-day financial operations.
Oversee accounting, general ledger, accounts payable, accounts receivable, reconciliations and month-end/year-end closing.
Ensure accuracy and timely completion of books of accounts.
Develop and strengthen financial processes, controls and accounting policies.
Lead and mentor the Finance & Accounts team.
2. P&L; and Financial Reporting
Take ownership of P&L; preparation, analysis and review.
Prepare and review monthly, quarterly and annual financial statements and MIS.
Analyze revenue, expenses, margins, profitability and key financial indicators.
Provide meaningful financial insights and variance analysis to management.
Monitor actual performance against budgets and forecasts.
Support management in financial planning and decision-making.
3. GST & Taxation
Manage end-to-end GST compliance, including GSTR filings, reconciliations and input tax credit management.
Ensure timely and accurate GST returns and other applicable tax compliances.
Handle GST audits, notices, assessments and departmental queries in coordination with consultants, wherever required.
Ensure proper accounting and reconciliation of GST, TDS and other statutory liabilities.




Coordinate with tax consultants and auditors for direct and indirect tax matters.
Keep the organisation updated on relevant changes in taxation laws and regulations.
4. Audit & Statutory Compliance
Coordinate with Statutory Auditors, Internal Auditors and Tax Auditors.
Ensure timely completion of statutory and internal audits.
Prepare audit schedules, supporting documents and financial information.
Ensure compliance with applicable accounting standards, Companies Act and other regulatory requirements.
Track and close audit observations and ensure implementation of corrective actions.
5. Budgeting & Financial Planning
Lead the annual budgeting and forecasting process.
Prepare business plans, financial projections and scenario analysis.
Monitor budget utilisation and identify areas of cost optimisation.
Work with business/function heads to understand financial performance and improve profitability.
6. MIS & Management Reporting
Develop and present monthly MIS and management reports.
Provide analysis on revenue, expenses, profitability, working capital and business performance.
Prepare dashboards and financial reports for senior management.
Identify trends, risks and opportunities and provide actionable recommendations.
7. Working Capital & Cash Flow Management
Monitor cash flows, receivables, payables and working capital requirements.
Prepare and review cash flow forecasts.
Ensure timely collection of receivables and effective management of payables.
Work with internal stakeholders to improve cash conversion and liquidity management.
8. Process Improvement & Controls
Establish and strengthen financial controls and governance mechanisms.
Identify process gaps and implement improvements to increase efficiency and accuracy.
Drive automation and digitization of Finance & Accounts processes wherever possible.
Ensure proper documentation and adherence to internal financial policies.
Hands-on experience with Oracle or other ERP systems.
Knowledge / working understanding of Indian Accounting Standards (Ind AS).

📌 Finance & Accounts - CA (Mumbai)
🏢 Anand Rathi Group
📍 Mumbai