Role Overview

We are looking for a Chartered Accountant or Semi-Qualified professional to own our MIS reporting and support statutory compliance. You will turn business and accounting data into reliable reports for management, and ensure our tax, corporate law and IRDAI filings are accurate and on time.

Key Responsibilities

MIS & Reporting

- Prepare and circulate daily, monthly, quarterly and annual MIS covering premium, brokerage/commission, revenue and expenses.
- Build reports segmented by insurer, line of business, branch, RM/team and client.
- Build reports around RM productivity and contribution.
- Analyse budget vs. actual and profitability by business line.
- Track brokerage receivables, ageing and collections, and flag long-outstanding items.
- Prepare cash flow reports and forecasts.
- Build and maintain dashboards (Excel / Power BI) for the leadership team.
- Prepare ad hoc analysis and data for management, auditors and the Board.

Statutory & Regulatory Compliance

- Prepare financial statements as per Indian GAAP.
- Prepare and file GSTR-1 and GSTR-3B; reconcile with GSTR-2B and books; support the annual return and reconciliation.
- Compute, deposit and file TDS returns; reconcile TDS credits.
- Assist with advance tax computation, tax provisioning, return filing and assessment/notice responses.
- Assist the Company Secretary with annual and event-based ROC filings and related records.
- Support periodic returns, disclosures and licence renewal-related financial requirements under the IRDAI Insurance Brokers Regulations.
- Maintain a compliance calendar and ensure timely filing with no penalties.





Accounting & Audit Support

- Support month-end and year-end closing, including accruals, provisions and journal entry review.
- Assist with bank reconciliations and ledger scrutiny.
- Coordinate with statutory, internal and tax auditors, providing schedules and supporting documents.
- Support financial statement preparation and audit queries.

Process & Controls

- Improve reporting turnaround through automation and standardised templates.
- Help strengthen internal controls and documentation across finance processes.

What We're Looking For

- Chartered Accountant (ICAI) or Semi-Qualified, with 2–3 years of experience.
- Articleship or post-qualification experience in audit, taxation or finance in the BFSI sector is a plus.
- Prior exposure to insurance broking, insurance or financial services is preferred, but not mandatory.

Skills Required

- Advanced Excel: Pivot Tables, VLOOKUP, Power Query, formulas and data cleansing.
- Working knowledge of GST, TDS and Income Tax provisions.
- Familiarity with Tally.
- Power BI or other visualisation tools (preferred).
- Robust analytical mindset and attention to detail.
- Clear communication, especially with non-finance stakeholders.
- Ability to meet deadlines and handle multiple compliance timelines.
- Ownership, integrity and a willingness to learn.

What We Offer

- Hands-on exposure to finance, compliance and MIS at a fast-scaling, IRDAI-licensed insurance broking firm.
- Structured career development in a culture of learning, collaboration and performance.
- A culture of ownership, innovation, and growth.

📌 Senior Executive – Management Information Systems And Statutory Compliance (Gurugram)
🏢 Safetree
📍 Gurugram