- Finance Associate

About the Role

We are looking for a Finance Associate to manage bookkeeping, invoicing, financial documentation, and compliance monitoring for the companys US entity.

This role works closely with the founders and will be responsible for ensuring that financial records, contracts, invoices, and payments are properly tracked and organized.

The associate will also coordinate with the company’s US CPA for federal and Florida tax filings, monitor compliance requirements, and identify opportunities for tax optimization and financial efficiency.

This is a high-trust operational finance role with direct exposure to founders and company financial operations.

Key Responsibilities

1. Bookkeeping & Accounting

- Maintain accurate books of accounts in QuickBooks
- Record invoices, expenses, and payments
- Perform regular and monthly bank and credit card reconciliations
- Track vendor invoices and payment status
- Maintain organized accounting records

1. Invoicing & Accounts Receivable

- Manage the end-to-end invoicing process
- Maintain records of contracts, sales orders, and pricing agreements
- Generate invoices based on approved contracts or sales orders
- Ensure invoices are issued accurately and on time
- Track accounts receivable
- Follow up with customers on outstanding invoices and collections

1. Document & Contract Management

Maintain structured records for:
- customer contracts
- sales orders
- invoices
- vendor agreements
- financial documents

Ensure all documentation is organized, searchable, and audit-ready.

1. Tax & Compliance Monitoring

- Monitor compliance requirements for the HeadToNet US entity
- Regularly check IRS and Florida state tax portals




- Maintain a compliance checklist for:
- federal filings
- state filings
- annual reporting requirements
- Coordinate with the US CPA firm for federal and Florida tax filings
- Ensure required documentation is prepared and provided to the CPA

(Note: India GST filings are handled by a separate CA firm.)

1. Tax Optimization Support

- Research tax efficiency opportunities
- Identify potential deductions, credits, or structural improvements
- Bring recommendations to founders for review
- Work with the CPA to validate tax strategies

1. Financial Operations

- Track vendor payments and reconciliations
- Ensure invoice records match payments received
- Maintain accounts receivable and accounts payable tracking

1. Monthly Financial Reporting

Prepare a monthly financial summary for founders, including:

Report

Description

Profit & Loss

Monthly revenue vs expenses

Cash Flow

Cash inflows and outflows

Accounts Receivable

Outstanding invoices

Expense Breakdown

Key cost categories

1. Finance Opportunities Log

Maintain a Finance Opportunities Log to track improvements and optimizations.

Examples include

Prospect





Impact tax deductions reduced tax liability vendor cost optimizations improved margins entity structure improvements better tax efficiency expense categorization improvements audit clarity The associate should periodically review this log with the founders and suggest improvements.

Required Qualifications

- 1-3 years of experience in accounting or finance operations
- Experience working with or interning at a CA firm
- Strong understanding of accounting fundamentals
- Proficiency in Excel / Google Sheets
- Comfortable learning and using accounting software (QuickBooks)

Educational Background

One of the following

- CA Inter / CA Finalist
- BBA (Finance)
- MBA (Finance)
- MCom
- BCom + relevant accounting experience

(We are not looking for BCom-only fresh graduates without experience.)

Preferred Skills

- Experience with QuickBooks
- Experience managing invoicing and accounts receivable
- Exposure to US accounting or tax compliance
- Experience working with startups or small companies

Personal Traits We Value
- Highly organized
- Detail-oriented
- Reliable and accountable
- Comfortable working directly with founders
- Strong follow-through on tasks
- Proactive problem-solving mindset

What Success Looks Like Within the first 3–6 months:

- Books are fully reconciled each month
- All invoices are issued accurately and on time
- Customer payments are tracked and followed up
- Financial documents are organized and accessible
- Compliance and tax filings are monitored proactively
- Founders receive clear monthly financial reporting

Compensation Approx. 25,000/month (depending on experience)

Location

Mumbai

This role is primarily remote but requires in-person presence at our Navi Mumbai office at least once per week for coordination and operational reviews.

Reporting

Reports directly to the founders.

📌 Financial Associate (Navi Mumbai)
🏢 Manplan Consultancy
📍 Navi Mumbai