Job Title: Finance Executive

Location: Gurugram

Department: Operations

Job Type: Full-Time

Reports to: Team Lead / Operations Manager

Job Summary: We are seeking a motivated and detail-oriented Finance Fresher to join our US Retirement Operations team. This entry-level role provides hands-on exposure to critical functions such as Retirement Plan Administration for Defined Contribution and Defined Benefit plans, working on various task such as 5500, ADPACP Testing, Payroll processing, Distribution, Plan Implementation, Trust accounting, valuations, AFTAP etc. You will work closely with experienced professionals to ensure timely and accurate delivery of retirement operations services in compliance with US regulatory standards.

Key Responsibilities

- Retirement Plan Operations Support:  Assist in the administration of Defined Contribution (401(k)) and Defined Benefit (DB) plans for US based clients.  Support transaction processing including participant enrollments, contributions, and account updates.  Help with handling distribution requests like loans, withdrawals, and rollovers, ensuring compliance with IRS rules. 2. Plan Implementation & Onboarding:  Support onboarding and setup of new client retirement plans, including data gathering, system configuration, and testing.  Assist in creating and reviewing plan documents, summaries, and internal checklists. 3. Data Management & Reporting:



 Perform data validation and basic reconciliations to ensure accuracy in participant records and financial transactions.  Generate reports and maintain internal records as per compliance and audit guidelines. 4. Compliance & Documentation:  Learn and adhere to key US regulations such as ERISA, IRS, and DOL rules.  Ensure tasks are completed according to standard operating procedures (SOPs) and SLAs. 5. Team Collaboration:  Collaborate with internal teams including compliance, technology, and client services to support project and day-to-day operations.  Participate in knowledge-sharing sessions and process training to build expertise in US retirement plans.

Qualifications: Education:  Mcom, MBA, Bcom, BBA in Finance or related specialization (2024/2025 graduates or recent pass-outs welcome to apply)

Experience:  No prior experience required; internship or project work related to finance, payroll, or retirement planning is a plus.

Skills:  Strong analytical and numerical ability  Good communication skills (written and verbal)  Basic knowledge of financial products or retirement plans (preferred but not mandatory)  Proficiency in MS Excel; familiarity with enterprise systems is a plus  Eagerness to learn and adapt in a fast-paced global operations workplace.

Interested candidates can share their updated resumes at the email address mentioned below: [email protected]

Address - 12th floor, Tower C, Unitech cyber park, Sector 39, Gurgaon, Haryana

📌 Finance Executive (Gurugram)
🏢 Daybright Financial
📍 Gurugram