Finance Executive

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  with the subject “Application – Finance & Accounts Executive”.