Account & Operations Executive

To apply with priority consideration, kindly contact to below given number

HR Manager

+91 8780026830

Finance & Accounts

Manage billing and invoicing activities and maintain accurate billing and financial

records.

Maintain client ledgers, accounting entries and records in Tally.

Handle expense tracking, petty cash, payment records and financial documentation.

Prepare and maintain Bank Reconciliation Statements (BRS).

Coordinate GST and TDS compliance and documentation with external professionals.

Monitor expenses, cash flow and other financial requirements of the firm.

Prepare financial reports and MIS for management review.

Ensure accuracy, confidentiality and timely completion of finance-related processes.

Process & Management Support

Monitor administrative and financial processes and identify areas for improvement.

Coordinate with internal teams, vendors and external professionals for operational

requirements.

Provide administrative and financial information to management for decision-making.

Take end-to-end ownership of assigned responsibilities and ensure timely execution

and closure.

Operations

Client Onboarding

Coordinate client onboarding upon acceptance of proposals.

Collect KYC documents, billing information, and onboarding documentation.

Prepare and coordinate execution of Engagement Letters.

Coordinate conflict checks with the relevant stakeholders.

Coordinate with Finance for invoice issuance and payment confirmation.

Client Lifecycle Management

Act as the primary operational point of contact during client onboarding.

Coordinate internal teams to ensure timely commencement of engagements.

Track retainer commencement, renewal, and expiry dates.

Coordinate renewal documentation and approvals.

Coordinate client closure and offboarding upon completion of engagements.

Collect client feedback and maintain client satisfaction records.

Process Coordination

Ensure adherence to the firm's SOPs and operational processes.

Coordinate between Partners, Reporting Managers, and Finance department.

Support implementation of new operational processes and workflow improvements.

Reporting & MIS

Maintain client onboarding tracker.

Maintain proposal and conversion tracker.

Prepare operational dashboards and MIS reports.

Prepare periodic reports.

Required Skills & Qualifications

Bachelor’s degree in Commerce, Finance, Business Administration or a related

field.

Relevant experience in & Finance/Accounts.

Proficiency in Tally, MS Excel and Google Workspace (Google Sheets, Docs, Drive,

etc.).

Working knowledge of accounting, GST, TDS and BRS.

Experience with CRM or finance/accounting management software will be

preferred.

Strong follow-up and coordination skills with the ability to ensure timely completion

of tasks.

Strong organizational, coordination and problem-solving skills.

Ability to independently manage multiple responsibilities with accuracy and

confidentiality.

Pay

₹25,000.00 - ₹30,000.00 per month

Benefits

Flexible schedule

Health insurance

Leave encashment

Life insurance

Paid sick time

Paid time off

Work Location

In person