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This role primarily aims to safeguard BimaKavach's financial health through diligent accounting and treasury management, ensure strict adherence to all statutory and regulatory compliances by coordinating with consultants, and enhance financial stability through precise reporting and internal process support. By doing so, the individual will contribute to informed strategic decision-making and operational efficiency.
Key Responsibilities:
1. Accounting & Compliance
Maintain books of accounts and accounting entries in Tally/Zoho.
Ensure timely GST, TDS, and ROC filings in coordination with consultants.
Assist with audit support, reconciliations, and maintaining statutory documentation.
2. Banking & Treasury Management
Manage day-to-day banking activities including:
Initiating vendor and insurer payouts
Tracking UTRs and reconciling payments
Ensuring timely fund transfers and disbursements
Liaise with banking partners for account operations, KYC, and issue resolution.
Maintain daily bank reconciliation statements and cash flow tracking sheets
3. Vendor & Insurer Coordination
Coordinate with insurance companies for commission reconciliation, payouts, and queries.
Communicate with vendors regarding invoices, payments, and documentation follow-ups.
Maintain updated trackers for collections, reimbursements, and expenses.
4. Internal Process Support
Maintain financial trackers and Excel dashboards for payouts, receivables, and payables.
Support internal teams with financial documentation, approvals, and expense processes.
Assist in automation initiatives for recurring finance tasks
Qualifications and Requirements:
Bachelor's degree in Finance, Accounting, or a related field; Professional Accounting Certification (e.g., CA, CPA) is preferred
3+ years of experience in financial management or a similar role
Strong Accounting (IFRS/GAAP) & Financial Statement Expertise
Advanced Budgeting, Forecasting & Financial Planning Skills
Proficiency in Financial Modeling & Analysis
Knowledge of Investment Appraisal & Treasury Management
Solid Understanding of Tax Laws & Compliance
GST and IT compliance
Key details:
Location : Indore
Compensation: Competitive market pay
Date of Joining: ASAP
Job ID: 142402081