About the role
- Prepare, review, and file statutory financial statements and regulatory reports for BFSI clients.
- Monitor and ensure compliance with RBI, SEBI, and other relevant financial regulations.
- Handle client inquiries related to billing, account reconciliations, and financial documentation.
- Resolve escalated financial issues and discrepancies in a timely manner.
- Coordinate with internal back‑office teams to streamline transaction processing and reporting.
- Conduct periodic internal audits and support external audit activities.
- Maintain accurate general ledger entries and oversee month‑end and year‑end close processes.
- Develop and implement financial controls and process improvements.
- Prepare management dashboards and performance metrics for senior leadership.
- Provide training and guidance to junior staff on compliance and customer service best practices.
- Certified Public Accountant (CPA) designation required.
- Minimum 3 years of experience in financial reporting and compliance within BFSI sector.
- Strong knowledge of Indian banking and securities regulations (RBI, SEBI, etc.).
- Excellent written and verbal communication skills for client interaction.
- Proficiency in accounting software (e.g., Tally, SAP, Oracle) and MS Excel.
- Ability to analyze complex financial data and present clear insights.
- Detail‑oriented with strong organizational and time‑management abilities.
- Experience handling customer inquiries and issue resolution in a back‑office environment.
- Team player with a proactive attitude toward continuous improvement.
- Bachelor's degree in Accounting, Finance, or related field (Master's preferred).