About the role
- Update/Audit bank transactions inside our Salesforce CRM accurately and on time.
- Reconcile bank transactions against bank statements so that no client payment is ever missed or mis-posted.
- Track and confirm that payments are recorded against the correct deals and clients.
- Help audit client data and revenue in CRM tools against the underlying contract and approved rate cards.
- Verify selling rates charged to clients match contractual commitments; flag mismatches.
- Cross-check cost rates billed to us by external providers against what we have charged clients — surface margin discrepancies.
- Validate expected billable hours and review the effectiveness of related automation.
- Coordinate with the Product team on Chart of Accounts postings, corrections, and cancellations.
- Keep clean handoffs running between Finance, Sales, and Operations.
- Help build and maintain audit dashboards and exception reports for the Head of Finance.
- Begin translating audit findings into simple insights — revenue gaps, cost variances, billing anomalies.
- Support month-end and quarter-end close from a reconciliation perspective.
- 1 – 2 years of work experience in finance, accounting, audit support, accounts receivable/payable, or a comparable role. Fresh MBA candidates with internship experience are welcome.
- Quick learner and adaptive: comfortable picking up new software, new processes, and new domains in days — not weeks. We will teach you the tools; we expect you to absorb fast.
- Sharp eye for detail: numbers that don’t match, fields that don’t reconcile, dates that look wrong — these should jump out at you naturally.
- Foundational accounting fluency: you understand debit/credit, basic journal entries, accounts receivable and payable, and bank reconciliation at a working level.
- Working knowledge of Excel / Google Sheets: pivots, VLOOKUP/XLOOKUP, basic IF/SUMIF formulas, conditional formatting. Bonus if you have built a small report end-to-end on your own.
- Curious mindset: you don’t just record numbers — you ask why a number looks the way it does. You’re willing to dig.
- Clear communication: you can write a short status note, raise a doubt without hesitation, and explain a small problem clearly to a senior.
- Education: Bachelor’s in Commerce, Accounting, Finance, or related. CA-Inter, CMA Inter, or MBA Finance candidates strongly preferred.
- Exposure to Salesforce CRM (any role) or other CRM systems.
- Internship or prior exposure at a CA firm, audit firm, SaaS / IT services company, or startup finance team.
- Familiarity with digital banking platforms (Razorpay, internet banking portals).
- Experience with multi-currency transactions or US/India banking workflows.