Job Description
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”.