Finance and Accounts Manager

ABOUT VALUEFY

Valuefy is a fintech and wealthtech product company. Our platform helps wealth managers, banks, and financial institutions manage client portfolios, automate reporting, and improve advisor productivity.

ROLE OVERVIEW

We're looking for a Finance & Accounts Manager to own the finance function end to end, from day-to-day accounting to audits to boardroom-ready insights. This is not a narrow, task-based role. You will be expected to manage compliance and reporting with the same rigor you bring to financial strategy and planning.

RESPONSIBILITIES

• Lead financial planning, budgeting and forecasting
• Manage financial audits and coordinate with external auditors (minimum 4 years of experience in Statutory Audit required)
• Oversee day-to-day accounting on Tally and Zoho
• Prepare MIS reports and track key metrics: ARR, MRR, CAC, LTV, churn
• Prepare and review P&L, balance sheets and cash flow statements
• Conduct variance analysis to inform business decisions
• Manage vendor payments, working capital and cash flow
• Ensure compliance across Direct Tax, Indirect Tax (GST, TDS), Income Tax and ROC filings

CANDIDATE PROFILE

• 5-10 years of relevant experience in accounting, audit and compliance
• Prior experience with a mid-sized CA firm
• Minimum 4 years of hands-on Statutory Audit experience
• Working knowledge of Tally and Zoho
• Strong understanding of direct and indirect tax, ROC compliance and accounting standards

SKILLS AND COMPETENCIES

• Strong command over compliance, accounting and financial reporting
• Ability to translate raw financial data into clear, actionable insights
• Comfortable owning outcomes across audit, tax and strategy, not just individual tasks
• Structured and detail-oriented, with the ability to manage multiple compliance deadlines

WHAT WE OFFER

• Ownership of the finance function end to end in a growing fintech company
• Direct exposure to business strategy and decision-making
• A collaborative team environment with room to grow as the company scales.