Finance and Operations Executive

IMPORTANT PLEASE READ BEFORE APPLYING

This is primarily a desk-based Finance Operations role. However, occasional local travel is part of the job for finance-related activities such as bank visits, KYC, document submission/collection and other banking requirements. Candidates must be comfortable with these visits.

This role does NOT involve general procurement, laptop/equipment purchasing, office supplies purchasing or regular field work.

Role & Responsibilities

• Update customer payments against invoices and maintain accurate records.
• Follow up with customers for pending payments.
• Support vendor bill verification and payment processing.
• Assist with bank, customer payment and payment gateway reconciliations.
• Support refunds, payouts, TDS and subscription payments.
• Maintain invoices, bills and finance-related documents.
• Coordinate with banks for KYC and banking requirements.
• Visit banks when required for KYC, document submission/collection and other finance-related work.
• Support the Finance Operations Manager with day-to-day finance activities.

Preferred Candidate Profile

• B.Com / BBA graduate.
• Freshers or candidates with up to 2 years of experience.
• Basic knowledge of accounting and finance.
• Comfortable with Excel / Google Sheets.
• Good spoken and written communication skills.
• Comfortable following up with customers over phone and email.
• Strong numerical accuracy and attention to detail.
• Responsible, organized and willing to take ownership.
• Willing to learn Zoho Books or similar accounting software.
• Comfortable with occasional local travel for banking and finance-related work.