Finance Operations Associate
Planify · Gurugram · onsite · Posted 51d ago
Not disclosed2–4 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Key Responsibilities
Transfer of Shares
Transfer of Shares
- Manage and oversee the entire process of share transfers, ensuring full compliance with regulatory and legal requirements.
- Coordinate with internal and external stakeholders to facilitate smooth transfer processes, including obtaining necessary approvals and preparing required documentation.
- Maintain accurate and up-to-date records of share ownership and all related transactions.
- Ensure accurate and timely maintenance of financial records and books of partners.
- Prepare and update financial statements for partners, including calculating profit shares.
- Support audit processes and prepare relevant documentation as needed.
- Assist in the preparation of financial reports: monthly, quarterly, and annual.
- Analyse financial data to identify trends, variances, and opportunities; present actionable findings to management.
- Ensure adherence to internal control systems, company policies, and applicable laws/regulations.
- Assist in establishing and implementing best practices for finance operations to improve efficiency and accuracy.
- Work closely with other finance team members, auditors, and external parties to ensure seamless operations and compliance.
- Provide support for finance-related projects as required, including process improvements and system upgrades.
- Mandatory: CMA qualification (Cost & Management Accountant), fully qualified or in advanced stage.
- At least 2 years of experience in finance operations, specifically in share transfers and partners books maintenance.
- Strong understanding of financial principles, regulations, and accounting standards.
- Proficient user of accounting software; advanced skills in Microsoft Excel.
- Excellent analytical and problem-solving abilities.
- High attention to detail and accuracy.
- Strong communication and interpersonal skills; ability to liaise with multiple stakeholders.
Sourced from foundit
Skills
CMA qualificationFinancial PrinciplesAccounting SoftwareAccounting Standardsregulationsexcel
About Planify
Planify
Financial Services
Gurugram
IN
₹5.2L PA avg
Avg at Planify
About
Planify is a financial services platform focused on private equity and investment opportunities in India. It provides access to unlisted shares, startup investments, and alternative investment funds, helping investors diversify portfolios. With SEBI registration and licenses, Planify bridges the gap between investors and emerging businesses, offering research-driven insights and structured investment solutions.
Industries
Financial ServicesFinTechInsuranceWealth Management
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