Financial Operations Specialist

5 days ago


Ahmedabad, Gujarat, India beBeeAccountant Full time ₹ 25,000 - ₹ 35,000

About Us: A fast-growing financial services firm is expanding its operations to include Portfolio Management Services (PMS). We are committed to building a strong financial backbone that supports our clients and operations. With a focus on compliance, precision, and growth, we offer an opportunity to be part of a dynamic and evolving financial services team.

Location: Nariman Point, Mumbai

Working Model: Onsite

Days: Monday - Friday + Alternate Saturdays

Timings: 9:00 AM - 6:00 PM

We're looking for a Financial Operations Specialist who is meticulous, reliable, and proactive in managing financial reporting, compliance, and audit preparation. This role will be central to maintaining accurate financial records, ensuring regulatory adherence, and supporting the company's growth into PMS operations.

Key Responsibilities:

Financial Reporting & Compliance

  • Prepare and review financial statements, NAV reports, and regulatory filings.
  • Stay updated with SEBI and exchange requirements, ensuring 100% compliance with accounting standards.

Accounting Operations

  • Maintain accurate books of accounts for PMS funds.
  • Ensure timely reconciliations and support valuation processes.

Audit & Coordination

  • Partner with internal and external auditors.
  • Provide accurate documentation, reports, and insights during audits.

What You'll Bring

  • Education: Bachelor's degree in Accounting, Finance, or related field.
  • Experience: 2-5 years in accounting, preferably within broking, mutual fund, or PMS environments.
  • Skills & Competencies:
  • Strong knowledge of accounting standards and regulatory norms.
  • Analytical mindset with great attention to detail.
  • Proficiency in accounting software and MS Office.
  • Clear communication and documentation skills.

Why Work with Us?

  • Opportunity to work in a fast-growing financial services firm expanding into PMS.
  • Exposure to financial reporting, compliance, and audit management.
  • Work directly with senior teams on high-value financial operations.
  • Structured growth and hands-on learning in financial services.


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