Financial Operations Specialist

1 day ago


Mount Abu, Rajasthan, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 20,00,000
Job Title: Financial Operations Specialist

Branch is a leading AI-based lending fintech with 50M+ downloads across India and Africa.

We use alternative data to reach millions of people that are largely excluded from the financial sector.

Headquartered in Silicon Valley with operations in India, Nigeria and Kenya, we're a for-profit, socially conscious company built for scale and impact.

Our mission-driven team—founded and led by the former CEO of Kiva.org—now spans 400+ employees globally.

We're backed by investors such as Andreessen Horowitz, Visa, and the IFC.

Job Description:

This role will focus on banking and finance operations.

The ideal candidate will be a self-learner willing to take on any task and a good problem solver.

Responsibilities:
  • Liaise with banks for banking operations.
  • Assist with daily cash management across various bank accounts.
  • Produce daily MIS on liquidity.
  • Obtain 15CA/CB.
  • Prepare weekly payment summary.
  • Review employee claims.
  • Manage credit cards.
  • Procure licenses.
  • Produce monthly payment reports for accounting.
  • Assist with financing deal execution.
  • Assist with daily portfolio transfers, investor repayments, EMI repayments.
  • Produce daily, weekly, and monthly reconciliations for India, covering disbursements, repayments, net cash, and third-party contracts.
  • Record journal entries using NetSuite to support timely month-end close.
  • Assist with timely payment of statutory dues.
  • Partner with departments on accruals, vendor management, and contract management.
  • Assist in preparing and communicating timely and accurate monthly financial and management reports.
  • Assist with monthly cash projections.
  • Assist with annual external audit, completing requested materials.
Required Skills and Qualifications:
  • Bachelor's/Master's in finance or related fields.
  • 1-2 years of accounting experience in a similar position.
  • Experience handling banking transactions.
  • Fluent spoken and written English.
  • Entrepreneurial, proactive, and willing to get hands dirty.
  • Excellent communication skills, both oral and written.
  • Good grammar, spelling, and punctuation.
  • Driven by data and highly analytical, good understanding of Excel preferred.
Benefits:
  • Mission-driven, fast-paced, and entrepreneurial environment.
  • Competitive salary and equity package.
  • Collaborative and flat company culture.
  • Fully-paid Group Medical Insurance and Personal Accidental Insurance.
  • Unlimited paid time off including personal leave, bereavement leave, sick leave.
  • Fully paid parental leave - 6 months maternity leave and 3 months paternity leave.
  • Monthly WFH stipend alongside one-time home office set-up budget.
  • $500 Annual professional development budget.
  • Discretionary trips to offices across the globe, with global travel medical insurance.
  • Team meals and social events - Virtual and In-person.


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