Senior Financial Planning Assistant

2 weeks ago

Morādābād, Uttar Pradesh, India beBeeAccountant Full time ₹ 12,000 - ₹ 15,000

Financial Planning and Analysis Assistant Role

Seeking a highly motivated individual to assist in financial planning, analysis, and reporting. Key responsibilities include:

  • Preparing and maintaining complete files for clients using TallyPrime.
  • Developing management reports for clients based on accountancy knowledge and corporate regulations.
  • Finalizing accounts and preparing financial statements for clients.
  • Computing income tax liability and preparing and filing income tax returns.
  • Calculating TDS liability and preparing and filing TDS returns.
  • Assisting in the preparation of financial models, investment teasers, and memorandums.

Requirements for this role include:

  • Passing CA Intermediate exams with both groups.
  • At least 3-6 months of article experience, preferably transferable.
  • Strong communication and presentation skills.
  • Proficiency in MS Office applications, specifically Word, Excel, and PowerPoint.

About This Opportunity

This is an exciting opportunity to join a leading financial and strategic consulting firm providing advisory services across various sectors. The ideal candidate will be passionate about financial planning, analysis, and reporting, and possess excellent communication and organizational skills.

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