Financial Reporting Expert for Wealth Management

7 days ago

Mumbai, Maharashtra, India MProfit Full time
Company Overview
MProfit is a rapidly growing wealth-tech company revolutionizing how Indians view and track their Wealth. Backed by leading investors, MProfit provides cutting-edge solutions that offer a clear, consolidated view of financial assets, enabling better insights and decision-making.

Role Description
We are seeking a highly analytical Financial Reporting Specialist with a strong background in accounting and finance to assist clients with financial insights, portfolio analysis, and investment reporting. As a key resource, you will leverage your expertise in accounting and taxation to help clients maximize the value of MProfit's platform, ensuring seamless portfolio management and financial reporting.

Key Responsibilities
  • Provide expert guidance on financial reporting, portfolio management, capital gains computation, and taxation while offering insights on MProfit solutions.
  • Analyze and troubleshoot complex financial data to ensure accurate reporting and compliance.
  • Collaborate with product and development teams to enhance platform functionalities based on client feedback.
  • Stay updated on financial regulations, investment taxation, and accounting practices to offer timely and relevant guidance.
  • Maintain high levels of client satisfaction through prompt resolution of queries and proactive financial insights.

Required Qualifications & Skills
  • Bachelor's or Master's degree in Accounting, Finance, or a related field.
  • 5+ years of experience in accounting, finance, or a related field.
  • Expertise in financial reporting, MIS reporting, investment accounting, and taxation.
  • Prior experience in client advisory, financial support, or consulting is preferred.
  • Excellent problem-solving skills with the ability to analyze financial data and provide actionable insights.

Benefits
  • Career Growth: High-impact role in a fast-growing fintech company.
  • Upskilling & Exposure: Opportunity to work closely with cutting-edge financial technology products.
  • Healthcare Benefits: Health insurance coverage for self and spouse.
  • Work-Life Balance: Paid leaves, sick leaves, and alternate Saturdays off.

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