Finance Associate

5 days ago

Gurgaon, Haryana, India Planify Capital Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per year

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.

Partners' Books Maintenance

  • 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.

Financial Reporting

  • Assist in the preparation of financial reports: monthly, quarterly, and annual.
  • Analyze financial data to identify trends, variances, and opportunities; present actionable findings to management.

Compliance & Governance

  • 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.

Collaboration

  • 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.

Qualifications

  • 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.

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