Account Executive

Hiring: Accounts Executive and Finance Executive cum Executive Assistant

Experience: 2-5 Years
Qualification: B.Com / M.Com / BBA or equivalent
Location: Vishwas Nagar, Office-based
Preference: Immediate Joiners

Job Summary

We are hiring an Accounts Executive and a Finance Executive cum EA for our CA firm. The candidate will handle billing, accounting support, client onboarding, payment follow-ups, documentation, and team coordination, along with administrative support to partners where required.

Key Responsibilities

• Client billing, invoicing, payment collection, and outstanding follow-ups.
• New client onboarding, KYC documentation, and client data management.
• Preparing and sharing engagement letters, agreements, proposals, and invoices.
• Assisting with accounting, financial records, and routine finance operations.
• Coordinating with clients and internal teams for pending tasks and deliverables.
• Maintaining billing, collection, and client onboarding trackers.
• Scheduling meetings, managing calendars, and coordinating follow-ups for partners.
• Providing administrative and operational support to partners.

Required Skills

• Good knowledge of MS Excel, Google Sheets, and MS Office.
• Strong communication, coordination, and follow-up skills.
• Good organisational skills, attention to detail, and ability to multitask.
• Prior experience in a CA firm, accounting firm, or professional services firm is preferred.

Immediate joiners preferred. Candidates with experience in finance operations or combined finance and executive assistance roles are encouraged to apply.