Account Associate Mumbai

Cashflo; Mumbai; On-site; INR 600,000 - 900,000; Full time

Benefits offered by this job

Equity potential

Job summary

CashFlo is seeking an Operations Associate – Accounts Payable to join our Vendor Finance team. You will manage vendor onboarding, track transactions, process client data, resolve tickets, and perform platform fee reconciliations in a fast-paced startup.

The ideal candidate is highly analytical, detail-oriented, proficient in Excel (Pivot Tables, VLOOKUP/XLOOKUP) and comfortable with web tools like Retool, HubSpot, Metabase, Postman, and Google Workspace.

Qualifications

• Graduate in any discipline; Commerce, Economics, Business, or related fields preferred.
• Strong proficiency in Microsoft Excel, including Pivot Tables, VLOOKUP/XLOOKUP, filters, and conditional formatting.
• Comfortable with web-based tools such as Retool, HubSpot, Metabase, Postman/API tools, and Google Workspace.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and accuracy.
• Strong organizational and time-management skills.
• Good written and verbal communication skills.
• Self-motivated, proactive, and comfortable in a fast-paced startup environment.

Responsibilities

• Manage vendor onboarding and maintain accurate vendor lifecycle records.
• Track transactions and operational workflows across internal systems.
• Support client data ingestion and ensure data accuracy across platforms.
• Handle internal operational tickets related to vendor requests and process changes.
• Perform platform fee reconciliations and maintain accurate reports.
• Maintain operational trackers and ensure timely updates.
• Identify and resolve data discrepancies in coordination with relevant teams.
• Collaborate with cross-functional teams to support operational and data requirements.
• Contribute to process improvement and operational efficiency initiatives.

Skills

Microsoft Excel

Pivot Tables

VLOOKUP/XLOOKUP

Data analysis

Attention to detail

Time management

Communication skills

Education

Graduate in any discipline; Commerce, Economics, Business, or related fields preferred

Tools

Retool

HubSpot

Metabase

Postman/API tools

Google Workspace

Job description

Operations Associate – Accounts Payable (AP)

About CashFlo

CashFlo is building India’s first AI-driven Finance & Accounting Company, transforming how businesses pay and get paid.

Every year, over$11 trillion flows between businesses in India. With businesses taking an average of70 days to receive payments, increasing payment cycles create significant working capital challenges for businesses across the country.

CashFlo is solving this problem through technology-driven solutions that streamline financial operations and improve cash flow management. The platform currently processes₹20,000+ Crores in invoices every month, serving over300,000 MSMEs and 1,200+ corporates.

CashFlo is backed byElevation Capital andGeneral Catalyst, and is supported by a leadership team with experience across BCG, ISB, IIMs, and ICAI, along with industry veterans on its advisory board.

About the Role

We are looking for a highly analytical, detail-oriented, and execution-focusedOperations Associate – Accounts Payable (AP) to join our Vendor Finance team.

The role involves managing operational workflows related to vendor onboarding, transaction tracking, client data processing, internal ticket resolution, and platform fee reconciliations.

The ideal candidate should be comfortable working with Excel, data, and web-based tools, and should have strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities

• Manage vendor onboarding and maintain accurate vendor lifecycle records.
• Track transactions and operational workflows across internal systems.
• Support client data ingestion and ensure data accuracy across platforms.
• Handle internal operational tickets related to vendor requests and process changes.
• Perform platform fee reconciliations and maintain accurate reports.
• Maintain operational trackers and ensure timely updates.
• Identify and resolve data discrepancies in coordination with relevant teams.
• Collaborate with cross-functional teams to support operational and data requirements.
• Contribute to process improvement and operational efficiency initiatives.

Qualifications & Skills

• Graduate in any discipline; Commerce, Economics, Business, or related fields preferred.
• Strong proficiency inMicrosoft Excel, including:
  • Pivot Tables
  • VLOOKUP/XLOOKUP
  • Filters
  • Conditional Formatting
• Comfortable working with web-based tools such asRetool, HubSpot, Metabase, Postman/API tools, and Google Workspace.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and accuracy.
• Strong organizational and time-management skills.
• Ability to manage multiple tasks and work effectively under tight deadlines.
• Good written and verbal communication skills.
• Self-motivated, proactive, and comfortable working in a fast-paced startup environment.

What We Look For

• Strong ownership and accountability.
• A structured and process-oriented approach.
• High attention to detail.
• Ability to work with data and identify discrepancies.
• A proactive approach to problem-solving.
• Willingness to learn new tools, systems, and processes.
• Ability to work effectively in a dynamic and fast-paced environment.

Why Join CashFlo?

• Opportunity to work at the intersection ofPayments, Lending, and SaaS.
• Direct exposure to high-impact business operations.
• Collaborative and high-performance work culture.
• Opportunities for professional growth and career advancement.
• Learning and mentorship opportunities.
• Competitive compensation and benefits.
• Potential opportunity to participate in the company's growth through equity.