Documentation and Accounts Executive

Triton Process Automation; New Delhi; On-site; INR 350,000 - 520,000; Full time

Job summary

Triton Process Automation is seeking a Documentation and Accounts Executive to support the Managing Director with meticulous documentation, financial records, MIS, and day-to-day accounting activities. The role requires coordinating with internal departments and maintaining accuracy across all filings.

You will handle documentation, vouchers, approvals, and reports while ensuring confidentiality and timely submission of financial information. Strong Excel and Tally skills are essential.

Qualifications

• B.Com / M.Com / CA Inter / equivalent qualification.
• 24 years of relevant experience in Accounts, Finance, MIS, or MD office coordination.

Responsibilities

• MD Documentation & Coordination: Maintain and organize documents, reports, and trackers for the MD; prepare summaries, statements, and management documents; ensure confidentiality.
• Accounts & Finance: Handle day-to-day accounting; post entries; verify invoices; prepare bank reconciliations; assist in MIS and financial statements; coordinate pending bills and expenses.

Skills

Tally/ERP

MS Excel

GST & TDS documentation

Record management

Attention to detail

Communication skills

Confidentiality

Coordination & follow-up

Independent work

Advanced Excel (VLOOKUP/XLOOKUP, Pivot

Education

B.Com / M.Com / CA Inter

Job description

We are looking for an organized and detail-oriented Documentation and Accounts Executive to support the Managing Director with documentation, financial records, MIS, and day-to-day accounting activities. The candidate will be responsible for maintaining accurate documentation, coordinating with internal departments, and ensuring timely preparation and submission of financial information.

Key Responsibilities

1. MD Documentation & Coordination

• Maintain and organize important documents, records, agreements, letters, and reports for the Managing Director.
• Prepare and maintain files, trackers, MIS reports, and management documents as required.
• Coordinate with various departments for information/documents required by the MD.
• Prepare summaries, statements, presentations, and reports for management review.
• Maintain confidentiality of sensitive financial and business information.
• Track pending documents, approvals, payments, and other management-level requirements.
• Coordinate follow-ups with internal teams, vendors, customers, consultants, and other stakeholders as required.

2. Accounts & Finance

• Handle day-to-day accounting and bookkeeping activities.
• Pass accounting entries for sales, purchases, receipts, payments, expenses, and journal transactions.
• Maintain and verify invoices, bills, vouchers, and supporting documents.
• Prepare bank reconciliation statements and assist in reconciliation of customer/vendor accounts.
• Monitor outstanding receivables and payables and maintain appropriate trackers.
• Assist in preparation of monthly MIS and financial statements.
• Verify expense claims and supporting documents before processing.
• Coordinate with internal teams regarding pending bills, advances, expenses, and supporting documents.
• Maintain proper filing and documentation of accounting records.

Required Skills

• Good knowledge of Tally/ERP and MS Excel.
• Strong knowledge of basic accounting principles.
• Good understanding of GST and TDS documentation.
• Good documentation and record‑management skills.
• Strong attention to detail and accuracy.
• Good written and verbal communication skills.
• Ability to maintain confidentiality.
• Good coordination and follow‑up skills.
• Ability to work independently and manage multiple priorities.
• Strong Excel skills, including VLOOKUP/XLOOKUP, Pivot Tables, SUMIFS and basic MIS preparation, will be preferred.

Qualification

• B.Com / M.Com / CA Inter / equivalent qualification.
• 24 years of relevant experience in Accounts, Finance, MIS, or Management/MD office coordination.

Preferred Candidate Profile

• Experience in handling accounts along with management/MD documentation.
• Should be systematic and responsible and highly organized.
• Should have good follow-up and coordination abilities.
• Should be comfortable handling confidential financial and business information.