Executive - Finance

Vimson Group; South Goa District; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

Vimson Group is seeking an Executive – Finance to support treasury, investments, banking, and regulatory compliance. The role involves day‑to‑day finance operations, accurate processing, timely reconciliations, and coordinating with internal and external stakeholders.

The position emphasizes control, assisting senior finance managers, and adherence to organizational policies and statutory requirements. Prior ERP experience is advantageous.

Qualifications

• Bachelor’s degree in Commerce/ Financial Services or related field; MBA (Finance)/MFS preferred.

Responsibilities

• Assist in executing investments in line with internal policies and delegated authorities.
• Process and maintain documentation for banking and investment transactions including market instruments and foreign exchange.
• Monitor cash flows, maintain bank balances, and track investment maturities for redeployment.
• Support ODI/OPI transactions and manage KYC processes with banks and counterparties.
• Prepare and maintain MIS for corporate entities and share reconciliations with stakeholders.
• Collaborate with investment, accounting, taxation, and audit teams to ensure smooth finance operations.
• Ensure regulatory reporting including RBI/FEMA compliance as applicable.

Skills

Finance operations

Investments

Banking procedures

Regulatory compliance

Organization & coordination

MS Excel

Financial reporting tools

Stakeholder coordination

Education

Bachelor’s degree in Commerce/ Financial Services

MBA (Finance)/MFS

Tools

Oracle NetSuite

SAP

Job description

he Executive – Finance will support treasury, investments, banking, regulatory compliance. The role involves execution of day-to-day finance operations, treasury, and investment operations, as well as assisting in processes pertaining reporting to regulatory authorities. The role requires accurate transaction processing, timely reconciliations, and smooth coordination with internal and external stakeholders.

This position plays a critical role in maintaining operational control, assisting senior finance managers, and ensuring compliance with organizational policies and statutory requirements.

Key Responsibilities

1. Investment & Treasury Operations

• Assist in executing investments in line with approved internal policies and delegated authorities.
• Process and maintain documentation for banking and investment transactions, including market instruments, fund investments, equity trades, and foreign exchange transactions.
• Monitor and manage cash flows, maintain optimum bank balances, and track investment maturities for timely redeployment.
• Support management of ODI/OPI transactions.
• Liaising with internal and external stakeholders.

2. Banking & Facility Management

• Assist in the renewal, assessment, and documentation of funded and non-funded banking limits.
• Monitor banking facilities, collateral and securities provided to banks.
• Ensure compliance with bank covenants and timely submission of required information.
• Assisting in all regulatory reporting's including RBI and other statutory filings as applicable.
• Manage and coordinate KYC processes with banks, financial institutions, brokers, fund houses, and other counterparties.

3. MIS & Reporting

• Prepare and maintain MIS for corporate entities, including investments.
• Ensure timely sharing of reports and reconciliations with stakeholder departments.
• Assist in analysis and presentation of financial and operational data for management review.

4. Cross-Functional Coordination

• Work closely with investment team, accounting, taxation, audit, and other internal teams to ensure smooth finance operations.
• Maintain records and trackers for investments, trades, and operational activities.
• Support process improvements and adherence to internal SOPs.

Requirements

Qualifications & Experience

• Bachelor’s degree in Commerce/ Financial Services, or related field. MBA (Finance)/MFS will be preferred.
• 8-10 years of experience in corporate finance, banking, treasury, investment operations, or accounting.
• Familiarity with banking transactions and mutual fund investments operations is an advantage.
• Exposure to ERP systems (Oracle NetSuite/SAP) will be preferred.

Key Skills & Competencies

• Good understanding of finance operations, investments, and banking procedures
• Strong attention to detail and process orientation
• Ability to manage multiple tasks and meet deadlines
• Regulatory compliance (RBI/FEMA knowledge preferred)
• Strong organizational and coordination skills
• Proficiency in MS Excel and financial reporting tools
• Effective communication and stakeholder coordination