Finance Associate

Dezerv; Bengaluru; On-site; INR 600,000 - 800,000; Full time

Job summary

A financial investment firm in Bengaluru is seeking a Finance Associate to manage financial operations and reporting. The ideal candidate is a qualified Chartered Accountant with 2-3 years of experience and strong knowledge of Indian accounting standards. Responsibilities include managing day-to-day accounting, preparing financial statements, ensuring compliance with regulations, and offering insights for financial efficiency. This full-time role requires advanced skills in Microsoft Excel and an ability to thrive in a fast-paced startup environment.

Qualifications

• 2-3 years of post-qualification experience in finance, accounting, or audit.
• Ability to work effectively in a fast-paced startup environment.
• Familiarity with investment products and financial markets.

Responsibilities

• Manage day-to-day accounting and financial operations.
• Prepare and maintain accurate financial statements and reports.
• Prepare and file GST, TDS, and other statutory returns.
• Assist in preparing budgets, forecasts, and financial models.
• Identify and implement process improvements to enhance efficiency.

Skills

Knowledge of Indian accounting standards

Proficiency in financial tools and software

Advanced skills in Microsoft Excel

Analytical skills

Problem-solving skills

Education

Chartered Accountant (CA)

Job description

Dezerv is a house of investing solutions for high-net-worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas, etc. Our team of experts monitors the performance of portfolios and rebalance them if required to ensure long-term success. We are backed by marquee firms like Premji Invest, Accel, Elevation, Matrix, etc. Since inception, our clients have trusted us with over 14000+ Crs of their assets.

Why are we building Dezerv?

Investing is stressful and emotional. Building & growing wealth is difficult and time-consuming. Most individuals struggle with managing their investments and money. Our goal is to help individuals grow their wealth without the stress, time, and costs involved in a traditional investment. At Dezerv, we are building a platform that leverages our decades of investment expertise to help individuals invest better for their future.

What are we trying to solve/mission?

We are passionate about helping Indians invest better. We manage investments with active oversight to help both sophisticated and new investors build long-term wealth across various market conditions.

What are you expected to do?

Financial Operations & Reporting

• Manage day-to-day accounting and financial operations
• Prepare and maintain accurate financial statements and reports
• Reconcile bank accounts, vendor payments, and other financial records
• Prepare Ind AS compliant standalone and consolidated financial statements

Taxation & Compliance

Prepare and file GST, TDS, and other statutory returns

• Ensure adherence to financial regulations and internal policies
• Assist in audits and liaise with external auditors and regulatory bodies

Budgeting & Analysis

• Assist in preparing budgets, forecasts, and financial models
• Monitor actual performance against budgets and provide variance analysis
• Provide insights to improve financial efficiency and decision-making

Process Optimization

• Identify and implement process improvements to enhance efficiency
• Support automation initiatives and system upgrades

Stakeholder Collaboration

• Work closely with internal teams to manage financial aspects of projects
• Provide timely financial insights to support business decisions

What are we looking for?

• Qualified Chartered Accountant (CA)
• 2- 3 years of post-qualification experience in finance, accounting, or audit
• Strong knowledge of Indian accounting standards, taxation, and compliance
• Proficiency in financial tools and software
• Advanced skills in Microsoft Excel and working knowledge of financial modeling
• Excellent analytical, organizational, and problem-solving skills
• Ability to work effectively in a fast-paced startup environment
• Familiarity with investment products and financial markets

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance

Industries

• Investment Management