Finance Associate - Due Diligence (CA only)

Treelife; Mumbai; On-site; INR 900,000 - 1,400,000; Full time

Job summary

Treelife in Mumbai is seeking a Chartered Accountant with 2-4 years of experience in core finance, audit and taxation to conduct financial due diligence, prepare schedules, and analyze revenue and expenses. You will frame findings for investors and prepare DD reports, and support in data decks and investor communications.

The role requires strong Excel skills, attention to detail, and ability to work independently in a fast-paced environment, collaborating with the team as needed.

Qualifications

• Qualified CA with 2–4 years of experience in core finance, audit & taxation.
• Strong organizational and time-management skills.
• Ability to work accurately with attention to detail.
• Excellent communication and interpersonal skills.

Responsibilities

• Conduct financial and tax due diligence including bank, GST, TDS, PF, and PT reconciliations.
• Conduct basic ledger scrutiny from books of accounts.
• Prepare/review schedules and analyze basic trends in revenue and expenses.
• Prepare/review the DD report with Company overview and factual inputs.
• Frame findings and notes to investors for the DD report.
• Research on financial metrics like market size and beta.
• Prepare other decks and reports wherever required.

Skills

Financial analysis

Due diligence

Audit

Taxation

Excel proficiency

Communication

Attention to detail

Teamwork

Time management

Education

Chartered Accountant (CA)

Tools

Microsoft Excel

MS Office

Job description

What will be your key responsibilities?

• Conduct Financial and Tax Due diligence including bank, GST, TDS, PF, and PT reconciliations
• Conduct basic ledger scrutiny from books of accounts
• Preparing/reviewing schedules/tables and analyzing basic trends and movements of revenue, expenses, working capital, etc., and identifying any extraordinary movements or changes
• Preparing/reviewing the DD report with Company overview and factual inputs
• Framing of findings, observations, and notes to investors to be incorporated in the DD report based on the above points
• Research on financial metrics like market size, beta, etc
• Prepare other decks and reports wherever required

What are the key requirements for the role?

• Qualified CA with 2-4 years of experience in core finance, audit & taxation
• Strong organizational and time-management skills
• Ability to work accurately with attention to detail
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office, particularly Excel
• Ability to work independently and as part of a team
• Able to adapt and work with fast-paced work culture and to adapt and learn quickly adapt and learn quickly