Finance Executive

Perseus IT Solutions; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

Perseus IT Solutions is seeking a highly driven Finance Executive who is a qualified Chartered Accountant (CA). You will own Billing/Revenue, Accounts Receivable, Accounts Payable, and Financial Reporting, aligning accounts with industry standards while supporting strategy, planning, and risk management.

Responsibilities include end-to-end billing, vendor invoice processing, month-end close, cash flow management, and financial analysis.

Qualifications

• CA mandatory and recognized professional qualification.
• 1+ year in finance/accounting; fintech/banking experience preferred.
• Proficiency in QuickBooks, Zoho Books and MS Excel.

Responsibilities

• Billing and revenue recognition oversight.
• Accounts receivable and accounts payable processing.
• Month-end close tasks and financial reporting.
• Cash flow projections and working capital management.
• Financial analysis and management reporting.
• Lead process improvements and automation initiatives.

Skills

Analytical thinking

Attention to detail

Communication skills

Education

Chartered Accountant (CA)

Tools

QuickBooks

Zoho Books

Excel

Job description

Role Overview

We are seeking a highly driven and detail-oriented Finance Executive, who is also a qualified Chartered Accountant (CA). This role carries operational finance responsibilities. You will be responsible for Billing/Revenue, Accounts Receivable, Accounts Payable, Accounting & Financial Reporting. You would be responsible for aligning accounts with relevant industry reporting frameworks while actively supporting business strategy, financial planning, and risk management.

Roles & Responsibilities:

Billing & Accounts Receivable

• Own the commercial and finance relationship with clients on billing, contract terms and receivables
• Interpret contract terms and confirm revenue is billed accurately and completely against services delivered
• Investigate billing discrepancies and resolve issues professionally
• Track outstanding balances and follow up on receivables
• Maintain accurate client billing records

Accounts Payable

• Review and process vendor invoices
• Match vendor invoices against contracts and services
• Track due dates and ensure timely payment
• Assist with vendor reconciliation and discrepancy resolution

Financial Operations Support

• Maintain organized financial documentation
• Support reconciliation between vendors, PSA systems, and billing records
• Assist with month end close tasks related to billing and AR/AP
• Attend team meetings to stay up to date with Partner issues and communicate with the team.

Financial Reporting & Accounting

• Supervise preparation of financial statements with relevant reporting framework.
• Drive timely monthly, quarterly, and annual closings.
• Ensure accuracy of financials and provide support for internal and external reporting needs.

Cash Flow & Working Capital

• Prepare and monitor cash flow projections.
• Effectively manage working capital and optimize liquidity.

Financial Planning & Analysis

• Conduct financial analysis including budget variance analysis and scenario planning.
• Prepare complex reports and management packs with insights for strategic decision-making.

Process Improvement & Automation

• Lead initiatives to streamline accounting and reporting processes for enhanced efficiency and effectiveness.

Education & Certifications:

• Chartered Accountant (CA) Mandatory

Experience:

• 1+ years in finance/accounting roles, preferably in fintech, banking, or financial services industries.

Technical Skills:

• Proficient in accounting software such as QuickBooks and Zoho books.
• Strong knowledge of Microsoft Office, especially Excel (VLOOKUP, HLOOKUP, Pivot Tables).
• Familiarity with financial modeling and dashboard reporting tools.

Core Competencies:

• Strong analytical and problem-solving skills.
• High attention to detail and ability to manage multiple deadlines.
• Excellent written and verbal communication.
• Self-motivated with a proactive approach to work and team management.