About the Company:

A leading financial services organization based in Mumbai, operating in a fast-paced and regulation-intensive environment.

About the Role:

We are looking for a detail-oriented and analytically strong finance professional to manage tax compliance, financial reporting, and accounting operations within a financial services setup. The ideal candidate combines technical accounting expertise with strong analytical and risk-assessment skills particularly relevant given the regulatory and risk-heavy nature of the financial services sector and can independently manage statutory, tax, and audit requirements while contributing to broader financial strategy.

Key Responsibilities:

Tax & Compliance:

- Manage direct and indirect tax compliance (Income Tax, TDS, GST) including return filing, assessments, and reconciliations

- Handle tax planning, advance tax computation, and liaison with tax authorities/consultants

- Ensure timely and accurate statutory filings and adherence to changing tax regulations (including sector-specific ones such as RBI/SEBI/IRDAI compliance, where applicable)

- Support tax audits, assessments, and litigation matters

Accounting & Financial Reporting:

- Oversee month-end and year-end closing, ensuring accuracy of books of accounts

- Prepare and review financial statements in compliance with Ind AS/IFRS/GAAP as applicable

- Manage general ledger, accounts payable/receivable, and reconciliations

- Coordinate with statutory and internal auditors for audit completion

- Support regulatory reporting requirements specific to financial services entities (NBFC/AMC/broking/insurance, as relevant)

Analysis & Risk Management:

- Conduct financial analysis, variance analysis, and support budgeting/forecasting

- Assess financial, credit, and market risk exposure where relevant (particularly valuable for FRM-qualified candidates)

- Support management with MIS reports and financial insights for decision-making

- Assist in monitoring capital adequacy, liquidity, or other regulatory ratios where applicable

Process & Compliance:

- Ensure internal controls and compliance with company policies and regulatory requirements

- Identify process improvement opportunities in tax and accounting workflows

- Mentor and guide junior team members

Required Skills & Qualifications:

- CA / CFA / FRM qualified

- 2-3 years of relevant experience in taxation, accounting, or financial analysis - experience within financial services (banking, NBFC, asset management, broking, or insurance) preferred

- Strong knowledge of Indian tax laws, GST, TDS, and accounting standards

- Familiarity with financial services regulatory framework (RBI/SEBI/IRDAI) is a plus

- Proficiency in Tally/SAP/Oracle or similar ERP systems, and advanced Excel

- Strong analytical, problem-solving, and communication skills

- Ability to work independently and manage deadlines under pressure

What We Offer:

- Opportunity to work in a dynamic financial services environment

- Exposure across taxation, accounting, and risk/financial analysis

- Growth path toward senior finance leadership roles