Account Executive

Purpose of Role/Job Summary:

This role is responsible for overseeing and managing the complete financial portfolio of company directors, encompassing both personal and business accounts.

Main Duties and Responsibilities:

• Expense Management:-

• Manage and process all director-related expenses in accordance with company policies; prepare reports for reimbursement and internal records.
• Ensures accurate financial book keeping, timely reporting, expense tracking, and regulatory compliance.
• Maintain accurate and up-to-date financial records for each directors personal and business accounts.
• Arrange air travel for directors by coordinating directly with airline providers.
• Oversee the accounting and financial records for individual entities, partnership firms, and LLP companies

• Compliance Management:-

• Reconcile bank statements, credit card accounts, and other financial documentation.
• Ensure all financial transactions are properly recorded and classified in line with standard accounting principles.
• Prepare tax returns and other statutory financial filings for directors, ensuring compliance with applicable regulations.

• Communication :-

• Coordination with internal Accounts & finance team to ensure compliance with applicable laws and company policies.
• Provide timely responses and support to directors regarding their financial inquiries or account status
• Maintain strict confidentiality and professional discretion in handling all financial data.
• Act as a point of contact for financial queries from directors, delivering clear and prompt responses

• Family Office Management:-

• Manage all end-to-end functions of the family office.
• Coordinate and follow up with bankers and internal departments as needed to support the directors’ personal financial affairs.

Work Experience and Skills:

• 3+ years of professional experience as an Account Management especially to handle director's personal and business accounts in Manufacturing sector with exposure to Engineering industry
• knowledge about Accounts receivable / Accounts Payable (ARAP)
• Should well-versed in regulations, and compliance, Tally ERP and SAP
• Experience in Advanced MS Excel skills including VLOOKUP’s and pivot tables is a must.
• Excellent stakeholder management and Strong communication and people skills

Educational Qualification:

• Bachelor’s degree

  Role & responsibilities

Preferred candidate profile