Account Executive

About Precize:

Precize is a cutting-edge alternative investment platform that unlocks access to pre-IPO shares and global trade finance opportunities.

We envision a future where investing in private markets is as seamless as trading in public markets—creating an open, borderless environment beyond traditional investing in India.

As a gateway to private equity and private credit opportunities, Precize empowers investors of all levels to discover and invest in high-potential opportunities securely online. We're bringing investors to the front row, offering exclusive access to some of the most lucrative markets.

About the role:

We are seeking a detail-oriented and experienced Finance and Accounts professional to manage financial operations, budgeting, and reporting. The ideal candidate will be responsible for maintaining financial records, lead day-to-day accounting operations, manage compliance, support financial reporting across the company and providing strategic financial insights to management.

Responsibilities:

• Maintain accurate financial records and ensure timely book-keeping.
• Prepare financial statements, balance sheets, profit & loss accounts, and cash flow statements.
• Oversee accounts payable and receivable processes.
• Manage general ledger reconciliations and ensure accuracy in financial reporting.
• Develop and monitor budgets, financial forecasts, and variance analysis.
• Provide insights and recommendations for cost optimization and revenue growth.
• Ensure compliance with financial regulations, tax laws, and accounting standards.
• Overseeing statutory payments to government departments and monthly reconciliations (TDS, GST)
• Leading monthly closing of books and coordinating with various departments for monthly closure
• Liaise with auditors, tax consultants, and regulatory authorities.
• Conduct financial analysis to support business decision-making.
• Prepare monthly, quarterly, and annual financial reports for management review.
• Monitor key financial metrics and suggest process improvements.
• Oversee payroll, reimbursements, and employee benefits in compliance with labour laws.
• Manage banking relationships, fund transfers, and reconciliation of bank statements.

Qualification:

• Bachelor’s/Master’s degree in Finance, Accounting, or a related field.
• 2+ years of experience in finance and accounting roles.
• Strong knowledge of accounting principles, taxation, and financial regulations.
• Proficiency in accounting software

  Tally Prime & ERP 9 (mandatory).

• Excellent analytical, problem-solving, and communication skills.
• Ability to work independently and manage multiple financial functions efficiently.

Location - Mumbai

Company Profile - Buy and Sell Unlisted Shares Online in India | Pre IPO Shares Platform | Precize

LinkedIn - Precize: Overview | LinkedIn