Finance Executive

Role & responsibilities

About Vymo

Vymo is a leading sales engagement platform trusted by global financial enterprises to drive productivity,

compliance, and performance across field and inside sales teams. At Vymo, we value innovation,

accountability, and excellence. We are looking for a detail-oriented and proactive Finance Executive to

join our dynamic finance team.

Why Global Leaders Choose Vymo

Vymo partners with financial institutions through a comprehensive solution that combines deep

domain expertise with cutting-edge technology. Our platform's human-centric design, coupled

with enterprise-grade scalability and AI-powered intelligence, delivers measurable business

outcomes while ensuring high user adoption and engagement.

Recognition & Trust

• Backed by $45M+ funding from Peak XV partners (formerly Sequoia), Emergence Capital,

and Bertelsmann Investments.

• Trusted by leading global financial institutions including Berkshire Hathaway, AIA, AXA, SBI

Life, HDFC Bank, Aditya Birla Capital, Tata AIA, ABSLI and many more!

• Recognized by Celent in their 2024 Distribution Management Solutions report, with an

Advanced Functionality ranking.

• Featured in Gartner's Market Guide for Sales Engagement Applications and recognized as

a "Strong Performer" in Forrester's Sales Engagement Wave Report.

• Microsoft 'AI for All' award winner for innovation in artificial intelligence

Explore Vymo at https://vymo.com/

Product:

The evolution of Vymo as a product can be broadly divided into three phases

1. Lead and Activity Management: We provided a mobile-first lead and activity management

tool that enabled large enterprises with distributed field sales teams to digitize their sales

processes and get real time visibility into their teams productivity.

2. Sales Engagement Platform: We built capabilities like nudges, goals, playbooks,

performance dashboards etc that enabled large financial institutions to improve their business

outcomes(faster time to convert, higher sales, increased productivity etc).

3. Distribution Management Platform: We are currently in this phase. With a significant

increase in the number of apps an average seller uses to perform their day-to-day business

activities,financial institutions are looking to consolidate their tech stack. In addition, we realize

that we have an opportunity to become an insurance core system by owning the end-to-end

advisor life cycle - recruitment, onboarding, training, selling, engagement and performance

management.

About the Role

As a Finance Executive at Vymo, you will be responsible for managing day-to-day financial operations

including accounting, invoicing, reconciliations, tax compliance, and statutory reporting. This role requires

strong attention to detail, knowledge of accounting principles, and the ability to manage multiple financial

tasks effectively.

Key Responsibilities

• Verify, vouch, and account for day-to-day company expenditures.
• Generate invoices and manage monthly billing processes.
• Check and post journal entries for adjustments and accruals.
• Record and reconcile bank statements on a regular basis.
• Prepare monthly Bank Reconciliation Statements (BRS).
• Reconcile accounts receivables and payables every month.
• Process TDS entries and ensure timely monthly payments.
• File quarterly TDS returns in compliance with regulatory requirements.
• Ensure timely completion of monthly statutory compliances (e.g., GST, PF, ESI).

Preferred candidate profile

Requirements

• Bachelor’s degree in commerce, Accounting, Finance, or a related field.
• 2–4 years of relevant experience in finance and accounting roles.
• Strong knowledge of TDS, GST, and other statutory compliances.
• Proficiency in MS Excel and accounting software (e.g., Tally, Zoho Books, or similar).
• Good understanding of journal entries, invoicing, and reconciliation processes.
• Excellent analytical and organizational skills with strong attention to detail.
• Ability to meet deadlines and work in a fast-paced environment.