11 Financial Documentation Jobs

Key Responsibilities: Review loan applications and ensure all required documents are collected. Verify customer information like income, identity, and credit score. Coordinate with customers, sales teams, and credit officers to move the loan process forward. Enter and update loan data in the system accurately. Follow up with customers for any missing documents or information. Ensure loan files are complete and compliant with internal policies and regulatory guidelines. Maintain regular communication with all stakeholders until loan approval or disbursement. Provide excellent customer service and resolve basic queries related to the loan process. Required Skills and Experience: 15 years of experience in loan processing, back-office banking, or financial documentation. Basic knowledge of different types of loans (personal, home, auto, etc.). Good understanding of loan documentation and verification process. Strong attention to detail and data entry skills. Good communication and coordination skills. Proficiency in MS Office (Excel, Word) and familiarity with loan management software is a plus. Bachelor's degree in Commerce, Finance, or a related field preferred.

Role Overview: We are seeking a diligent and detail-oriented Junior Accountant based in India to support our USA accounting operations. The ideal candidate will have hands-on experience in accounting software (QuickBooks or similar) and a solid understanding of ecommerce transactions. This role includes maintaining records, processing vendor payments, and supporting financial documentation across entities and platforms. Key Responsibilities: Record and reconcile Amazon, Shopify, and other ecommerce platform transactions in accounting software (QuickBooks, Xero, etc.). Assist in the preparation of settlement reports, fees reconciliation, and chargebacks from Amazon and other channels. Post journal entries, invoice receipts, and adjustments accurately. Manage and organize accounting documentation such as invoices, receipts, and purchase orders. Process vendor payments, track due dates, and ensure timely settlements. Assist in monthly reconciliations of bank accounts, ecommerce settlements, and vendor ledgers. Coordinate with internal teams for approvals, clarifications, and payment processing. Support senior accountants in reporting, compliance documentation, and audits. Maintain up-to-date records of intercompany charges and transactions. Required Skills and Qualifications: B.Com, M.Com, or equivalent degree in Accounting or Finance. 13 years of hands-on experience in accounting. Experience working with Amazon/ecommerce accounting is mandatory. Proficient in QuickBooks, Xero, Zoho Books, or equivalent accounting software. Working knowledge of ecommerce settlement reports, fees, and returns processing. Familiarity with multi-currency accounting and international payment workflows. Proficient in Excel or Google Sheets. Strong attention to detail and organizational skills. Good written and verbal communication skills. Preferred Qualifications: Experience working with US-based companies. Understanding of basic US sales tax and invoice compliance Work Hours: India time zone with partial overlap with US teams as required.

Candidates from Uttar Pradesh and Delhi NCR who are open to relocation are welcome to apply. We are seeking a detail-oriented and proactive Accountancy and Coordination Executive to manage daily financial documentation and ensure smooth coordination with internal and external stakeholders. The ideal candidate will be responsible for handling invoices, quotations, E-way bills , and document management while liaising with customers for timely payments and dispatches. Key Responsibilities: Prepare quotations, proforma invoices, and tax invoices (including E-invoicing). Generate E-Way Bills for dispatch and transportation. Maintain accurate accounting records and manage documentation filing. Make copies and organize financial paperwork systematically. Coordinate with customers regarding payments, test reports, and sample dispatch. Support internal coordination to ensure timely delivery of reports and products. Key Skills: E-Way Bill generation Tax Invoice/E-invoice handling Quotation preparation Customer coordination Strong organizational and documentation skills

Job Responsibilities: Handle bank-related work efficiently (payments, deposits, reconciliations). Expert-level skills in Google Sheets and MS Excel for data management and reporting. Vendor Management Timely invoicing, payments, follow-ups, and reconciliation. Physical verification of company assets and stationery inventory. Perform vouching and verification of petty cash expenses. Regular updating and verification of company records on shared spreadsheets. Collaborate with the internal team for accurate and timely accounting entries. Required Skills & Qualifications: Minimum 2+ years of hands-on experience in an accounting role. Proficiency in G-Sheets, MS Excel, and basic accounting software. Strong attention to detail and a proactive attitude. Education: CA Inter, B.Com, M.Com. Good organizational and communication skills.

What Youll Do As an Analyst, you'll work closely with our Capital Consultants and play a critical role in powering end-to-end deal execution. Your day-to-day will revolve around building lender-ready profiles, supporting financial analyses, managing key workflows, and keeping our capital engine running smoothly. Key Responsibilities: Compile and validate financial documents and client data. Assist in preparation of deal one-pagers and engagement letters. Maintain clean and updated records in HubSpot. Track deal progress across Spark, Swift, and Scale stages. Support invoicing, collections, and operational tasks with the Ops team. Monitor portfolio performance and generate early warning signals. Liaise with lenders to schedule meetings and manage feedback. Conduct market research and competitor analysis to sharpen deal insights. What Were Looking For 12 years of experience in financial services, fintech, VC, lending, or consulting. Graduate in Finance, Business, Economics, or a related field. Strong analytical, Excel, and research skills. Proactive team player whos eager to learn and execute. Clear communicator with a bias for action and ownership. Familiarity with CRM tools (like HubSpot) is a plus.

Job Title: Financial Technical Assistant Chairperson Location: Jindal Mansion Job Type: Full-time Department: Corporate Experience: 10 Years Qualification: Post Graduate with a strong understanding of finance and a passion for the Development Sector Job Description: We are looking for a Financial Technical Assistant to support our Promoter in managing financial data and documentation. The ideal candidate should have a strong finance or accounting background, excellent communication skills, and the ability to manage multiple responsibilities effectively. Key Responsibilities: Prepare and format financial reports, presentations, and relevant documents. Ensure data accuracy and integrity in financial documentation. Document minutes of meetings and track deliverables under the guidance of the CEO/COO. Key Skills Required: Strong understanding of budgeting, expenditure statements, and financial reports . Proficiency in Microsoft Excel, PowerPoint, and other financial tools . Excellent verbal and written communication skills. Ability to handle confidential information with discretion. Strong organizational and time management skills. Ability to work independently and as part of a team . Detail-oriented with a proactive approach . How to Apply: Interested candidates can share their resumes at V_tejas.pradhan@jsw.in .

Skills and Requirements : Excellent command of spoken and written English as well as local language . A positive approach and the ability to work in a team . Well versed with MS Office ( mainly Excel ) . Job Description : Responsible for assisting students in shaping their careers overseas . Assisting them in making important decisions about their career path and university . Be available for students daily to address their concerns , and follow up with universities and internal teams to ensure their application process runs smoothly . Play a proactive role in compiling a list of all documents required for application submission . To advise students on the university application procedures , visa application process , help students in applying for various scholarships and accommodation . Maintaining good relationships and Coordinating with Branches Associates for pending documents and payments . Maintaining accurate ledger and computer records of students counseled and applications sent to the specific country . Filling the online paper applications and submitting the application to overseas universities . Assist clients with SOP analysis and enchancements , LOR assistance , resume editing and financial documentation support . Active participation and contribution during education fairs , university visits and in house seminars organised by the company .

Job Purpose and Position Overview : The Account Coordinator serves as the primary support role in the service delivery process, ensuring smooth communication and coordination between internal departments and clients. This role focuses on handling client queries, managing day-to-day tasks, and providing assistance to the Account Manager and Senior Manager. Specific Job Duties / Responsibilities: Communicating with internal departments to ensure client needs are clearly understood and addressed. Assisting in building strong client relationships to help maintain existing business. Collaborating with internal teams to fulfill customer requests. Addressing and resolving client complaints in a timely manner. Supporting the collection and analysis of client data. Assisting in the preparation of accounts receivable reports and financial documentation. Ensuring activities align with departmental protocols and regulations. Collects and compiles accurate statistical reports Works closely with CSM, RCM and PET department Audits current procedures to monitor and improve efficiency of billing and collections operations Ensures that the activities of the billing operations are conducted in a manner that is consistent with overall department protocol, and are following Federal, State, and payer regulations, guidelines, and requirements Participates in the development and implementation of good productivity practices Keep up to date with general carrier rule changes and distribute the information

Job Description: Finance & Banking Executive Experience: 5-7 Years Job Responsibilities: Financial Documentation & Banking: Manage financial documentation for imports and exports. Ensure accurate recording and tracking of import-export payments and applicable duties. Handle daily banking operations, including payment processing, receipts, reconciliations, and foreign remittances. Manage all bank communications related to financial queries and clarifications. Monitor cash flow positions, assess fund availability, and manage working capital requirements. Audit & Reporting: Prepare and analyse financial reports monthly, quarterly, and annually. Provide comprehensive support during internal and statutory audits by supplying necessary data and documentation. Budgeting & Forecasting: Assist in budget preparation, forecasting, and variance analysis. Required Skills: Strong proficiency in Excel and familiarity with accounting software, including Odoo. Attention to detail, analytical thinking, and problem-solving capabilities. Effective communication skills to interact with internal teams, auditors, and regulatory bodies. Proven ability to manage multiple tasks simultaneously and meet stringent deadlines. Qualifications: Bachelors degree in accounting, Finance, or a related field. Location: Andheri East Employment Type: Full-time, Permanent - Work from Office

Senior Accountant Location: Bangalore Salary: 35,000 - 45,000 per month Education: MBA (Finance) Experience: 5+ years Job Summary: We are seeking an experienced Senior Accountant to manage and oversee the daily accounting operations. The ideal candidate should have strong expertise in Tally software , direct & indirect taxation , and financial documentation . The role requires excellent communication skills, team management abilities, and a keen eye for financial accuracy and compliance. Key Responsibilities: Maintain and manage financial records using Tally software . Handle accounts payable & receivable , bank reconciliation , and ledger maintenance . Ensure compliance with direct and indirect tax regulations (GST, TDS, Income Tax, etc.) . Prepare and analyze financial statements, reports, and budgeting forecasts . Oversee the month-end and year-end closing processes . Coordinate with auditors for statutory and internal audits . Manage payroll, taxation, and other statutory compliances. Lead and mentor a small team of junior accountants. Assist in financial planning, cost control, and decision-making processes. Required Skills & Qualifications: MBA in Finance or equivalent qualification. 5+ years of experience in accounting and finance. Proficiency in Tally software and MS Excel. Strong understanding of direct & indirect taxes (GST, TDS, etc.) . Good analytical skills with attention to detail. Ability to manage a team and coordinate with multiple stakeholders. Excellent communication and problem-solving skills . If you are a detail-oriented professional with strong financial expertise and leadership skills, apply now!

Maintain accounts, tax compliance, and financial documentation for government projects.