Financial Services Outsourcing – Financial Outsourcing Trainee (Corporate Assistant I)

Role: Financial Services Outsourcing – Financial Outsourcing Trainee (Corporate Assistant I)

Location: Pune

About the role

The role of a Junior is to assist with accurate and timely preparation of financial records, management accounts, VAT returns and other financial information for a range of clients, reporting into Senior Accountants.

During your first two years you will:

• Learn how to use accounting software and systems in order to complete financial records and prepare management information for clients’ year end requirements;
• Develop an understanding of management information as they relate to sectors in which your clients operate;
• Gain an understanding of preparation and completion of VAT returns.

During your third year you will:

• Take greater responsibility for the production of client deliverables, such as management accounts, VAT returns and year end files;
• Self-review your own-work, ensuring minimal review points are raised by managers; and
• Gain increasing confidence working with accounting standards that are relevant to clients with whom you work.
• Hands‑on experience in managing invoices and the end‑to‑end Accounts Payable process, including invoice postings, vendor communication, and payment processing.
• The ability to reconcile supplier statements, identify discrepancies, and ensure timely resolution.
• Experience assisting with month‑end closing activities, such as accruals, prepayments, and ledger reviews.
• Experience working with Xero and Dext ERP systems, this will be considered a strong added advantage.

About the team

Our Accounting and Outsourcing team works to support our clients to better run their finance functions, understand their financial position and performance, and to ensure they are compliant with changing accounting and tax legislation. With the relentless pace of technology change you will need to be able to advise clients in areas such as process and digitalisation, business performance and financial reporting, while building enduring relationships that positions Forvis Mazars as a trusted adviser. Our successful team of more than 250 professionals is growing across all areas including cloud accounting, payroll, financial reporting and company secretarial.

The Financial Outsourcing team is a national team that works with a range of different types of clients, from fast-growing UK owned businesses, the UK subsidiaries of global groups and financial services institutions.

About you

We are looking for exceptional candidates to join our team who demonstrate the following:

• Interpersonal skills; the ability to build client relationships with a foundation of trust and responsibility.
• Analytical skills; the ability to think critically, research and solve problems.
• Attention to detail and strong time-management skills.
• Commitment to self-development & learning.
• Affinity with our values; in particular, respect for individuals, diversity and integrity.

At Forvis Mazars, we embrace diversity and are committed to fostering an inclusive culture where everyone feels valued, heard, and empowered. We provide equal opportunities for growth and advancement, regardless of background, identity, or experience. Join a global team where your unique perspective helps shape a more equitable and innovative future. If you’re ready to make an impact and elevate your career, we’d love to hear from you.