Jr. Accountant

Job Description

Job Description Job Title: Project Executive – Concurrent Audit Coordination (Excel & Client Communication Specialist) Department: Audit and Certification Location: Worli Axis Head Office - Prabhadevi Reporting To: Team Leader / Project Leader – Manas Singhania Job Summary: We are seeking a highly organized and proactive individual to join our team as a Project Executive for the Concurrent Audit assignment with Axis Bank. This role involves coordinating with multiple audit firms, managing compliance trackers and service-level agreements (SLAs), and ensuring timely and accurate reporting. The ideal candidate will have strong Excel skills and the ability to maintain professional communication with internal teams and client representatives. Key Responsibilities: Audit Firm Coordination: - Reach out to CA firms for profile submissions as per Axis Bank's format. - Evaluate eligibility criteria (ICAI registration, experience, blacklisting status, etc.). - Maintain and update a firm database with all relevant compliance documents. Client Communication: - Serve as the liaison between internal teams and client contacts (Axis Bank). - Draft and send professional emails to concurrent audit teams for report and tracker submissions. - Escalate delays and issues to appropriate internal or client contacts. SLA & Documentation Management: - Collect, verify, and maintain SLA documents with audit firms. - Ensure SLAs are stamped, signed, and approved as per internal process. - Track declarations, NDAs, and other legal documentation. Excel Reporting: - Prepare and maintain a monthly Excel summary of concurrent audit report release dates. - Consolidate compliance trackers from multiple teams. - Assign unique case numbers, lock tracker files for edit protection, and share final versions. Compliance Monitoring: - Ensure compliance with RBI and ICAI guidelines. - Perform double-verification of documents and conduct regular follow-ups. - Monitor and flag non-compliant or overdue submissions. Skills & Qualifications: - Bachelor's degree in Commerce, Accounting, or related field. - Good in Microsoft Excel (filters, conditional formatting, pivot tables, locking/protection, basic formulas). - Strong verbal and written communication skills. - Detail-oriented, with the ability to manage multiple deadlines. - Familiarity with RBI/ICAI guidelines or audit documentation is a plus