Senior Executive – Compliance & Accounts

Location:

Working Days:

Working Hours:

Probation Period:

Experience Required:

Company Overview

BimaGuru® is a trusted name in insurance advisory, offering tailored insurance solutions backed by expert guidance. We help clients secure their future with a wide range of reliable insurance products designed to meet diverse needs.

Role Overview:

Key Responsibilities (KRAs & KPIs)

A. Compliance - Regulatory & Statutory Compliance

• IRDAI regulations (Insurance Broking)
• Mutual Funds AMFI / ARN requirements
• SEBI-linked disclosures, where applicable
• Ministry of Corporate Affairs (MCA) and Registrar of Companies (ROC) compliances, including Annual filings and director-related KYC and filings, board resolutions and statutory registers (in coordination with CA/CS/Auditors/Consultants)
• Maintain a compliance calendar for audits, registrations, renewals, licenses & certificates, filings and prepare and submit reports on time.
• Act as single point of contact for statutory auditors, inspections, clarifications and documentation.

B. Accounting - Day-to-Day Accounting

• Maintain books of accounts for BimaGuru & NiveshGuru.
• Ensure accurate recording of revenue & commission income, expenses & reimbursements, vendor payments, employee-related entries.
• Perform monthly ledger scrutiny and reconciliations.
• Prepare monthly MIS, dashboards and summaries for MD & Finance Head. Assist in cash flow tracking, fund flow statements, cost monitoring.
• Support digitalization & automation of finance processes.

C. Taxation- Direct & Indirect Taxes

• Handle GST compliance for monthly/quarterly returns, reconciliation of GST data, vendor GST verification.
• Manage TDS compliance for deduction, deposit and returns, Form 16 / 16A coordination, support income-tax filings (organizational & MD’s professional tax where applicable).
• Liaise with tax consultants and ensure zero penalties, zero notices due to delay or errors, maintain tax working papers & backup documentation.

In addition to above responsibilities, this role must work closely with Operations, HR/Admin and provide finance inputs for management decisions, maintain strict confidentiality of financial and regulatory data and uphold high standards of integrity, discipline and fiduciary responsibility.

Required Qualifications:

• B.Com / M.Com / MBA (Finance).
• Compliance certifications will be added advantage