Sr Executive/ Asst Manager Finance & Accounts

About the Company

AM-EX Insurance Brokers India Private Limited is a leading corporate insurance brokerage house, with more than 15 years experience, headquartered in Kochi, India.

About The Role

CA Inter qualification (either Group)

Key Responsibilities

• Oversee monthly, quarterly, half-yearly, and annual financial cycles, including timely finalization of financials upon closing of the financial year.
• Ensure accurate books maintenance, including Banks, ledgers, trial balances, TDS and GST input/output reconciliations, fixed asset/investment registers, cost center management, and oversight of book entries.
• Develop and update MIS reports for management decision-making.
• Supervise cash management.
• Coordinate statutory audits, filings, and notices (e.g., TDS, GST, ROC, IT, IRDAI, Bonus Act).
• Maintain and update records for statutory documents, board meetings, AGM, EGM, ROC, and IT filings.
• Update legal and statutory documents as required.
• Maintain confidentiality and ethical standards in handling financial data, with secure backups and access controls.
• Manage invoicing, receivables, and commission statements from insurance companies.
• Process and oversee salaries, reimbursements, vendor payments, EMIs, PF, ESI, payroll, and other offline/online expenses.
• Coordinate asset procurement and payments.
• Maintain books of accounts for Am-Ex Employee Gratuity Trust.
• Track pending tasks, invoice checklists, and compliance issues.
• Co-operate with other departments on all finance-related matters.
• Perform any other finance and accounts-related tasks as assigned by authorities from time to time.

Must-Have Skills & Qualifications

• CA Inter qualification (either Group)
• 2–3 years of relevant experience in Accounts/Finance
• Proficiency in Tally / accounting software
• Strong knowledge of GST, TDS, and statutory compliances
• Proficiency in MS Excel
• Attention to detail and accuracy
• Ability to handle responsibilities independently
• Immediate joiner preferred