Covering insights of large firm mapping, prospect building and lead generation Working closely with the AVP’s and Managing Partner on various clients and helping them maintain the relationship by making utilization presentations, SOPs and consulting them with different approach on various projects. Collating market information data of clients using various databases and other public web information. Preparing weekly reports to analyze client movements, prospects, and conversion Generating lead and sourcing prospects for various sector niches and geographies Preparing business expansion and client educational decks Assisting Manager in client relationship management, marketing, and strategizing prospect outreach methods to improve response rate Performing research for client acquisition and building customized trackers to monitor progress Identifying cross selling opportunities and preparing draft proposals and RFP/RFQ replies Complying with IT policies and procedures Maintaining security of information at all times.
Role - • Preparing management reports on payroll costs, overtime, and other key metrics. • Handling GST calculations, filing, and compliance, ensuring accurate and timely submission of returns. • Reviewing, verifying, and tallying all bills and invoices, ensuring accurate recording and timely payment processing. • Coordinating payment processing from clients, ensuring timely recording and reconciliation of payments. • Updating invoice summaries, receivables, and detailed invoice lists; preparing and sending invoices to clients; and performing Tally bookkeeping with integrated e-invoicing. • Managing accounts receivable, including tracking outstanding invoices, following up with clients on overdue payments, and ensuring timely collection of dues. • Preparing financial summaries related to petty cash and client payments for management review. • Updating and maintaining the organizational financial model and MIS reports for senior management, enabling the generation of key financial insights to support strategic decision making. • Complying with IT policies and procedures. • Maintaining security of information at all times. Requirements- • Proven experience in payroll management, financial reporting, GST, TDS and tally. • Experience in managing accounts receivables and collections. • Professional accounting certification (CPA, CMA, or equivalent) preferred. • Strong analytical and problem-solving skills. • Good communication and interpersonal skills. • Proficient in using Payroll, Tally software and other relevant tools. Qualification- MCom Experience- 5-6 years of experience
Roles And Responsibilities Supervising and reviewing the work of team members to ensure accuracy and compliance. Managing staffing and delegation, ensuring optimal workload distribution and team efficiency Acting as the primary point of contact for international clients, ensuring seamless communication and service delivery. Overseeing AP, AR, reconciliations, fixed assets, intercompany journal entries, and month end closing activities. Improving operational efficiency by implementing best practices in accounting and financial reporting. Complying with IT policies and procedures. Maintaining security of information at all times. Requirements Strong communication skills. High attention to detail and accuracy in work. Must have experience interacting with the international clients. Minimum of 1-2 years of experience in team management. Educational Qualification Preferably a Chartered Accountant (CA) or M. Com / Inter CA (both groups passed). Experience Over 10 years of experience in AP, AR, Accounting, Bank & Cash Reconciliations, GL Reconciliations, and Fixed Assets, including 5+ years in an outsourcing company. (ref:iimjobs.com)
Roles and responsibilities- Supervising and reviewing the work of team members to ensure accuracy and compliance. Managing staffing and delegation, ensuring optimal workload distribution and team efficiency Acting as the primary point of contact for international clients, ensuring seamless communication and service delivery. Overseeing AP, AR, reconciliations, fixed assets, inter company journal entries, and month end closing activities. Improving operational efficiency by implementing best practices in accounting and financial reporting. Complying with IT policies and procedures. Maintaining security of information at all times.
Roles and responsibilities:- Role In this role, you will work within our team and will be working with a US based client. The deliverables would include: Processing AP invoices in Bill.com for the parent company and its subsidiaries on a daily basis. Creating fixed assets in the ERP Accounting Software. Preparing monthly cash reconciliations as part of month-end closing activities. Booking monthly lease rentals, loan payables, and related journal entries in the ERP system. Posting amortization entries accurately into the ERP software. Importing CSV-based inter-company journal entries into the ERP software on a weekly basis. Creating new vendor records in the accounting software, as required. Complying with IT policies and procedures. Maintaining security of information at all times.
Roles and responsibilities- Supervising and reviewing the work of team members to ensure accuracy and compliance. Managing staffing and delegation, ensuring optimal workload distribution and team efficiency Acting as the primary point of contact for international clients, ensuring seamless communication and service delivery. Overseeing AP, AR, reconciliations, fixed assets, inter company journal entries, and month end closing activities. Improving operational efficiency by implementing best practices in accounting and financial reporting. Complying with IT policies and procedures. Maintaining security of information at all times.
About Tristone Strategic Partners LLP- Tristone Strategic Partners is a financial services firm based in Mumbai that provides investments and accounting-related support services and advisory services to international clients such as various investment funds, hedge funds, wealth management firms, start-ups & corporates located across different geographies. (More details @ www.tristone partners.com) Roles and responsibilities- Supervising and reviewing the work of team members to ensure accuracy and compliance. Managing staffing and delegation, ensuring optimal workload distribution and team efficiency. Acting as the primary point of contact for international clients, ensuring seamless communication and service delivery Overseeing AP, AR, reconciliations, fixed assets, intercompany journal entries, and month end closing activities. Improving operational efficiency by implementing best practices in accounting and financial reporting. Complying with IT policies and procedures. Maintaining security of information at all times. Requirements- Strong communication skills. High attention to detail and accuracy in work. Must have experience interacting with the international clients. Minimum of 1-2 years of experience in team management. Educational Qualification- Preferably a Chartered Accountant (CA) or M. Com / Inter CA (both groups passed). Experience- Over 10 years of experience in AP, AR, Accounting, Bank & Cash Reconciliations, GL Reconciliations, and Fixed Assets, including 5+ years in an outsourcing company.
Roles And Responsibilities- Conducting financial analysis and preparing detailed financial models Preparing equity trading and precedent transaction comparable analysis and other analytics for supporting valuation of a company Conducting credit and cash flow analysis of company Conducting company, industry and market research for various purposes such as competitor bench-marking, etc. Assisting in preparing management or investment presentations, information memorandums and business plans Complying with IT policies and procedures Maintaining security of information at all times
Roles And Responsibilities- Conducting financial analysis and preparing detailed financial models Preparing equity trading and precedent transaction comparable analysis and other analytics for supporting valuation of a company Conducting credit and cash flow analysis of company Conducting company, industry and market research for various purposes such as competitor bench marking, etc. Assisting in preparing management or investment presentations, information memorandums and business plans Complying with IT policies and procedures Maintaining security of information at all times
Company Description Tristone is a premier provider of AI-enabled investment research, analytics, and transaction support services for investment funds, advisors, corporates, and banks across the globe. With a team of over 120 professionals, Tristone has served more than 125 clients managing over $100B in AUM. Through dedicated teams, Tristone ensures precise and reliable support in financial modeling, due diligence, valuation, and marketing collateral. The company emphasizes hiring and training top talent, creating a supportive culture where employees can achieve professional growth. Tristone’s approach combines expertise with a globally scalable delivery model to help clients maximize their impact and efficiency. Role Description This is a full-time, on-site role for an Accounting Professional based in Mumbai. The role involves managing financial reports, preparing budgets, and conducting detailed financial analysis. Responsibilities include overseeing accounting policies, ensuring compliance with regulatory requirements, and providing operational support for audits, reconciliations, and forecasting. The Accounting Professional will contribute to the preparation of financial models and provide actionable insights to support investment decisions, working closely with internal teams and leadership. Qualifications Proficiency in Accounting Principles, Financial Reporting, and Budget Management Expertise in Financial Analysis, Forecasting, and Financial Modeling Experience in Regulatory Compliance, Taxation, and Audit Processes Strong skills in Data Analysis, Spreadsheet Software, and Accounting Software Detail-oriented with effective problem-solving and time-management skills Excellent communication and collaboration abilities Bachelor's or Master's degree in Accounting, Finance, or related field Professional certification such as CPA, CA, or CFA is a plus Experience in investment, financial, or corporate accounting is an advantage
Roles and responsibilities- Perform bank reconciliations and general ledger reconciliations to ensure accuracy and completeness of financial records. Manage vendor invoices, track payments, and resolve discrepancies in coordination with the Accounts Payable team. Handle Accounts Receivable activities including customer billing, collections tracking, and reconciliation of receipts. Reconcile daily cash register / POS transactions with bank statements to ensure all receipts are accounted for. Prepare and post journal entries (JEs) such as accruals, prepaid, and expense adjustments. Support the monthly close process by ensuring all reconciliations and journal entries are completed timely and accurately. Collaborate with cross-functional teams to ensure proper accounting treatment and process efficiency. Complying with IT policies and procedures. Maintaining security of information at all times.
Roles And Responsibilities- Conducting financial analysis and preparing detailed financial models Preparing equity trading and precedent transaction comparable analysis and other analytics for supporting valuation of a company Conducting credit and cashflow analysis of company Conducting company, industry and market research for various purposes such as competitor benchmarking, etc. Assisting in preparing management or investment presentations, information memorandums and business plans Complying with IT policies and procedures Maintaining security of information at all times
About Tristone Strategic Partners LLP- Tristone Strategic Partners is a financial services firm based in Mumbai that provides investments and accounting-related support services and advisory services to international clients such as various investment funds, hedge funds, wealth management firms, start-ups & corporates located across different geographies. (More details @ www.tristone partners.com) Roles And Responsibilities- Covering insights of large firm mapping, prospect building and lead generation Collating market information data of clients using various databases and other public web information Preparing weekly reports to analyze client movements, prospects, and conversion Generating lead and sourcing prospects for various sector niches and geographies Preparing business expansion and client educational decks Assisting Manager in client relationship management, marketing, and strategizing prospect outreach methods to improve response rate Performing research for client acquisition and building customized trackers to monitor progress Identifying cross selling opportunities and preparing draft proposals and RFP/RFQ replies Complying with IT policies and procedures Maintaining security of information at all times