Financial Planning and Analysis

• Manage day-to-day accounting and bookkeeping in Tally
• Ensure all past and present financial data is accurately categorized and maintained
• Handle monthly closings, MIS reporting, and compliance
• Track and execute personal and business payments, ensuring timely payouts
• Manage bank reconciliations and credit card reconciliations
• Categorize all dues such as payouts, interest payments, or card bills in Tally
• Oversee vendor management, including timely payments and documentation
• Maintain detailed records of investments across equity, mutual funds, bonds, startups, loans, etc.
• Prepare regular updates on investment performance and returns
• Maintain and organize all finance-related and legal documentation
• Ensure compliance with statutory and regulatory requirements
• Support tax filings (GST, TDS, ITR) in coordination with CA teams
• Work with internal teams, CA partners, and external consultants to ensure smooth financial operations
• Ensure timely receipt of payments and dues from all sources
• Support ad hoc financial analysis, audits, and process improvements

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