Account Associate

About Precize

Precize is a cutting-edge alternative investment platform that unlocks access to pre-IPO shares and global trade finance opportunities.

We envision a future where investing in private markets is as seamless as trading in public markets—creating an open, borderless environment beyond traditional investing in India.

As a gateway to private equity and private credit opportunities, Precize empowers investors of all levels to discover and invest in high-potential opportunities securely online.

About the Role

We are looking for a motivated and detail-oriented

Finance & Accounts

to support our financial operations and assist the team with day-to-day accounting tasks. This role is ideal for someone who has a strong academic foundation in finance or accounting and is eager to gain hands-on experience in a fast-growing investment platform.

You will work closely with the finance team to maintain records, support bookkeeping, ensure compliance, and assist in preparing financial reports.

Responsibilities

Assist in maintaining accurate financial records and daily bookkeeping.

Support preparation of basic financial statements such as balance sheets and P&L.

Help manage accounts payable and receivable processes.

Assist with general ledger postings and reconciliations.

Support budgeting, forecasting, and variance analysis activities.

Assist in preparing monthly and quarterly financial reports.

Ensure compliance with tax regulations (TDS, GST) under guidance.

Support statutory payments, documentation, and reconciliation.

Coordinate with internal teams during monthly closing of books.

Assist during audits and liaise with auditors when required.

Help monitor financial metrics and participate in process improvement initiatives.

Support payroll processing, reimbursements, and basic employee benefit tracking.

Assist with bank reconciliation and documentation for fund transfers.

Qualifications

Bachelor’s or Master’s degree in Finance, Accounting, Commerce, or a related field.

Strong understanding of basic accounting principles.

Familiarity with

Tally Prime / Tally ERP 9

(preferred but not mandatory; must be willing to learn).

Proficient in MS Excel; strong numerical and analytical skills.

Good communication, organisation, and problem-solving abilities.

Eagerness to learn and ability to work in a fast-paced environment

Location - Mumbai

Company Profile - Buy and Sell Unlisted Shares Online in India | Pre IPO Shares Platform | Precize

LinkedIn - Precize : Overview | LinkedIn