Account Executive

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. We're bringing investors to the front row, offering exclusive access to some of the most lucrative markets.

About the role :

We are seeking a detail-oriented and experienced Finance and Accounts professional to manage financial operations, budgeting, and reporting. The ideal candidate will be responsible for maintaining financial records, lead day-to-day accounting operations, manage compliance, support financial reporting across the company and providing strategic financial insights to management.

Responsibilities :

Maintain accurate financial records and ensure timely book-keeping.

Prepare financial statements, balance sheets, profit & loss accounts, and cash flow statements.

Oversee accounts payable and receivable processes.

Manage general ledger reconciliations and ensure accuracy in financial reporting.

Develop and monitor budgets, financial forecasts, and variance analysis.

Provide insights and recommendations for cost optimization and revenue growth.

Ensure compliance with financial regulations, tax laws, and accounting standards.

Overseeing statutory payments to government departments and monthly reconciliations (TDS, GST)

Leading monthly closing of books and coordinating with various departments for monthly closure

Liaise with auditors, tax consultants, and regulatory authorities.

Conduct financial analysis to support business decision-making.

Prepare monthly, quarterly, and annual financial reports for management review.

Monitor key financial metrics and suggest process improvements.

Oversee payroll, reimbursements, and employee benefits in compliance with labour laws.

Manage banking relationships, fund transfers, and reconciliation of bank statements.

Qualification :

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

2+ years of experience in finance and accounting roles.

Strong knowledge of accounting principles, taxation, and financial regulations.

Proficiency in accounting software Tally Prime & ERP 9 (mandatory).

Excellent analytical, problem-solving, and communication skills.

Ability to work independently and manage multiple financial functions efficiently.

Location - Mumbai

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

LinkedIn - Precize : Overview | LinkedIn