Director's Office – Finance & Administration Lead [Apply in 3 Minutes]

Job Title : Director's Office – Finance, Investment & Administration Lead

Location : Mumbai (Head Office) – Charni Road

Employment Type : Full-Time

Reporting To : Director / Managing Director / Senior Management

Email : hr@aaplsolutions.com

About the Company

AAPL Solutions (formerly Archana Ampoules Pvt. Ltd.) was launched in 1983, to serve diversified markets for different and varied products around the world through export and import. AAPL carries out Detailed Engineering, Planning, Scheduling. Procurement. Inspection, Expediting, Supply, Supervision and Commissioning of projects in specialized fields. AAPL is a name to reckon with in the demanding markets of : USA, South America. Caribbean Islands, Africa, Middle East, Far-East Asia

Position Overview

The Finance, Investment & Administration Lead will work directly with the Director / Managing Director to oversee financial operations, investment portfolios, and administrative functions. The role blends executive support, financial management, and portfolio oversight, ensuring seamless coordination between business, finance, and strategic initiatives.

Key Responsibilities

• Executive & Strategic Support
• Act as the right hand to the Director in managing daily business operations and decision-making.
• Coordinate communications, appointments, travel, and business meetings on behalf of the Director.
• Prepare presentations, analytical reports, and summaries for management review.
• Maintain strict confidentiality on all personal and financial information.
• Finance & Accounting
• Supervise day-to-day accounting functions including payments, reconciliations, and MIS reports.
• Track company financial performance, budgets, and cost control measures.
• Oversee vendor accounts, purchase orders, and bank transactions in coordination with the Accounts team.
• Liaise with auditors, consultants, and tax advisors for compliance and statutory filings (GST, TDS, etc.).
• Portfolio & Investment Management
• Maintain updated records of the Director's investment portfolio, including stocks, mutual funds, bonds, real estate, and other assets.
• Coordinate with brokers, financial advisors, and banks for transactions, valuations, and investment performance reports.
• Prepare periodic investment summaries, P&L statements, and portfolio insights for review.
• Support in identifying new investment opportunities, analyzing risk, and ensuring compliance with financial regulations.
• Track dividends, maturities, and fund movements, ensuring timely execution of investment decisions.
• Administration & Operations
• Oversee administrative operations, procurement, vendor management, and office asset control.
• Ensure smooth coordination between HR, Accounts, and Export departments for internal approvals.
• Maintain organized filing systems for company documents, contracts, and licenses.
• Support export documentation and logistics coordination when required.
• Reporting & Analysis
• Prepare consolidated financial and investment reports for the Director's review.
• Conduct periodic reconciliations between business accounts and investment holdings.
• Support strategic financial planning and assist in cash flow management.

Qualifications & Skills

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