Account Manager

Job Title: Senior Accounts Manager Location: Mumbai- Vile Parle Experience Required: 5+ years of relevant experience Job Summary We are seeking an experienced and detail-oriented Senior Accounts Manager to oversee and manage the financial operations of our platform. The ideal candidate will have extensive knowledge of financial management, taxation, regulatory compliance, and investment accounting. This role requires strong analytical skills, meticulous attention to detail, and the ability to handle multiple financial functions efficiently. Key Responsibilities: 1. Financial Management & Reporting Manage end-to-end accounting processes, including reconciliations, financial statements, and audit preparation. Prepare monthly, quarterly, and annual financial reports in compliance with applicable accounting standards. Analyse financial performance and provide data-driven insights to management. Monitor cash flows, investments, and fund allocations to ensure accurate financial planning. 2. Compliance & Regulatory Adherence Ensure adherence to RBI, SEBI, and other regulatory guidelines governing alternative investment platforms. Handle statutory audits, tax filings (GST, TDS, etc.), and other compliance requirements. Liaise with auditors, tax consultants, and other regulatory authorities for financial compliance. 3. Fund Management & Investor Reporting Oversee fund disbursements, reconciliations, and payment processing. Maintain accurate investor records and generate periodic investor reports. Collaborate with the operations team to ensure smooth transaction processing and fund settlements. 4. Risk Assessment & Internal Controls Implement and maintain strong internal controls to mitigate financial risks. Identify process gaps and suggest improvements to enhance financial efficiency. Ensure the integrity and security of financial data. 5. Team Leadership & Collaboration Supervise and mentor junior team members in the accounts and finance department. Collaborate with cross-functional teams including Legal, Compliance, and Operations to streamline processes. Key Requirements: Education: CA/CPA/ICWA or equivalent professional qualification. Experience: Minimum 5 years of relevant experience in financial accounting, fund management, and compliance in the financial services or investment sector. Prior experience in managing financial operations in an alternative investment platform, NBFC, fintech, or wealth management firm preferred. Technical Skills: Strong knowledge of accounting standards, financial reporting, and compliance regulations. Proficiency in accounting software such as Tally, Zoho, or similar platforms. Excellent knowledge of MS Excel and other financial modelling tools. Soft Skills: Strong analytical and problem-solving skills. Ability to manage multiple tasks and meet tight deadlines. Excellent communication and leadership abilities. Compensation & Benefits: Salary Range: (depending on experience and skillset) Flexible work culture and collaborative environment. About Company At Amplio, we’re focused on transforming the financial landscape. Through our innovative solutions like Invoice Discounting and Amplio Wealth, we empower investors and founders every day to take control of their financial futures. Driven by integrity and innovation, our team is passionate about redefining the investment sector. Our culture is built on: Customer Centricity: Prioritizing our users' needs and tailoring every interaction to enhance their financial journey. Innovation and Ownership: Continuously evolving our platform to provide cutting-edge investment solutions while empowering our team to innovate. Simplicity : Crafting intuitive and user-friendly products that streamline the investment process. Long-term Vision: Committed to creating lasting value for our users by focusing on sustainable growth and enduring relationships. Transparency: Building trust through open operations and clear communication with our community. Mission: To broaden access to investment opportunities, making them available to a wider audience while simplifying fundraising for founders through our comprehensive engagement platform. Vision: Empowering every individual and business with the knowledge, tools, and confidence to thrive in the investment world, becoming their trusted financial partner. Join us in reshaping finance for all! #AmplifyYourWealth Fill This https://tally.so/r/q40Add Skills:- End-to-End Accounting, Tally / Tally Prime, MS-Excel, Bank reconciliation, GST & TDS, Accounts Payable & Receivable, Financial reporting, Management Information System (MIS), Audit management, Compliance, Taxation, Cash Flow Management, Investment banking, Accounting, Investor Reporting, Financial analysis, Attention to detail, Communication Skills and Coordination