Account Executive - Mumbai, India - S&D Wealth Advisor

    S&D Wealth Advisor
    S&D Wealth Advisor Mumbai, India

    1 week ago

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    Description

    Responsibilities:Ensureaccurate recording and maintenance of financial records includingaccounts payable accounts receivable and general ledgerentries.
    Prepare and analyze financialstatements reports and budgets for managementreview.
    Process payments invoices and expensereimbursements in a timely manner.
    Reconcilebank statements and financialdiscrepancies.
    Assist in the preparation oftax filings and compliance with regulatoryrequirements.
    Coordinate with internaldepartments and external auditors for financialaudits.
    Monitor cash flow and budgetarycompliance.
    Implement and maintain internalcontrols to safeguard company assets and preventfraud.
    Coordinate with internaldepartments and external auditors for insurancespecific financialaudits.
    Monitor cashflow related to premiums claims and reserves ensuring compliancewith industry regulations and companypolicies.
    Implementand maintain internal controls to safeguard insurance assets andprevent fraudulentactivities.


    Requirements:

    Bachelorsdegree in Accounting Finance or relatedfield.
    Proficiency in accounting software(Tally Prime and Oracle) and MS Officeapplications.

    accounting,insuranceadjusting,finance,insurance management