Finance Associate

Position: Associate, Finance
Location: Andheri, Mumbai
Experience: 0-3 years of post-qualification experience
Exposure: Wealth Management
Qualification: Chartered Accountant

Company Profile:

Ionic Wealth is a tech-led wealth platform that helps India's emerging affluent as well as HNIs & UHNIs make informed decisions and invest seamlessly. Based on analytics, data and tech, the platform enhances the productivity of investment specialists to provide client-first solutions and manage their wealth better.

With AngelOne as its strategic investor, Ionic Wealth aims to be at the forefront of the investment ecosystem addressing the needs of a growing HNI client segment and rapid digital adoption.

Led by Srikanth Subramanian, Ionic Wealth has been conceptualized along with Shobhit Mathur and Dharmendra Jain. Its Founding Team comprises domain experts from wealth management as well as from core technology and start-up experience. Currently present in five cities, the 150-member team continues to grow as Ionic Wealth expands its presence in India.

Key Responsibilities:
1. Financial Reporting:
Manage monthly, quarterly, and annual book closures.
Prepare financial statements and management reports.
Conduct variance analysis and ensure compliance with accounting standards.
2. TDS and GST Compliance:
Ensure timely filing of TDS and GST returns.
Maintain documentation for tax compliance and address tax authority queries.
3. Audit Support:
Prepare audit schedules, address auditor queries, and support statutory, tax, and internal audits.
4. Treasury Management:
Monitor cash flow, assist in forecasting, and support short-term investment decisions.
Coordinate with banks for fund management and prepare treasury reports.
5. MIS Reporting:
Assist in the preparation and analysis of MIS reports for management review.
6. Cross-functional Collaboration:
Work with various teams to ensure accurate financial data and support business needs.
If you're a proactive Chartered Accountant with a keen interest in wealth management, we'd love to hear from you!