Finance Associate

Dezerv is Indias first expert-led investment platform.
Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal and Sahil Contractor who have led and founded successful wealth management businesses and managed over USD 7 billion in assets.
Our team brings together decades of investing expertise from leading global franchise institutions..
Why are we building Dezerv?.
Dezerv is an investment management company that combines the expertise of seasoned investment professionals with advanced technology to provide comprehensive investment management solutions.
Our team of experts monitor the performance of portfolios and rebalance them if required to ensure long-term success..
At Dezerv, we aim to deliver:.
Comprehensive assessment of your investment portfolio from India's leading investment experts.
Diversified portfolios to help you create long-term wealth using scientific allocation strategies.
Day-to-day active management of your portfolio and timely corrective actions as and when needed.
We are a Series B funded startup and have marquee investors like Premji Invest, Accel, Elevation Capital and Matrix Partners India, as our backers along with Whiteboard Capital & Blume Founders Fund, Kunal Shah of CRED, Varun Dua of Acko, Vidit Aatrey of Meesho, Ashish Mohapatra of OfBusiness, Revant Bhate of Mosaic Wellness are also some of our early investors.
Since inception in 2021, our clients have trusted us with over 10000+ crs of their assets..
What are you expected to do?.
Financial Operations & Reporting.
Manage day-to-day accounting and financial operations.
Prepare and maintain accurate financial statements and reports.
Reconcile bank accounts, vendor payments, and other financial records.
Prepare Ind AS compliant standalone and consolidated financial statements.
Taxation & Compliance Prepare and file GST, TDS, and other statutory returns.
Ensure adherence to financial regulations and internal policies.
Assist in audits and liaise with external auditors and regulatory bodies.
Budgeting & Analysis.
Assist in preparing budgets, forecasts, and financial models.
Monitor actual performance against budgets and provide variance analysis.
Provide insights to improve financial efficiency and decision-making.
Process Optimization.
Identify and implement process improvements to enhance efficiency.
Support automation initiatives and system upgrades.
Stakeholder Collaboration.
Work closely with internal teams to manage financial aspects of projects.
Provide timely financial insights to support business decisions.
What are we looking for?.
Qualified Chartered Accountant (CA).
Up to 1 year of post-qualification experience in finance, accounting, or audit.
Strong knowledge of Indian accounting standards, taxation, and compliance.
Proficiency in financial tools and software.
Advanced skills in Microsoft Excel and working knowledge of financial modeling.
Excellent analytical, organizational, and problem-solving skills.
Ability to work effectively in a fast-paced startup environment.
Familiarity with investment products and financial markets.