Accounts Executive

Company Description

Green Portfolio is among Indias fastest-growing SEBI-registered Portfolio Management companies, specializing in the Indian equity markets. Alongside managing Portfolio Management Services (PMS), the company caters to an expansive network of retail clients globally with tailored investment advisory services. With an impressive AUM and AUA exceeding INR 380 Crores as of April 30th, Green Portfolio is recognized for delivering consistent returns. The team comprises highly qualified professionals with expertise in specialized sectors, led by co-founders CA Anuj Jain and CA Divam Sharma, who bring 15 years of experience in the investment and financial sphere.

Role Description

This is a full-time on-site Accounts Executive role based in indirapuram, Ghaziabad. The Accounts Executive will oversee day-to-day financial operations, including maintaining financial records, managing accounts payable and receivable, preparing financial reports, and ensuring compliance with organizational and regulatory standards. The role will also involve collaborating with the finance team to oversee budget planning and cash flow management, reconciling accounts, and supporting audits and tax filings.

Qualifications

• Strong understanding of Accounting principles, Taxation, GST compliance, and Financial reconciliations
• Proficiency in Financial tools, budgeting, and reporting

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  Experience with Financial software systems such as Tally or similar tools
• Excellent analytical, organizational, and problem-solving skills
• Strong oral and written communication skills and attention to detail
• Ability to multitask and deliver results within deadlines
• Bachelors degree in Accounting, Finance, Commerce, or a related field; additional certifications such as CA/CPA are a plus
• Prior experience in financial roles or portfolio management is advantageous