Finance & Accounts / Purchase Recruitment Form
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Application for the Position (Choose One)
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CFO (Chief financial officer)
Purchase Manager
Accounts & Finance Executive
Accounts Assistant
Eligibility Criteria for Chief Financial Officer (CFO):
1) Educational Qualifications:
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Master’s degree or MBA (preferred) in Finance or Business Administration.
2) Professional Experience:
• Extensive experience in finance, accounting, or related roles.
• Significant leadership experience, including roles such as Finance Director or Controller.
• Experience in financial planning, analysis, and strategy development.
3) Certifications (Optional but Preferred):
• Professional certifications like CPA (Certified Public Accountant), CFA (Chartered Financial Analyst), or CMA (Certified Management Accountant).
4) Key Skills and Competencies:
• Strong analytical and strategic thinking skills.
• Expertise in financial reporting, budgeting, and forecasting.
• Knowledge of financial regulations and compliance (Income Tax & GST).
• Excellent leadership and communication skills.
5) Personal Attributes:
• High ethical standards and integrity.
• Strong decision-making abilities and problem-solving skills.
• Ability to work under pressure and manage complex financial issues.
6) Technical Proficiency:
• Proficiency in financial software and ERP systems.
• Advanced knowledge of Microsoft Excel and financial modeling
Roles and Responsibilities of Chief Financial Officer (CFO):
1) Financial Strategy and Planning:
• Develop and implement financial strategies aligned with the company’s goals.
• Lead budgeting, forecasting, and long-term financial planning.
2) Financial Reporting and Analysis:
• Oversee the preparation of financial statements and reports.
• Provide financial insights to the executive team and board of directors.
3) Risk Management:
• Identify, assess, and mitigate financial risks.
• Develop and implement risk management policies.
4) Treasury and Cash Management:
• Manage cash flow, investments, and capital structure.
• Maintain relationships with financial institutions and investors.
5) Compliance and Regulatory Oversight:
• Ensure compliance with financial regulations and reporting standards.
• Oversee internal controls and audits.
6) Operational Efficiency:
• Optimize financial operations and processes for efficiency.
• Oversee cost management and financial performance metrics.
7) Strategic Leadership:
• Collaborate on business development and strategic planning.
• Guide decision-making on mergers, acquisitions, and major investments.
8) Team Leadership and Development:
• Lead and develop the finance and accounting team.
• Foster a culture of continuous improvement and professional growth.
9) Investor Relations:
• Communicate financial performance and strategy to shareholders and investors.
• Manage relationships with analysts and financial media.
Eligibility Criteria for Accounts & Finance Executive:
1) Educational Qualifications:
• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
2) Professional Experience:
• Relevant experience in accounting, finance, or related roles (typically 1-3 years).
• Experience in financial reporting, budgeting, and analysis is advantageous.
3) Technical Skills:
• Proficiency in accounting software (e.g., ERP, Tally, SAP, Oracle).
• Strong skills in Microsoft Excel for financial modeling and data analysis.
4) Key Skills and Competencies:
• Strong analytical and numerical skills.
• Attention to detail and accuracy in financial reporting.
• Good organizational and time management abilities.
• Effective communication skills for interacting with internal and external stakeholders.
5) Knowledge:
• Solid understanding of accounting principles, financial regulations, and tax laws (GST & Income Tax).
• Knowledge of financial planning and analysis (FP&A) processes.
6) Personal Attributes:
• High ethical standards and integrity.
• Ability to work independently and collaborate within a team.
• Proactive attitude with a focus on continuous improvement.
Roles and Responsibilities of Accounts & Finance Executive:
1) Financial Reporting:
• Prepare and maintain accurate financial statements and reports.
• Assist in the preparation of monthly, quarterly, and annual financial reports.
2) Budgeting and Forecasting:
• Assist in the preparation and monitoring of budgets.
• Support financial forecasting and variance analysis.
3) Accounts Management:
• Manage accounts payable and receivable processes.
• Reconcile bank statements and general ledger accounts.
4) Compliance and Audit:
• Ensure compliance with accounting standards and regulatory requirements.
• Assist in internal and external audits.
5) Financial Analysis:
• Conduct financial analysis and provide insights to support decision-making.
• Analyze financial data to identify trends and variances.
6) Taxation and Compliance:
• Assist in the preparation and filing of tax returns.
• Ensure compliance with tax laws and regulations.
7) Cash Flow Management:
• Monitor and manage cash flows to ensure liquidity.
• Prepare cash flow forecasts and reports.
8) Process Improvement:
• Identify opportunities to improve financial processes and controls.
• Implement best practices in accounting and finance operations.
9) Support to Finance Team:
• Provide support to senior finance professionals in financial planning and analysis.
• Collaborate with other departments to ensure accurate financial data.
Eligibility Criteria for Accounts Assistant:
1) Educational Qualifications:
• High school diploma or equivalent.
• Associate’s or bachelor’s degree in Accounting, Finance, or a related field (preferred but not always required).
2) Professional Experience:
• Entry-level experience in accounting or finance roles, such as internships or part-time positions (preferred).
3) Technical Skills:
• Proficiency in accounting softwares - Tally and Microsoft Excel.
• Familiarity with basic accounting principles and practices.
4) Key Skills and Competencies:
• Strong numerical and analytical skills.
• Attention to detail and accuracy in data entry and financial records.
• Good organizational and time management skills.
• Basic communication skills for interaction with team members and clients.
5) Personal Attributes:
• High level of integrity and ability to handle sensitive information.
• Willingness to learn and take on new tasks.
• Ability to work under supervision and as part of a team.
Roles and Responsibilities of Accounts Assistant:
1) Data Entry and Record Keeping:
• Input financial transactions into accounting software.
• Maintain and update financial records and ledgers.
2) Accounts Payable and Receivable:
• Process invoices, payments, and receipts.
• Track and follow up on outstanding invoices and payments.
3) Reconciliation:
• Reconcile bank statements and ensure consistency with company records.
• Assist in reconciling accounts and resolving discrepancies.
4) Financial Reporting:
• Assist in preparing financial statements and reports.
• Support the preparation of month-end and year-end financial reports.
5) Administrative Support:
• Assist with filing, data management, and documentation.
• Support the finance team with administrative tasks and correspondence.
6) Assisting with Audits:
• Provide support during internal and external audits.
• Compile and organize necessary documentation and records.
7) Expense Tracking:
• Monitor and record company expenses.
• Assist in preparing expense reports.
8) Compliance:
• Ensure adherence to financial policies and procedures.
• Assist in maintaining compliance with regulatory requirements.
9) General Support:
• Respond to inquiries from vendors, customers, and colleagues.
• Provide general support to the finance and accounting team as needed.
Eligibility Criteria for Purchase Manager:
1) Educational Qualifications:
• Bachelor’s degree in Supply Chain Management, Business Administration, Finance, or a related field.
• Master’s degree or MBA in Finance, Operations, Supply Chain, or Procurement (preferred but not mandatory).
2) Professional Experience:
• 3 to 5 years of experience in procurement, vendor management, and supply chain operations.
• Proven track record in managing large-scale purchases and negotiating contracts.
• Experience in vendor development, material planning, and cost optimization.
3) Key Skills and Competencies:
• Strong knowledge of procurement processes, sourcing strategies, and inventory management.
• Excellent negotiation, cost-control, and contract management skills.
• Ability to develop and maintain strong vendor and supplier relationships.
• Proficiency in budgeting, cost analysis, and purchase planning.
• Good understanding of taxation, GST compliance, MSME, and import/export regulations.
4) Personal Attributes:
• Strong decision-making and problem-solving abilities.
• High level of integrity, accountability, and transparency.
• Ability to work under tight deadlines and handle multiple priorities.
• Collaborative mindset with effective team management skills.
• Good communication skills for interaction with team members and vendors.
6) Technical Proficiency:
• Hands-on experience with ERP systems, Procurement management software and Tally
• Proficiency in Microsoft Excel, Google Sheets, and data-driven purchase planning.
Roles and Responsibilities of Purchase Manager:
1) Procurement Strategy and Planning:
• Develop and execute procurement strategies aligned with company objectives.
• Plan, forecast, and manage material and equipment requirements to support ongoing operations.
2) Vendor Development and Management:
• Identify, evaluate, and onboard reliable vendors and suppliers.
• Maintain strong relationships with existing vendors and negotiate favourable terms
• Conduct vendor performance evaluations to ensure quality and reliability.
3) Cost Optimization and Budget Control:
• Ensure cost-effective procurement without compromising on quality.
• Analyze purchase trends and implement cost-saving measures.
• Work closely with the finance team, warehouse & operations team to ensure purchases stay within budget.
4) Contract and Compliance Management:
• Draft, review, and manage purchase contracts and agreements.
• Ensure compliance with legal, taxation, and GST regulations.
• Maintain accurate documentation and records of all procurement activities.
5) Inventory and Material Planning:
• Collaborate with the operations and warehouse team to monitor stock levels.
• Avoid shortages and overstocking by optimizing inventory.
• Ensure timely procurement to support event schedules and project deadlines.
6) Market Research and Sourcing:
• Continuously research market trends, pricing, and new vendors.
• Explore alternate sourcing options to improve quality and reduce costs.
• Stay updated on technological advancements in equipment and materials.
7) Team Leadership and Coordination:
• Lead, mentor, and train the procurement team.
• Collaborate with finance, operations, and logistics to ensure smooth workflows.
• Foster a culture of efficiency, transparency, and continuous improvement.
Consent
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I agree to the Eligibility Criteria for Accounts / Finance Recruitments.
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