Financial Analyst

We are currently seeking a Financial Analyst to join our Finance team, ideally with strong experience in a professional services environment. In this role, you will leverage your expertise in project-based financial management, client billing, and revenue recognition, collaborating closely with project leads, vendors, and leadership to ensure accurate financial tracking, timely invoicing, and compliance with accounting standards.

Location: India

Employment Type: Full-Time, Remote

What You'll Do

Project Accounting & Revenue Management

• Review all ongoing projects at month-end and prepare client-facing invoices accurately and on time.
• For milestone-based projects, coordinate with project leads using standard templates to confirm which deliverables should be invoiced or recognized as internal revenue.
• Maintain the project financial tracker showing total contract value, invoiced amounts, and remaining balance.
• Track both software and services revenue across projects to support monthly revenue reporting.
• Support accurate revenue recognition in accordance with project milestones and service delivery progress.

Client and Vendor Management

• Collect vendor quotes and calculate project margins using the approved standard template (based on prior-year methodology).
• Prepare quotes for Partner and Managing Director approval; once approved, submit to clients.
• Upon receipt of client purchase orders, issue license invoices and forward POs to vendors to obtain their invoices.
• Liaise with internal stakeholders and external partners to ensure smooth financial operations across the project lifecycle.

Accounting & Month-End Close

• Prepare all required month-end journal entries, including prepaid expenses, fixed assets, and loan entries.
• Assist with project setup, payroll, and other related finance processes.
• Process Accounts Payable (A/P) invoices and apply customer payments promptly and accurately.
• Support preparation of month-end financial statements, variance analysis, and reconciliation of accounts.

Compliance & Reporting

• Prepare and file government remittances, including GST, TDS, PF/ESI, and other statutory filings.
• Assist with internal and external audits and maintain organized financial documentation.
• Provide insights and reporting to management on project profitability, utilization, and revenue trends.

Who We're Looking For

• Bachelor's degree in accounting, Finance, or a related discipline.
• 3–5 years of experience in a finance or accounting role within a professional services firm (consulting, IT services, legal, or similar project-based environment).
• Strong understanding of project accounting, client billing, revenue recognition, bookkeeping, and Indian payroll.
• Advanced Excel skills (pivot tables, lookups, formulas, and financial modeling).
• Proficiency with accounting or ERP software (e.g., Tally, SAP, QuickBooks, NetSuite, Zoho Books, or similar).
• Excellent attention to detail, organizational skills, and ability to manage multiple priorities.
• Strong communication and collaboration skills to work effectively with cross-functional teams. #LI-RR1