Moneylicious Securities - Manager/Senior Manager - Finance & Taxation - CA

Job Description: for Manager/Senior Manager Finance & Taxation

Job Title: Manager/Senior Manager Finance & Taxation

Department: Finance & Accounts Location: Mumbai

Reporting to: Head of Finance Business: Investments

Role Summary:

- Raise is built on this core philosophy - we will bring exceptionally great products, awesome user experience and best in class customer service to our users. We have started with our first step by

launching Investment & Trading platform Dhan (www.dhan.co)

Dhan is a consumer first stock broking platform, built to ensure we deliver an incredible product

experience back by technology and supported with awesome customer service. The platform offers

multiple products Dhan (app & web), Options Trader (app & web), DhanHQ Trading API suite,

TradingView integrations and more (read more about products on dhan.co).

As a Senior Manager in Finance, one should strongly demonstrate excellent financial and accounting

capabilities apart from strategic financial competencies and organisational financial strategy. Maintain

policies within the company and have a deep understanding of financial regulations and legislations in

line with the business and oversee all aspects of the companys finances including budgeting,

accounting and auditing.

As a second in command, the role will mainly include day to day assistance to the Functional head in

effectively managing the function by keeping close track of the financial status and performance of the

company to identify areas for potential improvement to ensure better profitability for the organisation.

Expected Responsibilities:

- To analyze financial data, trends to identify potential risks / opportunities for improvement.

- Managing budgets and develop financial plans to meet organisational goals.

- Provide timely guidance to the team on accounting issues.

- Closely liaison with respective stakeholders for joint activities and other interdependencies and ensure timely completion.

- Preparing reports on financial performance to identify areas of improvement or concern and make recommendations to functional head and management.

- Manage Client payin / payouts and bank reconciliation for NSE / MCX registered broking company.

- Manage and oversee the preparation of tax returns and ensure compliance with tax regulations. (TDS and GST)

- Liaison with external auditors and ensure the organisation is compliant with accounting standards

Expected Skills:

- Bachelors degree in finance, or related field. CA / Inter CA or PG in finance will be a

plus.

- Prior work experience in broking will be preferred.

-This is an on-site opportunity

Raise Office is at Borivali East, Mumbai (Western Express Highway)

Our People & Culture:

People and culture are the most important aspects of our business.

We are looking for team members just like us, in simple words - good people to work with and demonstrate following personality traits:

- Be super obsessed about ensuring customer satisfaction. (We are here because of our customers, and will be here only if we serve our customers)

- Respect your work, your team, your co-workers and our customers. (The only way to get respect is to give it first)

- Speed is all that matters. Ship right and ship faster. (You either help the team move ahead fast, or you slow it down. We prefer the first.)

- Humility & politeness over arrogance & over-confidence (If you are the smartest one in the room, bring up others to speed. We are here to serve our customers, not to prove a point.)

- Quality over quantity. (It is fine if you pick up a few things to do, but do them exceedingly well.)

- Make your hands dirty irrespective of who you are. (Our CEO & COO respond to customers everyday. Our CTO codes everyday. This is us.)

- Talent and Competency over Credentials

Skills are more important than credentials, we learned it all the hard way with life & experiences.

- Entrepreneurial, ownership driven and disciplined. (We trust you to help us gain and retain the trust of our customers and our stakeholders)

- Less words, more action. (Believe in something? show it by doing things. Not just by talking about it)

- Flat hierarchy with open culture & conversations. (You are among all of us, and we all are with you)

- Passionate about the business you are a part of. (Do it because you are passionate about it, not because its your job.)

- Raise is an equal opportunity employer. (We celebrate diversity and inclusion.)

About Raise Financial Services:

At Raise, we are building technology-led consumer products & infrastructure services to serve Indians

with Financial Services. We are building for the financially aware & financially literate users, largely

focussing on the top 25 Mn+ tax paying users in metros, urban cities & towns in india.

We are building products & offerings across Financing, Insurance, Investing and Payments. Our focus

is on 3 core aspects - build great products, deliver awesome experiences and provide best in class

customer services to our customers.

Raise is founded by Pravin Jadhav, ex-Founder, Managing Director & CEO of Paytm Money and is

located in Mumbai. The company is backed by one of worlds largest asset manager with $450+ Bn

USD under management; and also by Founders & CEOs of leading technology startups like CRED,

Flipkart, PhonePe, Udaan, Freshworks, Freecharge, Jupiter, Shaadi, Pine Labs and others including

early investors of Robinhood.

Connect with us: www.raiseholding.co / join@raiseholding.co