Job Summary
Synergy Insurance Broking Pvt. Ltd. is seeking a motivated and detail-oriented Accountant & Analyst to support the finance team in managing accounting operations, taxation, and financial analysis. The role requires precision, ownership, and a proactive approach to ensure compliance, support reporting activities, and contribute to process efficiency and insightful financial decision-making.
Key Responsibilities (KRAs)
Accounting & Taxation
- Maintain accurate books of accounts and ensure timely posting of journal entries.
- Assist in preparation and filing of returns under GST, TDS, and Income Tax.
- Reconcile tax ledgers and ensure compliance with all statutory requirements and deadlines.
- Support audit preparations and coordinate with statutory and internal auditors.
Financial Analysis & MIS
- Assist in preparation of Monthly MIS reports with detailed variance analysis.
- Support in developing financial dashboards and performance metrics for management review.
- Analyze cost structures, profitability trends, and provide actionable insights.
Receivables & Revenue
- Monitor Accounts Receivable (AR) and follow up with clients and insurers for timely collections.
- Validate revenue recognition in coordination with the sales and operations teams.
Process & System Support
- Ensure adherence to internal controls, accounting policies, and documentation standards.
- Contribute to process improvements, automation initiatives, and system enhancements.
- Utilize Tally ERP and Excel for reporting, data analysis, and reconciliations.
Key Requirements
Education
B.Com / M.Com / CA Inter / MBA Finance or equivalent would be bonus
Experience
1–3 years in accounting, taxation, and financial analysis.
Skills
- Strong knowledge of Indian tax laws and accounting principles.
- Proficiency in Tally ERP and advanced Excel (pivot tables, lookups, dashboards).
- Analytical mindset with excellent attention to detail and problem-solving ability.
- Effective communication skills and a collaborative team-oriented attitude.
Why Join Us
- Work closely with experienced finance leaders and gain hands-on exposure.
- Involvement in end-to-end finance operations and strategic projects.
- Growth-oriented environment that values learning, ownership, and collaboration.
