Job Title: Finance & Document Executive (Backend Operations)
This title is professional and suitable for a consulting company handling multiple clients. Here's a comprehensive role description.
Job Summary: Finance & Document Executive (Backend Operations)
We are seeking a highly organized and detail-oriented Finance & Document Executive (Backend Operations) to support multiple client engagements. The role combines bookkeeping, financial reporting, document preparation, consulting project documentation, and administrative backend support. The ideal candidate will ensure accurate financial records, well-structured project documentation, and smooth coordination between consultants and clients.
Key Responsibilities1. Bookkeeping & Accounting
- Record day-to-day financial transactions.
- Maintain general ledger and chart of accounts.
- Process sales invoices, purchase bills, receipts, and payments.
- Perform bank reconciliations.
- Manage accounts receivable and accounts payable.
- Prepare journal entries and month-end closing.
- Maintain accurate accounting records for multiple clients.
2. Financial Reporting & Business Insights
- Prepare monthly Profit & Loss Statements.
- Prepare Balance Sheet and Cash Flow reports.
- Develop management reports and dashboards.
- Analyze revenue, expenses, profitability, and cash flow.
- Highlight financial risks and improvement opportunities.
- Assist consultants with financial analysis and business insights.
- Support budgeting and forecasting activities.
3. Consulting Project Documentation
- Prepare project proposals, reports, and presentation documents.
- Develop SOPs, workflows, policies, and process documents.
- Prepare business analysis reports and implementation documents.
- Maintain project documentation and version control.
- Organize consulting templates and knowledge repository.
- Compile client deliverables and project files.
- Ensure documentation meets company quality standards.
4. Backend Document Preparation
- Prepare quotations, invoices, engagement letters, and contracts.
- Draft meeting minutes and action trackers.
- Prepare checklists, trackers, and project status reports.
- Organize client records in digital filing systems.
- Maintain document templates and standard formats.
- Ensure proper documentation for audits and compliance.
- Prepare supporting documents for management and consultants.
5. Client Coordination
- Collect financial and operational documents from clients.
- Follow up on pending information and documentation.
- Coordinate with consultants regarding project requirements.
- Maintain confidentiality of all client information.
- Provide backend support throughout consulting engagements.
6. Administrative & Operational Support
- Maintain project timelines and task trackers.
- Update internal CRM and project management systems.
- Assist in preparing management reports.
- Support internal process improvement initiatives.
- Coordinate with internal departments as required.
Required Skills
- Bookkeeping and accounting knowledge.
- Financial statement preparation.
- Strong documentation and report-writing skills.
- Excellent Microsoft Excel, Word, and PowerPoint skills.
- Strong organizational and document management abilities.
- Attention to detail and accuracy.
- Time management and multitasking.
- Professional communication skills.
Preferred Software
- Zoho Books
- QuickBooks
- Xero
- Microsoft Excel
- Microsoft Word
- PowerPoint
- Google Workspace
- ClickUp / Asana / Monday.com (preferred)
Qualifications
- Bachelor's degree in Accounting, Finance, Commerce, Business Administration, or a related field.
- 0–1 years of experience in bookkeeping, finance, documentation, or consulting support.
- UAE accounting knowledge is preferred.
- Experience working in a consulting or professional services firm is an advantage.
Key Deliverables
- Accurate and timely bookkeeping.
- Monthly financial reports and business insights.
- Well-prepared consulting documents and client deliverables.
- Organized digital documentation and project records.
- Timely quotations, invoices, contracts, and reports.
- Audit-ready financial records.
- Effective backend support for consulting projects and client engagements.
Pay: ₹15,000.00 - ₹20,000.00 per month
Work Location: In person
