Financial Accountant

Location: Bengaluru, India

Job Title: Financial Accountant
Experience: 2–5 Years
Location: Bengaluru
Role Type: Full-time | Individual Contributor

About Convin:

• Convin is building AI that turns customer conversations into measurable business outcomes. Founded by IIT Delhi alumni, Convin develops proprietary AI products that help B2C businesses engage customers across phone calls, WhatsApp, SMS, and website voice widgets. Convin’s AI products understand customer intent and determine the right channel, timing, message, and next action for every interaction.

• Convin helps businesses turn customer interest into qualified leads, booked appointments, renewals, and completed payments. Convin is building for two demanding B2C markets, India and the United States. In India, we serve leading EdTech, retail, and BFSI businesses. In the United States, we help home service businesses turn more inquiries into booked jobs.

• At Convin, every team contributes to solving real business problems. Whether you are building our products, taking them to market, growing customer relationships, or strengthening the organization behind them, your work will directly influence Convin’s growth and customer outcomes.

• As Convin scales, you will have the opportunity to take ownership, work across India and US markets, and help shape the products, teams, and systems behind our growth. Convin is trusted by leading brands including Physics Wallah, SBI Life, Shaadi.com, Bajaj, Niva Bupa, Aditya Birla & RBL.

Highlights:

• Raised $6.5 million in Series A funding in 2024

• Ranked No. 6 on LinkedIn’s Top Startups 2025 list in India

• Ranked the 19th Best Software Company in India by G2

KEY RESPONSIBILITIES:

1. Month-End Close and General Ledger: Lead the monthly book closure, ensuring complete, accurate and timely financial records.

Core accounting

• Record all bank transactions in the books from monthly bank statements.

• Account for all outgoing payments with appropriate classification.

• Perform monthly reconciliations of current and fixed deposit accounts.

• Compute interest on fixed deposits and record accruals.

• Record monthly provisions for expenses incurred but not yet invoiced.

• Maintain the prepaid expenses schedule and record monthly amortisation.

• Record depreciation in line with the fixed asset register.

• Classify employee travel expenses by department and record them accordingly.

• Reconcile TDS on salary, rent and professional fees with the general ledger.

Payroll and reimbursements (maker-checker)

• Prepare payroll and full and final settlement workings, reconcile them and record the entries, subject to independent review.

• Classify and record employee expense reimbursements, subject to independent review.

Review and approval

• Review and approve receipts accounting prepared by the finance executive.

• Review the finalisation of sales invoices and credit notes.

• Validate monthly recurring revenue (MRR) against invoices and approve the related revenue entries.

• Review corporate card expense entries.

• Review TDS receivable entries recorded against actual customer receipts.

1. Statutory Compliance

• TDS: Reconcile deductions and remit tax monthly across all applicable sections, including salary, rent, contracts, professional and technical fees, and commission; file quarterly returns and issue TDS certificates.

• GSTR-1: File outward supply details, including sales invoices and credit notes, for all state registrations.

• GSTR-3B: Reconcile output tax with input tax credit and file the monthly return along with the tax payment.

• Provident Fund: Coordinate with the PF consultants on monthly contributions, validate their computations and remit payments.

• Professional Tax: Remit professional tax and file monthly returns with the Karnataka authorities.

• Statutory Audit: Prepare schedules and supporting workings in the auditors' prescribed format for interim and year-end audits, and resolve audit observations.

• Tax Audit and Income Tax: Support the tax audit and ensure timely filing of the income tax return.

• ROC Compliance: Coordinate with the company secretarial team on filings, documentation and regulatory requirements under the Companies Act.

1. Vendor Management and Payments

• Track and record vendor invoices on receipt.

• Validate supporting documents, including purchase orders, agreements and confirmation of delivery or services, before releasing payment.

• Process payments in line with the approved payment cycle and manage ad hoc payment requests.

• Maintain the payables tracker to monitor payment releases and outstanding obligations.

• Foreign Remittances: Prepare Form 15CA/15CB, obtain required vendor documentation (such as TRC, Form 10F and no-PE declaration), and process remittances through the bank in compliance with RBI and FEMA regulations.

1. MIS and Investor Reporting

• Deliver the monthly MIS to management and investors within agreed timelines.

• Prepare the MIS presentation with supporting analyses, including payroll costs, cash burn and runway.

• Analyse month-on-month variances and address queries from management and investors.

QUALIFICATIONS AND SKILLS:

Education and experience

• B.Com / M.Com; CA Inter, CMA Inter or MBA (Finance) preferred.

• 3–5 years in accounting and compliance, ideally at a startup or SaaS company.

• Hands-on experience owning a monthly close and filing GST, TDS, PF and PT returns.

Technical skills

• Strong knowledge of Indian GST (multi-state registrations), TDS, EPF and Professional Tax.

• Working knowledge of Companies Act and ROC requirements, and of FEMA/RBI rules for foreign remittances (Form 15CA/15CB).

• Experience supporting statutory and tax audits.

• Proficiency in Tally, Zoho Books or a similar accounting system.

• Advanced Excel: lookups, pivot tables, reconciliations and schedules.

• Familiarity with SaaS metrics such as MRR and cash burn, and with building MIS presentations.

Attributes

• Deadline-driven, with a firm grip on a fixed monthly calendar.

• High accuracy and a habit of documenting workings for audit.

• Clear communication with auditors, consultants, banks and vendors.

KEY PERFORMANCE INDICATORS

• Books closed - Within the monthly close timeline

• Statutory filings and payments on time - 100%, zero interest or late fees

• Bank and FD reconciliations - Fully reconciled monthly, no unexplained items

• MIS delivery - On schedule every month, internal and investor

• Vendor payments - Paid within agreed cycles, with complete supporting documents

• Audit readiness - Schedules delivered in auditors' format with no repeat queries