Who we are
Technology Holdings Worldwide (TH) is a global boutique investment bank dedicated to delivering world class M&A and capital raising advisory services exclusively to technology services, software, consulting, and business process management companies. The firm serves mid-market companies and institutional investors worldwide from its offices in London, New York, California, Ontario, and India.
Overview
As the Assistant Manager – Finance & Accounts, you will have a diverse range of responsibilities, including overseeing financial operations, collaborating with outsourced partners, and implementing internal financial controls. You’ll play a critical role in setting up efficiency indicators, conducting financial analysis, and providing reliable forecasts and budget support. Additionally, you’ll handle tax compliance, assisting in various overseas entity formations, payroll, and present management reports for informed decision-making. Proficiency in accounting tools, financial modelling, and clear communication are key for success in this role.
Responsibilities
1. Financial Operations:
- Oversee and collaborate with outsourced partner organization for bookkeeping, preparation, and submission of standalone and consolidated Monthly, Quarterly, and Annual Financials for management approval across the group companies situated in various geographies.
- Reconcile financial data, bank statements, and other related areas to ensure accuracy.
- Independently engage with Statutory Auditors to ensure timely completion of audits and address any queries.
- Managing Accounts receivable and payable, both external and internal.
- Implement and monitor internal financial controls, including budgetary controls for allocated business.
2. Financial Planning & Analysis:
- Understand the business environment and evaluate the needs of the senior management.
- play a critical role in setting up efficiency indicators for the finance strategy and perform comparative analysis of financial data.
- Perform financial business analysis by combining operations data with bookkeeping data to gain valuable insights.
- Provide reliable forecast and support formulation of budgets.
- Identify and analyze gaps in actual against forecast and budget and explain.
- Prepare functional monthly reports and create reports necessary for business scaling.
3. Management Reporting and Presentations:
- Support the Managing Director in financial modelling, three-year business plans, and cash flow analysis.
- Prepare monthly and quarterly management reports and compare budget vs. actual performance with variance analysis.
- Create dynamic analyses to aid decision-making.
- Develop financial dashboards and prepare internal review presentations.
- Optimum utilization of resources of the organization
4. Tax and allied Laws:
- Detailed knowledge about the regulatory environment in India.
- Knowledge of Income tax act, TDS filings, interpretation of DTAA, aware of transfer pricing basics.
- Aware of GST laws, handful experience in GST filings.
- Have handled Income-tax, GST assessments, notices.
- Regulatory Knowledge of any of the other countries will be an added advantage (US, UK, Canada, Australia, France, Germany, Spain, Sweden, Singapore).
5. Payroll:
- Knowledge of the tax laws especially related to salaried person to able to calculate proper monthly TDS calculation.
- Knowledge of any payroll processing software and awareness of the salary backend processing will be an added advantage.
- Experience of handling employees’ queries related to payroll, TDS, form 16.
Qualifications / Experience
- Qualified CA with minimum 4 years of relevant professional experience in similar roles in business finance, corporate finance, financial planning & analysis, investment banking, or related fields.
- Excellent team player with good listening abilities.
- Mission-focused with excellent communication and presentation skills.
- Ability to manage multiple priorities and locations while multitasking effectively.
- Strong decision-making skills and problem-solving abilities.
Technical Skills:
- Working knowledge of Xero, Tally or any other accounting tool.
- Experience in Fund Accounting will be an added advantage.
- Proficiency in financial modelling using Excel / Advance excel.
- Sound understanding of accounting and finance concepts, tax laws, DTAA, Basics of Transfer-pricing.
- Familiarity with financial ratios and analysis.
- Strong PowerPoint and presentation skills.
- Willingness to work remotely and during UK business hours.