Job Description

Job Title:

Associate - Compliance & Financial Consultancy

Location:

Indore

Experience Required:

Minimum 2 years

Qualification:

MBA (Finance) or CA Finalist

Gender Preference:

Male Candidate

Employment Type:

Full-Time

About the Firm

We are a professionally managed Chartered Accountancy firm based in Indore, catering to the growing financial, compliance, and advisory needs of MSMEs and emerging businesses. With a sharp focus on

bank finance, subsidy consulting

, and

regulatory compliance

, we help our clients unlock capital, remain compliant, and scale sustainably.

As part of our growth, we are looking for a

dynamic and driven Associate

who can take charge of

loan documentation, CMA data preparation, banking liaison

, and allied tasks, alongside supporting GST, TDS, and income tax return filings.

Key Responsibilities

Bank Finance & Loan Advisory (Primary Focus)

Prepare

CMA Data

, projections, project reports, and financial statements for bank finance. End-to-end handling of

loan proposals

including term loans, working capital, OD/CC limits, machinery loans, etc. Coordinate with banks/NBFCs, respond to queries, and ensure smooth execution of loan files. Understand various

MSME finance schemes

, government incentives, and work on related documentation. Evaluate clients' financials and advise on credit structuring, eligibility, and documentation requirements.

Compliance & Return Filing (Secondary Support)

Handle

GST, TDS

, and

Income Tax return filings

. Maintain regular client communication for timely data and compliance updates. Track compliance deadlines and ensure accurate execution of routine regulatory tasks. Provide support in ROC and DGFT-related filings when needed.

Candidate Profile

Minimum

2 years

of hands-on experience in

bank finance consultancy

or financial documentation. Must be an

MBA (Finance)

or

CA Finalist

with strong analytical and drafting skills. Sound knowledge of

loan products

, documentation requirements, and CMA norms. Strong command over MS Excel, Tally, and familiarity with banking and tax portals. Good interpersonal and communication skills for liaising with clients and bankers.

Male candidate

preferred due to the fieldwork and nature of client interactions. Must be self-motivated, deadline-oriented, and willing to take ownership of deliverables.

What We Offer

Work directly under experienced Chartered Accountants in a learning-rich environment. Professional growth with structured responsibilities and performance-linked incentives. Opportunity to build deep expertise in

finance consultancy

for MSMEs and SMEs.
Job Types: Full-time, Permanent

Pay: ?12,000.00 - ?18,000.00 per month

Schedule:

Day shift
Supplemental Pay:

Overtime pay Performance bonus
Work Location: In person