Account Executive

Company Description Pooja and Associates is a professional services organization based in Roorkee, focused on delivering reliable financial and business support to a wide range of clients. The firm is committed to accuracy, transparency, and timely service, helping clients manage their accounts and comply with relevant regulations. Team members work closely with clients to understand their needs and provide practical, results-oriented solutions. The work environment emphasizes ethical practices, continuous learning, and collaborative problem-solving.
Role Description This is a full-time, on-site Account Executive role located in Roorkee. The Account Executive will manage day-to-day accounting operations, including recording transactions, preparing invoices, reconciling accounts, and maintaining accurate financial records. The role includes coordinating with clients to obtain necessary documentation, responding to routine queries, and supporting the preparation of reports and statements. The Account Executive will assist senior team members with compliance-related tasks, basic financial analysis, and organizing files and data. This position requires consistent on-site collaboration with colleagues and clients to ensure smooth, timely delivery of services.
Qualifications
Strong foundation in accounting principles and experience with bookkeeping, ledger management, and account reconciliation.
Proficiency in accounting or ERP software and good command of spreadsheets (e.g., Excel or Google Sheets) for data entry and basic analysis.
Attention to detail, accuracy in documentation, and ability to maintain organized financial records and files.
Effective oral and written communication skills, with the ability to interact professionally with clients and internal stakeholders.
Ability to manage multiple tasks, prioritize work, and meet deadlines in a structured, on-site work environment.
Relevant educational background such as a bachelor’s degree or diploma in Commerce, Accounting, Finance, or a related field.
Willingness to learn, adapt to firm-specific processes, and adhere to ethical and confidentiality standards.
Prior experience in an accounting, finance, or audit support role is an advantage but not strictly required for strong entry-level candidates.

Work arrangement
No