Senior Associate - Finance

Know The Company
PeepalCo is a canopy for brands serving India with tailored wealth-tech products, Making Money Equal for All. Founded by Ashish Singhal, Govind Soni, and Vimal Sagar Tiwari, PeepalCo's products include CoinSwitch and Lemonn. The Group is backed by blue-chip investors including Andreessen Horowitz (a16z), Tiger Global, Peak XV Partners (formerly Sequoia Capital India), Ribbit Capital, Paradigm, and Coinbase Ventures.PeepalCo is the brand name for our Group entity and will house all our wealth-tech brands. The largest of our brands, CoinSwitch, Lemonn will be housed under PeepalCo.For more information, visit: https://peepal.co | For media queries, contact: press@peepal.co
Role purpose
Own and execute finance, reporting, regulatory and operational requirements for the Indian equity business (Lemonn), including trade accounting, regulatory notices, net-worth monitoring, fund requirements, audit requirements, banking support and commission invoicing.
Key responsibilities – must be hands-on
Perform trade accounting in Oracle and complete related reconciliations for the Indian equity business.
Monitor SEBI and stock-exchange alerts, notices and queries; coordinate responses and maintain evidence/trackers.
Maintain minimum net-worth calculations/monitoring and escalate potential breaches or unusual movements.
Handle other regulatory and audit requirements for the business, including data preparation, reconciliations and auditor responses.
Coordinate data requirements relating to loans and bank guarantees and maintain supporting schedules.
Prepare/coordinate commission invoicing to Partners and other relevant counterparties for US stocks and mutual-fund related activities.
Support statutory audit planning and appointment/onboarding of Big 4 auditors, including PBC coordination and documentation.
Act as backup for the relevant activities owned by the candidate and take over execution during leave/absence.
Maintain clear documentation, issue trackers and evidence packs for audit/regulatory review.
Technical capability expected
Strong accounting fundamentals and ability to understand transaction flows.
Basic-to-intermediate understanding of SEBI/exchange regulatory requirements and financial-services controls.
Comfort with reconciliations and high-volume transaction data.
Advanced Excel skills: pivots, XLOOKUP/INDEX-MATCH, SUMIFS, reconciliation logic and data validation.
ERP experience; Oracle experience is a plus.
Ability to read audit queries and independently prepare first-cut responses/supporting schedules.
Requirements
Qualified CA with approximately 1–1.5 years relevant experience.
Big 4 articleship or post-qualification experience preferred.
Must be comfortable doing the work directly, not only coordinating with operations/compliance teams.
Relevant financial-services, stock-broking, fintech or audit experience is preferred.
Strong Excel and reconciliation capability.
Life at PeepalCo
We take great pride in what we do and are committed to our mission. And we have a lot of fun while at it!Here’s how we do things at PeepalCo:Customer-first: That’s the North Star. Everything we do is to make our users’ investment experience better and simplified.
Ownership: We don’t sport lab coats, but we experiment—a lot. And we take ownership. We even have a catchphrase for this: Think big, fail fast, and build better.
Data-driven: The source of truth. Simple as that.
Fun: PS5, anyone? Or do you prefer Foosball? Or perhaps Carrom? And yes, our HR team has a whole list of activities: Disco nights, offsites, gift boxes, and more!
Speaking of lists, the perks and benefits are so extensive, this space isn’t enough. Here are a few:Parenthood: Up to 8 months of Maternity leave and 1 month of Paternity leave
Gender Reassignment Surgery: Be the best version of you! We’ll support you and reimburse your medical bill.
Disclaimer: We are an equal opportunity employer committed to building a respectful and empowering work environment for all people to freely express themselves amongst colleagues who embrace diversity in all respects. Including fresh voices and unique points of view in all aspects of our business not only creates an environment where we can all grow and thrive but also increases our potential to produce work that better represents—and resonates with—the world around us.

Work arrangement
No