Baker Tilly US India | PEFS Senior Associate

Responsibilities

• Prepare and review daily journal entries and cash reporting, ensuring accuracy and flagging discrepancies for management.
• Assist in preparing quarterly and annual reporting packages and financial statements, providing insights and identifying key variances.
• Support capital calls and distributions preparation, ensuring correctness and timeliness for management approval.
• Review and coordinate the preparation and delivery of capital call and distribution notices, ensuring accuracy, completeness, and clarity, while addressing potential client or investor concerns.
• Draft and review investor correspondence, responding to inquiries and escalating complex issues as needed.
• Manage client investor portals and ensure information is accurate and up-to-date.
• Mentor or guide junior associates and associates on processes and technical aspects when needed.
• Take ownership of assigned projects, including special assignments from management, with minimal supervision.

Qualifications

• Minimum 3 years of relevant experience.
• Good analytical and problem-solving skills; ability to identify issues and propose solutions.
• Strong organizational skills, attention to detail, and ability to handle multiple priorities.
• Ability to work independently and collaboratively in a team environment.
• Proficiency in accounting systems such as Investran or similar; solid Excel skills.
• Professional communication skills, with the ability to interact effectively with clients, investors, and team members.
• Able to thrive in a fast-paced environment while consistently meeting deadlines.

Baker Tilly US India

Baker Tilly US India is an employer hiring in India (sector: Audit / Consulting / Advisory). In its own words: "Baker Tilly is a top 10 advisory, tax, and assurance firm that brings enterprise-level thinking closer to middle-market businesses through guidance built around how they actually operate."

Its finance, accounts, audit and tax openings in India are mostly in Bengaluru, Gurugram and Kochi.

• Industry: Audit / Consulting / Advisory