Manager - Finance & Taxation

Jun 17, 2024
Jul 01, 2024
Work Mode
Work from office
Full Time
Organization Type
Role Summary:

Raise is built on this core philosophy - we will bring exceptionally great products, awesome user experience and best in class customer service to our users. We have started with our first step by launching Investment & Trading platform - Dhan (

Dhan is a consumer first - stock broking platform, built to ensure we deliver an incredible product experience back by technology and supported with awesome customer service. The platform offers multiple products - Dhan (app & web), Options Trader (app & web), DhanHQ Trading API suite, TradingView integrations and more (read more about products on

As a Senior Manager in Finance, one should strongly demonstrate excellent financial and accounting capabilities apart from strategic financial competencies and organizational financial strategy. Maintain policies within the company and have a deep understanding of financial regulations and legislations in line with the business and oversee all aspects of the company's finances including budgeting, accounting and auditing.

As a second in command, the role will mainly include day to day assistance to the Functional head in effectively managing the function by keeping close track of the financial status and performance of the company to identify areas for potential improvement to ensure better profitability for the organization.

Expected Responsibilities:

  • To analyze financial data, trends to identify potential risks / opportunities for improvement.
  • Managing budgets and develop financial plans to meet organizational goals.
  • Provide timely guidance to the team on accounting issues.
  • Closely liaison with respective stakeholders for joint activities and other interdependencies and ensure timely completion.
  • Preparing reports on financial performance to identify areas of improvement or concern and make recommendations to functional head and management.
  • Manage Client payin / payouts and bank reconciliation for NSE / MCX registered broking company.
  • Manage and oversee the preparation of tax returns and ensure compliance with tax regulations. (TDS and GST)
  • Liaison with external auditors and ensure the organization is compliant with accounting standards.

Expected Skills:

  • Bachelor's Degree in Finance, or related field. CA / Inter CA or PG in finance will be a plus.
  • Prior work experience in broking and specifically broking finance is a must.

*This is an on-site opportunity

Raise Office is at Borivali East, Mumbai (Western Express Highway)

Our People & Culture:

People and culture are the most important aspects of our business.

We are looking for team members just like us, in simple words - good people to work with and demonstrate following personality traits:

  • Be super obsessed about ensuring customer satisfaction.

(We are here because of our customers, and will be here only if we serve our customers)
  • We have a single opportunity to serve.

(Our customers will give us one opportunity to serve - we can't let them down. Be it product, uptimes, customer service or any interaction we have to deliver a wow experience.)
  • Respect your work, your team, your co-workers and our customers.

(The only way to get respect is to give it first)
  • Speed is all that matters. Ship right and ship faster.

(You either help the team move ahead fast, or you slow it down. We prefer the first.)
  • Humility & politeness over arrogance & over-confidence.

(If you are the smartest one in the room, bring up others to speed. We are here to serve our customers, not to prove a point.)
  • Quality over quantity.

(It is fine if you pick up a few things to do, but do them exceedingly well.)
  • Make your hands dirty irrespective of who you are.

(Our CEO & COO respond to customers every day. Our CTO codes every day. This is us.)
  • Talent and Competency over Credentials.

(Skills are more important than Credentials, we learned it all the hard way with life & experiences.)
  • Entrepreneurial, ownership driven and disciplined.

(We trust you to help us gain and retain the trust of our customers and our stakeholders)
  • Less words, more action.

(Believe in something show it by doing things. Not just by talking about it)
  • Flat hierarchy with open culture & conversations.

(You are among all of us, and we all are with you)
  • Passionate about the business you are a part of.

(Do it because you are passionate about it, not because it's your job.)
  • Raise is an equal opportunity employer.

(We celebrate diversity and inclusion.)

About Raise Financial Services

At Raise, we are building technology-led consumer products & infrastructure services to serve Indians with Financial Services across financing, insurance, investing, payments and wealth.

We are building for the financially aware & financially literate users, largely focusing on the top 25 Mn+ tax paying residents in metros, urban cities & towns in India. Raise will offer consumer products & services that cater to these users, and will offer the same technology & infrastructure to partners in the startup ecosystem willing to take the experience to everyone in India. Our focus is on 3 core aspects - build great products, deliver awesome experiences and provide exceptional customer services to our users.

Raise Financial Services is founded by Pravin Jadhav, ex-Founder, Managing Director & CEO of Paytm Money. Pravin was also earlier Chief Product & Growth Officer at Servify, Head of Growth at Freecharge and held other leadership roles in prominent technology led consumer startups in India. Raise Financial Services is back by Mirae Asset, one of the world's largest asset managers with over $450 Billion USD under management, and also by Founders & CEOs of leading technology startups like CRED, Flipkart, PhonePe, Pine Labs, Udaan, Freshworks, Freecharge, Jupiter, Shaadi and others.

If you are keen to apply, please email your resume to [HIDDEN TEXT]

Skills: Financial Data, Accounting, Tax Returns, Accounting Standards, financial strategy , Budgeting

Experience: 0.00-2.00 Years