Business Finance Specialist

The Upstox Story:

Upstox is one of India's leading fintech companies with a mission to simplify trading & investing to make it easily accessible to the masses. We aim to enable everyone, from new investors to seasoned traders, to invest across multiple categories with our state-of-the-art trade & investment platform and commission-free pricing. We offer numerous asset categories to invest in, like Stocks, IPOs, Mutual Funds, and more.

By focusing on our customers’ needs and equipping them with personalised yet powerful tools, we witnessed a steep growth of 800% in our customer base from 25 Thousand in 2017 to 2 Lakh in 2019. With 1500% growth in 2020, currently, over 10 million customers trust us with their investment decisions, thus setting us on the course to become an industry-leader in the country.

Our mission is simple - to break down the complexities of investing and make it more effortless, accessible, affordable, and easy for the masses to adopt. This key principle when infused with intuitive design and leading-edge technology will help us empower every Indian to take control of their investments.

RKSV Securities was founded by Ravi Kumar and Shrinivas Viswanath in 2009 and was soon graced by Kavitha Subramanian as the third co-founder in 2016. Backed by Ratan Tata, Upstox had raised $4 million in Series A funding in early 2016 that was led by Kalaari Capital. The Series B funding round scaled multifold and witnessed an investment of $25 million by US-based investment firm - Tiger Global Management in September 2019.

We have a team of highly skilled technology and finance professionals, and are currently looking for highly motivated field experts to be part of our high-energy team.

Here is what you need to know about this role:

Job Title: Specialist- Business Finance (Full-time)

Location: Mumbai

Job description summary:

Act as a liaison between the finance department and business teams to drive Annual Operating Plan (AOP) and initiatives.

Manage stakeholder relationships to ensure effective communication and alignment with business objectives.

Develop and manage budgeting and forecasting processes.

Prepare detailed budget forecasts and ensure alignment with business goals.

Track and manage invoices on a monthly basis.

Collect and verify estimates from business teams and vendors.

Ensure compliance with corporate governance policies.

Maintain and manage the contract database, participate in contract renewals and deal negotiations, and ensure all contracts are compliant with organisational standards

Meet your team: You will work as a part of the Finance team.

Your way to impact:

Be self-driven / quick starter

Have an ownership mindset

Aggressively drive and deliver results

What do you need to bring?

CA/MBA in Finance or related fields with a minimum of 2-5 years of relevant experience.

Proficiency in SAP tool, including advanced Excel and data visualisation tools.

Dynamic personality with exceptional verbal and written communication skills.

Strong analytical mindset and excellent interpersonal skills

Strong organisational abilities, attention to detail, problem-solving skills.

If you fit the above description, we would love to connect with you! APPLY NOW!

Upstox is an Equal Opportunity Employer; all qualified applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or other characteristics.