Financial Analyst

Pune, Maharashtra   |   Full Time

SmartServ( is a product startup from the house of award-winning SaaS business solutions. SmartServ's founding team consists of UW Madison, UC Berkeley alumni with strong-domain knowledge having built top-notch products and implementing them at Fortune 500 companies. 

SmartServ is on a mission to build a powerful AI-powered assistant enabling service business' to focus and increase their sales metrics by scoring on lead opportunities which are ideally lost in the field. We are constantly mining recommendations to help service contractors gain efficiency and helping them spend more time in front of customers, not computers. Our customers stay in control of their business and have visibility into the most important data and metrics required and we give them insights to do more.

At SmartServ, we aren’t a company of silos. Team members are empowered and encouraged to pursue out-of-the-box ideas, think for themselves, and make mistakes. We encourage you to challenge our status quo.

We are looking to hire a FINANCE resource to work on the company's accounting, financial reporting, and compliance functions in a SaaS environment.  

This resource is expected to support the CEO and the company in a fully distributed team. Reporting to the CEO, he/she will be responsible for managing aspects of the financial operations across the entire organization. He/ She will collaborate across multiple stakeholders and implement best practices in financial planning, budgeting, analysis, strategy, and compliance. This resource will thrive in a culture of accountability and transparency and be highly responsive to the needs of the continually evolving organization. The individual will have exceptional attention to detail, but will also be a strategic thinker, excited by the opportunity to test ideas and lead projects that impact the company.

@Smartserv you will:

  1. Work with internal business teams to keep track of individual and team level metrics. Report outliers to management and help the leadership take data related decisions

  2. Maintain and prepare accounts of the company including financial statements, MIS, and other financial reports. Should be able to use Quickbooks

  3. Prepare and process payroll with the help of the CA team (using Paybooks) and assist management in preparing incentive calculations, reviews, and payments

  4. Ensure accuracy of  employee master data regularly

  5. Own leave management system - track employee leaves and attendance

  6. Prepare and update Annual Operating Plan(AOP) on a monthly basis to understand the movement of the runway, expected profitability and business movement in the future

  7. Coordinate with external consultants for ensuring compliance timelines are achieved, including return filings, payments, etc

  8. Work closely with internal business teams to track customer collections, renewals and upsell

  9. Review and manage company expenses, including operation costs, employee expenses, software, and hardware expenses.

  10. Take care of employee reimbursements and incentives with strict SLA adherence

  11. Track committed employee compensations, in terms of retention and performance bonuses and coordinate with stakeholders to meet timelines for payouts

  12. Track appraisal cycles of all employees and coordinate with stakeholders from the HR team to meet timelines for payouts

  13. Closely work with vendors on the supply of goods & services and negotiate commercials and payment terms

  14. Work closely with internal business teams to prepare and update customer refund policy. Also, ensure redressal of customer refund request

  15. Take care of any other ad hoc projects related to finance or legal / compliances

Traits and characteristics we are looking for:

  1. The knack for numbers - Should have a good understanding of how business numbers are driven. Good numerical skills

  2. Planning - Should be able to plan out projects, define milestones to achieve them, and adhere to the SLA in terms of deliverables. Should be vocal about deviations

  3. Software tools - Should have sound knowledge of excel, google sheets, and docs. Experience and knowledge with any MIS software, Quickbooks, Paybooks will earn brownie points.

  4. Solid Negotiator - Should be a natural negotiator, with an in-built talent for the hustle and always trying to take an extra penny from the table

  5. Stern communicator - Should have stern communication skills. Not rude, but stern, blunt and assertive. Especially to deal with the sales and customer success teams

  6. Prioritizing finance tasks - Considering the cross-functional collaboration and stakeholder management involved in this role, one should be able to prioritize finance and accounting tasks; and also differentiate between primary and secondary responsibilities.

  7. Documentation - Should have the ability to communicate effectively using documents and memos. Solid communication and articulation skills.

  8. Flexibility - Must be able to work in the afternoon to late-night shift, overlapping external consultants, HR, business teams, and management team’s timings.


  1. B.Com / M.Com/ CA preferred

  2. 2-5 years of relevant experience in finance and accounting

  3. Experience in an IT company will be strongly preferred. Experience working with an early-stage SaaS start-up is an advantage

  4. Exceptional knowledge of finance, complex modeling, budgeting, accounting, and Generally Accepted Accounting Principles (GAAP) 

  5. Advanced knowledge of accounting best practices, laws, standards, and state/national/international regulations

  6. Strong excel and software experience (Quickbooks, BI tools, etc)

  7. Analytical ability to develop and implement improvements or recommendations

  8. Credible track record of meeting tight deadlines with accuracy, integrity, and a sense of calm with the ability to work collaboratively

  9. Ability to thrive in a fast-paced work environment, manage priorities, and consistently meet deadlines

  10. A self-motivated learner who contributes to a culture of excellence and lifts the performance of the entire team

  11. Experience with general ledger functions and the month-end/year-end close process

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