Teams at Dev Mantra Financial Services

Perform daily accounting activities using Zoho Books, Tally, or SAP; reconcile vendor and customer accounts; maintain accurate financial records; support financial reporting, compliance documentation, audits, and tax-related work. The role requires strong Excel skills, including pivot tables, VLOOKUP, and data validation, along with clear communication, attention to detail, self-motivation, and independent work capability.

Performs risk-based internal audits, analytical reviews, sample testing, walkthroughs, control testing, SOX testing, and SAS 70 reporting. Determines materiality and tolerable error, documents process flows, analyzes systems and procedures, and creates Excel dashboards for large data volumes. The role requires strong analytical, logical, creative, and self-motivated working capabilities, with opportunities to support diverse clients and complex taxation matters.

Manage relationships with high-net-worth, ultra-high-net-worth, and corporate clients. Assess financial goals and risk profiles, recommend investment and wealth-planning solutions, sell financial products, and oversee portfolio reviews and rebalancing. Monitor markets, support client onboarding and KYC/AML documentation, maintain regulatory knowledge, and collaborate with research, product, and operations teams to deliver strong client service, retention, and satisfaction.