Teams at Poornatha

Manage daily accounting transactions, tax filings, statutory compliance, reconciliations, journal entries, cash flow forecasting, MIS reporting, financial statements, budgeting, audits, and year-end closing. Ensure accurate revenue and expense recognition, maintain financial records, coordinate reporting stakeholders, and improve accounting processes through technology and accounting software.

Identify business opportunities, research prospective clients, develop partnerships, present products and proposals, conduct sales meetings, convert leads, and build client relationships. Maintain accurate sales records, prepare reports for management, and document meetings using Excel trackers. The role requires strong communication skills, fluency in English and Hindi, and flexibility to travel across India for client appointments.

Supports technology and operations projects, coordinates sessions and events, provides logistical assistance, and explores process automation using AI tools such as Claude and ChatGPT.