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Finance Executive @ PB Partners

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 Finance Executive

Job Description

Job Summary :

We are looking for a detail-oriented and results-driven Finance Executive to manage the financial operations for marketing and contest campaigns.

The ideal candidate will be responsible for budgeting, PO processing, vendor payments, compliance, and ensuring timely closures of contests and reward fulfillment on our in-house platform.

This role demands strong coordination across marketing, procurement, and finance teams, with a constant focus on cost optimization and audit readiness.


Key Responsibilities :

1. Marketing Finance Management

  1. Ensure 100% accuracy in budget provisioning for all marketing and contest campaigns.
  2. Process Purchase Order (PO) requests within 2 working days of submission
  3. Monitor and ensure 100% compliance with invoice submission and vendor payment timelines.
  4. Prepare and submit monthly Spend vs Budget tracking reports.
  5. Maintain financial control over marketing budgets and monitor utilization to prevent overruns.
  6. Manage spends efficiently by reviewing actuals versus budgeted expenses, and flagging any deviations with justification.

2. Financial Compliance & Audit Readiness

  1. Ensure 100% adherence to internal and external audit requirements.
  2. Maintain zero compliance issues related to vendor contracts and financial documentation.
  3. Ensure complete documentation for all PO and invoice transactions.
  4. Act as the primary point of contact for Business Finance and Central Finance teams for all audit-related requirements and clarifications.

3. Contest Closures & Reward Fulfillment

  1. Ensure 100% accuracy in contest updates and closures on the internal CI platform.
  2. Coordinate with sourcing teams to ensure timely offline updates and fulfillment of contest reward requirements.

Key Skills & Competencies :

  1. Strong understanding of finance processes, especially related to marketing and campaign budgets.
  2. Excellent knowledge of PO, invoice processing, and vendor management systems.
  3. Meticulous attention to detail and deadline-oriented approach.
  4. Proficiency in Excel and financial reporting tools.
  5. Understanding of financial compliance, audits, and documentation practices.
  6. Strong communication and coordination skills across cross-functional teams.

Qualifications :

  1. Bachelors degree in Finance, Accounting, or related field (MBA/CA Inter preferred).
  2. 25 years of experience in finance operations, preferably in marketing or campaign management finance.
  3. Experience in working with ERP or finance tools; Oracle, is an advantage.

Performance Metrics:

  1. Budget Accuracy & Timeliness of PO Requests
  2. Vendor Payment & Invoice Compliance
  3. Audit Readiness & Documentation Accuracy
  4. Timeliness and Accuracy in Reporting
  5. Cost Optimization Achievements
  6. Successful & Accurate Contest Closures

Job Classification

Industry: Insurance
Functional Area / Department: Finance & Accounting
Role Category: Finance
Role: Finance Executive
Employement Type: Full time

Contact Details:

Company: PB Partners
Location(s): Delhi, NCR

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Keyskills:   TDS Gst Vendor Management Bill Payment Invoice Processing Purchase Order Po submission Marketing Campaigns auditing Bank Reconciliation vendor payments Vendor Reconciliation invoice Budgeting

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PB Partners

We are one of the fast growing software solution, Technical consultancy and knowledge outsourcing situated in India with office at NOIDA, Bangalore and USA(PA) .Our core areas of security systems, client server technology ,web based application an