Finance Executive

Protocol is a leading soft skills training institute in Bangalore, trusted by top organizations for corporate training, personality development, executive coaching, and communication skills programs. With 20+ years in business, 160+ corporate clients, and multiple national awards, we help professionals and teams build confidence and achieve success.

About the Role

We're looking for a detail-oriented Finance Executive to manage the financial heartbeat of our institute. You'll handle invoicing, quotations, client coordination, and internal operations - ensuring smooth financial workflows while maintaining strong relationships with our corporate clients and internal teams.

This is an IN-PERSON role perfect for someone who thrives on organization, accuracy, and cross-functional collaboration in a dynamic training environment.

Key Responsibilities

Financial Operations

- Generate and manage invoices for corporate training programs, individual courses, and consulting engagements

- Prepare and upload quotations for prospective corporate clients and training proposals

- Track payments, follow up on outstanding receivables, and maintain accurate financial records

- Handle petty cash, expense tracking, and day-to-day bookkeeping

- Assist with GST invoicing, TDS compliance, and monthly financial reconciliations

- Support month-end closing and basic financial reporting

Client & Vendor Coordination

- Coordinate with corporate clients on billing, payment schedules, and financial documentation

- Liaise with vendors, trainers, and service providers for payment processing and contract terms

- Respond to client finance-related queries promptly and professionally

Internal Operations

- Coordinate with the Operations department for project updates, training schedules, and delivery confirmations to ensure accurate billing

- Maintain organized records of all financial documents, contracts, and client communications

- Support the management team with ad-hoc administrative and operational tasks

What We're Looking For

Must-Have:

- Bachelor's degree in Commerce (), Finance, or Accounting

- 1-3 years of experience in finance, accounts, or operations coordination (training/education sector preferred)

- Proficiency in Tally / Zoho Books / QuickBooks or similar accounting software

- Strong command of MS Excel (invoicing templates, basic formulas, data tracking)

- Familiarity with GST invoicing and Indian tax compliance basics

- Excellent written and verbal communication in English

- High attention to detail and ability to manage multiple priorities