Job Description
- Drive financial planning, budgeting, forecasting, and cash flow management for assigned clients, ensuring adequate liquidity and prudent fund utilisation.
- Design, implement, and monitor MIS reporting frameworks including monthly dashboards, variance analysis, and business performance reviews for management and investors.
- Oversee statutory and regulatory compliances including Direct Tax, GST, Companies Act, and FEMA in coordination with internal teams and external consultants.
- Lead implementation of internal financial controls, process standardisation, and SOP documentation to improve accuracy, efficiency, and risk management.
- Partner with client leadership on strategic initiatives such as pricing decisions, cost optimisation, funding requirements, and long-term financial planning.
- Liaise with banks, investors, and auditors for working capital limits, term loans, fund raising support, and audit finalisation.
- Review and guide monthly closing processes, reconciliations, and finalisation of financial statements, providing insights and corrective action recommendations.
- Support audit teams by identifying risks, process gaps, and ensuring implementation of agreed action plans at client locations.
Preferred Qualification
- Qualified CA or CMA.
- Semi Qualified CA or CMA.
- MBA with relevant experience in finance or virtual CFO services.
Skills and Competencies
- Strong leadership, communication, and interpersonal skills for team management and client engagement.
- Advanced proficiency in MS Office including Excel, PowerPoint, and Word.
- Positive attitude with a willingness to learn and adapt.
