Manager – CFO Services

Job Description:

📌 Key Responsibilities

Accounting & Book Closure

• Monthly review of client books and sharing actionable recommendations
• Drive client-specific month-end book closure checklist
• Define clear roles and responsibilities for client finance teams
• Prepare and implement SOPs for accounting and finance processes

Compliance & Audit Oversight

• Review GST and TDS compliances for accuracy and timeliness
• Support timely closure of statutory audits
• Guide clients on quarterly tax planning strategies

MIS, Reporting & Financial Planning

• Prepare monthly client-specific MIS / financial statements
• Prepare and review cash flow and fund flow statements
• Provide monthly actionable insights based on MIS
• Create and automate client dashboards
• Prepare cash flow forecasts
• Prepare annual budgets and variance analysis

Team Management

• Guide and manage client accounting teams on day-to-day operational issues
• Drive timely task closure through motivation and follow-ups
• Assist in hiring and onboarding client finance team members

Client Coordination

• Conduct regular (weekly/periodic) review meetings with client teams
• Meet clients in person, as required
• Act as primary finance SPOC for assigned clients

Competencies Required for the Role

🎓 Desired Candidate Profile

• CA / MBA (top College) with at least 3-5 years of relevant experience in Shared CFO Services.
• Strong working knowledge of Tally / Excel / PPT.
• Excellent understanding of Accounting standards, Taxes, MIS, Cashflows and Business Finance.
• Good written and verbal communication skills.
• Self-disciplined, reliable, and capable of working independently.

🕒 Work Details

• Job Type: Full-time (in Office)
• Experience: Minimum 5 years (CA firm or accounting/tax background)
• Qualification: CA / MBA

Location: Thane (Wagle Estate)