Jr. Manager – CFO Services

Job Description:

💼 Position Overview
We’re seeking an experienced Jr. Manager - CFO Services with minimum 2 years of practical experience in helping clients managing their Accouts team and guiding them with CFO Services.

📌 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

Skills
1. Team management and task delegation
2. Ability to manage multiple companies
3. High accuracy and attention to deadlines
4. Effective client coordination and relationship management
5. Clear and professional communication with clients and internal teams

Knowledge
1. Strong knowledge of the Business Finance
2. Practical understanding of Income Tax, GST, and TDS regulations
3. Working knowledge of Accounting and Bookeeping
4. Subject-matter expertise in Cashflow Management, MIS Prepearation, Presentation creation

Self-Image
1. Demonstrates ownership and accountability
2. Proactive, result-oriented, and execution-focused mindset
3. Strong leadership presence with a “get-things-done” approach
4. Self-motivated and performance-driven

Traits
1. High attention to detail and compliance discipline
2. Willingness to learn and adapt to regulatory changes
3. Integrity, honesty, and ethical conduct

Motives
1. Strong drive for personal and professional growth
2. Belief in a win–win–win philosophy (client, team, organization)

🎓 Desired Candidate Profile
● Semi CA / MBA (top College) with at least 2-3 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 2 years (CA firm or accounting/tax background)
● Qualification: CA (droput) / MBA
● Location: Thane (Wagle Estate)