Chartered Accountant (CA) 4-6 years experience

1. Experience – a) Statutory audits (preferably Banks & NBFCs) of BFSI clients post CA qualification (or)

b) Working experience at Internal audit / Finance / Compliance / Risk department of Banks/ NBFCs/ other BFSI entities (or) c) prior experience in advisory & consulting for BFSI clients

Roles & Responsibilities

Execute and independently manage key workstreams in advisory and consulting engagements for BFSI clients, including Banks and NBFCs

Support and drive CFO advisory engagements, including financial reporting (Ind AS/IFRS/IGAAP), budgeting, forecasting, MIS, and performance analysis

Contribute to strengthening finance functions through process improvements, cost optimization, and enhancement of financial controls

Perform regulatory compliance reviews in line with RBI and other applicable guidelines, identifying gaps and recommending corrective actions

Lead execution of co-sourced/internal audit assignments, including scoping, fieldwork, documentation, and reporting

Analyze financial data, business processes, and policies to identify risks, inefficiencies, and opportunities for improvement

Develop practical,



value-driven recommendations to enhance internal controls, governance, and operational efficiency

Prepare and review high-quality client deliverables, including reports, presentations, dashboards, and review documentation

Assist in development and refinement of policies, SOPs, and governance frameworks

Engage with client teams to gather information, discuss observations, and support implementation of recommendations

Stay abreast of evolving BFSI regulations, financial reporting standards, and market trends to provide relevant advisory insights

Supervise and guide junior team members, ensuring quality and timely deliverables

Collaborate with senior team members on proposals, presentations, and client relationship management

Desired Skills

Proficient in MS Excel, Word, and PowerPoint

Experience working with AI tools such as Microsoft Copilot, ChatGPT, and Claude

Strong analytical and problem-solving skills

Excellent communication and written skills

Demonstrated ability to work effectively in a team environment

Positive understanding of Banking/NBFC regulations is preferred

📌 senior CA manager (Mumbai)
🏢 GIST Management Solutions
📍 Mumbai