Manager – CFO Services

Location: Andheri East, Mumbai

Experience: 4–8 Years

Function: CFO Services / Corporate Finance / Financial Advisory

Employment Type: Full-time

About Growthally Advisors

Growthally Advisors is a leading investment banking and financial advisory firm with over 15 years of experience in delivering comprehensive financial solutions to businesses across India.

The firm specializes in

- Debt Syndication

- Equity Advisory

- Mergers & Acquisitions (M&A;)

- Leasing Solutions

- Growth CFO Services

Led by a distinguished team of Chartered Accountants, former senior bankers, and MBA professionals, Growthally Advisors is recognized for its execution excellence, deep financial expertise, and client-centric approach.

With a growing team of 50 professionals and a pan-India presence, the firm partners with corporates across diverse industries and growth stages.

About the Role

We are looking for a commercially minded and analytically strong Manager – CFO Services to join our growing CFO Services team.

The role involves working closely with promoters, founders, CEOs and senior management of client companies to provide strategic finance, financial planning, MIS, cash-flow management, business performance analysis and decision-support services.

The candidate will act as a finance partner to clients, helping them strengthen financial controls, improve visibility into business performance, manage working capital and make informed financial and strategic decisions.

The ideal candidate should have strong knowledge of financial reporting, accounting, MIS, budgeting, forecasting, cash-flow management, financial analysis and corporate finance, along with the ability to independently manage client relationships and deliverables.

Key Responsibilities

Virtual CFO & Financial Advisory

- Act as a finance partner to promoters, founders, CEOs and senior management.

- Understand the client's business model, financial objectives and key business challenges.

- Provide strategic financial insights and recommendations to management.

- Support clients in improving financial performance, profitability and cash-flow management.

- Assist management in evaluating business decisions from a financial perspective.

- Provide regular financial and management updates to promoters and senior management.

Financial Planning & Analysis

- Lead annual budgeting and financial planning exercises.

- Prepare monthly, quarterly and annual financial forecasts.

- Develop business projections and financial models.

- Analyse actual performance against budgets and forecasts.

- Identify key variances and provide actionable recommendations.

- Conduct profitability analysis across products, customers, geographies and business segments.

- Develop financial dashboards and management reporting systems.

MIS & Management Reporting

- Design and implement comprehensive monthly MIS for clients.

- Prepare management reports covering
- Revenue

- EBITDA

- Profitability

- Working Capital

- Cash Flow

- Receivables

- Payables

- Inventory

- Borrowings

- Key Business KPIs





- Present financial performance and key insights to management.

- Establish appropriate financial KPIs and performance benchmarks.

- Ensure timely and accurate reporting to management.

Cash Flow & Working Capital Management

- Prepare and monitor cash-flow forecasts.

- Analyse working capital requirements and funding gaps.

- Monitor receivables, payables and inventory cycles.

- Identify opportunities to improve working capital efficiency.

- Support management in cash-flow planning and treasury decisions.

- Assist clients in evaluating short-term and long-term funding requirements.

- Coordinate with banks and financial institutions where required.

Corporate Finance & Funding Support

- Analyse the client's capital structure and financing requirements.

- Support debt fundraising and refinancing initiatives.

- Prepare financial information, projections and lender-related documents.

- Assist in evaluating Term Loans, Working Capital, Structured Debt, NCDs and other financing options.

- Coordinate with internal Debt Syndication teams for funding requirements.

- Support preparation of CMA data, financial projections and lender presentations.

- Assist clients in maintaining appropriate relationships with banks and financial institutions.

Financial Controls & Process Improvement

- Review existing financial processes, controls and reporting systems.

- Identify gaps in accounting and financial control processes.

- Recommend improvements in financial systems and workflows.

- Establish appropriate approval mechanisms and financial controls.

- Improve accuracy and timeliness of financial reporting.

- Assist clients in implementing accounting and ERP/MIS systems where required.

Business & Performance Advisory

- Analyse business performance and identify improvement opportunities.

- Prepare business plans and financial models for new initiatives.

- Support management in evaluating expansion, investment and capex decisions.

- Conduct scenario and sensitivity analysis.

- Evaluate unit economics, contribution margins and business profitability.

- Support strategic decision-making through data-driven financial analysis.

Compliance & Accounting Coordination

- Coordinate with internal and external accounting teams, auditors, tax consultants and other skilled advisors.

- Review financial statements and ensure timely closure of accounts.

- Monitor statutory and financial reporting requirements.

- Support statutory audit, tax audit and other financial review processes.

- Ensure financial data and management reporting are accurate and timely.

Client Relationship Management
- Develop strong relationships with promoters, founders, CEOs, CFOs and senior management.

- Conduct regular client meetings and financial review discussions.





- Understand evolving business requirements and identify opportunities for additional advisory services.

- Ensure timely delivery of client assignments and maintain high service standards.

- Develop long-term relationships and generate repeat business.

Key Performance Indicators The candidate will be measured on:
- Quality and timeliness of client MIS and financial reporting

- Accuracy of budgets, forecasts and financial models

- Improvement in client cash-flow and working capital visibility

- Quality of financial analysis and management insights

- Client satisfaction and retention

- Successful implementation of financial processes and controls

- Timely completion of client deliverables

- Revenue generated from managed client relationships

- Repeat business and cross-selling opportunities

- Successful support in debt fundraising and corporate finance assignments

Candidate Profile

Experience: 4–8 years in:

- CFO Services / Virtual CFO

- Financial Advisory

- Corporate Finance

- Financial Planning & Analysis (FP&A;)

- Management Consulting

- Accounting & Finance

- Investment Banking

- Transaction Advisory

- CA Practice / Advisory

- Corporate Finance / Business Finance

Qualification:

- CA preferred

- MBA / PGDM – Finance

- CFA

- M.Com / equivalent finance qualification

Must-Have Skills
- Strong financial statement and financial analysis skills

- Excellent understanding of accounting and corporate finance

- Strong knowledge of budgeting and forecasting

- Strong cash-flow and working capital management skills

- Experience in preparing and analysing MIS

- Good financial modelling skills

- Understanding of business profitability and key financial metrics

- Strong MS Excel skills

- Excellent communication and presentation skills

- Strong client management and relationship-building skills

- Ability to independently manage multiple client assignments

- Strong commercial and problem-solving orientation

Preferred Skills
- Prior experience in Virtual CFO / CFO advisory services

- CA qualification or experience working closely with CFOs / promoters

- Exposure to debt syndication and corporate fundraising

- Knowledge of CMA and financial projections

- Experience with ERP / accounting systems

- Power BI / financial dashboards experience

- Experience in preparing board-level management presentations

- Exposure to startup, SME or mid-market corporate finance

Who Should Apply?

This role is ideal for a professional who can independently answer two critical questions:

1. Can I understand the complete financial picture of a business and provide management with meaningful insights?

2. Can I act as a trusted finance partner to promoters and management and help them improve financial performance, cash flows and decision-making?

If you have strong financial expertise, commercial acumen, client management skills and a passion for helping businesses scale, we would like to hear from you.

Apply Now | Join Growthally Advisors' CFO Services Team

Location: Andheri East, Mumbai

📌 Manager - CFO (Mumbai)
🏢 Growthally
📍 Mumbai