Job Title CFO Advisory Assistant Execution Coordination Support About Ativeera Strategic Advisor Ativeera is a boutique virtual CFO and financial advisory firm helping MSMEs and growing businesses unlock clarity control and confidence in their financial journey From dashboards and budgeting to cash flow and financial systems we work closely with founders to make finance a growth enabler Role Objective We are looking for a smart proactive CFO Advisory Assistant who can support day-to-day execution follow-ups task coordination and basic financial review work You will act as a key support to the founder in ensuring timely delivery client coordination and internal accountability Key Responsibilities Follow up with internal team members and external clients to ensure timely completion of assigned work Reply and coordinate on WhatsApp group messages professionally and promptly Maintain task trackers and update the founder regularly Assist in collecting and reviewing accounting data Tally Excel Do basic analysis of transactions to support decision-making Maintain client documentation and meeting records Prepare and review Excel-based financial trackers reports or dashboards Provide support in Power BI-based reports if skilled What We re Looking For Commerce background B Com M Com semi-qualified CA or similar 1-3 years of experience in finance accounting or client coordination Hands-on experience with Tally and Excel Good understanding of business transactions and financial statements Strong communication skills especially for WhatsApp email coordination Ability to stay organized and ensure others meet deadlines Knowledge of Power BI or financial dashboards is a plus Self-driven dependable and eager to learn Job Type Full time Location Gurgaon office Work Timing Needs flexibility and responsiveness especially during work hours Job Types Full-time Permanent Pay 20 000 00 - 25 000 00 per month Language English Required Work Location In person