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
- Team management and task delegation
- Ability to manage multiple companies
- High accuracy and attention to deadlines
- Effective client coordination and relationship management
- Clear and professional communication with clients and internal teams
Knowledge
- Strong knowledge of the Business Finance
- Practical understanding of Income Tax, GST, and TDS regulations
- Working knowledge of Accounting and Bookeeping
- Subject-matter expertise in Cashflow Management, MIS Prepearation, Presentation creation
Self-Image
- Demonstrates ownership and accountability
- Proactive, result-oriented, and execution-focused mindset
- Solid leadership presence with a “get-things-done” approach
- Self-motivated and performance-driven
Traits
- High attention to detail and compliance discipline
- Willingness to learn and adapt to regulatory changes
- Integrity, honesty, and ethical conduct
Motives
- Strong drive for personal and professional growth
- 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)