Hiring: Strategic Executive Assistant to the C-Suite | CA

We’re looking for a qualified CA who can do much more than traditional executive support.
We need someone who understands banking strategy, branch business planning, financial performance, and corporate finance —and can work closely with the C-Suite to turn strategy into execution.

Think of this role as part Strategic Advisor, part Finance Partner, and part Executive Office lead.

What you’ll do:
Develop and execute banking and branch-level business plans
Drive branch growth strategies across deposits, advances, CASA, cross-sell, profitability, and customer acquisition
Analyze branch/region performance and identify growth and efficiency opportunities
Build financial models, budgets, forecasts, and business scenarios
Work with banks and financial institutions on credit facilities, treasury, and funding
Support the C-Suite on strategic, financial, and capital allocation decisions
Translate leadership priorities into clear execution plans and track outcomes
Prepare sharp, decision-ready MIS and presentations for senior leadership
Step in on critical operational and financial issues and drive them to resolution





We’re looking for someone who:
Is a qualified CA with robust commercial and financial expertise
Has hands-on experience in banking business planning and branch banking strategy
Understands banking KPIs, branch profitability, liability/asset growth, and portfolio performance
Can confidently engage with bankers, senior executives, and business heads
Thinks strategically but is equally comfortable getting into the numbers and execution
Is highly organized, proactive, discreet, and comfortable operating close to the C-Suite
This is not a conventional Executive Assistant role.

You’ll be a trusted partner to leadership, with the opportunity to influence business strategy, banking relationships, financial performance, and growth.

If you’re a CA who understands both the numbers and the business of banking , we’d love to hear from you.

DM your profile + a short note on why this role interests you.
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📌 Strategic Executive Assistant to the C-Suite | CA (BFSI) (Mumbai)
🏢 Exceed Consulting
📍 Mumbai