Job Description

Company: Fimansy Consulting

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Location: Mumbai, India

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Employment Type: Full-Time

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Experience: 5–8+ Years

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Qualification: Chartered Accountant (CA)

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Expected CTC: ₹15–25 LPA

About Fimansy Consulting n

Fimansy Consulting is a finance advisory and business consulting firm working with founders, CXOs, startups, SMEs, and investors across financial management, accounting, compliance, virtual CFO services, fundraising, and business growth.

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As we scale our advisory and finance practice, we are looking for a CA Team Lead who can take ownership of client delivery, lead the finance team, and work closely with founders and senior management to deliver high-quality financial and advisory solutions.

Role Overview n

The CA Team Lead will be responsible for managing a portfolio of clients, reviewing financial and accounting work, ensuring statutory compliance, overseeing MIS and reporting, and guiding the internal finance team.

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The ideal candidate should have strong technical accounting and taxation knowledge, excellent client-management skills, and the ability to independently handle complex finance requirements while building and mentoring a high-performing team.

Key ResponsibilitiesClient & Finance Management n

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- Manage end-to-end finance and accounting requirements for multiple clients.
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- Act as the primary finance point of contact for assigned clients.
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- Review books of accounts, reconciliations, ledgers, and financial statements.
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- Oversee monthly, quarterly, and annual financial closing processes.
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- Ensure timely and accurate preparation of P&L;, Balance Sheet, Cash Flow Statements, and MIS reports.
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- Identify financial discrepancies, process gaps, and areas for improvement.
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- Provide actionable financial insights to founders and management.
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Taxation & Compliance nn
- Oversee GST, TDS, Income Tax, ROC/MCA, and other applicable statutory compliances.
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- Review GST returns, TDS workings, tax computations, and related filings.
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- Coordinate with external auditors, tax consultants, and regulatory authorities where required.
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- Ensure clients remain compliant with applicable accounting and regulatory requirements.
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- Support audits, due diligence, financial reviews, and other advisory assignments.
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Team Leadership nn
- Lead, mentor, and manage a team of accountants and finance executives.
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- Allocate client work and monitor deliverables, deadlines, and quality.
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- Review and approve work prepared by team members.
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- Establish SOPs and quality-control processes across client accounts.
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- Train team members on accounting, compliance, reporting, and client communication.
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- Take ownership of team performance and delivery standards.
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Advisory & Business Support nn
- Work closely with founders/CXOs to understand their financial requirements.
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- Support budgeting, forecasting, cash-flow planning, and working-capital management.
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- Assist clients with financial planning and business decision-making.
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- Identify opportunities for process automation and technology adoption.
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- Support implementation and optimisation of platforms such as Zoho Books, Zoho Finance Suite, Tally, and other accounting/ERP systems .
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- Contribute to Virtual CFO and strategic finance engagements.
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Client Relationship Management nn
- Build strong and long-term relationships with clients.
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- Conduct regular finance review meetings with clients.
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- Communicate financial information clearly to non-finance stakeholders.
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- Handle escalations and ensure timely resolution of client concerns.
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- Maintain high standards of professionalism, responsiveness, and confidentiality.
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What We Are Looking For nn
- Qualified Chartered Accountant (CA) .
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- 5–8+ years of relevant post-qualification experience.
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- Strong experience in accounting, taxation, compliance, MIS, and financial reporting.
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- Prior experience managing a finance/accounting team is preferred.
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- Experience handling multiple clients or working in a CA firm, consulting firm, Virtual CFO setup, or finance advisory environment will be an advantage.
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- Strong understanding of Indian accounting and taxation practices.
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- Excellent command of Excel/Google Sheets and financial reporting.
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- Experience with Zoho Books, Tally, ERP systems, or other accounting software is preferred.
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- Strong analytical and problem-solving skills.
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- Excellent written and verbal communication.
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- Ability to independently manage priorities and meet strict deadlines.
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- Strong ownership mindset with a client-first approach.
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Preferred Experience n

Candidates with experience in any of the following will be preferred:

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- Virtual CFO / Fractional CFO services
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- Startup and SME advisory
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- Client accounting and finance outsourcing
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- Financial MIS and management reporting
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- GST, TDS and direct taxation
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- Financial planning & analysis
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- Fundraising / investor reporting
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- Due diligence
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- ERP/accounting software implementation
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- Team management and client relationship management
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Compensation n

Expected CTC: ₹15–25 LPA

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Compensation will be based on experience, technical expertise, client-handling capabilities, leadership experience, and overall fit for the role.

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Performance-linked incentives may be offered based on role and experience.

Why Join Fimansy?n

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- Work directly with founders, CXOs, startups, and growing businesses .
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- Exposure to accounting, taxation, Virtual CFO, fundraising, and strategic finance.
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- Opportunity to build and lead a high-performing finance team.
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- Work with modern finance and business technology platforms.
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- High ownership and decision-making responsibility.
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- Fast-growing environment with significant opportunities for skilled growth.
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- Opportunity to move beyond traditional accounting into strategic finance and business advisory .
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Location n

Mumbai, Maharashtra

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This is a full-time, office/hybrid role depending on business requirements.

📌 Chartered Accountant - Team Lead (Mumbai)
🏢 Fimansy Consulting
📍 Mumbai