Location: Charni Road, Mumbai (100% on site)

Company Description Finvvritti Advisors is a leading professional services firm providing Accounting & Finance, Company Secretary, Taxation, Debt Advisory, and CFO services to clients across diverse industry verticals. The firm has built a strong reputation for ethical business practices, deep domain expertise, and consistent service excellence. Finvvritti Advisors works with organizations of varying sizes, with a particular focus on SMEs and startups across industries. The team is committed to delivering practical, results-driven solutions while upholding the highest standards of professionalism.

Job Summary

Senior Finance Executive- Virtual CFO is responsible for executing finance and accounting engagements, providing strategic financial advisory, managing client relationships, and overseeing the delivery of outsourced CFO services. The role requires strong technical expertise in finance, compliance, and business partnering to help clients improve financial performance and governance.

Key Responsibilities

Accounting & Financial Management
Manage accounting and financial reporting requirements for multiple client engagements.
Prepare and post journal vouchers and other accounting entries in Tally and Zoho Books.
Manage monthly and periodic book closures, ensuring the accuracy and completeness of accounting records.
Prepare and maintain monthly, quarterly, and annual financial statements.
Process vendor payments, statutory payments, banking transactions, and account reconciliations.
Coordinate with clients and internal teams to obtain information, resolve accounting issues, and complete deliverables within agreed timelines.

Management Reporting & Financial Analysis
Prepare MIS reports, cash-flow statements, fund-flow statements, and other management reports.
Analyse financial and accounting data to support management decision-making and business planning.
Assist in budgeting, forecasting, financial planning, and variance analysis.
Track financial performance and highlight material trends, variances, and areas requiring management attention.
Provide timely and accurate financial information to relevant stakeholders.





Taxation & Statutory Compliance
Prepare and reconcile monthly GST data and ensure the timely filing of applicable GST returns.
Prepare TDS workings and ensure the timely payment and filing of TDS returns.
Monitor applicable tax and regulatory obligations to ensure accurate and timely compliance.
Assist with ROC, RBI, and other statutory or regulatory compliance requirements.
Maintain appropriate records and supporting documentation for compliance filings and reviews.

Client & Stakeholder Coordination
Manage accounting, reporting, and compliance deliverables for multiple clients simultaneously.
Coordinate regularly with clients to collect financial information and address accounting or compliance-related queries.
Work closely with internal teams to monitor assignments and ensure the timely completion of deliverables.
Communicate financial and compliance matters clearly to relevant stakeholders.
Support clients in resolving routine accounting, reporting, and regulatory issues.

Process Control & Quality Assurance
Review accounting records and reconciliations to identify discrepancies and ensure data accuracy.
Maintain proper books of account, schedules, supporting documents, and financial records.
Monitor recurring accounting and compliance timelines across client engagements.
Support improvements in accounting, reporting, reconciliation, and compliance processes.
Ensure work is completed in accordance with applicable accounting practices and internal quality standards.

Other Responsibilities
Support periodic financial reviews and other finance-related assignments.
Assist with accounting, finance, taxation, compliance, and reporting requirements as needed.
Handle ad hoc assignments based on client requirements and business priorities.





Qualifications

Minimum of 5 years of relevant finance experience, or
CA Inter (Cleared intermediate level) with 2–3 years of relevant experience.
Prior experience with a Chartered Accountancy firm, accounting outsourcing firm, or Virtual CFO services provider is preferred.
Experience managing accounting, reporting, and compliance requirements for multiple clients is preferred.

Required Skills

Strong knowledge of accounting, bookkeeping, and financial reporting.
Proficiency in preparing MIS reports, cash-flow statements, fund-flow statements, and financial analyses.
Practical knowledge of monthly and periodic book-closure processes.
Good understanding of GST, TDS, accounting practices, and applicable statutory compliances.
Experience in preparing GST reconciliations, TDS workings, and supporting statutory return filings.
Proficiency in Tally is mandatory.
Working knowledge of Zoho Books or similar accounting software is preferred.
Advanced proficiency in Microsoft Excel, including VLOOKUP, HLOOKUP, PivotTables, and data analysis.
Understanding of budgeting, forecasting, financial planning, and variance analysis.
Ability to manage multiple clients, assignments, and deadlines independently.
Strong analytical and problem-solving abilities.
Excellent attention to detail and commitment to accuracy.
Valuable written and verbal communication skills.
Strong client coordination and interpersonal skills.

Key Competencies

Client-centric approach
Communication and presentation skills
Project management
Attention to detail
Time management
Ability to manage multiple priorities

Key Performance Indicators (KPIs)

Timely delivery of client engagements
Client satisfaction and retention
Accuracy and quality of financial accounting and reporting
Compliance with regulatory and reporting deadlines

Preferred Industry Exposure

Manufacturing
Retail
Technology & SaaS
Startups
D2C companies
Infrastructure
Professional Services
Family-owned businesses
PE/VC-backed companies

Location: Charni Road, Mumbai (100% on site)

📌 Senior Finance Executive- Virtual CFO Services (Mumbai)
🏢 Finvvritti Advisors
📍 Mumbai