Analyst – Portfolio Governance & MIS
Location - Mumbai
4 - 5 Years of Experience

MANDATORY REQUIREMENTS
• CA with 4–5 years post-qualification experience, with exposure to Statutory Audit, Internal Audit, MIS or Financial Reporting.
• Solid expertise in financial analysis, MIS reporting, internal controls, governance, risk management, budgeting, forecasting and working capital, with the ability to analyse P&L;, Balance Sheet and cash flows.
• Hands-on experience in portfolio/company performance monitoring, dashboards/MIS, Due Diligence and stakeholder management; prior PE/Investment/Portfolio company exposure will be preferred.

JOB ROLES & RESPONSIBILITIES
Governance & MIS Reporting
• Review monthly and quarterly MIS reporting packs across PC, periodic monitoring of Samara MIS tool and prepare dashboards for internal review
• Own PC performance visibility. Standardise MIS frameworks, dashboards, and reporting cadence across portfolio companies through use of technology and automation aggressively




• Analyse financial and operational performance across portfolio - revenue, margins, working capital, sector-specific drivers, etc. Provide insights and analytics that provide a true picture of performance, trends, and emerging risks
• Work with PC management and functional experts on Governance Tool – self-assessment, validation, reviewing tool's output providing periodic updates to Portfolio Oversight Lead, incorporating assessment outcome into IA scope, control remediation, and risk prioritization across the portfolio
• Oversee Internal Audit across PC - risk-based audit coverage, appropriate auditor selection processes, audit execution, closure timelines and reporting of IA findings to AC
• Evaluate design and operating effectiveness of Internal Financial Controls (IFC) and flag material weaknesses
• Support PC in strengthening Risk Management framework across PC and provide guidance. Identify key/critical risks across PC and drive closure with appropriate action plan

📌 Chartered Accountant (Mumbai)
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📍 Mumbai