Please send the CV and cover letter to [email protected]

Location: Pune, Maharashtra
Reporting To: Vertical Head – UK Business Services
Vacancies: 1

About Xcelentra: Xcelentra is a growing international skilled services firm providing Accounting, Taxation, Payroll, Compliance, and Advisory services to UK businesses. We work closely with business owners and entrepreneurs to deliver practical financial insights and support better business decisions.
Role Overview: We are seeking an ambitious and commercially aware finance professional to support the Vertical Head in managing UK client relationships and delivering high-quality advisory services. The role offers direct exposure to UK business owners, client meetings, financial analysis, and business advisory assignments. This position is ideal for candidates looking to move beyond traditional accounting and develop a career in client advisory and business consulting.
Key Responsibilities
· Assist the Vertical Head in managing a portfolio of UK-based clients.




Participate in client meetings and build strong professional relationships with business owners and senior stakeholders.
Review financial statements, management accounts, KPIs, and cash flow reports.
Analyse business performance and identify trends, risks, and opportunities.
Prepare client presentations, business review reports, and advisory recommendations.
Present financial insights and action points in a clear and professional manner.
Coordinate with internal Accounting, Tax, Payroll, and Compliance teams to ensure timely service delivery.
Support client retention and identify opportunities for additional services.
Contribute to process improvement initiatives and client satisfaction objectives.
Essential (must to have)
· Qualified Chartered Accountant (CA).
CA Inter or CA Final Appeared candidates with excellent communication skills may also be considered.
Strong verbal and written communication skills.
Sound understanding of financial statements and b

📌 Client Advisory Executive – UK Business Services (Pune)
🏢 Xcelentra Financial Services
📍 Pune