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 p

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