Chartered Accountant (CA) 0-3 years experience – cleared CA final examination in max 2 attempts.

- Experience – a) Central Statutory audits (preferably Banks & NBFCs) of BFSI clients during Articleship / post CA qualification (or)

b) Working experience at Internal audit / Finance / Compliance / Risk department of Banks/ NBFCs/ other BFSI entities (or)

c) prior experience in advisory & consulting for BFSI clients

Roles & Responsibilities

Execute advisory and consulting engagements for BFSI clients, including Banks and NBFCs

Support CFO advisory assignments, including financial statement preparation is per different GAAPs, financial planning & analysis (FP&A;), budgeting, forecasting, MIS, and performance reporting

Assist in strengthening finance functions, including process optimization, cost management, and financial controls

Conduct regulatory compliance reviews in line with RBI and other applicable guidelines

Support co-sourced/internal audit engagements, including planning, execution, and documentation

Analyze financial data, business processes, and policies to identify risks, gaps, and improvement opportunities





Provide actionable recommendations to enhance operational efficiency and strengthen internal controls

Prepare client-ready deliverables, including reports, dashboards, presentations, and review documentation

Assist in development and review of policies, SOPs, and governance frameworks

Engage with client stakeholders to gather requirements, discuss findings, and track implementation of recommendations

Stay updated on BFSI regulations, financial reporting standards, and industry best practices

Collaborate with cross-functional teams to ensure timely and high-quality delivery of assignments

Desired Skills

Proficient in MS Excel, Word, and PowerPoint

Experience working with AI tools such as Microsoft Copilot, ChatGPT, and Claude

Strong analytical and problem-solving skills

Excellent communication and written skills

Demonstrated ability to work effectively in a team workplace

Good understanding of Banking/NBFC regulations is preferredRole & responsibilities

Preferred candidate profile

📌 Chartered Accountant (Mumbai)
🏢 GIST Management Solutions
📍 Mumbai