Job Description –Executive Assistant (Finance)

Position Title: Executive Assistant (Finance)

Location: Mumbai

Department: Finance

Reports to: CFO

Role Overview

The role will function as a strategic project management partner to the CFO, driving execution of key initiatives, strengthening business finance coordination, and ensuring alignment across group entities. The incumbent will be responsible for driving execution discipline, ensuring cross-functional alignment, and delivering strategic priorities on time, while enabling data-driven decision-making and robust performance tracking at a group level.

Key Responsibilities

1. Project Management (Finance & Business Initiatives)

- Drive and track key finance and cross-functional projects across the group.
- Develop project plans, timelines, and milestones for strategic initiatives.
- Monitor progress, identify risks, and ensure timely execution.
- Coordinate with stakeholders to resolve bottlenecks and drive accountability.
- Maintain project dashboards and status reports for leadership review.
- Proactively raise red flags in case there is a major devitation

2. Business & Finance Coordination

- Act as a central coordination point between finance, manufacturing, HR,compliance and leadership teams.
- Ensure alignment of financial plans with business objectives across Diamond & Jewellery divisions.
- Facilitate seamless flow of information across departments for decision-making.
- Support implementation of group-level finance initiatives and policies. Coordinate with various teams for financial data consolidation.
- Ensure timely availability of financial information for management reviews.
- Drive compliance coordination by liaising with internal stakeholders, external consultants, and auditors to ensure adherence to regulatory requirements

3. Group Alignment & Governance

- Ensure alignment of common goals and priorities across divisions.
- Track key business metrics and performance indicators at a group level.




- Support leadership in driving standardization of processes and reporting across entities.
- Follow up on action items from leadership meetings and ensure closure.

4. Management Reporting & MIS

- Prepare and consolidate group level monthly MIS, financial dashboards, and management reports.
- Analyze revenue trends, cost structures, margins, and working capital. Present financial insights to support business strategy and operational decisions.
- Improve reporting structures and financial analytics
- Provide actionable insights for leadership decision-making.
- Ensure accuracy and timeliness of financial and business reporting.

5. Process Improvement & Automation

- Identify and eliminate process inefficiencies, duplication of work, and manual dependencies across finance and business teams.
- Implement SOPs (Standard Operating Procedures) for key finance and cross-functional processes.
- Drive automation of recurring reports and workflows
- Drive process standardization across finance and business functions.
- Identify opportunities for automation and efficiency improvement.

6. Special Projects & Business Analysis

- Work on special finance projects such as cost optimization, profitability improvement, and financial restructuring.
- Conduct data-driven analysis to support new business initiatives.
- Support leadership in strategic financial planning and decision-making.

Key Skills & Competencies

- Strong knowledge of financial reporting and analysis
- Advanced financial modelling and analytical skills
- Ability to translate financial data into strategic insights
- Robust stakeholder management and coordination skills
- High level of confidentiality and professionalism
- Advanced proficiency in Excel, PowerPoint, and financial MIS systems
- Experience in SAP and ERP systems

Qualifications & Experience

- CA / MBA (Finance) or equivalent qualification.
- 8-12 years of experience in finance, financial planning & analysis, or consulting
- Experience in manufacturing / trading / diamond or jewelry industry preferred

Skills:- Project finance, Business Analysis, Management Information System (MIS) and Financial reporting

📌 Executive Assistant (Mumbai)
🏢 Telesis Consultancy services
📍 Mumbai