We are looking for a smart, proactive, and highly analytical Chartered Accountant who has strong knowledge of banking regulations, financial structuring, CMA reports, and business finance.

Key Responsibilities

● Handle and understand banking regulations, policies, and documentation

● Prepare CMA Data / CMA Reports quickly and accurately

● Manage working capital, CC/OD limits, term loans, and other banking facilities

● Prepare financial projections, cash-flow statements, balance sheets, and profitability analysis

● Coordinate with banks, financial institutions, auditors, and consultants

● Handle bank-related documentation, queries, renewals, and compliance

● Analyze financial statements and identify opportunities or risks

● Support management in financial planning and decision-making

● Understand business requirements and structure suitable banking/finance solutions

● Ensure timely completion of financial and banking-related work

Candidate Profile

We are looking for someone who is:

● CA – Chartered Accountant

● Strong knowledge of Indian banking rules and regulations

● Excellent understanding of CMA Data / CMA Reports





● Able to prepare CMA reports quickly without compromising accuracy

● Strong in Excel and financial analysis

● Good understanding of working capital and bank finance

● Smart, practical, and solution-oriented

● Has an intelligent and analytical mindset

● Able to work independently and take responsibility

● Good communication and negotiation skills

● Can handle pressure and urgent banking requirements

Preferred Experience

2+ years of relevant experience in:

● Banking & Finance

● CMA preparation

● Bank loans / working capital

● Financial projections

● Corporate finance

● CA / Finance consultancy

Freshly qualified CAs with exceptionally robust banking and CMA knowledge may also be considered.

What We Value

We are not just looking for someone who can prepare accounts.

We are looking for a problem solver who understands how banks think, can quickly analyze a business, prepare a strong CMA report, and find practical financial solutions.

If you are sharp, fast, financially intelligent, and confident dealing with banks — we want to hear from you.

📌 Chartered Accountant (Surat)
🏢 Shivdhara Trans Globe
📍 Surat