MANDATORY REQUIREMENTS

- Chartered Accountant (CA), preferably cleared in the 1st or 2nd attempt, with 4–6 years of post-qualification experience.
- Strong hands-on experience in MIS reporting, financial analysis, dashboards and company performance monitoring.
- Exposure to statutory audit and/or internal audit, with an understanding of financial controls, governance and risk management.
- Big 4 experience preferred, particularly candidates combining strong MIS expertise with statutory audit exposure. Prior PE/VC or portfolio company experience is an added advantage.

ABOUT THE CLIENT A leading India-focused private equity investment platform with a strong track record of partnering with high-growth businesses across diverse sectors. The firm focuses on long-term value creation through strategic investments and active portfolio management.

JOB ROLES & RESPONSIBILITIES

MIS & Portfolio Performance Monitoring:

- Review monthly and quarterly MIS reporting packs across portfolio companies, monitor the firm's MIS tool and prepare dashboards for internal reviews.
- Standardise reporting frameworks, dashboards and reporting cadence across portfolio companies, leveraging technology and automation.
- Analyse financial and operational performance, including revenue, margins, working capital and sector-specific metrics, to identify trends, performance gaps and emerging risks.
- Evaluate P&L;, Balance Sheet and cash flows to provide actionable insights on business performance and financial health.

Governance, Audit & Risk Management:

- Review governance assessments across portfolio companies,



validate findings and coordinate with management on control remediation and risk prioritisation.
- Oversee internal audit coverage, auditor selection, execution, closure of findings and reporting to the Audit Committee.
- Evaluate the design and operating effectiveness of Internal Financial Controls (IFC) and identify material weaknesses.
- Support portfolio companies in strengthening risk management frameworks, defining mitigation plans and improving financial discipline.
- Coordinate with statutory auditors and portfolio company Finance Heads to ensure timely completion of annual audits, clean audit reports and limited reviews, as applicable.
- Conduct special assignments and support fraud or whistleblower investigations, where required.
- Advise portfolio company management on governance, reporting quality and best practices, facilitating knowledge-sharing across the portfolio.

Due Diligence:

- Support the Deals Team in financial and operational due diligence for current investment opportunities and add-on acquisitions, identifying key findings and red flags for internal review.

QUALIFICATION & EXPERIENCE

- Chartered Accountant with 4–6 years of relevant post-qualification experience.
- Strong MIS and financial reporting experience is essential; statutory audit and/or internal audit exposure is highly desirable.
- Prior exposure to private equity, investments or portfolio company monitoring is an added advantage.
- Strong analytical skills and the ability to work with portfolio company management and multiple stakeholders.

OTHER DETAILS

Reporting To: HOD

Industry Target: PE/VC

Work Model Arrangement: Onsite

📌 MIS & Portfolio Monitoring Analyst (Mumbai)
🏢 SKS Enterpprises - Human Resource Planning and Management
📍 Mumbai