Hiring: Senior Finance Executive – Virtual CFO | Mumbai

• 📍 Location: Charni Road, Mumbai

• 🏢 Work Arrangement: 100% On-site

• 💼 Experience: 5+ Years (or CA Inter with 2–3 Years)

• 🏭 Industry: Professional Services (Accounting, Taxation, CFO Services)

🔹 Company Description

A professional services firm providing Accounting & Finance, Company Secretary, Taxation, Debt Advisory, and CFO services to clients across diverse industry verticals. The firm has built a strong reputation for ethical business practices, deep domain expertise, and consistent service excellence. It works with organizations of varying sizes, with a particular focus on SMEs and startups, delivering practical, results-driven solutions while upholding high standards of professionalism.

🔹 Job Summary

The Senior Finance Executive – Virtual CFO is responsible for executing finance and accounting engagements, providing strategic financial advisory, managing client relationships, and overseeing the delivery of outsourced CFO services. The role requires strong technical expertise in finance, compliance, and business partnering to help clients improve financial performance and governance.

🔹 Key Responsibilities

Accounting & Financial Management

• Manage accounting and financial reporting requirements for multiple client engagements

• Prepare and post journal vouchers and other accounting entries in Tally and Zoho Books

• Manage monthly and periodic book closures, ensuring the accuracy and completeness of accounting records

• Prepare and maintain monthly, quarterly, and annual financial statements

• Process vendor payments, statutory payments, banking transactions, and account reconciliations

• Coordinate with clients and internal teams to obtain information, resolve accounting issues, and complete deliverables within agreed timelines

Management Reporting & Financial Analysis

• Prepare MIS reports, cash-flow statements, fund-flow statements, and other management reports

• Analyse financial and accounting data to support management decision-making and business planning

• Assist in budgeting, forecasting, financial planning, and variance analysis

• Track financial performance and highlight material trends, variances, and areas requiring management attention

• Provide timely and accurate financial information to relevant stakeholders

Taxation & Statutory Compliance

• Prepare and reconcile monthly GST data and ensure the timely filing of applicable GST returns

• Prepare TDS workings and ensure the timely payment and filing of TDS returns

• Monitor applicable tax and regulatory obligations to ensure accurate and timely compliance

• Assist with ROC, RBI, and other statutory or regulatory compliance requirements

• Maintain appropriate records and supporting documentation for compliance filings and reviews

Client & Stakeholder Coordination

• Manage accounting, reporting, and compliance deliverables for multiple clients simultaneously

• Coordinate regularly with clients to collect financial information and address accounting or compliance-related queries

• Work closely with internal teams to monitor assignments and ensure the timely completion of deliverables

• Communicate financial and compliance matters clearly to relevant stakeholders

• Support clients in resolving routine accounting, reporting, and regulatory issues

Process Control & Quality Assurance

• Review accounting records and reconciliations to identify discrepancies and ensure data accuracy

• Maintain proper books of account, schedules, supporting documents, and financial records

• Monitor recurring accounting and compliance timelines across client engagements

• Support improvements in accounting, reporting, reconciliation, and compliance processes

• Ensure work is completed in accordance with applicable accounting practices and internal quality standards

Other Responsibilities

• Support periodic financial reviews and other finance-related assignments

• Assist with accounting, finance, taxation, compliance, and reporting requirements as needed

• Handle ad hoc assignments based on client requirements and business priorities

🔹 Qualifications

• Minimum of 5 years of relevant finance experience; OR

• CA Inter (cleared intermediate level) with 2–3 years of relevant experience

• Prior experience with a Chartered Accountancy firm, accounting outsourcing firm, or Virtual CFO services provider is mandatory

• Experience managing accounting, reporting, and compliance requirements for multiple clients is preferred

🔹 Required Skills

• Accounting: Strong knowledge of accounting, bookkeeping, and financial reporting

• Reporting: Proficiency in MIS reports, cash-flow statements, fund-flow statements, and financial analyses

• Closure: Practical knowledge of monthly and periodic book-closure processes

• Taxation: Good understanding of GST, TDS, accounting practices, and statutory compliances

• Software: Proficiency in Tally (mandatory); Zoho Books preferred

• Excel: Advanced proficiency in VLOOKUP, HLOOKUP, PivotTables, and data analysis

• Analytics: Budgeting, forecasting, financial planning, and variance analysis

• Management: Ability to manage multiple clients, assignments, and deadlines independently

• Communication: Good written and verbal communication; English-speaking mandatory

• Interpersonal: Strong client coordination and interpersonal skills

🔹 Key Competencies

• Client-centric approach

• Communication and presentation skills

• Project management

• Attention to detail

• Time management

• Ability to manage multiple priorities

🔹 Key Performance Indicators (KPIs)

• Timely delivery of client engagements

• Client satisfaction and retention

• Accuracy and quality of financial accounting and reporting

• Compliance with regulatory and reporting deadlines

🔹 Preferred Industry Exposure

• Manufacturing

• Retail

• Technology & SaaS

• Startups

• D2C companies

• Infrastructure

• Professional Services

• Family-owned businesses

• PE/VC-backed companies

❓ Frequently Asked Questions (FAQ)

Q1: What is the minimum experience required for this role?
A: A minimum of 5 years of relevant finance experience, OR CA Inter (cleared intermediate level) with 2–3 years of relevant experience.

Q2: Is prior experience in a CA firm or Virtual CFO services mandatory?
A: Yes, prior experience with a Chartered Accountancy firm, accounting outsourcing firm, or Virtual CFO services provider is mandatory.

Q3: What accounting software skills are required?
A: Proficiency in Tally is mandatory. Working knowledge of Zoho Books or similar accounting software is preferred.

Q4: Is this role remote or on-site?
A: This is a 100% on-site role based at Charni Road, Mumbai. Only candidates currently residing in Mumbai should apply.

Q5: What are the key compliance responsibilities?
A: The role involves GST reconciliation and filing, TDS workings and returns, and assistance with ROC, RBI, and other statutory compliance requirements.

Q6: What is the primary focus of this role?
A: The role focuses on executing finance and accounting engagements, providing strategic financial advisory, managing client relationships, and overseeing outsourced CFO services for multiple clients.

Q7: What industries will I be working with?
A: Preferred industry exposure includes Manufacturing, Retail, Technology & SaaS, Startups, D2C, Infrastructure, Professional Services, Family-owned businesses, and PE/VC-backed companies.

Q8: Is this a work-from-home job?
A: No, this is a 100% on-site role at Charni Road, Mumbai. Remote or hybrid options are not available.

Q9: Can freshers apply for this position?
A: No, this role requires a minimum of 5 years of relevant finance experience, or CA Inter with 2–3 years of experience. Freshers are not eligible.

Q10: Is CA qualification required?
A: No, full CA qualification is not required. CA Inter (cleared intermediate level) with 2–3 years of relevant experience is acceptable. Alternatively, candidates with 5+ years of relevant finance experience can also apply.

Q11: What is the salary for this role?
A: The salary is not explicitly mentioned in the job description and will be discussed during the interview process based on experience and fitment.

Q12: What are the working hours?
A: Working hours are not specified in the job description. Candidates are advised to confirm the same during the interview process.

Q13: How do I apply for this job?
A: Interested candidates can share their updated CV via email with the subject line: “Senior Finance Executive – Virtual CFO – [Your Name] – [Years of Experience]”. Only Mumbai-based candidates should apply.

Q14: What are the key skills I should highlight in my application?
A: Highlight your experience with Tally, GST, TDS, MIS reporting, financial analysis, and client management. Also showcase prior experience in a CA firm or Virtual CFO setup.

Q15: What is the career growth in this role?
A: This role offers exposure to multiple client engagements, strategic financial advisory, and outsourced CFO services, providing strong career growth opportunities in finance and consulting.

📩 How to Apply

Application Note: Candidates currently residing in Mumbai only should apply. The role is based at Charni Road, Mumbai and is 100% on-site.

Interested candidates can share their updated CV

Subject line suggestion: Senior Finance Executive – Virtual CFO – [Your Name] – [Years of Experience]