Manager– CFO Services/Corporate Finance

Location

Kalina, Mumbai

Department

Corporate Finance & Advisory

Key Responsibilities

CFO Services

• Manage day-to-day accounting operations for clients and internal entities
• Prepare periodic MIS reports and financial summaries for clients
• Handle Accounts Payable (AP) and Accounts Receivable (AR) functions
• Oversee and manage client banking operations and reconciliations
• Ensure timely compliance with GST and TDS regulations
• Manage employee-related compliances including PT, PF, and ESIC
• Coordinate with clients through regular weekly/monthly meetings
• Support in finalization of accounts and audit processes
• Assist in business development initiatives via LinkedIn, email outreach, and digital marketing tools
• Conduct preliminary discussions with prospective clients to understand requirements and ensure effective follow-ups

Financial Advisory

• Develop integrated financial models for business planning, fundraising, and strategic decision-making.
• Prepare DCF, Comparable Company Analysis, Transaction Multiples, and other valuation methodologies.
• Conduct industry, market, and competitive analysis.
• Assist in preparing investment teasers, pitch decks, information memorandums, and investor presentations.
• Assist to Conduct due diligence.
• Support preparation of transaction documents and management presentations.

Qualification & Experience

• Inter CA (IPCC/CA Intermediate) qualified.
• 3-5  years of relevant experience

Required Skills

• Strong understanding of financial statements and accounting concepts.
• Financial modelling and valuation skills.
• Proficiency in Microsoft Excel and PowerPoint.
• Strong analytical and problem-solving abilities.
• Good business writing and presentation skills.
• Ability to manage multiple projects and work under tight deadlines.
• Strong communication and stakeholder management skills.
• Attention to detail and commitment to quality.