Manager - CFO Services

Actively Reviewing the Applications

GrowthAlly Advisors Private Limited

On-site

Posted 3 days ago • Apply by June 4, 2026

Job Description

Job Description – Manager, CFO Services

Company: Financial Advisory / Investment Banking Firm

Location: Andheri East, Mumbai (On-site)

Employment Type: Full-Time

Experience: 3 – 9 Years

Department: CFO Services / Corporate Finance / Debt Advisory

Reporting To: Team Leader / Senior Management

Role Overview

The Manager – CFO Services will act as a virtual CFO and finance partner to SME, corporate, and growth-stage clients. The role involves end-to-end responsibility for accounting oversight, MIS & financial analysis, statutory compliances, credit appraisal, and debt advisory execution.

The incumbent will work closely with promoters, internal advisory teams, and external stakeholders including banks, NBFCs, AIFs, auditors, and consultants, ensuring strong financial discipline, compliance, and successful capital-raising outcomes.

Key Responsibilities1. Accounting, Financial Control & Governance

Oversee maintenance of books of accounts using Tally and other accounting systems
Review day-to-day accounting entries, reconciliations, and month-end closures
Ensure accuracy and integrity of P&L, Balance Sheet, and Cash Flow Statements
Maintain strong documentation standards and audit trails
Support statutory audits, tax audits, internal audits, and financial reviews
Ensure compliance with ROC requirements, including:

Annual filings (AOC-4, MGT-7 / MGT-7A)
Support for board resolutions and statutory documentation

Taxation, Regulatory & Statutory Compliances
GST Compliance

Review GST data and reconciliations with books
Support filing of GSTR-1, GSTR-3B, and reconciliation with GSTR-2B
Handle GST notices and coordinate with consultants

TDS Compliance

Review TDS workings under applicable sections
Ensure timely filing of TDS returns (24Q, 26Q, 27Q)
Coordinate challans, Form 16 / 16A, and TRACES reconciliations

Professional Tax Compliance

Working knowledge of PTRC (Professional Tax Registration Certificate) and PTEC (Professional Tax Enrollment Certificate)
Ensure timely PT payments and return filings

Labour Law Exposure

Coordination for PF, ESIC, and payroll-linked statutory compliances
Liaison with HR/payroll teams and external consultants

MIS, Reporting & Financial Analysis
Lead preparation and review of monthly and quarterly MIS
Develop and maintain financial dashboards, trackers, and reports using Advanced MS Excel
Perform ratio analysis, variance analysis, trend analysis, and cash flow monitoring
Ensure consistency, accuracy, and timeliness of financial data
Provide actionable financial insights to promoters and internal stakeholders
CFO Advisory & Client Engagement
Act as a finance partner to client businesses for:

Budgeting and forecasting
Working capital and liquidity management
Cost optimization and financial planning

Assist promoters in understanding financial performance and funding needs
Coordinate with auditors, consultants, and compliance professionals
Credit Appraisal, CMA & Debt Advisory
Lead and review preparation of CMA data, projections, and bank-specific formats
Analyze audited and provisional financials, cash flows, and bank statements
Prepare credit appraisal notes, financial summaries, and working papers
Support structuring of:

Working capital limits
Term loans
Structured credit and alternative lending solutions

Assist in preparation of:

Debt proposal decks
Information Memorandums (IMs)
Lender presentations

Track lender queries, sanctions, conditions precedent, and disbursements
Coordination, Execution & Stakeholder Management
Coordinate with internal teams (credit, legal, compliance, operations)
Liaise with clients, lenders, auditors, and advisors for documentation and data
Ensure timely closure of sanction conditions and disbursement requirements
Maintain strong follow-up mechanisms and execution discipline
Portfolio Monitoring & Risk Support
Monitor assigned client portfolios for financial performance and covenant compliance
Identify early warning signals and escalate risks to senior management
Support portfolio reviews, internal reporting, and audit requirements

Required Skills & CompetenciesMandatory

Strong understanding of accounting principles and financial statements
Hands-on experience with Tally and end-to-end accounting
Advanced proficiency in MS Excel (formulas, pivots, lookups, dashboards)
Practical exposure to GST, TDS, ROC, Professional Tax, and basic labour law compliances
Experience in CMA preparation, credit appraisal, and banking documentation
High attention to detail with strong documentation and follow-up discipline

Preferred

Experience in CFO services, corporate finance, debt syndication, or advisory
Familiarity with banking, NBFC, and alternative lending ecosystems
Exposure to financial modeling, credit risk frameworks, or ECL concepts

Educational & Professional Qualifications

Bachelor’s degree in Commerce, Finance, Accounting, Economics, or Business Administration (Mandatory)
CA (Qualified) / CA Inter strongly preferred
MBA / PGDM (Finance) or equivalent postgraduate qualification (Preferred)
CFA Level I / FRM / Financial Modeling or Credit Certifications (Added advantage)

Ideal Candidate Profile

3–9 years of experience in CFO services, accounting & MIS, statutory compliances, credit analysis, or debt advisory
Strong analytical mindset with hands-on execution capability
Comfortable in a fast-paced, compliance-driven, client-facing advisory environment
Excellent communication, coordination, and stakeholder management skills

Performance Expectations