Startup Financial Advisor

Position : Principal Associate - VCFO

Location : BKC, Mumbai Onsite only

Who are we looking for?

We are seeking an experienced and results-driven Principal Associate to join our team. You will play a critical role in providing financial leadership and guidance to our clients, helping them make informed strategic decisions to drive their businesses forward. This position is ideal for a seasoned finance professional who excels in a virtual or part-time CFO capacity.

Reporting to : Founders

What will be your key responsibilities?

1. Client Management : Manage the VCFO practice focused on start-up clients including assisting them with bookkeeping, finalization, MIS reporting, etc. Build and maintain strong relationships with clients, understanding their unique financial needs, goals, and challenges. Client’s primary advisory counsel in strategic discussions. Retaining existing clients and solving functional queries within TAT

2. Financial Advisory : Develop and implement financial strategies and plans aligned with clients' objectives. Analyze financial statements, cash flow, and budgets to identify areas for improvement. Provide expert advice on financial matters, risk management, and cost optimization.

3. Financial Reporting : Present financial reports, including P&L statements, balance sheets, and cash flow statements. Ensure compliance with accounting standards and regulations.

4. Budgeting and Forecasting : Collaborate with clients to create and manage budgets and forecasts. Monitor financial performance against budget and recommend corrective actions as needed. Evaluate financing options and provide recommendations.

5. Tax, Compliance, and Due Diligence : Oversee tax planning and compliance efforts for clients(GST, TDS, Income-tax. etc.)Assistance in financial due diligence while the client is raising an investment. Work with external partners, such as tax advisors and auditors, as necessary.

6. Thought Leadership : Stay up-to-date with industry trends and best practices. Provide thought leadership in finance and contribute to developing thought leadership content, whitepapers, and webinars. Share insights and expertise with clients to help them navigate complex financial challenges.

7. Growth Mindset and Cross-Functional Collaborations : Foster a culture of continuous learning and adaptability within the team. Encourage team members to embrace challenges, learn from failures, and pursue opportunities for personal and professional growth. Facilitate cross-functional communication and teamwork to drive financial success and structural growth activities.

What are the key requirements for the role?

• Qualified Chartered Accountant (2016 or prior) from a Big 4 professional services firm or equivalent firm with 8 to 12 years of experience in Audit / Assurance / Financial control roles.
• Strong understanding and practical knowledge of Accounting and financial management principles and practices, along with hands-on experience in direct and indirect taxation and related compliances
• Proficiency in using MS Office and Tally
• Add on knowledge in Quickbooks, Zoho, Winman
• Strong analytical, problem-solving, and communication skills.
• Able to thrive in a dynamic and fast-paced environment, adapting to changing priorities and market conditions
• A strategic thinker with a data-driven decision-making approach.