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Financial Analysis & Reporting Lead

Financial Analysis & Reporting Lead

Valuation India_ArabiaPune, Republic Of India, IN
1 day ago
Job description

We're Hiring | Assistant Manager – MIS & Financial Analysis | CFO Services Division | VI Advisors Location : Balewadi, Pune

Experience : 1–2 Years

Joining : Immediate

Salary : ₹6,00,000 – ₹8,00,000 per annum

Qualification : CA Inter / CMA Inter / CMA / CFA / CA

About VI Advisors

VI Advisors (A Division of VI Advisors Pvt. Ltd.) is a leading professional services firm specializing in Business Valuation, CFO Advisory, Financial Modeling, Taxation, ESOPs, and Strategic Finance.

With a global footprint across India, Dubai, Singapore, and the USA , we serve a diverse clientele including :

  • Mid-market corporates seeking CFO-level insights without full-time CFO costs
  • PE / VC-backed companies requiring robust financial reporting and valuations
  • Startups & SMEs scaling their finance functions
  • Family offices and promoter groups need strategic financial guidance

Our CFO Services Division partners with businesses to deliver actionable financial intelligence, real-time dashboards, and data-driven decision support .

The Opportunity

Join our high-impact CFO Services team where you'll work directly with clients across industries, translating financial data into strategic insights. This role offers exceptional exposure to :

  • Client-facing finance advisory (not back-office processing)
  • Automation & AI-enabled reporting tools
  • Multi-industry exposure (Manufacturing, SaaS, E-commerce, Healthcare, Real Estate)
  • Strategic finance projects beyond routine MIS
  • What You'll Do

  • Financial Analysis & Reporting
  • Design and prepare Monthly MIS Reports and Executive Dashboards for C-suite clients
  • Deliver Variance Analysis, Cost Benchmarking, and Profitability Analysis
  • Build customised financial models for budgeting, forecasting, and scenario planning
  • Working Capital & Cash Flow Management
  • Monitor and optimise Cash Flow Cycles and Working Capital Metrics
  • Support clients in fund requirement planning and liquidity management
  • Strategic Support
  • Collaborate with operations, sales, and finance teams to extract business insights
  • Present management updates with actionable recommendations
  • Drive cost control initiatives and margin improvement strategies
  • Automation & Innovation
  • Leverage AI tools (ChatGPT, Power BI, etc.) to enhance productivity
  • Automate repetitive reporting using Macros, VBA, or Python (preferred, not mandatory)
  • What We're Looking For

  • Must-Have :
  • ✅ CA Inter / CMA Inter / CMA / CFA (or pursuing final level)

    ✅ 1–2 years of experience in MIS, financial analysis, or CFO advisory

    ✅ Advanced Excel (Pivot Tables, VLOOKUP, INDEX-MATCH, Charts, Dashboard creation)

    ✅ Strong command of PowerPoint for client presentations

    ✅ Solid understanding of Accounting Principles, Taxation & Financial Statements

    ✅ Exposure to AI productivity tools for finance

  • Good to Have :
  • Macros / VBA / Python for automation

    Experience with Tally, QuickBooks, Zoho Books, or ERP systems

    Prior exposure to startup or advisory firm environments

  • Language Proficiency :
  • English : Professional (written & spoken)
  • Hindi : Working proficiency
  • Marathi : Preferred
  • Why Choose VI Advisors?
  • Client Exposure : Work with clients across diverse industries, not siloed roles

    Modern Finance Culture : We embrace automation, AI tools, and continuous learning

    Career Growth : Clear progression to Manager → Senior Manager → CFO Advisory Partner

    Skill Development : Access to training on financial modelling, valuations, and ESOPs

    Collaborative Environment : Small, agile team where your contributions are visible and valued

    Strategic Work : Move beyond data entry—focus on analysis, insights, and advisory

  • What Makes You a Great Fit?
  • You're detail-oriented yet big-picture focused. You love working with numbers but understand the story they tell. You're curious about business dynamics, excited by automation, and energised by client interaction. You want to build a career in strategic finance , not routine bookkeeping.

    How to Apply

    a] Link to job application : Careers | Valuation India

    b] Email : info@valuationindia.co.in

    Subject Line : Application – Assistant Manager MIS | [Your Name]

    Attach : Updated Resume + Brief cover note (3–4 lines on why you're interested)

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    Financial Reporting Lead • Pune, Republic Of India, IN

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