Analyst – Portfolio Governance & MIS – CA SKS Enterpprises

The Corporate Institute; Mumbai; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

The Corporate Institute in Mumbai seeks an Analyst – Portfolio Governance & MIS with 4–5 years post-qualification experience. You will lead governance/ MIS activities, monitor portfolio performance, and ensure robust financial discipline across investments.

Responsibilities include standardising MIS across portfolio companies, conducting due diligence for new opportunities, and liaising with internal audit and statutory auditors to strengthen internal controls and risk management.

Qualifications

• CA with 4–5 years post-qualification experience in Statutory Audit, Internal Audit, MIS or Financial Reporting.
• Strong expertise in financial analysis, MIS reporting, governance, risk management, budgeting, forecasting and working capital.
• Hands-on experience in portfolio performance monitoring, dashboards/MIS, Due Diligence and stakeholder management; PE/Investment/Portfolio exposure preferred.
• Big 4 audit or mid-tier audit firm exposure; in-house finance/MIS experience also relevant.
• Prior exposure to PE-adjacent industry experience is also preferred.

Responsibilities

• Review monthly and quarterly MIS reporting packs and dashboards for internal review across portfolio companies.
• Standardise MIS frameworks, dashboards, and reporting cadence across portfolio companies through use of technology and automation.
• Analyse financial and operational performance across portfolio – revenue, margins, working capital, sector-specific drivers; provide insights and analytics.
• Collaborate with PC management on Governance Tool outputs, validation, and risk prioritization across the portfolio.
• Oversee Internal Audit across PC – risk-based coverage, auditor selection, audit execution, and IA findings to AC.
• Evaluate design and operating effectiveness of Internal Financial Controls and flag material weaknesses.
• Strengthen Risk Management framework; identify key risks and drive closure with action plans.
• Conduct special assignments and support fraud/whistleblower investigations as required.
• Coordinate with Statutory Auditors and Finance Heads of PC for timely Annual Audit with clean report.
• Be a trusted advisor on governance, reporting quality, and financial discipline; share best practices across the group.
• Assist Deals Team on financial and operational due diligence for new investments and add-ons.

Skills

Financial analysis

MIS reporting

Internal controls

Governance

Risk management

Budgeting

Forecasting

Working capital

P&L analysis

Balance Sheet analysis

Cash flow analysis

Stakeholder management

Portfolio monitoring

Dashboards/MIS

Due Diligence

PE/Investment exposure

Education

Chartered Accountant

Tools

Samara MIS tool

Job description

Analyst – Portfolio Governance & MIS

MANDATORY REQUIREMENTS:

– CA with 4 – 5 years post-qualification experience, with exposure to Statutory Audit, Internal Audit, MIS or Financial Reporting.

– Strong expertise in financial analysis, MIS reporting, internal controls, governance, risk management, budgeting, forecasting and working capital, with the ability to analyse P&L, Balance Sheet and cash flows.

– Hands‑on experience in portfolio/company performance monitoring, dashboards/MIS, Due Diligence and stakeholder management; prior PE/Investment/Portfolio company exposure will be preferred.

JOB ROLES & RESPONSIBILITIES:

Governance & MIS Reporting:

– Review monthly and quarterly MIS reporting packs across PC, periodic monitoring of Samara MIS tool and prepare dashboards for internal review.

– Own PC performance visibility. Standardise MIS frameworks, dashboards, and reporting cadence across portfolio companies through use of technology and automation aggressively.

– Analyse financial and operational performance across portfolio – revenue, margins, working capital, sector‑specific drivers, etc. Provide insights and analytics that provide a true picture of performance, trends, and emerging risks.

– Work with PC management and functional experts on Governance Tool – self‑assessment, validation, reviewing tool’s output providing periodic updates to Portfolio Oversight Lead, incorporating assessment outcome into IA scope, control remediation, and risk prioritization across the portfolio.

– Oversee Internal Audit across PC – risk‑based audit coverage, appropriate auditor selection processes, audit execution, closure timelines and reporting of IA findings to AC.

– Evaluate design and operating effectiveness of Internal Financial Controls (IFC) and flag material weaknesses.

– Support PC in strengthening Risk Management framework across PC and provide guidance. Identify key/critical risks across PC and drive closure with appropriate action plans and controls to mitigate risks.

– Conduct special assignments, support fraud/whistleblower investigations (as and when required).

– Coordinate and interact with Statutory Auditors and Finance Heads of PC to ensure timely completion of Annual Audit with clean report and Limited Review as per applicable regulations.

– Be a trusted advisor to PC management on governance, reporting quality, and financial discipline. Benchmark best practices across PC and impart learnings across the group.

Due Diligence (DD):

– Assist Deals Team on financial and operational DD for new investment opportunities and PC add‑ons, identify and report DD findings/red‑flag for internal discussion.

QUALIFICATION & EXPERIENCE:

– 4 – 5 years of experience in Statutory Audit, Internal Audit, Due Diligence, or MIS/financial reporting roles.

– Big 4 audit or mid‑tier audit firm exposure; in‑house finance/MIS experience also relevant.

– Prior exposure to PE‑adjacent industry experience is also preferred.

– Chartered Accountant with a strong academic record.