Analyst – Portfolio Governance & MIS SKS Enterpprises

The Corporate Institute; Mumbai; On-site; INR 1,800,000 - 2,400,000; Full time

Job summary

The Corporate Institute, Mumbai, seeks a Chartered Accountant with 4–6 years post-qualification experience to lead MIS reporting, financial analysis and portfolio performance monitoring for a leading PE/VC client network.

You will standardise reporting frameworks across portfolio companies, develop dashboards, and support governance, risk management and audit coordination. PE/VC exposure is a plus.

Qualifications

• Chartered Accountant with 4–6 years post-qualification experience.
• Strong MIS and financial reporting experience essential.
• Statutory/internal audit exposure desirable.
• PE/VC or portfolio company monitoring experience is a plus.

Responsibilities

• Review monthly MIS reporting packs across portfolio companies and monitor MIS tool.
• Standardise reporting frameworks, dashboards, and cadence across portfolio companies, leveraging technology and automation.
• Analyse financial and operational performance, including revenue, margins, working capital and sector-specific metrics, to identify trends, performance gaps and risks.
• Evaluate P&L, Balance Sheet and cash flows to provide actionable insights on business performance and financial health.
• Coordinate with auditors and portfolio company Finance Heads to ensure timely completion of audits and reporting.
• Advise portfolio company management on governance, reporting quality and best practices, facilitating knowledge-sharing across the portfolio.

Skills

MIS reporting

Financial analysis

Dashboard development

Portfolio monitoring

Audit exposure

Education

Chartered Accountant (CA)

Tools

Excel

MIS software

Power BI

Job description

MANDATORY REQUIREMENTS:

• Chartered Accountant (CA), preferably cleared in the 1st or 2nd attempt, with 4 – 6 years of post-qualification experience.
• Strong hands-on experience in MIS reporting, financial analysis, dashboards and company performance monitoring.
• Exposure to statutory audit and/or internal audit, with an understanding of financial controls, governance and risk management.
• Big 4 experience preferred, particularly candidates combining strong MIS expertise with statutory audit exposure. Prior PE/VC or portfolio company experience is an added advantage.

ABOUT THE CLIENT:

A leading India-focused private equity investment platform with a strong track record of partnering with high-growth businesses across diverse sectors. The firm focuses on long-term value creation through strategic investments and active portfolio management.

JOB ROLES & RESPONSIBILITIES:

MIS & Portfolio Performance Monitoring:

• Review monthly and quarterly MIS reporting packs across portfolio companies, monitor the firm’s MIS tool and prepare dashboards for internal reviews.
• Standardise reporting frameworks, dashboards and reporting cadence across portfolio companies, leveraging technology and automation.
• Analyse financial and operational performance, including revenue, margins, working capital and sector-specific metrics, to identify trends, performance gaps and emerging risks.
• Evaluate P&L, Balance Sheet and cash flows to provide actionable insights on business performance and financial health.

Governance, Audit & Risk Management:

• Review governance assessments across portfolio companies, validate findings and coordinate with management on control remediation and risk prioritisation.
• Oversee internal audit coverage, auditor selection, execution, closure of findings and reporting to the Audit Committee.
• Evaluate the design and operating effectiveness of Internal Financial Controls (IFC) and identify material weaknesses.
• Support portfolio companies in strengthening risk management frameworks, defining mitigation plans and improving financial discipline.
• Coordinate with statutory auditors and portfolio company Finance Heads to ensure timely completion of annual audits, clean audit reports and limited reviews, as applicable.
• Conduct special assignments and support fraud or whistleblower investigations, where required.
• Advise portfolio company management on governance, reporting quality and best practices, facilitating knowledge-sharing across the portfolio.

Due Diligence:

• Support the Deals Team in financial and operational due diligence for new investment opportunities and add-on acquisitions, identifying key findings and red flags for internal review.

QUALIFICATION & EXPERIENCE:

• Chartered Accountant with 4 – 6 years of relevant post-qualification experience.
• Strong MIS and financial reporting experience is essential; statutory audit and/or internal audit exposure is highly desirable.
• Prior exposure to private equity, investments or portfolio company monitoring is an added advantage.
• Strong analytical skills and the ability to work with portfolio company management and multiple stakeholders.

OTHER DETAILS:

Reporting To: HOD

Industry Target: PE/VC

Work Model Arrangement: Onsite