Associate- CFO Services

P G Bhagwat Llp; Pune District; On-site; INR 600,000 - 800,000; Full time

Job summary

P G Bhagwat Llp in Pune District, Maharashtra, is seeking an Associate for their CFO & Business Transformation Advisory team. The ideal candidate will be a Chartered Accountant with 2–3 years of experience, responsible for financial planning, analysis, and supporting client decisions. Key responsibilities include developing financial models, preparing budgets, and conducting market analysis. Strong analytical skills and knowledge of accounting compliance are essential. Familiarity with Zoho Books is an advantage.

Qualifications

• 2–3 years of experience in a relevant role.
• Strong analytical and financial modeling capabilities.
• Knowledge of accounting and regulatory compliance.

Responsibilities

• Prepare financial plans, forecasts, and budgets.
• Monitor cash flows and recommend financing structures.
• Develop financial models and dashboards.
• Prepare financial statements and management reports.
• Conduct market and profitability analysis.

Skills

Financial modeling

Analytical skills

Knowledge of accounting compliance

Communication skills

Education

Chartered Accountant (CA)

Tools

Zoho Books

Job description

Position

Associate – CFO & Business Transformation Advisory

Qualification

Chartered Accountant (CA)

Experience

2–3 Years

About the Role

We are looking for a Chartered Accountant with 2–3 years of experience to join our CFO & Business Transformation Advisory team. The role involves financial planning, business analysis, and supporting clients in improving financial performance and strategic decision‑making.

Key Responsibilities

• Prepare financial plans, forecasts, and budgets to support business strategy.
• Monitor cash flows and recommend optimal financing structures.
• Develop financial models and dashboards for performance tracking.
• Prepare financial statements and management reports.
• Conduct market and profitability analysis to support business growth and pricing decisions.
• Manage day‑to‑day accounting, including bank reconciliations and month‑end closing.
• Ensure statutory compliance and assist with audits.
• Support inventory management and operational efficiency improvements.
• Provide insights to clients and communicate key matters to the reporting partner.

Preferred Skills

• Strong analytical and financial modeling skills.
• Knowledge of accounting and regulatory compliance.
• Experience with Zoho Books will be an added advantage.
• Good communication and presentation skills.