CA Manager - Financial Planning & Analysise

ATMS; Pune District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

A financial services firm is seeking a Manager of Outsourced CFO Services in Pune. The ideal candidate will be a qualified Chartered Accountant with 1–2 years of experience. Responsibilities include managing a team of financial analysts and delivering high-quality financial planning and analysis, budgeting, and data insights. Strong analytical and communication skills are essential. This is a full-time position with an opportunity to work in a client-facing role.

Qualifications

• Chartered Accountant (qualified)
• 1–2 years of experience required.
• Strong understanding of financial modeling and client-facing advisory processes.

Responsibilities

• Lead analyst teams and manage client deliverables.
• Handle budgeting, forecasting, financial modelling, and MIS.
• Analyze financial data to support decision‑making.
• Ensure compliance with accounting standards and regulations.
• Present reports and recommendations to clients.
• Drive process improvements and collaborate cross‑functionally.

Skills

Strong analytical and communication skills

Sound knowledge of accounting principles and compliance

Proficiency in Excel

Proficiency in Google Sheets

Proficiency in PowerPoint

Proficiency in Tally

Education

Chartered Accountant

Tools

Power BI

Tableau

Zoho

SAP

Job description

Company Profile

Our company provides outsourced CFO services to small and medium‑size businesses in India. We offer a range of financial management services, including financial planning and analysis (FP&A), cash flow management, financial reporting, budgeting, and management information systems (MIS).

Job Overview

The Manager of Outsourced CFO Services with FP&A and MIS Skills will be responsible for managing a team of financial analysts and overseeing all aspects of the financial management services we provide to our clients. This individual will deliver high‑quality FP&A and MIS services, including financial modelling, forecasting, budgeting, and data analysis.

Job Title

Manager – Outsourced CFO Services (CA)

Location

Pune Aundh, India

Qualifications

• Chartered Accountant (qualified)
• 1–2 years of experience
• Current eligibility: Chartered Accountant (1–2 years experience)

About The Role

Join our growing CFO Services team in a client‑facing role that blends financial planning and analysis (FP&A), MIS reporting, and financial advisory. You’ll lead projects, work closely with clients, and deliver high‑impact financial insights.

Responsibilities

• Lead analyst teams and manage client deliverables
• Handle budgeting, forecasting, financial modelling, and MIS
• Analyze financial data to support decision‑making
• Ensure compliance with accounting standards and regulations
• Present reports and recommendations to clients
• Drive process improvements and collaborate cross‑functionally

Required Skills

• Strong analytical and communication skills
• Sound knowledge of accounting principles and compliance
• Proficiency in Excel, Google Sheets, PowerPoint, and Tally

Good to Have

• Exposure to Power BI, Tableau, Zoho, or SAP
• Prior team management experience
• Hands‑on financial modelling and dashboard creation
• Candidate must be located in Pune Aundh

Seniority Level

• Associate

Employment Type

• Full‑time

Job Function

• Finance and Sales

Industries

• Business Consulting and Services