senior CA manager

GIST Management Solutions; Mumbai; On-site; INR 1,800,000 - 2,600,000; Full time

Job summary

GIST Management Solutions is seeking a Chartered Accountant with 4-6 years of post-qualification experience to lead advisory engagements for BFSI clients. You will work on financial reporting under Ind AS/IFRS/IGAAP, budgeting, forecasting, MIS, and governance enhancements.

Role involves co-sourced/internal audits, process improvements, and strong client deliverables. Collaboration with senior teams and mentoring juniors is expected in a dynamic environment.

Qualifications

• Qualified CA with 4–6 years of post-qualification experience.
• Experience in BFSI advisory for banks and NBFCs.
• Experience in financial reporting (Ind AS/IFRS/IGAAP), budgeting, forecasting, MIS.
• Leadership of co-sourced/internal audits and governance reviews.
• Regulatory compliance reviews per RBI guidelines; identify gaps and corrective actions.
• Prepare high-quality client deliverables including reports and dashboards.

Responsibilities

• Execute and independently manage key workstreams in advisory engagements for BFSI clients.
• Drive CFO advisory engagements, including financial reporting, budgeting and forecasts.
• Strengthen finance functions through process improvements and cost optimization.
• Lead co-sourced/internal audit assignments from scoping to reporting.
• Analyse data and processes to identify risks and improvement opportunities.
• Prepare and review client deliverables and governance documentation.
• Supervise junior team members and guide project delivery.

Skills

Analytical skills

Communication

Teamwork

Problem solving

Written communication

Education

CA / Chartered Accountant

Tools

MS Excel

MS Word

PowerPoint

Job description

Chartered Accountant (CA) 4-6 years experience

Roles & Responsibilities

Execute and independently manage key workstreams in advisory and consulting engagements for BFSI clients, including Banks and NBFCs

Support and drive CFO advisory engagements, including financial reporting (Ind AS/IFRS/IGAAP), budgeting, forecasting, MIS, and performance analysis

Contribute to strengthening finance functions through process improvements, cost optimization, and enhancement of financial controls

Perform regulatory compliance reviews in line with RBI and other applicable guidelines, identifying gaps and recommending corrective actions

Lead execution of co-sourced/internal audit assignments, including scoping, fieldwork, documentation, and reporting

Analyze financial data, business processes, and policies to identify risks, inefficiencies, and opportunities for improvement

Develop practical, value-driven recommendations to enhance internal controls, governance, and operational efficiency

Prepare and review high-quality client deliverables, including reports, presentations, dashboards, and review documentation

Assist in development and refinement of policies, SOPs, and governance frameworks

Engage with client teams to gather information, discuss observations, and support implementation of recommendations

Stay abreast of evolving BFSI regulations, financial reporting standards, and market trends to provide relevant advisory insights

Supervise and guide junior team members, ensuring quality and timely deliverables

Collaborate with senior team members on proposals, presentations, and client relationship management

Desired Skills:

Proficient in MS Excel, Word, and PowerPoint

Experience working with AI tools such as Microsoft Copilot, ChatGPT, and Claude

Strong analytical and problem-solving skills

Excellent communication and written skills

Demonstrated ability to work effectively in a team environment

Good understanding of Banking/NBFC regulations is preferred