Virtual CFO Services

Doshi Jain Co; Mumbai; On-site; INR 1,500,000 - 3,000,000; Full time

Job summary

Doshi Jain Co in Mumbai offers a Virtual CFO (VCFO) services role, working with multiple client companies across industries. You will engage in problem-solving, financial analysis, MIS, and financial reporting across assignments for different clients rather than repetitive month-on-month activities for a single organization.

The VCFO environment provides exposure to multiple clients, industries, business models and assignments within the same year, enabling continuous learning and the

Qualifications

• Experience in corporate finance/accounts with MIS & financial reporting.
• Ability to handle multiple client assignments.
• Preference for VCFO/advisory or consulting exposure.
• Experience with financial statement preparation and analysis.

Responsibilities

• Prepare and review MIS reports.
• Prepare/review financial statements and reporting.
• Analyze financial performance, working capital & key metrics.
• Support clients in improving financial reporting and MIS.
• Coordinate with statutory auditors and assist audits.
• Translate financial information into management insights.
• Prepare databases, schedules, reports & special documents.
• Work on assignments for multiple clients.
• Support senior team in meetings & presentations.
• Manage multiple clients and timelines.
• Identify inconsistencies, gaps & unusual trends.
• Develop understanding of various business models via client exposure.

Skills

Strong analytical ability

Financial reporting

Excel/MIS

Multi-client coordination

Communication & presentation

Job description

About the Role

We are looking for candidates to join our Virtual CFO (VCFO) Services team, which works with multiple companies across industries.

The role is suited for professionals who enjoy problem-solving, financial analysis, MIS, financial reporting and working on different assignments for different clients, rather than performing repetitive month-on-month finance activities for a single organization.

Our team works with clients on robust MIS, financial statements, financial reporting, audit coordination and various special financial/consulting assignments.

Key Responsibilities

• Preparation and review of robust and management-oriented MIS reports.
• Preparation/review of financial statements and financial reporting.
• Analysis of financial performance, profitability, working capital and key business metrics.
• Supporting clients in improving financial reporting and management information systems.
• Coordination with statutory auditors and assisting clients in getting audits completed.
• Understanding client businesses and translating financial information into meaningful management insights.
• Preparation of various financial databases, schedules, reports and special-purpose documents.
• Working on special assignments/projects for multiple clients.
• Supporting senior team members in client meetings and presentations.
• Handling multiple clients/assignments and managing timelines simultaneously.
• Identifying inconsistencies, gaps and unusual trends in financial information.
• Developing an understanding of different business models and industries through client exposure.

Why This Role?

This role is particularly suitable for candidates who have experience in a corporate finance/accounts role and feel that repetitive monthly/quarterly reporting for one company limits their learning.

The VCFO environment provides exposure to multiple companies, industries, business models and assignments within the same year, allowing candidates to continuously learn and solve new financial and business problems.

Ideal Candidate Manager / Assistant Manager

Candidates with approximately 1 - 6 years of experience may be considered, particularly those having a combination of:

Preferred backgrounds:

1. Virtual CFO / CFO advisory / Consulting firm
2. CA / Professional Services firm
3. Statutory Audit experience followed by Consulting/Advisory experience
4. Corporate finance/accounts role involving MIS and financial reporting
5. Statutory audit experience

Candidates with experience in statutory audit for 2 - 3 years followed by 2 - 3 years in consulting/advisory would be particularly relevant.

Ideal Candidate Fresher

For freshers, preference would be given to CA/CA Inter candidates with strong exposure to:

• Statutory audit
• Financial statement preparation
• MIS
• Virtual CFO/CFO services
• Accounting and financial analysis
• Client-facing assignments

The candidate should demonstrate strong analytical ability and an interest in understanding businesses rather than merely performing routine accounting work.

Candidates from Corporate Finance / Accounts Background

Candidates who have spent approximately 3 - 5 years in a company handling:

• MIS
• Financial statements
• Management reporting
• Financial analysis
• Accounts/finance functions

may also be considered, particularly if they are looking to move from repetitive single-company work into a consulting environment with multiple clients and varied assignments.

Critical Screening Criteria Naukri

Please give strong preference to candidates demonstrating career stability.

Candidates with a repeated pattern of changing employers approximately every year, particularly primarily for salary increases, should generally not be shortlisted.

Ideally, candidates should demonstrate approximately 2 - 3 years or more of tenure with individual employers, wherever applicable.

Key Skills & Attributes

• Strong analytical and problem-solving ability
• Good understanding of financial statements
• Strong Excel/MIS skills
• Ability to identify trends and inconsistencies in financial data
• Good accounting and finance fundamentals
• Ability to work with multiple clients simultaneously
• Strong communication and presentation skills
• Willingness to learn different businesses and industries
• Ability to work independently and take ownership
• Client-oriented approach
• Comfort with deadlines and varied assignments