Growthally Advisors – Manager – Virtual CFO Services Growthally Advisors Private Limited
The Corporate Institute
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Job summary
Growthally Advisors is seeking a Manager – Virtual CFO Services to partner with promoters, founders and senior management. You will lead end-to-end financial advisory, MIS, budgeting, forecasting, cash-flow planning and working capital management for diverse clients across industries.
The role requires strong communication, financial modelling and a commercial mindset to drive profitability and strategic decision-making. On-site role in Mumbai with a focus on advisory excellence.
Qualifications
- Experience in MIS preparation and analysis.
- Strong budgeting and forecasting capabilities.
- Ability to communicate financial insights to promoters and senior management.
Responsibilities
- Act as a Virtual CFO / Finance Partner for assigned clients.
- Prepare and manage client MIS and financial reporting.
- Lead FP&A, budgeting, forecasting and scenario analysis.
- Support debt fundraising, corporate finance and fundraising assignments.
- Coordinate with banks and financial institutions for funding.
- Develop dashboards and standardized reporting formats.
Skills
Education
Tools
Job description
Location: Andheri East, Mumbai
Experience: 4 – 8 Years
Function: Virtual CFO / CFO Advisory / Corporate Finance / Financial Advisory
Employment Type: Full-time
Work Mode: On-site
Growthally Advisors is a leading Investment Banking and Financial Advisory firm with over 15 years of experience in providing comprehensive financial solutions to businesses across India.
Our key areas of expertise include:
- Debt Syndication
- Equity Advisory
- Mergers & Acquisitions (M&A)
- Leasing Solutions
- Virtual CFO / Growth CFO Services
- Corporate Finance & Financial Advisory
Led by a distinguished team of Chartered Accountants, former senior bankers and MBA professionals, Growthally Advisors is recognized for its strong financial expertise, execution capabilities and client-centric approach.
With a growing team of 50+ professionals and a pan-India presence, we work closely with promoters, founders, CEOs and senior management of businesses across diverse industries and growth stages.
We are looking for a commercially driven, analytically strong and client-oriented Manager – Virtual CFO Services to join our growing CFO Advisory team.
The role will involve acting as a trusted finance partner to promoters, founders, CEOs and senior management, providing end-to-end financial advisory and decision-support services.
The candidate will be responsible for managing client financial reporting, MIS, budgeting, forecasting, cash‑flow planning, working capital management, financial analysis, business performance monitoring and corporate finance support.
The ideal candidate should be capable of understanding the complete financial picture of a business, converting financial data into actionable insights and communicating recommendations effectively to business owners and senior management.
- Act as a Virtual CFO / Finance Partner for assigned clients.
- Work closely with promoters, founders, CEOs and senior management.
- Understand the client’s business model, financial objectives and challenges.
- Provide strategic financial insights and recommendations.
- Support management in improving profitability, cash flows and financial discipline.
- Participate in periodic business and financial review meetings.
- Help management evaluate key business decisions from a financial perspective.
- Provide data‑driven insights for business growth and expansion.
- Design, prepare and manage comprehensive monthly MIS reports for clients.
- Monitor and report key financial and business performance indicators.
- Prepare management reports covering:
- 1. Revenue
- 2. EBITDA
- 3. Gross & Net Profit
- 4. Working Capital
- 5. Cash Flow
- 6. Receivables & Payables
- 7. Inventory
- 8. Borrowings
- 9. Operating Expenses
- 10. Business KPIs
- Analyse financial trends and identify key business issues.
- Highlight variances and provide actionable recommendations.
- Present financial performance and insights to promoters and senior management.
- Develop and improve management dashboards and reporting formats.
- Lead annual budgeting and financial planning exercises.
- Prepare monthly, quarterly and annual financial forecasts.
- Develop business plans and financial projections.
- Perform Actual vs Budget vs Forecast analysis.
- Identify financial and operational variances.
- Conduct profitability analysis across products, customers, geographies and business segments.
- Prepare scenario and sensitivity analysis.
- Develop financial models to support management decisions.
- Assist clients in setting financial targets and performance benchmarks.
- Prepare and monitor short‑term and long‑term cash‑flow forecasts.
- Track daily/weekly/monthly cash‑flow requirements.
- Analyse working capital cycles and funding requirements.
- Monitor:
- 1. Receivable Days
- 2. Payable Days
- 3. Inventory Days
- 4. Cash Conversion Cycle
- Identify opportunities to improve working capital efficiency.
- Support management in cash‑flow planning and treasury decisions.
- Identify potential cash‑flow gaps and recommend corrective actions.
- Assist clients in evaluating short‑term and long‑term funding requirements.
- Analyse client funding and capital requirements.
- Support debt fundraising, refinancing and structured finance initiatives.
- Prepare financial projections and lender‑related information.
- Assist in preparation of:
- 1. CMA Data
- 2. Financial Projections
- 3. Business Plans
- 4. Financial Models
- 5. Lender Presentations
- 6. Funding Information
- Evaluate Term Loans, Working Capital, Structured Debt, NCDs and other financing options.
- Coordinate with internal Debt Syndication and Corporate Finance teams.
- Assist clients in managing relationships with banks and financial institutions.
- Support fundraising and financing assignments from financial analysis to execution.
- Review clients’ existing accounting and financial processes.
- Identify gaps in financial controls and reporting systems.
- Recommend improvements in finance processes and workflows.
- Establish appropriate financial controls and approval mechanisms.
- Improve accuracy, transparency and timeliness of financial reporting.
- Assist clients in implementing or improving ERP, accounting and MIS systems.
- Develop standardised finance and reporting processes.
- Analyse overall business performance and identify improvement areas.
- Evaluate product, customer and segment‑level profitability.
- Analyse contribution margins and unit economics.
- Support management in evaluating:
- 1. New business initiatives
- 2. Expansion plans
- 3. Capex investments
- 4. Pricing decisions
- 5. Cost optimisation
- 6. Business restructuring
- Prepare financial models for new initiatives.
- Conduct scenario analysis and financial feasibility assessments.
- Provide actionable recommendations to improve business performance.
- Coordinate with internal accounting teams and external finance professionals.
- Review financial statements and management accounts.
- Ensure timely closure of books of accounts.
- Coordinate with statutory auditors, tax consultants and other professional advisors.
- Support statutory audit, tax audit and financial review requirements.
- Ensure accuracy and completeness of financial data used for management reporting.
- Monitor key financial and statutory reporting requirements.
- Build strong and long‑term relationships with promoters, founders, CEOs and senior management.
- Act as the primary finance point of contact for assigned clients.
- Conduct regular financial review meetings with clients.
- Understand changing business requirements and proactively provide solutions.
- Ensure timely and high‑quality delivery of all client assignments.
- Manage multiple client engagements independently.
- Identify opportunities for additional advisory, fundraising and corporate finance services.
- Contribute towards client retention, repeat business and cross‑selling.
- Timeliness and quality of client MIS and financial reporting
- Accuracy of budgets, forecasts and financial models
- Quality of financial analysis and management insights
- Improvement in client cash‑flow visibility
- Improvement in working capital management
- Successful implementation of financial controls and processes
- Timely completion of client deliverables
- Client satisfaction and retention
- Successful management of multiple client assignments
- Revenue generated from managed client relationships
- Repeat business and cross‑selling opportunities
- Support provided in debt fundraising and corporate finance assignments
- Quality of promoter / management‑level advisory
- 4 – 8 years of relevant experience in one or more of the following:
- Virtual CFO / CFO Advisory
- Financial Advisory
- Corporate Finance
- FP&A
- Business Finance
- Management Consulting
- Investment Banking
- Transaction AdvisoryNote: the slash here is part of string but missing closing tag. We need correct markup: No closing tag but we need
- Transaction Advisory .
- CA Practice / Financial Advisory
- Accounting & Finance
- CA preferred
- MBA / PGDM – Finance
- CFA
- M.Com
- Equivalent finance qualification
- Strong understanding of financial statements and financial analysis
- Excellent knowledge of accounting and corporate finance
- Strong budgeting and forecasting capabilities
- Strong cash‑flow and working capital management skills
- Hands‑on experience in MIS preparation and analysis
- Strong financial modelling skills
- Understanding of business profitability and financial KPIs
- Advanced MS Excel skills
- Strong analytical and problem‑solving ability
- Excellent communication and presentation skills
- Strong client relationship management skills
- Ability to independently manage multiple client assignments
- Commercial and business‑oriented mindset
- Ability to communicate financial insights to non‑finance stakeholders
- Prior experience in Virtual CFO / CFO Advisory Services
- CA qualification or experience working closely with CFOs / promoters
- Exposure to Debt Syndication and Corporate Fundraising
- Knowledge of CMA Data and financial projections
- Experience with ERP / Accounting Systems
- Experience with Power BI / Financial Dashboards
- Experience in preparing board‑level management presentations
- Exposure to SMEs, startups or mid‑market businesses
- Experience in working directly with promoters / founders
- Exposure to banking and financial institutions
This opportunity is ideal for a finance professional who can independently answer two important questions:
1. Can I understand the complete financial position of a business and convert financial data into meaningful management insights?
2. Can I act as a trusted finance partner to promoters and senior management and help them improve profitability, cash flows, working capital and business decision‑making?
If you are someone who combines strong financial expertise, commercial acumen, analytical thinking and client management capabilities, and enjoys working closely with business leaders to solve financial and strategic challenges, we would like to hear from you.
- Opportunity to work directly with promoters, founders and senior management
- Exposure to diverse businesses and industries
- Hands‑on experience across Virtual CFO, Corporate Finance and Financial Advisory
- Opportunity to work on fundraising, debt syndication and strategic finance assignments
- Strong learning and professional growth environment
- Opportunity to develop into a senior CFO Advisory / Corporate Finance professional
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