Manager Virtual CFO

Location: Andheri East Mumbai

Department: CFO Advisory

Job Summary

The Manager Virtual CFO is responsible for leading finance and accounting engagements, providing strategic financial advisory, managing client relationships, and overseeing the delivery of outsourced CFO services. The role requires strong technical expertise in finance, compliance, business partnering, and team leadership to help clients improve financial performance and governance.

Key Responsibilities

Financial Management

Lead end-to-end finance function for multiple client engagements.
Prepare and review monthly, quarterly, and annual financial statements.
Develop MIS reports, dashboards, and management reports.
Monitor cash flow, working capital, and liquidity planning.
Conduct profitability, variance, and financial performance analysis.

Strategic CFO Advisory

Support business strategy through financial planning and analysis.
Prepare annual budgets, forecasts, and rolling financial plans.
Develop financial models for business expansion, fundraising, and investment decisions.
Advise management on financial risks and business performance.
Drive process improvements and finance transformation initiatives.

Compliance & Governance

Ensure compliance with accounting standards and regulatory requirements.
Coordinate statutory audits, internal audits, and tax audits.
Liaise with auditors, banks, investors, and regulatory authorities.
Strengthen internal controls and governance frameworks.
Monitor statutory compliances including GST, TDS, Income Tax, Companies Act, and other applicable regulations.

Business Partnering

Work closely with promoters, founders, CEOs, and business heads.
Provide financial insights for strategic decision-making.
Evaluate new business opportunities and capital investments.
Assist in fundraising, due diligence, and investor reporting.

Team Management

Lead and mentor a team of finance professionals.
Review work performed by team members.
Allocate assignments and monitor engagement timelines.
Conduct performance reviews and support capability development.

Client Management

Manage multiple client engagements simultaneously.
Build strong client relationships and ensure high-quality service delivery.
Identify opportunities for cross-selling and expanding services.
Participate in business development initiatives and client presentations.

Qualifications

Chartered Accountant (CA) – Mandatory
MBA (Finance) – Preferred
1 – 5 years of post-qualification experience in finance, consulting, or CFO advisory
Experience with outsourcing, consulting firms, or Big Four firms is preferred.

Required Skills

Strong knowledge of financial reporting and accounting standards
Financial planning & analysis (FP&A)
Budgeting and forecasting
Cash flow management
Business finance and strategic advisory
Financial modelling
Internal controls and risk management
Excellent analytical and problem-solving skills
Strong stakeholder and client management abilities
Leadership and people management skills
Advanced Excel and PowerPoint skills
Experience with ERP systems such as SAP, Oracle, Microsoft Dynamics, Tally, or NetSuite

Key Competencies

Strategic thinking
Commercial acumen
Decision-making
Client-centric approach
Communication and presentation skills
Leadership and coaching
Project management
Attention to detail
Time management
Ability to manage multiple priorities

Key Performance Indicators (KPIs)

Timely delivery of client engagements
Client satisfaction and retention
Accuracy and quality of financial reporting
Budget and forecast accuracy
Improvement in client financial processes
Team productivity and development
Revenue growth from existing clients
Compliance with regulatory and reporting deadlines

Preferred Industry Exposure

Manufacturing
Retail
Technology & SaaS
Startups
Healthcare
Infrastructure
Professional Services
Family-owned businesses
PE/VC-backed companies

This role is ideal for finance professionals who enjoy combining technical expertise with strategic advisory, working closely with business leaders to drive growth, improve financial performance, and strengthen governance across diverse client organizations.

Interested candidates can share their updated CV along with current CTC, expected CTC, notice period, and relevant Virtual CFO experience on 07506 236023

Manager Virtual CFO

Start with your email