Assistant Manager/Manager, CFO Services

1 week ago


Mumbai, India Mantraa Advisory Full time

Job Description (JD) – ASSISTANT MANAGER/MANAGER, CFO ServicesLocation: Kalina, MumbaiExperience: 5-7 YearsQualification: Inter CA / ACCA / ICWARole SummaryWe are seeking a detail-oriented and proactive Assistant Manager/Manager, CFO Services to support and manage accounting, compliance, finance and reporting functions for multiple client entities. The role involves supervising day-to-day CFO service delivery, ensuring accuracy in financial reporting, regulatory compliances, and assisting senior management in strategic financial decision-making.Key Responsibilities- Day to day accounting of clients- Ensure timely compliance with GST, TDS, Income Tax, ROC, and other applicable regulations- Specific knowledge of GST returns, input credits and processes, refunds etc. and TDS, IT returns computations and filing etc is essential.- Act as a key point of contact for assigned clients for routine finance matters- Support clients in improving financial controls, processes, and reporting frameworks- Coordinate with auditors, tax consultants, and other stakeholders- Review workings related to audits, assessments, and notices, refunds- Supervise and review work of junior accountants and executives- Allocate tasks, monitor timelines, and ensure quality deliverables- Prepare and review monthly, quarterly, and annual MIS, financial statements, and management dashboards- Assist in reaching out to new clients and supporting business development initiatives- Handle onboarding of new CFO service clients, including transition and setupSkills & Competencies- Strong knowledge of accounting principles- Strong Indian statutory compliances such as Income Tax, GST, Company Law, FEMA, etc.- Hands-on experience in MIS, budgeting, and cash flow management- Proficiency in Excel and accounting / ERP software like Zoho, Tally, QuickBooks, etc- Good analytical, problem-solving, and communication skills- Ability to manage multiple clients and deadlines effectivelyPreferred Candidate Profile- 5-7 years of relevant experience in CA firm, CFO services, consulting, or corporate finance role- Inter CA / ACCA / ICWA qualified or pursuing- Experience working with startups, SMEs, or growing businesses is an advantage- Client-facing and Onboarding experience preferred



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