Senior Associate, Virtual CFO Services

2 days ago

Bengaluru, Karnataka, India X-F1 Advisory Full time ₹ 8,00,000 - ₹ 12,00,000 per year

About X-F1 Advisory ServicesX-F1 Advisory Services (XF1) is a specialist consulting firm offering high-impact services across Financial Modelling, Valuation Advisory, FP&A and Virtual CFO Services. Our mission is to equip investors, founders, and leadership teams with robust financial tools and strategic guidance that support capital allocation, growth planning, and sustainable decision-making. In just two years, we've built high-performing teams in Bengaluru and

New Delhi, delivering sophisticated, investor-grade solutions across SaaS, Real Estate, Energy, Infrastructure, and Consumer Brands ResponsibilitiesClient Engagement & Advisory: Act as the primary financial advisor to multiple SMEs, helping them interpret numbers and translate insights into action. Financial Reporting & Analysis: Oversee preparation and review of monthly P&L, balance sheet, and cash-flow reports in QuickBooks Online (QBO). Accounting Oversight: Ensure timely bookkeeping in QBO, manage month-end close, and review journal entries, reconciliations, and compliance.

Process Improvement: Develop and document standardized QBO workflows, internal controls, and reporting templates. Budgeting & Forecasting: Lead the annual budgeting process and rolling forecasts; model scenarios to guide strategic decisions. Business Development Support: Contribute to proposals and pitches for prospective Virtual CFO engagements.

Collaboration & Learning: Work with XF1's modelling and FP&A teams to share best practices and continuously improve our Virtual CFO toolkit. QualificationsProfessional Credentials: Chartered Accountant (CA) – mandatory. Experience: 1–3 years of hands-on experience in a Virtual CFO, accounting, or financial advisory role, ideally within a consulting firm, boutique advisory, or practice serving SMEs.

Technical Skills:Strong working knowledge of QuickBooks Online (setup, reporting, integrations). Proficiency in Excel for analysis, dashboarding, and ad hoc financial modelling. Domain Knowledge: Solid understanding of accounting principles, corporate finance, tax basics, and compliance requirements for Indian companies.

Communications: Excellent verbal and written skills; ability to translate complex financial data into clear, actionable insights for non-finance stakeholders. Mindset & Traits: Proactive, analytical thinker with strong attention to detail and a client-centric attitude.

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