Assistant Finance Analyst

Key Responsibilities:
1. MIS & Financial Reporting - Prepare monthly MIS reports covering P&L cash flow revenue
expenses receivables payables ageing and key financial ratios. Analyse financial data identify
important trends and variances and present reports in a clear and management-friendly format
to support decision-making.
2. Financial Analysis - Analyse financial statements profitability margins expenses working capital
and overall business performance. Prepare financial projections.
3. Cash Flow & Working Capital Management - Monitor cash inflows and outflows prepare cash flow
projections and analyse receivables payables and working capital requirements to identify
funding gaps.
4. Budgeting & Performance Analysis - Assist in preparing budgets business plans and forecasts.
Compare actual performance with budgets analyse variances and provide insights on business
performance.
5. Cost Optimization & Process Improvement - Identify areas of cost saving suggest improvements
to financial processes and help strengthen internal controls to reduce errors and financial risks
6. Client & Stakeholder Coordination - Coordinate with clients auditors tax consultants and internal
teams for financial data documentation reconciliations and resolution of finance-related queries.
7. Compliance Review – Review of GST TDS Income Tax ROC and other compliance requirements.
Review financial data for completeness accuracy and discrepancies.
8. Client Engagement & Deliverable Management - Manage multiple client assignments track
deadlines coordinate deliverables follow up on pending requirements and ensure timely and
accurate completion of Virtual CFO assignments.

Required Skills:
Proficiency in MS Excel/Google Sheets and PowerPoint with a good understanding of advanced
Excel Power BI and AI tools for finance.
Good communication and interpersonal skills to effectively interact with clients bankers and other
stakeholders.
Ability to manage multiple assignments and deadlines for recurring Virtual CFO deliverables.
Working knowledge of Tally/Zoho Books or similar accounting software with a basic understanding
of Income Tax GST and ROC compliances.

Required Skills:

MIS Reporting Financial Reporting P&L Analysis Cash Flow Analysis Revenue Analysis Expense Analysis Receivables Management Payables Management Ageing Analysis Financial Ratios Financial Data Analysis Trend Analysis Variance Analysis Financial Statements Analysis Profitability Analysis Margin Analysis Working Capital Management Business Performance Analysis Financial Projections Cash Flow Projections Budget Preparation Business Planning Forecasting Performance Analysis Cost Optimization Process Improvement Internal Controls Client Coordination Stakeholder Coordination Auditors Coordination Tax Consultants Coordination Financial Data Reconciliation Compliance Review GST Compliance TDS Compliance Income Tax Compliance ROC Compliance Financial Data Accuracy Client Engagement Deliverable Management MS Excel Google Sheets PowerPoint Advanced Excel Power BI AI Tools for Finance Communication Skills Interpersonal Skills Deadline Management Virtual CFO Deliverables Tally Accounting Software Zoho Books Accounting Software Basic Income Tax Knowledge Basic GST Knowledge Basic ROC Knowledge