Job Description: Executive Assistant (Finance)

Position Title: Executive Assistant (Finance)

Location: Mumbai

Department: Finance

Reports to: CFO

Role Overview:

The role will function as a strategic project management partner to the CFO, driving execution of key initiatives, strengthening business-finance coordination, and ensuring alignment across group entities. The incumbent will be responsible for driving execution discipline, ensuring cross-functional alignment, and delivering strategic priorities on time, while enabling data-driven decision-making and robust performance tracking at a group level.

Key Responsibilities:

1. Project Management (Finance & Business Initiatives):

- Drive and track key finance and cross-functional projects across the group.

- Develop project plans, timelines, and milestones for strategic initiatives.

- Monitor progress, identify risks, and ensure timely execution.

- Coordinate with stakeholders to resolve bottlenecks and drive accountability.

- Maintain project dashboards and status reports for leadership review.

- Proactively raise red flags in case there is a major deviation.

2. Business & Finance Coordination:

- Act as a central coordination point between finance, manufacturing, HR, compliance and leadership teams.

- Ensure alignment of financial plans with business objectives across Diamond & Jewellery divisions.

- Facilitate seamless flow of information across departments for decision-making.

- Support implementation of group-level finance initiatives and policies.

- Coordinate with various teams for financial data consolidation.

- Ensure timely availability of financial information for management reviews.

- Drive compliance coordination by liaising with internal stakeholders, external consultants, and auditors to ensure adherence to regulatory requirements.

3. Group Alignment & Governance:

- Ensure alignment of common goals and priorities across divisions.

- Track key business metrics and performance indicators at a group level.

- Support leadership in driving standardization of processes and reporting across entities.

- Follow up on action items from leadership meetings and ensure closure.

4. Management Reporting & MIS:

- Prepare and consolidate group level monthly MIS, financial dashboards, and management reports.

- Analyze revenue trends, cost structures, margins, and working capital.

- Present financial insights to support business strategy and operational decisions.

- Improve reporting structures and financial analytics.

- Provide actionable insights for leadership decision-making.

- Ensure accuracy and timeliness of financial and business reporting.

5. Process Improvement & Automation:

- Identify and eliminate process inefficiencies, duplication of work, and manual dependencies across finance and business teams.

- Implement SOPs (Standard Operating Procedures) for key finance and cross-functional processes.

- Drive automation of recurring reports and workflows.

- Drive process standardization across finance and business functions.

- Identify opportunities for automation and efficiency improvement.

6. Special Projects & Business Analysis:

- Work on special finance projects such as cost optimization, profitability improvement, and financial restructuring.

- Conduct data-driven analysis to support new business initiatives.

- Support leadership in strategic financial planning and decision-making.

Key Skills & Competencies:

- Strong knowledge of financial reporting and analysis.

- Advanced financial modelling and analytical skills.

- Ability to translate financial data into strategic insights.

- Strong stakeholder management and coordination skills.

- High level of confidentiality and professionalism.

- Advanced proficiency in Excel, PowerPoint, and financial MIS systems.

- Experience in SAP and ERP systems.

Qualifications & Experience:

- CA / MBA (Finance) or equivalent qualification.

- 8-12 years of experience in finance, financial planning & analysis, or consulting.

- Experience in manufacturing / trading / diamond or jewelry industry preferred.