Manager - Finance & Accounts - CA Firm

Roles & Responsibilities

The Manager shall be responsible for:

- Coordinate strategic financial planning for the company and its clients, including expenses, income, insurance coverage, objectives, tax status, and risk tolerance.

- Focus on daily and month-end accounting to determine results, including P&L activity (management fees, fee splitting, gross-ups, reclasses), balance sheet activity (deferrals, accruals), and accounts-receivable cash application, in compliance with GAAP

- Support finance partners in implementing valuation models, measuring results, tracking performance vs. expectations, and providing recommendations for corrective action

- Provide insights about spending trends, cost-savings initiatives, and margin opportunities

- Managing and guiding team on day to day workings of the Client

- Mentoring team with a growth road map and getting them trained to grow up the ladder

- Presenting project plan and project status along with progress report internally to the partners and externally to the client

- Solving complex Tax and regulatory issues of the clients with research on relevant and appropriate technical solutions

- Liasoning with Subject matter experts for delivering opinions and solutions

- Liasoning with departments in cases where required

- Developing spreadsheet models with relevant controls to speedn the processes and minimize the errors.

- Perform Internal Audits if required from time to time

- Deliver reports / opinions with detailed analysis and conclusions along with way forward

Preferred candidate profile

- CA or CS or MBA Finance from reputable institutes.

- Preferably 3-5 years of experience in CFO services.

Preferred Skills

- Interpersonal skills.

- Communication and motivation.

- Planning and strategic thinking.

- Problem solving and decision-making.

- Commercial awareness.

- Mentoring.

- Expert in Spreadsheets

- Good Skills with creating Reports

- Good Skills with creating Presentations

Perks and benefits

As per Industry standards