CA - Financial Planning & Analysise

Company Profile
Our company provides outsourced CFO services to small and medium-sized businesses in India. We offer a range of financial management services, including financial planning and analysis (FP&A), cash flow management, financial reporting, budgeting, and management information systems (MIS). We are looking for a Manager to join our team and help us deliver high-quality services to our clients.
Job Overview
The Manager of Outsourced CFO Services with FP&A and MIS Skills will be responsible for managing a team of financial analysts and overseeing all aspects of the financial management services we provide to our clients. This individual will be responsible for delivering high-quality FP&A and MIS services to our clients, including financial modeling, forecasting, budgeting, and data analysis.
Position Vacant - Manager
Organization Name -CFO Services LLP
Qualifications - Chartered Accountant
Experience - 1 - 2 years
Location - Thane Wagle Estate
Responsibilities
/ Responsibilities

• Were Hiring Manager, Outsourced CFO Services
  

Location: Pune ( Aundh)
Company: CFO Services LLP, part of ATMS Group a 25+ year-old financial services firm with 180+ team members across Mumbai, Delhi, Bangalore, and Pune
Eligibility: Chartered Accountant (12 years experience)
About The Role
Join our growing CFO Services team in a client-facing role that blends financial planning and analysis (FP&A), MIS reporting, and financial advisory. Youll lead projects, work closely with clients, and deliver high-impact financial insights.
Key Responsibilities

• Lead analyst teams and manage client deliverables
• Handle budgeting, forecasting, financial modelling, and MIS
• Analyze financial data to support decision-making
• Ensure compliance with accounting standards and regulations

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• Present reports and recommendations to clients
• Drive process improvements and collaborate cross-functionally
  

Required Skills

• Strong analytical and communication skills
• Sound knowledge of accounting principles and compliance
• Proficiency in Excel, Google Sheets, PowerPoint, and Tally
  

Good To Have

• Exposure to Power BI, Tableau, Zoho, or SAP
• Prior team management experience
• Hands-on financial modelling and dashboard creation
  

Skills: accounting principles,power bi,management information systems (mis),financial management services,financial management,fp&a,analytical skills,budgeting,team handle,google sheets,forecasting,tally,financial planning and analysis (fp&a),modeling,fp,excel,communication skills,management,financial modeling,interpersonal skills,data analysis,powerpoint,mis,communication