Chartered Accountant - Portfolio Governance & MIS

Analyst – Portfolio Governance & MIS

Location - Mumbai

4 - 5 Years of Experience

MANDATORY REQUIREMENTS

• CA with 4–5 years post-qualification experience, with exposure to Statutory Audit, Internal Audit, MIS or Financial Reporting.
• Strong expertise in financial analysis, MIS reporting, internal controls, governance, risk management, budgeting, forecasting and working capital, with the ability to analyse P&L, Balance Sheet and cash flows.
• Hands-on experience in portfolio/company performance monitoring, dashboards/MIS, Due Diligence and stakeholder management; prior PE/Investment/Portfolio company exposure will be preferred.

JOB ROLES & RESPONSIBILITIES

Governance & MIS Reporting

• Review monthly and quarterly MIS reporting packs across PC, periodic monitoring of Samara MIS tool and prepare dashboards for internal review
• Own PC performance visibility. Standardise MIS frameworks, dashboards, and reporting cadence across portfolio companies through use of technology and automation aggressively
• Analyse financial and operational performance across portfolio - revenue, margins, working capital, sector-specific drivers, etc. Provide insights and analytics that provide a true picture of performance, trends, and emerging risks
• Work with PC management and functional experts on Governance Tool – self-assessment, validation, reviewing tools output providing periodic updates to Portfolio Oversight Lead, incorporating assessment outcome into IA scope, control remediation, and risk prioritization across the portfolio
• Oversee Internal Audit across PC - risk-based audit coverage, appropriate auditor selection processes, audit execution, closure timelines and reporting of IA findings to AC
• Evaluate design and operating effectiveness of Internal Financial Controls (IFC) and flag material weaknesses
• Support PC in strengthening Risk Management framework across PC and provide guidance. Identify key/critical risks across PC and drive closure with appropriate action plans and controls to mitigate risks
• Conduct special assignments, support fraud/whistleblower investigations (as and when required)
• Coordinate and interact with Statutory Auditors and Finance Heads of PC to ensure timely completion of Annual Audit with clean report and Limited Review as per applicable regulations
• Be a trusted advisor to PC management on governance, reporting quality, and financial discipline. Benchmark best practices across PC and impart learnings across the group

Due Diligence (DD)

• Assist Deals Team on financial and operational DD for new investment opportunities and PC add-ons, identify and report DD findings/red-flag for internal discussion.

QUALIFICATION & EXPERIENCE

• 4-5 years of experience in Statutory Audit, Internal Audit, Due Diligence, or MIS/financial reporting roles
• Big 4 audit or mid-tier audit firm exposure; in-house finance/MIS experience also relevant
• Prior exposure to PE-adjacent industry experience is also preferred
• Chartered Accountant with a strong academic record