Job Vacancy : Finance Associate – MIS & Financial Reporting
Location: Mumbai
Experience: 1–3 Years
Employment Type: Full-time
Department: Client Servicing / Consulting
Qualification: B.Com / M.Com / CA Intermediate
About the Role
We are looking for a Finance Associate – MIS & Financial Reporting to join our consulting team. The candidate will work closely with Consultants and support 2–4 client engagements, handling MIS, financial reporting, budgeting, forecasting and financial analysis.
This is a hands-on role with an opportunity to work directly on client assignments and develop strong skills in financial reporting, business analysis and financial modelling.
Key Responsibilities
- Prepare monthly MIS reports, including Revenue Analysis, P&L, Balance Sheet and Working Capital statements.
- Collect, compile and validate financial and operational data from client systems.
- Prepare and maintain financial trackers, databases and reporting schedules.
- Assist in preparing annual budgets, operating plans and cash flow forecasts.
- Analyse actual vs. budget performance and highlight key variances and risks.
- Support costing, pricing analysis and project cash flow workings.
- Participate in client and management discussions along with the Consultant.
- Support fundraising and sell-side due diligence assignments, including data room preparation and information requests.
- Assist in preparing schedules and documentation required for annual audits.
- Ensure accuracy, completeness and timely submission of all financial reports.
Required Skills
- Strong knowledge of MS Excel, including Pivot Tables, Lookups and Reconciliations.
- Good understanding of P&L, Balance Sheet and Working Capital.
- Basic understanding of financial modelling, budgeting and forecasting.
- Good analytical and problem-solving skills.
- Strong attention to detail and accuracy.
- Good written and verbal communication skills.
- Ability to understand business data and identify important financial insights.
- Comfortable working with clients and senior team members.
Qualification & Experience
- CA Intermediate / Inter CA – Articleship completed or in progress; OR
- B.Com / M.Com with relevant experience in accounting, MIS or financial reporting.
- 1–3 years of relevant experience in a CA firm, consulting environment or finance role is preferred.
What You Will Gain
- Exposure to multiple client businesses and industries.
- Hands-on experience in MIS, financial reporting, budgeting and forecasting.
- Exposure to fundraising and due diligence assignments.
- Opportunity to interact with business owners, partners and senior consultants.
- Strong learning and growth opportunity towards independently managing client accounts.
Who Should Apply?
This opportunity is ideal for candidates who want to build a career in Finance Consulting, MIS, Financial Analysis and CFO Advisory and are looking for practical exposure beyond routine accounting work.
Interested candidates can apply with their updated CV.
Pay: ₹45,000.00 - ₹60,000.00 per month
Work Location: In person