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Manager / Senior Manager – CFO Services

30+ days ago 2026/08/24
Other Business Support Services
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Job description

Description


Key responsibilities:


  • Review and deliver on day-to-day execution of projects / engagements to ensure successful delivery of client requirements; SSC experience is an additional advantage
  • Owning the project planning, process management and communicating progress to clients and leadership; Driving development of content, either directly or by providing guidance to the team (provide ideas, frameworks, inputs etc.,)
  • Manage project scope and maintain A&M pace of work; Deliver senior client presentation and good presentation skills; Draft and present reports for senior stakeholders
  • Coaching / mentoring the team on work, delivery, upskilling, excel skills, report writing etc.,
  • Strong execution support across various financial and operational systems:
    • CRM tools (e.g. salesforce)
    • Vendor management systems
    • Financial systems (e.g. Oracle, SAP, Hyperion, FCCS, QuickBooks)
    • Expense management systems (e.g. Zoho, SAP Concur, Happay)
    • HRMS (e.g. Workday, success factors)
    • Payroll systems (HGS, Ascent etc.,)
    • Operational systems like time sheet management tools etc.,
    • Any other tools, dashboards, platforms, systems that clients use for their operations or business purposes
  • Strong program management skills across functions / departments and ability to manage multiple stakeholders
  • Supporting and contributing to other projects, for example, by sharing expertise or best practices; Contributing to improvising of methodologies, tools, products, techniques and developing new ideas and approaches
  • Responsible for leading and independently managing CFO services kind of engagements:
    • Finance transformation projects (PEPI / Corporate clients)
      • Finance organizational design / service delivery model design
      • Financial system strategy, roadmap and selection
      • Digitally enabled finance & accounting
      • Rapid cost reductions
      • Taking control of finance function
      • Draft JDs, hire key finance stakeholders, training and transitioning
    • Finance performance improvements (PEPI / Corporate clients)
      • Vision and strategy development
      • Finance planning, reporting and analysis
      • Budgeting and forecasting
      • Working capital optimization
      • Management reporting / MIS support
      • Month-end close support
    • Merger integration & carve-out services (PEPI / Corporate clients)
      • Finance integration planning and execution support 
      • Synergy planning and capture
      • Integration / carve-out assessments / due-diligence
      • M&A performance improvement and play books
      • Finance diagnostic / implementation projects
  • Interact with leadership/ CXOs at clients during project delivery; Manage multiple stakeholders in client teams at all levels as well as within A&M; Ability to work seamlessly with multiple domestic / global teams (at client end as well as A&M)
  • Actively drive business development and practice management initiatives.

Educational Qualification & Skills:  MBA / PGDM with finance specialization from IIM Ahmedabad, Bangalore, Calcutta or Indian School of Business or a CA topper in first attempt with 6 to 8 years of post-qualification experience.


Following experiences are desirable:


  • CFO services team from strategy consulting firms
  • Finance transformation / finance effectiveness experience from consulting firms
  • Finance controllership, financial planning & analysis etc.,
  • Post-merger finance integration exposure
  • Program/ Project Management in large scale cross-functional projects
  • Management consulting experience in any functional consulting area like Finance, MIS & MR etc.,
  • Leading large-scale cross-functional transformation programs.

Must Haves –


  • Excellent communication and presentation skills
  • Outstanding in Excel and PowerPoint
  • Team player with ability to work across large teams (internal and external).
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