Senior Account Executive

About Value Finance Consulting

We are a Bengaluru-based MSME financial advisory firm, led by a former SIDBI banker and working with 80+ banks.

You will support the Fractional CFO in delivering monthly financial reporting, MIS, and strategic advisory to clients. This is a client-facing role where you prepare P&L and Balance Sheet, track budgets vs actuals, and help clients achieve revenue and profitability targets.

• Prepare monthly P&L, Balance Sheet, and cash flow statements for assigned clients within agreed timelines
• Build and maintain monthly MIS dashboards (revenue, margins, PAT, working capital, receivables/payables ageing)
• Prepare monthly variance analysis — budget vs actual vs forecast — and flag deviations with root causes
• Assist the CFO in client review meetings; present numbers and recommend corrective actions (cost controls, pricing, collections, working capital measures)
• Support client target-setting — e.g., bridging the gap from 45 Cr to 100 Cr turnover and achieving PAT targets through actionable monthly measures
• Coordinate with client accounts teams for data collection, Tally/Zoho Books/ERP data hygiene, and reconciliations
• Support statutory compliance tracking (GST, TDS, advance tax) and liaise with auditors for year-end
• Help prepare working capital projections and assist clients in capital infusion planning and documentation
• Maintain financial models for revenue forecasting and scenario analysis

• Strong grip on accounting fundamentals, financial statement preparation (Ind AS awareness a plus)
• Advanced Excel; working knowledge of Tally/Zoho Books/Busy; familiarity with BI dashboards (Power BI) is a plus
• Ability to interpret numbers and communicate insights, not just report figures
• Good verbal/written communication (client-facing role)

Qualification: MBA Finance / CA Inter

Experience: 3+ years

Location: Kengeri, Bengaluru. Full-time, in-office role, not hybrid or remote.