About X-F1 Advisory Services
X-F1 Advisory Services (XF1) is a specialist consulting firm offering high-impact services across Financial Modelling, Valuation Advisory, FP&A and Virtual CFO Services. Our mission is to equip investors, founders, and leadership teams with robust financial tools and strategic guidance that support capital allocation, growth planning, and sustainable decision-making.
In just two years, we've built high-performing teams in Bengaluru and New Delhi, delivering sophisticated, investor-grade solutions across SaaS, Real Estate, Energy, Infrastructure, and Consumer Brands
Responsibilities
- Client Engagement & Advisory: Act as the primary financial advisor to multiple SMEs, helping them interpret numbers and translate insights into action.
- Financial Reporting & Analysis: Oversee preparation and review of monthly P&L, balance sheet, and cash-flow reports in QuickBooks Online (QBO).
- Accounting Oversight: Ensure timely bookkeeping in QBO, manage month-end close, and review journal entries, reconciliations, and compliance.
- Process Improvement: Develop and document standardized QBO workflows, internal controls, and reporting templates.
- Budgeting & Forecasting: Lead the annual budgeting process and rolling forecasts; model scenarios to guide strategic decisions.
- Business Development Support: Contribute to proposals and pitches for prospective Virtual CFO engagements.
- Collaboration & Learning: Work with XF1's modelling and FP&A teams to share best practices and continuously improve our Virtual CFO toolkit.
Qualifications
- Professional Credentials: Chartered Accountant (CA) mandatory.
- Experience: 13 years of hands-on experience in a Virtual CFO, accounting, or financial advisory role, ideally within a consulting firm, boutique advisory, or practice serving SMEs.
- Technical Skills:
- Strong working knowledge of QuickBooks Online (setup, reporting, integrations).
- Proficiency in Excel for analysis, dashboarding, and ad hoc financial modelling.
- Domain Knowledge: Solid understanding of accounting principles, corporate finance, tax basics, and compliance requirements for Indian companies.
- Communications: Excellent verbal and written skills; ability to translate complex financial data into clear, actionable insights for non-finance stakeholders.
- Mindset & Traits: Proactive, analytical thinker with strong attention to detail and a client-centric attitude.
