EA To CFO (CA or MBA Finance)

Job Description Executive Assistant to CFO (EA to CFO)

Department: Finance & Accounts
Position: Executive Assistant to Chief Financial Officer (EA to CFO)
Qualification: CA Fresher / CA with up to 1 year of experience OR MBA Finance with 1 year of experience
Experience: 0–1 Year
Location: Udaipur
Reporting To: Chief Financial Officer (CFO)

Job Summary

We are looking for a detail-oriented, analytical, and proactive professional to work closely with the Chief Financial Officer (CFO). The role will involve financial analysis, MIS reporting, data management, coordination, and support in day-to-day financial and strategic activities. The ideal candidate should have strong numerical and analytical skills, proficiency in MS Excel, and the ability to handle confidential financial information with discretion.

Key Responsibilities

• Assist the CFO in daily financial operations, planning, and reporting activities.
• Prepare and maintain MIS reports, dashboards, financial statements, and management presentations.
• Support budgeting, forecasting, variance analysis, and financial performance tracking.
• Analyse financial data and prepare summaries to support management decision-making.
• Coordinate with Finance, Accounts, Sales, Operations, and other departments to collect and validate financial information.
• Assist in monitoring expenses, cash flow, working capital, and other key financial indicators.
• Support the preparation of monthly, quarterly, and annual financial reports.
• Track important financial tasks, action points, deadlines, and follow-ups on behalf of the CFO.
• Assist in preparing presentations, meeting notes, and reports for management reviews.
• Maintain proper documentation and ensure the confidentiality and accuracy of financial information.
• Undertake other finance-related analytical and coordination tasks as assigned by the CFO.

Required Qualifications & Skills

• CA Fresher / CA with up to 1 year of experience, or MBA in Finance with approximately 1 year of experience.
• Strong understanding of accounting principles and basic financial concepts.
• Good analytical, numerical, and problem-solving abilities.
• Advanced or good working knowledge of MS Excel; knowledge of PowerPoint is preferred.
• Familiarity with financial reporting, MIS, budgeting, and financial analysis.
• Excellent written and verbal communication skills.
• Strong organisational skills, attention to detail, and time management.
• Ability to handle sensitive financial information with confidentiality.
• Proactive attitude, willingness to learn, and ability to work directly with senior management.

Preferred Skills

• Knowledge of ERP/accounting software such as SAP, Oracle, or similar systems.
• Exposure to financial modelling, data analysis, or management reporting.
• Ability to prepare clear, structured reports and presentations.

Ideal Candidate: A motivated finance professional who combines analytical thinking, accuracy, discretion, and strong coordination skills to support the CFO in financial analysis and management decision-making.