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Account Manager

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Account Manager

Adept Global

Account Manager

Skills

Zoho CRMFinancial AnalysisProcess ImprovementCompliance

11 days ago

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Important information


Contract type:

Permanent

Location:

Mumbai, Maharashtra, India

Work mode:

Onsite

Published on:

16 October 2026

What they need


Title: Accounts Manager -VCFO Services

Location: Mumbai

Role Objective:

To lead and manage clients by ensuring high-quality financial operations, reporting, and insights. The Finance Manager will be the primary point of contact for selected clients and drive execution under the VCFO model.

Key Responsibilities:

  • Manage VCFO clients independently.
  • Lead month-end closure, compliance tracking, and MIS delivery.
  • Prepare financial analysis: variance analysis, KPIs, cash flow insights.
  • Identify operational inefficiencies and propose process improvements.
  • Coordinate with external accountants and internal analyst.
  • Support the founder in building business strategy recommendations..
  • Conduct client calls, presentations, and review meetings.
  • Track deliverables and deadlines across clients.
  • Maintain strong communication and structured documentation.

Requirements:

  • CA Inter / CA Dropout / B.Com + relevant experience.
  • 4–5 years' experience in finance, consulting, FP&A, or startup operations.
  • Strong financial understanding and analytical skills.
  • Excellent communication & client management.
  • Ability to handle multiple clients simultaneously.
  • Experience working with founders or fast-paced startup environments.

Preferred Skills:

  • Good command over Excel & financial modelling.
  • Understanding of compliance (GST, TDS, ROC)
  • Experience with Tally/Zoho/QuickBooks.
  • Ability to create dashboards & management presentations.
  • Strong problem-solving and ownership mindset.

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