Finance AGM, CFO Office

Role : Finance AGM (Technical), CFO Office

Company : Listed Manufacturing Company

Location : New Delhi

Role overview:

The role will support the CFO in managing critical financial processes, coordinating cross-functional communication, preparing high-quality financial documents, and ensuring smooth execution of all CFO office priorities. It requires strong analytical ability, exceptional attention to detail, and the maturity to work with senior leadership.

Responsibilities:

1. Approval Notes & Financial Approvals

• Prepare and present approval notes with clear financial justification.
• Review NFAs for DOFP compliance, verify UOM/pricing, validate supporting documents, and flag discrepancies to the CFO.
• Coordinate with business teams to resolve queries and ensure timely closure of approval workflows.

2. Financial Presentations, Reports & Models

• Develop and review financial presentations and models, including Board decks, Credit Rating PPTs, and Annual Report financial sections.
• Consolidate inputs from Accounts, FP&A, Treasury, Tax, and Business Finance teams to produce accurate and CFO-ready documents.
• Interpret CFOs comments, seek necessary clarifications, and update drafts with high precision and professional formatting.

3. Review Meeting Support & Documentation

• Attend key business, finance, and cross-functional review meetings alongside the CFO.
• Prepare structured and detailed Minutes of Meeting (MoMs), capturing decisions, follow-up items, deadlines, and ownership.
• Track progress on action items and highlight delays or critical risks to the CFO.

4. Monitoring & Reporting for Finance & Accounts Department

• Maintain and update key trackers across the Finance & Accounts function (monthly close, audits, compliances, AR/AP, treasury, etc.).
• Prepare periodic summary reports highlighting status, bottlenecks, and action points for CFO review.
• Support the CFO in driving departmental discipline and timely completion of financial processes.

Qualifications/ Skills:

• Qualification: CA preferred or MBA Finance from a reputed institute
• Experience: 8+ years in FP&A, finance strategy, or CFO-office roles
• Advanced proficiency in Excel, PowerPoint, and financial modeling
• Strong verbal & written communication; ability to prepare board-quality documents
• High attention to detail, analytical thinking, and ability to work with senior stakeholders
• Strong follow-through, ownership, and ability to manage multiple priorities