Chartered Accountant
CompanyGIST Management Solutions
- Location
- Mumbai
- Experience
- 0–3 yrs
- Posted
- Posted 16 Sept 2026
Experienced CA
Job description
**Chartered Accountant (CA) 0-3 years experience – cleared CA final examination in max 2 attempts.**
**2. Experience – a) Central Statutory audits (preferably Banks & NBFCs) of BFSI clients during Articleship / post CA qualification (or)**
**b) Working experience at Internal audit / Finance / Compliance / Risk department of Banks/ NBFCs/ other BFSI entities (or)**
**c) prior experience in advisory & consulting for BFSI clients**
**Roles & Responsibilities**
**Execute advisory and consulting engagements for BFSI clients, including Banks and NBFCs**
**Support CFO advisory assignments, including financial statement preparation is per different GAAPs, financial planning & analysis (FP&A), budgeting, forecasting, MIS, and performance reporting**
**Assist in strengthening finance functions, including process optimization, cost management, and financial controls**
**Conduct regulatory compliance reviews in line with RBI and other applicable guidelines**
**Support co-sourced/internal audit engagements, including planning, execution, and documentation**
**Analyze financial data, business processes, and policies to identify risks, gaps, and improvement opportunities**
**Provide actionable recommendations to enhance operational efficiency and strengthen internal controls**
**Prepare client-ready deliverables, including reports, dashboards, presentations, and review documentation**
**Assist in development and review of policies, SOPs, and governance frameworks**
**Engage with client stakeholders to gather requirements, discuss findings, and track implementation of recommendations**
**Stay updated on BFSI regulations, financial reporting standards, and industry best practices**
**Collaborate with cross-functional teams to ensure timely and high-quality delivery of assignments**
**Desired Skills:**
**Proficient in MS Excel, Word, and PowerPoint**
**Experience working with AI tools such as Microsoft Copilot, ChatGPT, and Claude**
**Strong analytical and problem-solving skills**
**Excellent communication and written skills**
**Demonstrated ability to work effectively in a team environment**
**Good understanding of Banking/NBFC regulations is preferredRole & responsibilities**
**Preferred candidate profile**
Required skills
- Advanced Excel
- Audit
- Financial Planning and Analysis
- Financial Reporting
- Internal Audit
- Tools