EA (CFO Assistant)

Job Title:

EA (CFO Assistant)

About Ativeera Strategic Advisor:

Ativeera is a boutique virtual CFO and financial advisory firm helping MSMEs and growing businesses unlock clarity, control, and confidence in their financial journey. From dashboards and budgeting to cash flow and financial systems, we work closely with founders to make finance a growth enabler.

Role Objective:

We are looking for a smart, proactiveCFO Advisory Assistant

Key Responsibilities:

• Follow up with internal team members and external clients to ensure timely completion of assigned work
• Reply and coordinate on

  WhatsApp group messages

  professionally and promptly
• Maintain task trackers and update the founder regularly
• Assist in collecting and reviewing accounting data (Tally/Excel)
• Do basic analysis of transactions to support decision-making
• Maintain client documentation and meeting records
• Prepare and review Excel-based financial trackers, reports, or dashboards
• Provide support in Power BI-based reports (if skilled)

What Were Looking For:

• Commerce background

  (B.Com, M.Com, semi-qualified CA, or similar)

• 13 years of experience

  in finance/accounting or client coordination
• Hands-on experience with

  Tally

  and

  Excel

• Good understanding of business transactions and financial statements

• Strong communication skills, especially for WhatsApp/email coordination

• Ability to stay organized and ensure others meet deadlines

• Knowledge ofPower BI

  or financial dashboards is a

  plus

• Self-driven, dependable, and eager to learn

Job Type:

• Full-time
• Location: Gurgaon office
• Work Timing: Needs flexibility and responsiveness, especially during work hours

Job Types: Full-time, Permanent

Pay: ?20,000.00 - ?25,000.00 per month

Language:

• English (Required)
• Work Location: In person