Value Finance Consulting — Think of Growth, Think of Us.

Careers at Value Finance Consulting

We're hiring across our Loan Advisory and Fractional CFO teams. Work based at our Kengeri, Bengaluru office — this is an in-office role, not hybrid or remote.

Senior Account Executive — Fractional CFO Team

1 opening

Qualification: MBA Finance / CA Inter

Experience: 3+ years

You will support the Fractional CFO in delivering monthly financial reporting, MIS, and strategic advisory to clients. This is a client-facing role where you prepare P&L and Balance Sheet, track budgets vs actuals, and help clients achieve revenue and profitability targets.

Key Responsibilities

  • Prepare monthly P&L, Balance Sheet, and cash flow statements for assigned clients within agreed timelines
  • Build and maintain monthly MIS dashboards (revenue, margins, PAT, working capital, receivables/payables ageing)
  • Prepare monthly variance analysis — budget vs actual vs forecast — and flag deviations with root causes
  • Assist the CFO in client review meetings; present numbers and recommend corrective actions (cost controls, pricing, collections, working capital measures)
  • Support client target-setting — e.g., bridging the gap from ₹45 Cr to ₹100 Cr turnover and achieving PAT targets through actionable monthly measures
  • Coordinate with client accounts teams for data collection, Tally/Zoho Books/ERP data hygiene, and reconciliations
  • Support statutory compliance tracking (GST, TDS, advance tax) and liaise with auditors for year-end
  • Help prepare working capital projections and assist clients in capital infusion planning and documentation
  • Maintain financial models for revenue forecasting and scenario analysis

Skills Required

  • Strong grip on accounting fundamentals, financial statement preparation (Ind AS awareness a plus)
  • Advanced Excel; working knowledge of Tally/Zoho Books/Busy; familiarity with BI dashboards (Power BI) is a plus
  • Ability to interpret numbers and communicate insights, not just report figures
  • Good verbal/written communication (client-facing role)

Accounts & MIS Executive — Fractional CFO Team

1 opening

Qualification: M.Com / B.Com + MBA Finance / CA Inter

Experience: 1+ year

You will handle day-to-day bookkeeping review, data preparation, and first-level MIS for clients under the guidance of the Senior Account Executive and Fractional CFO. This is a foundational role with a clear growth path toward Senior Account Executive.

Key Responsibilities

  • Collect, verify, and reconcile client financial data (sales, purchases, bank statements, ledgers) monthly
  • Process and review bookkeeping entries in Tally/Zoho Books; ensure monthly closure discipline
  • Prepare first drafts of P&L, Balance Sheet, and supporting schedules for review by the senior team
  • Maintain debtor/creditor ageing reports and follow up data gaps with client teams
  • Assist in GST, TDS, and other statutory filings and compliance calendars for clients
  • Prepare data packs, ratio analysis, and trend charts for monthly client review meetings
  • Maintain organised client-wise document repositories and audit-ready files

Skills Required

  • Sound accounting basics
  • Working knowledge of Tally / Zoho Books / Excel
  • Attention to detail, discipline on deadlines, and willingness to learn advisory work

Finance Executive — Loan Advisory Team

2 openings

Qualification: MBA Finance or equivalent

Experience: 0–1 year

You will handle end-to-end coordination of loan cases — from document collection through to sanction and disbursement — working closely with clients and lending partners.

Key Responsibilities

  • Understand customer loan requirements and share the appropriate document checklist
  • Collect and scrutinize documents for completeness, accuracy, and discrepancies
  • Create financial profile of clients from financial statements and bank statements (P&L summary, cash flow summary)
  • Draft Detailed Project Reports (DPRs) and supporting annexures
  • File loan applications and annexures with the appropriate lender
  • Coordinate with the client and the respective banker/RM through login, sanction, and disbursement
  • Maintain daily case tracker — status, pending documents, sanction stage — for every active file
  • Manage and organize client document files and digital storage
  • Track and follow up on subsidy scheme documentation where applicable
  • Support CIBIL dispute case preparation under senior guidance where required

Skills Required

  • Good communication and customer-handling skills
  • Strong follow-up and coordination abilities
  • Good knowledge of MS Excel and basic financial documents
  • Organised, detail-oriented, capable of handling multiple live cases simultaneously

How to apply

Interested? Email your resume to sujayshet@valuefinance.in or message us on WhatsApp.

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