Skills & Experience : Reqd. CA
- SAP FI – General Ledger ( Classic )
- SAP FI – New GL(Migration/Parallel Ledger/Document splitting)
- SAP FI – Accounts Receivable &
- SAP FI – Accounts Payable
- SAP FI – Asset Accounting
- SAP CO – Cost Centers and Profit Centers
- SAP CO – Internal Orders
Skills & Experience : Reqd. CA
WEALTHTREE – MYCFO
WealthTree is the leading one‐stop Market Entry consultancy that assists companies and government agencies from
across the world in doing business with India and helps Indian companies expand in international markets. Since its
inception in 2006, WealthTree has built an enviable position with over a hundred clients on its roster and with
partners in more than 30 countries across the globe, facilitating trade and investment in to and from India
(www.wealthtree.in). WealthTree’s new service called MyCFO is aimed at Indian owned mid sized companies who
need assistance in a broad based, finance oriented change management role. MyCFO is an outsourced CFO Service
which helps family managed businesses in raising finances, cost rationalization, Mergers and Acquisitions, MIS
generation, IT implementation and Business Process Improvements. WealthTree is looking to build a team of young professionals to support clients in its MyCFO service line.
SUMMARY
JOB TITLE Senior Executive
LOCATION Mumbai
SPECIALIZATION Generalist profile in Finance areas
REPORTS TO Assistant Manager/Director
GENDER Male or Female
SALARY In line with Market
KEY RESPONSIBILITIES & DUTIES
WealthTree’s clients may approach it for a full range of MyCFO services or for assistance in specific areas. The
typical areas in which assistance may be requested are as follows:
• Strategy/Governance – Develop, maintain and improve governance standards of the client, act as the
sounding board to the promoters and Succession Planning
• Business Plans/Fund Raising – Development of vision and mission statement, business plans, budgets and
forecasts, scenario planning, Benchmarking of key parameters with peer companies, raising bank
funds/restructuring existing loans, due diligence, private equity funding, MIS systems/analysis
• Deal Assistance – Preparation to face the due diligence by Big4/ large law firm, liaise with potential targets,
collaborators, buyers, negotiations with vendors and suppliers, building valuation models
• Business Process Improvement – Cost reduction and efficiency improvement measures, Product and
customer rationalization, ERP implementation
• Operational Support – Managing routine compliances, recruitment of a professional team, performance
management for employees, IFRS assistance and GST preparation
COMPETENCIES
CA, Additional qualifications are welcome, but not a pre‐requisite
Experience
Candidates already based in Mumbai are preferred. Candidates need to have
advanced excel skills and having experience of having worked on MIS
systems (Management Accountant) and ERP system will be an added advantage.
Preferred Age Group Below 30 years
EXPECTATIONS
Since the profile involves data collation, crunching and analysis, it is important that the candidate has a flair for‘numbers’ and possesses the ability to analyse and make sense of the numbers. Since the role is diverse requiring the involvement of the candidate in multiple areas, we believe that the candidate needs to have the mental framework, common sense and the flexibility to sift through these areas with no or minimal disruption in work. The candidate will have enough flexibility required to perform his role. During the initial period, the candidate would be provided on the field/real time exposure. It is pertinent to note that WealthTree is also looking to employ people
who have the flair to learn, take independent decisions and manage assignments where given an opportunity. The company places a lot of importance in candidates looking at a solution oriented approach, simplifying matters, hardworking, having reasonably good communication skills and who are looking at ‘results’ and client satisfaction. The organization structure currently does not have ‘designations’ in place and opportunities for growth would be
through improvements in ‘profile’ and not necessarily through designations. Variable incentives would be purely
performance based and would be agreed and paid against pre defined KPI’s.
Skills & Experience : Reqd. CA Final
WEALTHTREE – MYCFO
WealthTree is the leading one‐stop Market Entry consultancy that assists companies and government agencies from
across the world in doing business with India and helps Indian companies expand in international markets. Since its
inception in 2006, WealthTree has built an enviable position with over a hundred clients on its roster and with
partners in more than 30 countries across the globe, facilitating trade and investment in to and from India
(www.wealthtree.in). WealthTree’s new service called MyCFO is aimed at Indian owned mid sized companies who
need assistance in a broad based, finance oriented change management role. MyCFO is an outsourced CFO Service
which helps family managed businesses in raising finances, cost rationalization, Mergers and Acquisitions, MIS
generation, IT implementation and Business Process Improvements. WealthTree is looking to build a team of young professionals to support clients in its MyCFO service line.
SUMMARY
JOB TITLE Executive
LOCATION Mumbai
SPECIALIZATION Generalist profile in Finance areas
REPORTS TO Assistant Manager/Director
GENDER Male or Female
SALARY In line with Market
KEY RESPONSIBILITIES & DUTIES
WealthTree’s clients may approach it for a full range of MyCFO services or for assistance in specific areas. The
typical areas in which assistance may be requested are as follows:
• Strategy/Governance – Develop, maintain and improve governance standards of the client, act as the
sounding board to the promoters and Succession Planning
• Business Plans/Fund Raising – Development of vision and mission statement, business plans, budgets and
forecasts, scenario planning, Benchmarking of key parameters with peer companies, raising bank
funds/restructuring existing loans, due diligence, private equity funding, MIS systems/analysis
• Deal Assistance – Preparation to face the due diligence by Big4/ large law firm, liaise with potential targets,
collaborators, buyers, negotiations with vendors and suppliers, building valuation models
• Business Process Improvement – Cost reduction and efficiency improvement measures, Product and
customer rationalization, ERP implementation
• Operational Support – Managing routine compliances, recruitment of a professional team, performance
management for employees, IFRS assistance and GST preparation
COMPETENCIES
CA, Additional qualifications are welcome, but not a pre‐requisite
Experience
Candidates already based in Mumbai are preferred. Candidates need to have
advanced excel skills and having experience of having worked on MIS
systems (Management Accountant) and ERP system will be an added advantage.
Preferred Age Group Below 30 years
EXPECTATIONS
Since the profile involves data collation, crunching and analysis, it is important that the candidate has a flair for‘numbers’ and possesses the ability to analyse and make sense of the numbers. Since the role is diverse requiring the involvement of the candidate in multiple areas, we believe that the candidate needs to have the mental framework, common sense and the flexibility to sift through these areas with no or minimal disruption in work. The candidate will have enough flexibility required to perform his role. During the initial period, the candidate would be provided on the field/real time exposure. It is pertinent to note that WealthTree is also looking to employ people
who have the flair to learn, take independent decisions and manage assignments where given an opportunity. The company places a lot of importance in candidates looking at a solution oriented approach, simplifying matters, hardworking, having reasonably good communication skills and who are looking at ‘results’ and client satisfaction. The organization structure currently does not have ‘designations’ in place and opportunities for growth would be
through improvements in ‘profile’ and not necessarily through designations. Variable incentives would be purely
performance based and would be agreed and paid against pre defined KPI’s.
Skills & Experience : Reqd. CA
- CA with 4-6 yrs of experience.
- Excellent understanding of revenue recognition principles
- Good understanding of systems and controls in a completely systems oriented environment
- Proven customer facing skills with ability to support business and finance
- Ability to read and understand agreements and contracts
Skills & Experience : Reqd. CA
Interested candidates should be CAs / MBAs with 5 - 10 years experience having thorough understanding of local entities and excellent knowledge of risk management practises.
Skills & Experience : Reqd. IPC / IPCC
To conduct external/internal audit of our clients' financial statements by understanding the client's business, risks, internal controls and assess the risk of material misstatement of the financial statements so that we design effective audit procedures to give our audit opinion.
The Key Job responsibilities include the following:
1. Managers control and exercise wide latitude and discretionary decision-making in establishing the most advantageous course of action for the successful management of each Activity Based Audits executed on a remote platform.
2. Managers need to assist in business development by being involved in deck preparation, presentation to prospective clientele..
3. Demonstrate good knowledge of GAAP, AAS, IAS and Industry specific requirements.
4. Take responsibility for identifying, researching and proposing solutions to all significant accounting, auditing, internal control, and reporting issues on the engagement.
5. Developing and cultivating good relationships with US audit team in order to identify remote execution opportunities that are repeatable and scalable.
6. Thought Leadership in setting up the remote execution and delivery mechanism for client audit engagements and supervising those audit teams.
7. Demonstrate ability to manage risk, consults as appropriate on technical matters, and is capable of clearly documenting conclusions reached.
8. Take overall responsibility for the final deliverable and ensure that the documentation meets the firm quality standards and AAS requirements.
9. Client interaction to develop a strong relationship with the client and to identify potential opportunities to expand services while recognizing the limits on scope of services.
10. Take active participation in training programs as a facilitator.
11. Seek opportunities for cross service line selling.
12. Manage team and their performance.
13. Act as a coach, trainer and mentor to their subordinates.
14. Be proactive in practice development activities.
Skills & Experience : Reqd. IPC / IPCC
To conduct external/internal audit of our clients' financial statements by understanding the client's business, risks, internal controls and assess the risk of material misstatement of the financial statements so that we design effective audit procedures to give our audit opinion.
The Key Job responsibilities include the following:
1. Managers control and exercise wide latitude and discretionary decision-making in establishing the most advantageous course of action for the successful management of each Activity Based Audits executed on a remote platform.
2. Managers need to assist in business development by being involved in deck preparation, presentation to prospective clientele..
3. Demonstrate good knowledge of GAAP, AAS, IAS and Industry specific requirements.
4. Take responsibility for identifying, researching and proposing solutions to all significant accounting, auditing, internal control, and reporting issues on the engagement.
5. Developing and cultivating good relationships with US audit team in order to identify remote execution opportunities that are repeatable and scalable.
6. Thought Leadership in setting up the remote execution and delivery mechanism for client audit engagements and supervising those audit teams.
7. Demonstrate ability to manage risk, consults as appropriate on technical matters, and is capable of clearly documenting conclusions reached.
8. Take overall responsibility for the final deliverable and ensure that the documentation meets the firm quality standards and AAS requirements.
9. Client interaction to develop a strong relationship with the client and to identify potential opportunities to expand services while recognizing the limits on scope of services.
10. Take active participation in training programs as a facilitator.
11. Seek opportunities for cross service line selling.
12. Manage team and their performance.
13. Act as a coach, trainer and mentor to their subordinates.
14. Be proactive in practice development activities.
(Looking to recruit DEPUTY DIRECTOR FINANCE AND ADMINISTRATION for INTERNATIONAL INITIATIVE FOR IMPACT EVALUATION (3ie))
Skills & Experience : Reqd. CS
1) CA, CS, ICWA - Similar auditing qualifications/Degree in MBA Finance
2) A minimum of 15 years of senior management experience in over seeing business support function (Finance, HR & Administration & IT) in a reputed organization in either Corporate or Not for Profit sector
3) A self starter and an exceptional leader with proven strategic planning, implementation & high level of financial management skills
4) Should be strong and firm in demanding performance and accountability
5) S/he should be technologically sound in order to ensure that organization’s Information Technology service are technically up to date, efficient and effective at all times.
6) Excellent communication skills in English (oral and written) and capability to lead and relate to multicultural teams. Ability to communicate in writing to audiences from administrative staff to Board members.
7) Thorough knowledge of accounting best-practices and legal guidelines
8) Hands-on experience with audits and tax returns