Job Description

Job Title:

CFO Advisory Assistant (Execution & Coordination Support)

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, proactive

CFO Advisory Assistant

who can support day-to-day execution, follow-ups, task coordination, and basic financial review work. You will act as a key support to the founder in ensuring timely delivery, client coordination, and internal accountability.

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 We're Looking For:

Commerce background

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

1-3 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 of

Power 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