CA Malav C. Sheth & CO.
Website:
camalavsheth.com
Job details:
Role Purpose
To support the Founder & Managing Partners in managing priorities, follow-ups, financial monitoring, appointments and day-to-day operational coordination, ensuring that nothing important falls through the cracks.
Key Responsibilities
- Founder’s Office: Manage and prioritise the Founder’s emails, follow-ups and important communications.
- Calendar & Appointments: Manage appointments, coordinate with concerned persons and ensure meetings are properly planned.
- Financial MIS: Maintain financial trackers, monitor costs/budgets and identify financial or operational red flags.
- Lead Management: Coordinate with staff for lead tracking, follow-ups and timely action.
- Process Management: Coordinate and monitor the Process Coordinator and ensure agreed processes are followed.
- Project Coordination: Coordinate with the Project Implementer, track progress, timelines and pending actions.
- Daily MIS: Provide a concise daily update to the Founder & Managing Partner and Diksha – Managing Partner covering important updates, pending matters, red flags and required decisions.
- Office Operations: Coordinate with Office Administration and ensure smooth functioning of day-to-day operations.
- Follow-up & Closure: Ensure management decisions and assigned tasks are properly followed up and brought to closure.
Ideal Candidate
- Highly organised and proactive
- Excellent follow-up and coordination skills
- Good with numbers, Excel/MIS and financial tracking
- Strong communication and email skills
- Ability to identify problems and escalate them proactively
- High level of confidentiality, ownership and accountability
- Comfortable working independently and coordinating with multiple teams
Key Expectation
Don’t just take instructions — track, follow up, identify issues, escalate and ensure closure.
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