Bert Labs - Corporate Finance Lead - CA/CFA

- Strong knowledge and experience of finance and accounting principles, including financial reporting, budgeting, financial statements, and analytical skills

- Responsible for improving the overall Cost Structure of running the Company strategically, balancing out Company's immediate to short to medium to long term objectives.

- Responsible for improving EBITDA and PAT.

- Achieve and sustain Company's profitability at EBITDA level 40%+ over the next 5 years, with 300% revenue growth year-on-year

- Determining Company's financial thresholds on payback, NPV, IRR.

- And responsible for sustaining these financial thresholds on every deployments which Company pursues with its clients at several of their Sites in India & Global.

- Responsible for and therefore work closely with the Sales & Product Management teams to ensure that all client interface projects do not cost overruns during the deployment of Bert Platform Solution.

- And during the life cycle of 5-10 years of these deployments.

- Determine Company's P&L Objectives and responsible for achieving & sustaining these objectives for every Function, from Chairman's/ CEO's office, to Finance Function to Human Resources to Project Management to Sales & Business Development to Marketing to Manufacturing & Procurement to Research & Development to Bert Maximus to Bert Qrious to Bert Nova to Bert Geminus to Bert Optimus to Bert IPR.

- Responsible for and therefore work closely with Corporate Finance Leader, CEO and CEO's office towards Company's vision, strategy, and execution re: Investment (Equity and Debt) over the next 5 years, leading to Company's IPO in 2026-27.

- Do all the thorough research, document it and be with the Corporate Finance Leader, CEO, to start and pursue dialogue with these investors for all these investment rounds.

- Responsible for and therefore work with the Corporate Finance Leader, CEO, CEO's office, Leads of Technology, HR, IPR, Product Managers, Project Management, and external Business Partners, such as Auditors, Payroll, Finance & Accounting Partner, CS firm, for preparing and making the organization ready from process, documentation, compliance, taxation and statutory requirements standpoint.

- Responsible for and therefore work with Diligence teams of the investors to enable and facilitate smooth, effective diligence conducted.

- Be part of all the Investor negotiation discussions and responsible for, along with the Corporate Finance Leader, CEO, CEO's office, and few other key members of the Company, and arrive at a mutual agreement with the investors, which is in the best interest of the Company.

- Responsible for Company's Books of Accounts: Profit & Loss Statement, Balance Sheet, Cash Flow Statements, etc.