Chief Financial Officer - Investment Bank - CA

CFO - Financial Services

About Company

Our client is a leading mid- market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

Roles & responsibilities :

- Drive the company's financial planning.

- Perform risk management by analyzing the organization's liabilities and investments.

- Treasury management

- Decide on investment strategies by considering cash and liquidity risks.

- Control and evaluate the organization's fundraising plans and capital structure.

- Ensure cash flow is appropriate for the organization's operations.

- Manage vendor relationships.

- Prepare reliable current and forecasting reports.

- Set up and oversee the company's finance IT system.

- Ensure compliance with the law and company's policies.

- Manage & Supervise - team of financial controllers, treasurers, and financial analysts.

Requirements :

- Education: CA graduate must

- Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) / MBA

- 17+ years of relevant experience

- Proven experience as lead finance officer or in a relevant capacity

- In depth knowledge of corporate financial law and risk management practices

- Excellent knowledge of data analysis and forecasting methods

- Proficient in the use of MS Office and financial management software (e.g. SAP)

- Ability to strategize and solve problems

- Strong leadership and organizational skills

- Excellent communication and people skills

- An analytical mind, comfortable with numbers

- Good relationships with banks

- Expertise on direct and indirect taxes

- Good communication skills - need to be able to handle investors and all stakeholders