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429
Applications:  109
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Job Code

1695978

Finance Lead - B2B SaaS/AI Startup - CA

It's All About People Consulting OPC Pvt Ltd..4 - 8 yrs.Delhi
Posted 3 days ago
Posted 3 days ago

Qualifications & Experience:

- 4-8 years of experience in finance, accounting, or corporate finance roles.

- Experience in financial reporting, budgeting, and financial analysis.

- Exposure to corporate finance, fund raising, or transaction advisory is a strong advantage.

- Experience working with startups, growth-stage companies, or consulting firms preferred.

- Strong understanding of financial modeling, accounting principles, and compliance requirements.

- CA Mandatory.

- MBA Mandatory.

- Proficiency in Excel, financial modeling, and financial systems.

The Role :

Financial Planning & Strategy:

- Develop financial strategies aligned with business goals.

- Prepare annual budgets and financial forecasts.

- Build and maintain financial models for revenue, costs, and growth projections.

- Monitor actual vs budget performance and analyze variances.

- Provide financial insights to founders for strategic decision-making.

Financial Reporting MIS:

- Prepare monthly, quarterly, and annual financial reports.

- Develop Management Information System (MIS) reports for leadership.

- Analyze key financial metrics such as:

a. Revenue growth

b. Gross margin

c. Burn rate

d. EBITDA

- Provide actionable insights for business optimization.

Cash Flow & Working Capital Management

- Monitor cash flow and liquidity.

- Manage working capital requirements.

- Forecast cash inflows and outflows.

- Optimize payment cycles, vendor payments, and receivables collection.

- Ensure sufficient cash runway for operations.

Accounting Oversight:

- Supervise and review bookkeeping and accounting activities.

- Ensure accuracy of:

a. General ledger

b. Trial balance

c. Bank reconciliations

- Coordinate with the accounting team and external CA.

Compliance & Regulatory Management:

- Ensure compliance with all Indian statutory requirements, including:

- Tax Compliance

- GST filings and reconciliation

- TDS deductions and filings

- Income tax compliance

- Labor & Other Regulations

- PF / ESIC compliance

- Professional tax

- MCA filings

- Coordinate with chartered accountants and legal advisors for regulatory compliance.

Audit & Financial Controls:

- Prepare the company for statutory audits and internal audits.

- Implement internal financial controls and SOPs.

- Ensure proper documentation for financial transactions.

- Manage financial risk and compliance procedures.

Investor & Fundraising Support:

- Prepare financial reports for investors and board members.

- Support founders during fundraising rounds.

Create:

a. Financial projections

b. Data room documents

c. Investor reporting dashboards

- Track fund utilization and runway.

Cost Control & Profitability Management:

- Monitor company expenses and optimize cost structures.

- Implement expense policies and approval frameworks.

Analyze profitability by:

a. Product

b. Business unit

c. Customer segment.

Financial Systems & Process Improvement:

- Implement and manage financial software systems.

- Improve finance workflows and automation processes.

- Ensure accurate financial data for reporting and analysis.

Team & Stakeholder Coordination:

- Manage and mentor accounts and finance staff.

Work closely with:

a. Founders

b. Operations teams

c. Sales teams

d. External CA / auditors

- Provide financial support for business planning and decision-making.

Risk Management:

- Identify and mitigate financial risks.

- Monitor compliance risks and operational financial risks.

- Ensure adherence to internal financial policies and controls.

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Job Views:  
429
Applications:  109
Recruiter Actions:  102

Job Code

1695978