Role:

We are seeking a detail-oriented and visionary Financial Controller and Strategist to join the Kanerika leadership team. This dual-role professional will be responsible for both financial stewardship (accurate books, compliance, and controls) and strategic financial planning (dashboards, scenario modeling, investor metrics, and business insights). You will work closely with the CEO and CFO, supporting board-level decision-making and the financial foundation of our fast-scaling global business.

Key Responsibilities:

A. Financial Control & Governance:

- Maintain accurate financial records in accordance with accounting standards.

- Oversee accounts payable, receivable, payroll, monthly closings, reconciliations.

- Coordinate internal and external audits; ensure statutory, SEZ, GST, and tax compliance.

- Liaise with vendors, legal, and banks for financial documentation.

B. FP&A (Financial Planning & Analysis):

- Build and update financial models for revenue, expenses, and growth scenarios.

- Track burn rate, gross margins, and EBITDA trends across services & SaaS products.

- Provide monthly dashboards and reports to the CEO/CFO with actionable insights.

- Conduct variance analysis (budget vs actuals) with root cause and impact mapping.

C. Investor and Board Readiness:

- Maintain and update investor pitch decks, financial disclosures, and cap tables.

Summit Executive Centre, 13706 Research Blvd,

Suite 211 D, Austin, TX 78750

www.kanerika.com 3

- Support due diligence, data rooms, and investor queries as required.

- Align business strategy and financial forecasts into unified narratives for stakeholders.

D. Strategic Business Partnering:

- Collaborate with BU heads on pricing, cost optimization, and resource planning.

- Partner with HR on payroll budgeting and with Sales on revenue forecasting.

- Anticipate financial risks and recommend mitigation strategies.

E. Tools & Skills Required:

- Strong expertise in MS Excel and PowerPoint

- Familiarity with Zoho Books, QuickBooks, or similar accounting software

- Exposure to Tableau, Power BI, or dashboard tools is a plus

- Strong analytical, communication, and presentation skills

- Working knowledge of India & US accounting standards and compliance frameworks

Ideal Candidate:

Strong Financial Controller & Strategist profile (dual-role: financial control + FP&A/strategy)

- Mandatory (Experience 1) Must have 7+ years of experience spanning financial control and FP&A, with hands-on ownership of accurate books, compliance, and controls in a finance leadership or senior finance capacity.

- Mandatory (Experience 2) Must have strong hands-on experience in financial control & governance accounts payable/receivable, payroll, monthly closings, reconciliations, and coordinating internal/external audits.

- Mandatory (Experience 3) Must have proven FP&A expertise building financial models for revenue/expense/growth scenarios, tracking burn rate, gross margins and EBITDA, variance analysis (budget vs actuals), and management dashboards/reporting.

- Mandatory (Experience 4) Must have working knowledge of statutory, GST and tax compliance, and Indian accounting standards (US GAAP exposure a strong plus given US-India entity).

- Mandatory (Experience 5) Must have strong hands-on expertise in MS Excel (advanced modeling) and PowerPoint (board/investor-grade presentations).

- Mandatory (Experience 6) Must have experience handling confidential, board-level financial data and reporting directly to CXO/leadership (CEO/CFO)

- Mandatory (Skill) Familiarity with accounting software such as Zoho Books, QuickBooks, or similar.

- Mandatory (Company)- Must come from an IT/software products & services company (consulting + SaaS dual-model preferred) with a global USIndia multi-entity structure.

- Mandatory (Education) Must be a qualified CA (Chartered Accountant) or MBA (Finance).

- Preferred (Experience 1) Investor & board readiness exposure maintaining pitch decks, financial disclosures, cap tables, and supporting due diligence / data rooms.

- Preferred (Experience 2) Experience supporting valuation work for Series A/B fundraising.

- Preferred (Tools) Exposure to Tableau, Power BI, or similar dashboarding tools.