Financial Planning & Strategic Initiatives Role - Real Estate Industry - CA

We are hiring a chartered accountant to lead financial planning & strategic initiatives. This individual will work directly with CXOs and founders, anchoring business planning, performance tracking, and investor relations. You will be a key enabler of scale, margin growth, and capital efficiency.

Key Responsibilities:

Strategic Planning & Forecasting:

- Build and manage AOPs, LRPs, and rolling forecasts across the organization

- Develop dynamic models to test scenarios, market trends, and risk events

- Evaluate new business proposals and capital projects for financial viability

Investor Reporting & Board Engagement:

- Prepare board packs, investor dashboards, and business updates

- Support fundraising rounds with detailed financial data and modeling.

- Manage data rooms, due diligence packs, and investor Q&A

Performance Analytics & Business Intelligence:

- Track metrics such as CAC, LTV, burn, GM%, contribution margins, etc.

- Develop and publish monthly dashboards with performance insights

- Benchmark against industry peers and competition.

Cross-functional Decision Support:

- Partner with Sales, Product, Tech, and HR on business planning and ROI analytics

- Analyze pricing, campaign ROI, hiring effectiveness, and location P&Ls

- Monitor spend effectiveness and unit economics.

Financial Modeling & Capital Allocation:

- Create detailed models for M&A, pricing, GTM, and product launches.

- Conduct break-even, IRR, payback period, and DCF analysis

- Collaborate on strategy papers, growth plans, and GTM expansion packs.

Governance & Reporting Discipline:

- Lead internal reporting cadence with MIS and variance analysis

- Maintain clean and audit-ready financial files for all stakeholders

- Align internal and external financial views (GAAP/IND-AS aligned).

Core Competencies:

- FP&A mastery with strong grasp of business levers and data storytelling

- Excellent modelling, forecasting, and scenario analysis skills

- Stakeholder management with CXO/board exposure

- Advanced skills in Excel, PowerPoint, and BI tools (Power BI/Tableau).

Stakeholder Interfaces:

- CEO, CFO, Department Heads, Product/Tech/HR

- Existing investors, external consultants, financial partners Performance Metrics

- Accuracy and effectiveness of forecasts

- Timeliness and impact of investor communication

- Efficiency of capital use, ROI analysis, and business support

- CXO satisfaction with data-driven decision support.

What We Offer :

- High-impact strategic finance leadership role reporting to CXOs

- Exposure to investor ecosystems, board governance, and expansion planning

- Ownership of the entire planning function with visibility across verticals

- Dynamic startup pace with structured financial discipline

- Accelerated growth and empowerment in a tech-first real estate organization