The Role:

Financial Planning & Strategy:

1. Develop financial strategies aligned with business goals.

2. Prepare annual budgets and financial forecasts.

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

4. Monitor actual vs budget performance and analyze variances.

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

Financial Reporting MIS:

1. Prepare monthly, quarterly, and annual financial reports.

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

3. Analyze key financial metrics such as:

a. Revenue growth

b. Gross margin

c. Burn rate

d. EBITDA

4. Provide actionable insights for business optimization:

Cash Flow & Working Capital Management:

1. Monitor cash flow and liquidity.

2. Manage working capital requirements.

3. Forecast cash inflows and outflows.

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

5. Ensure sufficient cash runway for operations.

Accounting Oversight:

1. Supervise and review bookkeeping and accounting activities.

2. Ensure accuracy of:

a. General ledger

b. Trial balance

c. Bank reconciliations

3. Coordinate with the accounting team and external CA.

Compliance & Regulatory Management:

1. Ensure compliance with all Indian statutory requirements, including:

2. Tax Compliance

3. GST filings and reconciliation

4. TDS deductions and filings

5. Income tax compliance

6. Labor & Other Regulations

7. PF / ESIC compliance

8. Professional tax

9. MCA filings

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

Audit & Financial Controls:

1. Prepare the company for statutory audits and internal audits.

2. Implement internal financial controls and SOPs.

3. Ensure proper documentation for financial transactions.

4. Manage financial risk and compliance procedures.

Investor & Fundraising Support:

1. Prepare financial reports for investors and board members.

2. Support founders during fundraising rounds.

3. Create:

a. Financial projections

b. Data room documents

c. Investor reporting dashboards

4. Track fund utilization and runway.

Cost Control & Profitability Management:

1. Monitor company expenses and optimize cost structures.

2. Implement expense policies and approval frameworks.

3. Analyze profitability by:

a. Product

b. Business unit

c. Customer segment.

Financial Systems & Process Improvement

1. Implement and manage financial software systems.

2. Improve finance workflows and automation processes.

3. Ensure accurate financial data for reporting and analysis.

Team & Stakeholder Coordination:

1. Manage and mentor accounts and finance staff.

2. Work closely with:

a. Founders

b. Operations teams

c. Sales teams

d. External CA / auditors

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

Risk Management:

1. Identify and mitigate financial risks.

2. Monitor compliance risks and operational financial risks.

3. Ensure adherence to internal financial policies and controls.

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, fundraising, 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.

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