Head/Lead - Virtual CFO Services

Client Management:

- Manage the VCFO practice focused on start-up clients including assisting them with bookkeeping, finalization, MIS reporting, etc.

- Build and maintain strong relationships with clients, understanding their unique financial needs, goals, and challenges.

- Client's primary advisory counsel in strategic discussions

- Retaining existing clients and solving functional queries within TAT

Financial Advisory:

- Develop and implement financial strategies and plans aligned with clients' objectives.

- Analyze financial statements, cash flow, and budgets to identify areas for improvement.

- Provide expert advice on financial matters, risk management, and cost optimization.

Financial Reporting:

- Present financial reports, including P&L statements, balance sheets, and cash flow statements.

- Ensure compliance with accounting standards and regulations.

Budgeting and Forecasting:

- Collaborate with clients to create and manage budgets and forecasts.

- Monitor financial performance against budget and recommend corrective actions as needed.

- Evaluate financing options and provide recommendations.

Tax, Compliance, and Due Diligence:

- Oversee tax planning and compliance efforts for clients(GST, TDS, Income-tax. etc.)

- Assistance in financial due diligence while the client is raising an investment.

- Work with external partners, such as tax advisors and auditors, as necessary.

Thought Leadership:

- Stay up-to-date with industry trends and best practices.

- Provide thought leadership in finance and contribute to developing thought leadership content, whitepapers, and webinars.

- Share insights and expertise with clients to help them navigate complex financial challenges.

Growth Mindset and Cross-Functional Collaborations:

- Foster a culture of continuous learning and adaptability within the team.

- Encourage team members to embrace challenges, learn from failures, and pursue opportunities for personal and professional growth.

- Facilitate cross-functional communication and teamwork to drive financial success and structural growth activities.