About the team:

The Finance team at CASE Platforms acts as a steward for the organisation and also supports its business growth - spanning controllership, finance operations, business finance, investor relations, taxation, and secretarial.

The team plays a key role in equipping the organisation with the right financial information, and ensuring that the organisation's financial foundation keeps pace with its growth.

About the role:

We are looking to hire an ownership-driven individual for CASE Platforms' Finance team.

The role is focused on business finance, investor relations and acting as a generalist within the finance function with a strong emphasis on working independently, taking initiative, and getting things done.

The role requires the ability to work across functions without significant hand-holding.

What you will be doing:

Business Finance:

- Analysing business performance across the group - tracking key metrics, identifying trends, and translating data into insights that can inform decisions.

- Building and maintaining financial models and projections, identifying variances against plan, and supporting business reviews.

- Identifying opportunities for growth, revenue improvement, cost optimisation, and other areas that can benefit the organisation, and working with business teams to evaluate and act on them.

- For new business initiatives, identifying the impact across relevant finance areas and working with the respective teams to implement the required changes.

- Assisting on vendor negotiations, cost management, and other finance-adjacent commercial matters.

Investor Relations:

- Preparing and delivering regular performance updates to shareholders and the Board.

- Responding to queries from investors and Board members on business performance, financial projections, and other matters.

- Supporting on approvals required for various matters as per shareholder agreements.

Special projects/initiatives:

- Taking on cross-functional projects and initiatives across finance and other functions - these could include strategic research, process improvements/automation, or other org-level projects.

- Working with business teams/founders on evaluating and executing specific business opportunities or initiatives.

- More broadly, augmenting the bandwidth of the finance leadership in solving for cross-functional and specific projects as they come up.

What we are looking for:

- CA or CA+MBA with about 4 - 5 years of post-qualification experience.

- Prior experience in deals/transaction advisory at a Big 4 firm and/or at a B2C startup (post Series C stage, preferably product-based); experience with IPOs for startups is an advantage.

- Strong analytical skills ability to build financial models, conduct analysis, and present findings clearly.

- Experience with or understanding of investor relations - preparing updates, responding to Board queries, managing information flows.

- Ability to work independently without a team and manage multiple workstreams at the same time.

- Ability to work well with cross-functional teams, including founders and senior leadership.

- Excellent written and verbal communication skills.

- Proactive and structured approach towards problem-solving.

- Curiosity to learn about new areas (including AI and automation tools) and adopt such learnings.