Job Summary

We are seeking a highly experienced and strategic Chief Financial Officer (CFO) to lead the organization's overall financial strategy, capital allocation, investment planning, and financial governance. The CFO will serve as a key member of the executive leadership team, responsible for driving financial growth, maximizing profitability, ensuring financial sustainability, and supporting business expansion through data-driven decision-making.

The ideal candidate will have extensive experience in financial leadership, corporate finance, strategic planning, treasury management, fundraising, and business growth. The CFO will oversee all financial functions while acting as a trusted advisor to the CEO and Board of Directors on financial and investment matters.

Key Responsibilities

Strategic Financial Leadership

- Develop and execute the organization's long-term financial strategy aligned with business objectives.
- Serve as a key advisor to the CEO and executive leadership team on all financial and commercial decisions. * Evaluate business opportunities, investments, acquisitions, and expansion initiatives from a financial perspective.
- Lead financial planning to support sustainable growth, profitability, and shareholder value. Capital Allocation & Investment Management
- Oversee capital allocation and investment decisions to maximize returns and optimize business performance.
- Evaluate and approve major expenditures, investments, and resource allocation across departments.
- Assess investment opportunities, business acquisitions, partnerships, and strategic ventures.
- Monitor return on investment (ROI) and financial performance of key business initiatives.

Financial Planning & Performance Management





- Lead annual budgeting, forecasting, and long-term financial planning processes.
- Monitor organizational financial performance and establish financial KPIs across business units.
- Drive profitability improvement initiatives and cost optimization strategies.
- Present financial insights, business forecasts, and strategic recommendations to senior leadership. Treasury & Cash Flow Management
- Manage corporate treasury functions, liquidity planning, working capital, and cash flow optimization.
- Ensure adequate capital availability to support operational and expansion requirements.
- Oversee banking relationships, financing arrangements, and debt management strategies. Risk Management & Governance
- Identify financial, operational, and market risks and implement mitigation strategies.
- Establish robust internal controls, financial policies, and governance frameworks.
- Ensure compliance with all statutory, regulatory, tax, and financial reporting requirements.
- Oversee enterprise risk management and business continuity planning. Financial Reporting & Stakeholder Management
- Oversee preparation of financial statements, management reports, board reports, and investor presentations.
- Ensure accurate and timely reporting of financial performance and key business metrics.
- Manage relationships with auditors, financial institutions, investors,



regulatory authorities, and external advisors.
- Support fundraising, investor relations, and strategic financing activities.

Team Leadership

- Lead, mentor, and develop the finance, accounts, taxation, treasury, and compliance teams.
- Build a high-performance finance function that supports organizational growth and operational excellence.
- Foster a culture of accountability, financial discipline, and data-driven decision-making.

Requirements

- Bachelor's degree in Finance, Accounting, Commerce, Economics, or a related field.
- CA, CPA, CMA, MBA (Finance), or equivalent qualified qualification preferred.
- 12+ years of progressive finance leadership experience, including senior management or executive-level roles.
- Proven experience in financial strategy, corporate finance, treasury management, investment evaluation, and business growth planning.
- Strong understanding of financial modeling, capital management, fundraising, mergers & acquisitions, and risk management.
- Experience working directly with CEOs, investors, board members, and senior leadership teams.
- Excellent leadership, analytical, negotiation, and decision-making skills. Preferred Skills
- Corporate Finance & Financial Strategy
- Capital Allocation & Investment Management
- Treasury & Cash Flow Optimization
- Business Valuation & Financial Modeling
- Fundraising & Investor Relations
- Mergers & Acquisitions (M&A;)
- Enterprise Risk Management
- Financial Governance & Compliance
- Profitability & Growth Strategy
- Executive Leadership & Stakeholder Management
- Board Reporting & Strategic Decision-Making
- Organizational Scaling & Expansion Planning

📌 Chief Financial Officer (Surat)
🏢 Phoenix Business Advisory
📍 Surat