Role Objective

To manage and strengthen the Company’s financial compliance, management reporting (MIS), financial planning & analysis (FP&A;), and to play a key role in IPO preparedness, ensuring robust financial controls, transparency, and investor-grade reporting in line with regulatory and listing requirements.

Key Responsibilities

- Financial & Statutory Compliance

- Ensure compliance with:
- Companies Act, 2013 (financial sections)
- Income Tax Act, TDS, advance tax, assessments
- GST laws – returns, reconciliations, audits
- Irish and US Laws

- Coordinate statutory audits, tax audits, and internal audits
- Prepare and review:

- Financial statements (Standalone & Consolidated) under Ind AS and US GAAP
- Notes to accounts and schedules

- Support closure of audit observations and regulatory matters
- MIS & Management Reporting

- Design, prepare, and enhance monthly MIS packs including:
- P&L;, Balance Sheet, Cash Flow
- Variance analysis (Actual vs Budget vs Forecast)

- Provide insights on:

- Revenue trends, cost drivers, margins
- Working capital, cash flow, and liquidity

- Develop dashboards for senior management and Board reporting
- Financial Planning & Analysis (FP&A;)

- Lead budgeting and forecasting processes:
- Perform scenario analysis, sensitivity analysis, and business modelling
- Partner with business teams to:
- Evaluate new initiatives, capex, pricing, and cost optimisation

- Track KPIs and drive accountability across functions
- IPO Readiness & Listing Support

- Support IPO readiness initiatives, including:
- Strengthening financial controls and documentation




- Historical financial data preparation and restatement (if required)

- Coordinate with:

- Merchant Bankers
- Auditors (Statutory, Peer Review, Limited Review)
- Legal advisors and consultants

- Assist in preparation and review of:

- DRHP / RHP financial sections
- Capitalisation statements, restated financials

- Support financial due diligence and regulator/investor queries
- Internal Controls, Processes & Risk Management

- Strengthen internal financial controls (IFC) framework
- Support implementation of SOPs and documentation
- Identify process gaps and recommend control improvements
- Ensure readiness for:
- Internal audit
- SOX-like controls (listing aligned)

- Business & Strategic Support

- Provide financial analysis for:
- M&A;, fund raising, strategic partnerships
- Cost restructuring and margin improvement

- Support Board and Audit Committee presentations
- Act as finance business partner to leadership team

Qualifications & Experience

Mandatory

- Qualified Chartered Accountant (CA)
- 2+ years of relevant experience in:
- Financial reporting, MIS, FP&A;
- Compliance and audit coordination

Preferred

- Experience in:
- IPO / Pre-IPO companies
- Listed company environment
- Big 4 / reputed consulting or audit firms

- Industry exposure in Pharma / Manufacturing / Consumer / Tech preferred

Key Skills & Competencies

- Strong understanding of:
- Ind AS and US GAAP
- Financial controls and reporting

- Advanced Excel / financial modelling skills
(ERP exposure – SAP)
- Analytical mindset with business orientation
- Ability to work under tight timelines and high-pressure IPO environment
- Solid communication and stakeholder management skills

📌 Manager Finance - Chartered Accountant – Compliance, MIS, FP&A & IPO Readiness(Ahmedabad) (Thaltej)
🏢 NewLife Medicals
📍 Thaltej