Job Description Job Summary
/n 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.
/n Key Responsibilities
/n Strategic Financial Leadership
/n * Develop and execute the organization's long-term financial strategy aligned with business objectives.
/n * 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.
/n * Lead financial planning to support sustainable growth, profitability, and shareholder value. Capital Allocation & Investment Management
/n * Oversee capital allocation and investment decisions to maximize returns and optimize business performance.
/n * Evaluate and approve major expenditures, investments, and resource allocation across departments.
/n * Assess investment opportunities, business acquisitions, partnerships, and strategic ventures.

/n * Monitor return on investment (ROI) and financial performance of key business initiatives.

/n Financial Planning & Performance Management
/n * Lead annual budgeting, forecasting,



and long-term financial planning processes.
/n * Monitor organizational financial performance and establish financial KPIs across business units.
/n * Drive profitability improvement initiatives and cost optimization strategies.
/n * Present financial insights, business forecasts, and strategic recommendations to senior leadership. Treasury & Cash Flow Management
/n * Manage corporate treasury functions, liquidity planning, working capital, and cash flow optimization.

/n * Ensure adequate capital availability to support operational and expansion requirements.

/n * Oversee banking relationships, financing arrangements, and debt management strategies. Risk Management & Governance
/n * Identify financial, operational, and market risks and implement mitigation strategies.
/n * Establish robust internal controls, financial policies, and governance frameworks.

/n * Ensure compliance with all statutory, regulatory, tax, and financial reporting requirements.

/n * Oversee enterprise risk management and business continuity planning. Financial Reporting & Stakeholder Management
/n * Oversee preparation of financial statements, management reports, board reports, and investor presentations.
/n * Ensure accurate and timely reporting of financial performance and key business metrics.
/n * Manage relationships with auditors, financial institutions, investors, regulatory authorities,



and external advisors.

/n * Support fundraising, investor relations, and strategic financing activities.

/n Team Leadership
/n * Lead, mentor, and develop the finance, accounts, taxation, treasury, and compliance teams.
/n * Build a high-performance finance function that supports organizational growth and operational excellence.

/n * Foster a culture of accountability, financial discipline, and data-driven decision-making.

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

/n * Organizational Scaling & Expansion Planning

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