Job DescriptionJob Summary

NWe 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.

NKey Responsibilities

nStrategic Financial Leadership

N Develop and execute theorganization's long-term financial strategy aligned with business objectives.

NServe 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.

NLead financial planningto 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.

NEvaluate and approve major expenditures, investments, and resource allocation across departments.

N Assess investment opportunities, business acquisitions, partnerships, and strategic ventures.

NMonitor return on investment (ROI) and financial performance of key business initiatives.

NFinancial Planning & Performance Management





N Lead annual budgeting, forecasting, and long-term financial planning processes.

NMonitor organizational financial performance and establish financial KPIs across business units.

N Drive profitability improvement initiatives and cost optimization strategies.

NPresent 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.

NEnsure adequate capitalavailability to support operational and expansion requirements.

N Oversee banking relationships, financing arrangements, and debt management strategies. Risk Management & Governance

NIdentify financial, operational, and market risks and implement mitigation strategies.

N Establish robust internal controls, financial policies, and governance frameworks.

NEnsure compliance with all statutory, regulatory, tax, and financial reporting requirements.

N Oversee enterprise riskmanagement and business continuity planning. Financial Reporting & Stakeholder Management

NOversee preparation of financial statements, management reports, board reports, and investor presentations.

N Ensure accurate and timely reporting of financial performance and key business metrics.

NManage relationships with auditors, financial institutions, investors,



regulatory authorities, and external advisors.

N* Support fundraising, investor relations, and strategic financing activities.

NTeam Leadership

nLead, mentor, and develop the finance, accounts, taxation, treasury, and compliance teams.

NBuild 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.

NRequirements

nBachelor's degree in Finance, Accounting, Commerce, Economics, or a related field.

N CA, CPA, CMA, MBA (Finance), or equivalent qualified qualification preferred.

N12+ 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.

NStrong understanding offinancial modeling, capital management, fundraising, mergers & acquisitions, and risk management.

N Experience working directly with CEOs, investors, board members, and senior leadership teams.

NExcellent leadership, analytical, negotiation, and decision-making skills. Preferred Skills

N Corporate Finance & Financial Strategy

NCapital Allocation & Investment Management

N Treasury & Cash Flow Optimization

NBusiness Valuation & Financial Modeling

N Fundraising & Investor Relations

NMergers & Acquisitions (M&A;)

N Enterprise Risk Management

NFinancial Governance & Compliance

N Profitability & Growth Strategy

NExecutive Leadership & Stakeholder Management

N Board Reporting & Strategic Decision-Making

NOrganizational Scaling & Expansion Planning

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