We are seeking an experienced executive to lead/support the organization's financial strategy, business planning, capital management, investor engagement, banking relationships, and corporate governance framework. The executive will serve as a key member of the leadership team, driving sustainable growth, profitability, financial discipline, and long-term value creation while ensuring regulatory compliance and effective stakeholder management.

Key Responsibilities / KRAs

1. Financial Strategy & Business Planning

- Develop and execute the organization's financial strategy aligned with business objectives.

- Partner with the CFO and leadership team on long-term growth plans, investments, and expansion initiatives.

- Provide financial insights and recommendations to support strategic decision-making.

- Drive annual operating plans, business forecasting, and profitability improvement initiatives.

2. Lead Banking & Financial Institution Relations

- Build and maintain strong relationships with banks, financial institutions, NBFCs, and lending partners.

- Lead negotiations related to working capital facilities, term loans, project financing, and other funding requirements.

- Evaluate financing structures and funding alternatives to support business growth.

- Ensure compliance with banking covenants and reporting requirements.

3. Lead Investor Relations & Stakeholder Management

- Act as the primary financial interface with investors, promoters, board members, private equity partners, and other stakeholders.

- Prepare and present business performance updates, financial outlooks, and strategic initiatives.

- Lead fundraising activities,



investment discussions, and due diligence processes.

- Drive transparent communication and build investor confidence.

4. Lead Compliance, Governance & Risk Management

- Ensure adherence to all statutory, regulatory, corporate, and financial compliance requirements.

- Strengthen corporate governance frameworks and internal financial controls.

- Monitor changes in regulatory requirements and assess their impact on the business.

- Lead enterprise risk identification, assessment, and mitigation initiatives.

- Coordinate with legal, secretarial, taxation, and compliance teams to ensure organizational compliance.

5. Lead Strategic Fund Raising & Capital Structure

- Evaluate capital requirements and recommend optimal capital structure strategies.

- Lead equity raising, debt raising, strategic investments, mergers, acquisitions, and joint ventures.

- Participate in valuation exercises, transaction structuring, and financial due diligence activities.

- Drive initiatives that improve enterprise value and shareholder returns.

6. Board & Leadership Support

- Prepare financial and strategic presentations for the Board and senior leadership.

- Provide recommendations on investment decisions, expansion plans, and strategic priorities.





- Serve as a trusted advisor to the CEO and leadership team on financial and business matters.

7. Support CFO in Working Capital Management

- Cash Flow Management, Treasury management

- Lead working capital optimization across receivables, payables, inventory, and cash conversion cycles.

- Monitor liquidity requirements and ensure adequate funding for business operations.

- Establish controls and processes to improve cash flow efficiency and reduce capital lock-up.

- Drive initiatives to enhance return on capital employed (ROCE).

8. Support CFO in Business Performance & Commercial Finance

- Monitor business performance against budgets and strategic goals.

- Establish financial KPIs and performance dashboards for leadership review.

- Identify opportunities for margin enhancement, cost optimization, and operational efficiency.

- Support commercial decision-making through financial analysis and business insights.

Requirements

Desired Candidate Profile

- Chartered Accountant (preferably also a CS)

- 15–20 years of progressive leadership experience in finance.

- Proven experience in financial strategy, working capital management, banking relations, investor relations, compliance, and fundraising.

- Strong exposure to interactions with banks, financial institutions, investors, private equity firms, and boards.

- Demonstrated experience in supporting business growth, profitability enhancement, and strategic initiatives.

- Solid analytical, negotiation, stakeholder management, and leadership capabilities.

Reporting Structure

Reports To: CFO

📌 VP Finance (Delhi)
🏢 XpertReach
📍 Delhi