Position: Finance Lead

Location:

Working Days: Monday to Friday

Experience Required: 2-3 years

POSITION OVERVIEW

We are seeking an experienced Finance Lead with 2-3 years of progressive accounting experience to lead critical finance and accounting functions across our organization. This role is ideal for a Chartered Accountant (CA) professional who has thrived in a fast-paced startup environment and demonstrated the ability to own complex accounting challenges from initiation to resolution.

KEY RESPONSIBILITIES

Core Accounting & Financial Management

Books of Accounts & Statutory Compliance: Lead full cycle accounting operations including month-end/quarter-end/year-end close activities, ensuring accuracy and timeliness

Audit Coordination: Manage relationships with external and internal auditors; prepare schedules, reconciliations, and supporting documentation; resolve audit observations independently

Revenue Recognition & Computation: Own revenue computation across different product lines and jurisdictions; ensure compliance with applicable accounting standards (IFRS/Ind-AS); evaluate new product revenue models and streamline calculations

Tax Compliance & Planning: Drive tax compliance across multiple jurisdictions; coordinate with tax advisors; identify tax optimization opportunities and implement strategies

Accounts Receivable & Payable Management: Oversee AR aging, collections strategy, and invoice management; manage AP workflows and payment schedules; ensure timely and accurate reconciliations

Journal Entries & Reconciliations: Prepare, review, and approve complex journal entries including revenue, deferred revenue, and intercompany transactions; maintain complete reconciliation schedules

Leadership & Process Ownership

Issue Resolution & Closure: Proactively identify accounting discrepancies, outstanding items,



and process gaps; drive issues to closure with accountability and without escalation dependency

Process Development & Improvement: Document, formalize, and continuously improve accounting processes and internal controls; implement controls to strengthen compliance and reduce errors

Team Leadership: Manage and mentor accounting team members; assign responsibilities based on individual strengths; foster development opportunities and accountability

Stakeholder Management: Liaise effectively with internal departments (Operations, Product, Legal) and external partners (auditors, fund houses, regulators); manage expectations and communicate financial insights clearly, including evaluating the financial viability of business initiatives to support strategic decision-making.

Revenue, Collections & Reporting

Revenue Analytics & Forecasting: Revenue Analytics & Forecasting: Provide revenue forecasting, strategic forecasting, leakage analysis, variance reporting, and data analysis to management; conduct deep dives into business key metrics to identify revenue trends, anomalies, risks, opportunities, and performance drivers.

Collections Management: Drive revenue and partner payment collections; monitor outstanding amounts; implement follow-up mechanisms to minimize delays

Data Visualization & Insights: Create dashboards and reports for management consumption; translate complex financial data into actionable insights.

Month-End Reporting: Prepare comprehensive monthly close reports including revenue reconciliations, deferred revenue schedules, and balance sheet analysis





REQUIRED QUALIFICATIONS & EXPERIENCE

Experience:

- 2-3 years of progressive experience in Accounting, Controllership, Tax, Audit, or Book Close
- Proven experience with revenue computations and financial close processes
- Startup experience highly preferred - comfortable with ambiguity, multi-tasking, and wearing multiple hats

Professional Credentials:

- Chartered Accountant (CA)

Core Competencies:

- Strategic Accounting: Deep understanding of accounting principles (IFRS/Ind-AS), tax regulations, and audit requirements
- Leadership & Ownership: Ability to take complete ownership of complex projects; drive issues to closure without management dependency; comfortable making independent decisions
- Technical Expertise: Advanced proficiency in Excel
- Analytical Rigor: Strong analytical and problem-solving skills; comfortable working with large datasets and identifying patterns/anomalies
- Communication: Clear written and verbal communication; ability to explain complex accounting concepts to non-finance stakeholders

KEY ATTRIBUTES

- Self-motivated and hands-on: Takes initiative; comfortable with operational execution
- Detail-oriented: Delivers high-quality work with zero errors in financial data
- Problem solver: Views obstacles as opportunities; resilient and solution-focused
- Startup mentality: Thrives in fast-paced environments with changing priorities; adaptable and flexible
- Accountable: Owns commitments; follows through to completion; communicates proactively on blockers

WHY JOIN US?

- Opportunity to build and scale accounting function for a fintech market leader
- Direct impact on company growth and financial health
- Strong learning and career development prospects
- Culture of ownership and accountability with clear growth pathway to Finance Manager/Controller roles
- Competitive compensation and perks package

📌 Finance Lead (Gujarat)
🏢 PinnacleU
📍 Gujarat