Job Description

Role Overview

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The Chief Financial Officer (CFO) will be responsible for overseeing the firm’s financial strategy, controls, and operations , while enabling data-driven decision-making through robust MIS, dashboards, and management reporting .

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This role requires a hands-on finance leader who can balance strategic insight with execution , and bring structure, visibility, and financial discipline to a skilled services business.

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Key Responsibilities

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1. Financial Strategy & Business Partnering

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- Partner with leadership on financial planning, growth strategy, and profitability improvement

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- Provide insights on practice-wise profitability, client margins, and pricing strategies amongst others

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- Support strategic decisions on expansion, new service lines, and investments

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1. Management Reporting, MIS & Dashboards

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- Design and implement comprehensive MIS frameworks for the firm

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- Develop robust monthly/quarterly management reports

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- Build real-time dashboards for leadership with key financial and operational metrics

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- Standardise reporting formats for partners and senior management

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- Ensure timely, accurate, and actionable insights for decision-making

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1. Financial Planning & Analysis (FP&A;)

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- Lead budgeting, forecasting, and variance analysis

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- Develop financial models for revenue projections and cost optimisation

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- Track performance against budgets and highlight key risks and opportunities

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1. Accounting, Controls & Compliance

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- Oversee financial reporting, books of accounts, and statutory compliance

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- Ensure strong internal controls and audit readiness

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- Coordinate with auditors, tax advisors, and regulatory authorities

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1. Revenue, Billing & Collections Management

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- Streamline billing processes (retainers, milestone-based, hourly billing)

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- Improve collection cycles and reduce receivables

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- Implement controls around engagement profitability and revenue leakage

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1. Cost Management & Efficiency

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- Drive cost optimisation initiatives across the firm

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- Monitor key cost heads including employee costs and overheads

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- Establish financial discipline across departments

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1. Treasury & Cash Flow Management

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- Manage cash flows, liquidity planning, and banking relationships

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- Ensure optimal utilisation of funds

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- Monitor working capital cycles closely

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1. Team Leadership & Process Improvement

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- Lead and mentor the finance and accounts team

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- Implement systems, automation tools, and reporting platforms

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- Continuously improve financial and reporting processes

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Key Requirements

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Qualification

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- Chartered Accountant (CA)

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- MBA Finance

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Experience

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- 4-8 years of relevant experience

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- Prior experience in professional services / consulting / legal / CA firms preferred

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- Experience in building MIS and reporting systems from scratch

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Skills & Competencies

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- Strong expertise in MIS, dashboards, and financial analytics

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- Proficiency in Excel and financial reporting tools (ERP, BI tools preferred)

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- Strong commercial acumen and problem-solving skills

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- Ability to translate financial data into business insights

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- Strong stakeholder management with senior leadership

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- Hands-on and execution-focused

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Key Performance Indicators (KPIs)

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- Accuracy and timeliness of MIS and management reports

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- Quality and usability of dashboards for leadership decision-making

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- Firm and practice-level profitability

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- Cash flow stability and working capital efficiency

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- Reduction in receivables / improvement in collection cycle

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- Budget vs actual performance

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- Audit and compliance outcomes

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Ideal Candidate Profile

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- Strong focus on data-driven decision making and reporting

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- Hands-on leader comfortable building systems and processes

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- Ability to simplify complex financial data into actionable insights

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- Experience working in dynamic, partner-driven environments

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📌 Chief Financial Officer (Mumbai)
🏢 Mangalam Placement
📍 Mumbai