Credfino is looking for a highly driven Chief of Staff Finance & Strategic Operations to work closely with the COO and lead the company's finance function while driving high-impact strategic initiatives across Finance, HR, and Operations.

This is a leadership role for someone who combines solid financial acumen with exceptional project management skills and can independently execute cross-functional initiatives.

Key Responsibilities

Finance Leadership
Own end-to-end billing, invoicing, collections, and receivables management.
Prepare and manage P&L;, Balance Sheet, Cash Flow, and MIS reports.
Lead budgeting, forecasting, financial planning, and variance analysis.
Build financial models, pricing strategies, profitability analysis, and ROI assessments.
Drive process automation and continuous improvement within the finance function.
Ensure compliance, audit readiness, and financial accuracy.

Strategic Projects
Lead revenue planning and performance tracking for the US Tax Season.
Partner with Sales & Marketing to monitor pipeline, revenue, and business growth.
Track project performance, margins, capacity, and business KPIs.




Identify risks proactively and drive corrective actions.

Operations & HR PMO
Coordinate strategic HR initiatives including hiring, onboarding, and performance management.
Build company-wide dashboards and reporting frameworks.
Standardize operational reporting and improve cross-functional processes.

Chief of Staff Responsibilities
Work directly with leadership on strategic priorities.
Prepare leadership presentations, business reviews, and board reports.
Drive execution of cross-functional business initiatives from planning to completion.

Desired Candidate Profile
Bachelor's degree in finance, Accounting, Business, or related field.
CA / CPA / MBA (Finance) preferred.
4–8 years of experience in FP&A;, Business Finance, Strategy, or Operations.
Robust expertise in financial planning, accounting, budgeting, and financial modeling.
Excellent project management and stakeholder management skills.
Ability to work independently in a quick-paced, high-growth environment.
Prior exposure to US Tax or Accounting Services is an added advantage.

📌 Chief Of Staff Finance & Strategic Operations Indore
🏢 CredFino
📍 Indore