Job Title: Chief Financial Officer (CFO)

Position Summary

Seeking an experienced and strategic Chief Financial Officer (CFO) to lead the organization’s finance, accounting, treasury, financial planning and analysis (FP&A;), compliance, risk management, and financial strategy functions.

The CFO will serve as a key business partner to the CEO/MD and leadership team, driving profitable growth, financial discipline, cash-flow optimization, capital allocation, robust governance, and long-term value creation.

The role will also play a critical part in strengthening financial controls, developing a high-performing finance team, driving finance-process transformation, and supporting debt/equity fundraising and IPO readiness, where applicable.

Key Responsibilities

1. Financial Strategy & Business Partnership

- Develop and implement financial strategies aligned with the organization’s short- and long-term business objectives.
- Partner with the CEO/MD and leadership team on strategic business decisions, investments, expansion plans, and major commercial opportunities.
- Provide financial insights and recommendations to improve profitability, margins, cost efficiency, and shareholder value.
- Evaluate business cases, new initiatives, capital investments, and strategic opportunities from financial and risk perspectives.
- Establish and monitor financial and business KPIs to support data-driven decision-making.

2. Financial Planning, Budgeting & Performance Management

- Lead annual budgeting, business planning, and forecasting processes.
- Develop rolling forecasts and scenario analyses to support management decisions.
- Oversee timely and accurate monthly, quarterly, and annual financial reporting and MIS.
- Analyze financial performance against budgets, forecasts, and business objectives and recommend corrective actions.
- Develop management dashboards and financial analytics for senior management and the Board.

3. Treasury, Cash Flow & Working Capital Management

- Oversee cash-flow planning, liquidity management, and treasury operations.
- Optimize working capital, including receivables, payables, inventory, and operating cash cycles.
- Manage banking relationships and negotiate appropriate banking facilities and financial arrangements.
- Oversee debt management, interest costs, financing requirements, and capital structure.
- Ensure adequate liquidity to support business operations and planned growth.

4. Accounting, Tax & Regulatory Compliance

- Ensure accurate, timely, and transparent accounting and financial reporting.
- Oversee statutory accounting, taxation, GST, audits,



and other applicable regulatory requirements.
- Ensure compliance with the Companies Act, Income Tax, GST, applicable accounting standards/Ind AS, and other relevant laws and regulations.
- Maintain robust accounting records, financial policies, and reporting processes.
- Coordinate with statutory auditors, internal auditors, tax advisors, legal advisors, and other professional partners.
- Strengthen audit readiness, financial governance, and documentation.

5. Fundraising, Capital Raising & IPO Readiness

- Lead or support debt and equity fundraising initiatives, including financial information, investor presentations, business plans, due diligence, and transaction processes.
- Develop and maintain relationships with investors, PE/VC funds, lenders, financial institutions, and transaction advisors.
- Evaluate appropriate capital-raising and financing options for the organization.
- Where applicable, lead finance-related IPO preparation, including financial reporting, governance, internal controls, audit readiness, due diligence, and coordination with external advisors.
- Ensure readiness to meet financial and governance requirements associated with institutional investment or public-market readiness.

6. Risk Management & Internal Controls

- Identify, assess, and mitigate financial, operational, liquidity, and compliance risks.
- Establish and continuously strengthen internal financial controls, approval processes, and financial policies.
- Ensure appropriate segregation of duties and financial governance across the organization.
- Develop risk-monitoring mechanisms and ensure timely escalation of significant financial risks to senior management and the Board.

7. Finance Transformation & Process Improvement

- Continuously review and improve finance, accounting, reporting, treasury, and compliance processes.
- Drive automation and digital transformation across finance operations.
- Optimize ERP systems, financial reporting tools, MIS, dashboards, and data analytics.
- Improve the speed, accuracy, transparency, and scalability of financial processes.
- Establish standardized finance policies, SOPs, controls, and reporting frameworks.

8. Leadership & Team Management

- Lead, mentor, and develop the finance and accounting team.




- Build a high-performing finance organization with transparent roles, responsibilities, and performance expectations.
- Identify capability gaps and provide appropriate training and development opportunities.
- Foster a culture of accountability, integrity, financial discipline, and continuous improvement.
- Develop succession plans and strengthen the organization’s finance leadership pipeline.

9. Stakeholder & Board Management

- Build and maintain strong relationships with auditors, bankers, investors, lenders, regulators, advisors, and other external stakeholders.
- Present financial performance, forecasts, risks, and strategic financial recommendations to the CEO/MD and Board.
- Ensure timely and transparent communication of material financial matters to key stakeholders.
- Represent the finance function in strategic discussions and external engagements.

Key Success Measures / KPIs

Success in this role will be measured through:

- Timely and accurate monthly, quarterly, and annual financial reporting.
- Improved budgeting and forecasting accuracy.
- Strong cash-flow and working-capital management.
- Improved profitability, margins, and cost discipline.
- Effective treasury and capital-structure management.
- Strong internal controls and audit readiness.
- Successful execution of fundraising initiatives, where applicable.
- Progress toward IPO readiness and institutional-grade financial governance, where applicable.
- Successful automation and improvement of finance processes and systems.
- Development of a strong, capable, and high-performing finance team.
- High-quality financial insights and decision support for management and the Board.

Candidate Profile & Requirements

Educational Qualifications

- Chartered Accountant (CA) – Preferred/Mandatory.
- CMA candidates with exceptional and directly relevant senior finance leadership experience may also be considered.
- MBA/PGDM in Finance or an equivalent qualification will be an advantage.

Skilled Experience

- 8–12 years of progressive experience in finance and accounting, preferably in a growing or dynamic organization.
- At least 3–5 years of experience in a senior finance leadership role.
- Demonstrated experience across FP&A;, accounting, taxation, treasury, cash-flow management, compliance, financial controls, and business partnering.
- Experience working directly with the CEO/MD, senior management, and/or Board will be strongly preferred.
- Experience in debt/equity fundraising, PE/VC transactions, or IPO preparation will be an advantage

📌 Chief Financial Officer (Mumbai)
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