Before applying, follow the Numera LinkedIn page and explore the Numera application through numera.in to understand our product, features and vision.

Job Title: Chief Financial Officer (CFO)

Company: Numera

Experience: 12–18 years, including 5+ years in a senior finance leadership role

About Numera

Numera is a Portfolio Intelligence and Personalised Investment Advisory platform that helps investors understand their holdings, assess alignment with their risk profile and make informed investment decisions.

Role Overview

We are seeking a strategic, hands-on CFO to lead financial planning, governance, capital management and business finance. The role will partner with leadership to build a financially disciplined and scalable fintech business.

Key Responsibilities

- Own financial strategy, annual budgets, forecasting and management reporting.
- Lead accounting, financial controls, audits, taxation and statutory reporting.
- Manage cash flow, working capital, treasury and business runway.
- Build financial models for subscriptions, pricing, customer acquisition and growth.
- Monitor customer acquisition cost, customer lifetime value, contribution margins and profitability.
- Support fundraising, investor relations, due diligence and board reporting.
- Partner with product, marketing and technology teams on investment decisions and resource allocation.




- Oversee financial risk management and coordinate applicable compliance requirements with legal and compliance teams.
- Build and lead the finance function, including systems, processes and team development.

Qualifications and Experience

- Chartered Accountant qualification required; an MBA in Finance or CFA qualification is an advantage.
- 12–18 years of progressive finance experience, including 5+ years leading a finance function or a substantial business finance team.
- Experience in fintech, financial services, wealth management or subscription-led digital businesses preferred.
- Solid expertise in financial modelling, FP&A;, accounting, taxation and internal controls.
- Experience presenting financial performance and strategic recommendations to founders, boards or investors.
- Fundraising and high-growth business experience preferred.

Preferred Industry Understanding

- Familiarity with equity markets, mutual funds and the investment ecosystem.
- Understanding of retail investor behaviour and digital financial products.
- Ability to translate product adoption and marketing performance into financial outcomes.

Key Skills Financial Strategy | FP&A; | Business Finance | Cash Flow Management | Investor Relations | Financial Modelling | Governance | Team Leadership

How to Apply

Apply through this LinkedIn job listing with your updated CV, highlighting your finance leadership experience, relevant industry exposure and measurable business achievements.

📌 Chief Financial Officer (Mumbai)
🏢 Numera
📍 Mumbai