About The Role The Finance team at CASE Platforms acts as a steward for the organisation and also supports its business growth — spanning controllership, finance operations, business finance, investor relations, taxation, and secretarial. The team plays a key role in equipping the organisation with the right financial information, and ensuring that the organisation’s financial foundation keeps pace with its growth.

We are looking to hire an ownership-driven individual for CASE Platforms’ Finance team. The role is focused on business finance, investor relations and acting as a generalist within the finance function - with a strong emphasis on working independently, taking initiative, and getting things done. The role requires the ability to work across functions without significant hand-holding.

About CASE Platforms CASE Platforms (formerly smallcase) is building the compounding layer for long-term wealth, helping every Indian design better financial futures with simple and transparent investment products.

Across its consumer brands (smallcase, Tickertape, Zerodha CASE Funds, creditcase), CASE serves 20+ million investors with model portfolios, index funds, ETFs and secured credit.

CASE also provides technology platforms & solutions to the largest and fastest-growing financial institutions to enable them to offer differentiated wealth experiences to their clientele.

In this role, you will Investor Relations

- Preparing and delivering regular performance updates to shareholders and the Board.
- Responding to queries from investors and Board members on business performance, financial projections, and other matters.
- Supporting on approvals required for various matters as per shareholder agreements.

Business Finance

- Analysing business performance across the group — tracking key metrics, identifying trends, and translating data into insights that can inform decisions.
- Building and maintaining financial models and projections, identifying variances against plan,



and supporting business reviews.
- Identifying opportunities for growth, revenue improvement, cost optimisation, and other areas that can benefit the organisation, and working with business teams to evaluate and act on them.
- For new business initiatives, identifying the impact across relevant finance areas and working with the respective teams to implement the required changes.
- Assisting on vendor negotiations, cost management, and other finance-adjacent commercial matters.

Special projects/initiatives

- Taking on cross-functional projects and initiatives across finance and other functions — these could include strategic research, process improvements/automation, or other org-level projects.
- Working with business teams/founders on evaluating and executing specific business opportunities or initiatives.
- More broadly, augmenting the bandwidth of the finance leadership in solving for cross-functional and specific projects as they come up.

What We Look For In You

- CA or CA+MBA with about 4-5 years of post-qualification experience.
- Prior experience in deals/transaction advisory at a Big 4 firm and/or at a B2C startup (post Series C stage, preferably product-based); experience with IPOs for startups is an advantage.
- Robust analytical skills - ability to build financial models, conduct analysis, and present findings clearly.
- Experience with or understanding of investor relations — preparing updates, responding to Board queries, managing information flows.
- Ability to work independently without a team and manage multiple workstreams at the same time.
- Ability to work well with cross-functional teams, including founders and senior leadership.
- Excellent written and verbal communication skills.
- Proactive and structured approach towards problem-solving.
- Curiosity to learn about new areas (including AI and automation tools) and adopt such learnings.

Workplace: This role is based in our Bangalore office and will require 3 days weekly in the office, with flexibility for 2 remote days each week.

📌 Manager/Senior Manager - Business Finance (Bangalore Metropolitan Area)
🏢 smallcase
📍 Bangalore Metropolitan Area