Role : CFO
Location : Worli
Qualification : CA/MBA(Finance)
Experience : 4 to 8 years
Job Description :
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.
This role requires a hands-on finance leader who can balance strategic insight with execution,
and bring structure, visibility, and financial discipline to a professional services business.
Key Responsibilities
1. Financial Strategy & Business Partnering
Partner with leadership on financial planning, growth strategy, and profitability
improvement
Provide insights on practice-wise profitability, client margins, and pricing strategies
amongst others
Support strategic decisions on expansion, new service lines, and investments
2. Management Reporting, MIS & Dashboards
Design and implement comprehensive MIS frameworks for the firm
Develop robust monthly/quarterly management reports
Build real-time dashboards for leadership with key financial and operational metrics
Standardise reporting formats for partners and senior management
Ensure timely, accurate, and actionable insights for decision-making
3. Financial Planning & Analysis (FP&A)
Lead budgeting, forecasting, and variance analysis
Develop financial models for revenue projections and cost optimisation
Track performance against budgets and highlight key risks and opportunities
4. Accounting, Controls & Compliance
Oversee financial reporting, books of accounts, and statutory compliance
Ensure strong internal controls and audit readiness
Coordinate with auditors, tax advisors, and regulatory authorities
5. Revenue, Billing & Collections Management
Streamline billing processes (retainers, milestone-based, hourly billing)
Improve collection cycles and reduce receivables
Implement controls around engagement profitability and revenue leakage
6. Cost Management & Efficiency
Drive cost optimisation initiatives across the firm
Monitor key cost heads including employee costs and overheads
Establish financial discipline across departments
7. Treasury & Cash Flow Management
Manage cash flows, liquidity planning, and banking relationships
Ensure optimal utilisation of funds
Monitor working capital cycles closely
8. Team Leadership & Process Improvement
Lead and mentor the finance and accounts team
Implement systems, automation tools, and reporting platforms
Continuously improve financial and reporting processes
Key Requirements
Qualification
Chartered Accountant (CA)
MBA Finance
Experience
4-8 years of relevant experience
Prior experience in professional services / consulting / legal / CA firms preferred
Experience in building MIS and reporting systems from scratch
Skills & Competencies
Strong expertise in MIS, dashboards, and financial analytics
Proficiency in Excel and financial reporting tools (ERP, BI tools preferred)
Strong commercial acumen and problem-solving skills
Ability to translate financial data into business insights
Strong stakeholder management with senior leadership
Hands-on and execution-focused
Key Performance Indicators (KPIs)
Accuracy and timeliness of MIS and management reports
Quality and usability of dashboards for leadership decision-making
Firm and practice-level profitability
Cash flow stability and working capital efficiency
Reduction in receivables / improvement in collection cycle
Budget vs actual performance
Audit and compliance outcomes
Ideal Candidate Profile
Strong focus on data-driven decision making and reporting
Hands-on leader comfortable building systems and processes
Ability to simplify complex financial data into actionable insights
Experience working in dynamic, partner-driven environments
