Role Overview
This is a build-and-scale CFO mandate—not a traditional finance leadership role.
You will transform a founder-led finance function into an institutional-grade organization capable of supporting rapid growth, international expansion, and institutional investment.The role requires a hands-on finance leader who can seamlessly transition between strategic planning, fundraising, investor engagement, financial operations, compliance, and business partnering. You will own the company's financial strategy, build scalable financial systems, strengthen governance, and provide the Board with accurate, investor-grade financial insights.
Key Responsibility Areas (KRAs)
1. Fundraising, Investor Relations & Corporate Development- Lead the finance workstream for institutional fundraising from preparation through successful closure.
- Develop investor-ready financial models, business plans, valuation support, and Board presentations.
- Build and maintain a comprehensive due diligence data room.
- Coordinate financial, legal, tax, and commercial due diligence with advisors and investors.
- Partner with the CEO during term sheet negotiations, valuation discussions, and transaction structuring.
- Manage Board reporting, investor updates, cap table management, and post-investment governance.
2. Group Finance & Cross-Border Operations - Consolidate financial statements across India, the US, UAE, and the UK into a single audit-ready reporting framework.
- Ensure compliance with Indian and international accounting standards and reporting requirements.
- Lead FEMA, ODI, RBI, SOFTEX, export compliance, transfer pricing, and cross-border regulatory obligations.
- Evaluate and optimize global holding structures, legal entities, and intercompany transactions.
- Drive financial governance across multiple international entities.
3. Business Finance & Strategic Decision Support - Build project-level and business-unit P&Ls with complete visibility into revenue, margins, utilization, and profitability.
- Partner with Sales, Delivery, and Leadership to improve pricing strategy and commercial decision-making.
- Strengthen revenue recognition, billing controls, WIP management, and project financial governance.
- Drive EBITDA improvement through structured cost optimization and operational efficiency initiatives.
- Provide financial insights to support expansion into new markets, service lines, and strategic investments.
4. Financial Planning, Treasury & Cash Management - Lead annual budgeting, rolling forecasts, and long-term financial planning.
- Manage cash flow, working capital, treasury operations, and banking relationships.
- Monitor multi-currency cash positions and implement forex risk management strategies.
- Improve receivables management, collections, and credit controls to strengthen cash flow.
- Evaluate financing options and manage debt facilities where applicable.
5. Compliance, Taxation & Audit - Ensure timely statutory compliance across India, the US, UAE, and the UK.
- Lead GST, TDS, Income Tax, ROC, Corporate Tax, VAT, and transfer pricing compliance.
- Manage statutory audits, internal audits, tax assessments, and regulatory inspections.
- Minimize financial and compliance risks while maintaining the highest standards of corporate governance.
6. Finance Systems, Governance & Internal Controls - Build a scalable finance technology ecosystem by implementing ERP and financial automation platforms.
- Establish robust internal controls, delegation of authority frameworks, approval matrices, and financial policies.
- Standardize monthly financial closing, reporting, and governance processes.
- Build a single source of financial truth that supports executive decision-making and investor confidence.
7. Finance Leadership - Build, mentor, and lead a high-performing global finance organization.
- Develop strong financial planning, controllership, taxation, treasury, and business finance capabilities.
- Establish performance-driven operating rhythms and accountability across the finance function.
- Act as a trusted strategic advisor to the CEO, leadership team, and Board.
Key Performance Indicators (KPIs)
1. Fundraising & Investor Readiness
- Successful completion of fundraising within agreed timelines.
- Investor-ready financial model and clean due diligence process.
- Zero material financial observations during investor diligence.
2. Financial Governance
- Monthly consolidated financial statements completed within 10 working days.
- 100% compliance with statutory and international regulatory requirements.
- Zero significant audit qualifications or regulatory penalties.
3. Business Performance
- Improved EBITDA and operating margins.
- Forecast accuracy maintained within ±5%.
- Complete visibility into business-unit and project profitability.
4. Cash & Treasury
- Reduction in DSO and improved working capital efficiency.
- Effective treasury and multi-currency cash management.
- Optimized forex exposure within Board-approved risk limits.
5. Leadership & Operational Excellence
- Scalable finance organization with strong governance practices.
- ERP implementation and finance automation successfully completed.
- High-quality Board reporting and executive financial dashboards delivered consistently.
Required Qualifications
- Chartered Accountant (CA) is mandatory.
- CFA, CPA, or MBA (Finance) will be an added advantage.
Experience
- 10-15 years of progressive finance leadership experience.
- Experience as CFO, VP Finance, Finance Controller, or Head of Finance in a high-growth organization.
- Prior experience in IT Services, Technology Consulting, Digital Engineering, SaaS Services, or Global Capability Centers (GCCs).
- Demonstrated experience leading institutional fundraising, private equity investment, or strategic investment transactions.
- Strong experience managing finance across multiple international entities, preferably India, US, UAE, and/or UK.
- Proven success in transforming founder-led finance functions into scalable, investor-ready organizations.
Leadership Competencies
- Strategic Thinking
- Corporate Finance & Fundraising
- Investor Relations
- Business Partnering
- Financial Planning & Analysis
- Executive Communication
- Board Presentation Skills
- Cross-functional Leadership
- Decision Making
- Change Management