Job Description

Strategic Leadership

• Evaluate organizational performance against annual budgets and long-term business strategies. Develop tools and systems to provide critical financial and operational insights and deliver actionable recommendations for strategy and execution.
• Lead strategic planning, budgeting, and reporting processes, ensuring:
  1. Preparation of strategic plans, budgets, and forecasts.
  2. Financial viability and structuring of business transactions.
  3. Implementation of robust management information systems (MIS).
• Partner closely with the CEO and senior leadership to support growth initiatives, capital allocation decisions, and long-term value creation.
• Collaborate with audit and investment committees on emerging issues, market trends, and changes in operational and financial models.

Treasury Management & Fundraising

• Lead end-to-end fundraising initiatives across private equity, family offices, banks, and NBFCs, aligned with the organization’s growth strategy.
• Personally engage with CFOs, credit heads, and senior decision-makers at banks and NBFCs to raise funds, negotiate terms, and strengthen long-term relationships.
• Drive institutional funding initiatives, including:
  1. Collaboration with private equity investors and family offices to enhance capital availability.
  2. Structuring debt and equity instruments to ensure optimal capital mix.
  3. Ensuring adequate credit limits, liquidity planning, and cash flow visibility to support AUM and business growth.

Stakeholder Representation

• Act as the primary financial spokesperson for the organization with investors, private equity firms, family offices, mutual funds, banks, NBFCs, FIIs, family Offices debenture trustees, registrars, brokers, intermediaries, and media.
• Build and sustain strong stakeholder confidence through transparent communication, timely reporting, and credit readiness.

Rating Agency & Lender Management

• Build and maintain strong relationships with rating agencies to secure and sustain credit ratings aligned with fundraising and growth objectives.
• Lead rating reviews, data submissions, and interactions with agencies, lenders, and trustees.

Financial Management, Reporting & Control

• Oversee all finance and accounting operations, ensuring efficient processes, accuracy, and high-quality outputs.
• Lead basic to advanced financial reporting, MIS, and financial analysis, enabling informed decision-making by leadership and stakeholders.
• Coordinate and direct the preparation of budgets and financial forecasts, analysing and reporting variances effectively.
• Ensure compliance with financial reporting standards, regulatory requirements, and tax laws.
• Strengthen internal controls by developing and documenting business processes, accounting policies, and governance frameworks.
• Lead and mentor the accounts and finance department, ensuring capability building, performance discipline, and operational excellence.
• Prepare and present the analysis of the quarterly financial results to the board.

Skills and Knowledge

• Exceptional analytical and decision-making abilities with a strong execution track record.
• High integrity, performance-driven, and target-oriented professional.
• Proven ability to communicate effectively with stakeholders, including senior leaders and the Board.
• Strong organizational agility and ability to manage multiple projects efficiently.
• Excellent written, verbal, and presentation skills in English.
• Energetic, self-motivated, and a team player with a strategic mind-set.
• Proficient in MS Office applications.

Educational Qualification

CA, or MBA (Finance) from a premier institute (preferably an IIM), with 8+ years of experience in financial services or senior finance roles.

Experience

Experience at the Director level in a Big 4 firm, or comparable senior leadership experience within an industry-focused organization, will be preferred.

Salary

As per market standards

Location

Pune