Chief Financial Officer - IPO/Reverse Merger/Strategic Listing - Pharma/Healthcare/Medical Equipment

Purpose of the Role:

To lead and execute the financial, regulatory, and strategic process for achieving stock market listing through a reverse merger or other optimal structuring options. The CFO will play a pivotal role in integrating the private limited company with the listed entity, ensuring compliance, governance, valuation alignment, and seamless post-transaction operations within the next 12 months.

Key Responsibilities:

1. IPO/ Reverse Merger / Strategic Listing Execution

• Evaluate and finalize the most efficient route to listing (reverse merger, amalgamation, demerger, or alternative structures).
• Lead end-to-end execution of reverse merger with the acquired listed company.
• Prepare detailed transaction roadmap with timelines and regulatory milestones.
• Coordinate with stock exchanges (BSE/NSE), SEBI, and other regulatory authorities.

2. Coordination with Professional Advisors

• Act as single point of contact with:
• Investment Bankers / Merchant Bankers
• Legal Advisors
• Statutory & Peer Review Auditors
• Valuers and Secretarial Auditors
• Coordinate due diligence, scheme drafting, filings, and approvals.
• Manage queries from regulators, exchanges, and shareholders.

3. Financial Integration & Reporting

• Align accounting policies between private and listed entities.
• Oversee consolidation, restatement, and harmonization of financials.
• Ensure compliance with Ind AS, Companies Act, and Listing Regulations.
• Strengthen MIS, cost accounting, inventory controls, and margin reporting relevant to manufacturing and trading businesses.

4. Corporate Governance & Listed Entity Compliance

• Upgrade governance framework to listed-company standards.
• Support Board and Committee restructuring.
• Implement SEBI (LODR) compliance, disclosures, and reporting systems.
• Establish internal controls, SOPs, and risk management frameworks.

5. Capital Structure, Tax & Transaction Advisory

• Optimize capital structure pre and post merger.
• Advise on share swap ratios, valuation inputs, and fairness opinions.
• Coordinate tax structuring to ensure tax-efficient merger with minimal legacy risks.
• Manage disclosures related to litigations, contingent liabilities, and related-party transactions.

6. Investor Relations & Market Communication

• Support communication with public shareholders, analysts, and institutional investors.
• Prepare investor presentations, financial highlights, and explanatory statements.
• Assist promoters in shareholder meetings, roadshows, and analyst interactions.

7. Post-Merger Stabilization & Growth

• Ensure smooth operational and financial integration post-merger.
• Oversee quarterly and annual financial reporting of listed entity.
• Support fund-raising, QIPs, preferential issues, or other capital market actions if required.

Qualifications & Experience:

• Chartered Accountant (CA) / MBA Finance / CFA.
• 15-20 years of experience in finance, accounting, and compliance.
• Mandatory experience in at least one reverse merger, amalgamation, or listed-company transaction.
• Strong exposure to manufacturing and trading sector financials.
• Hands-on experience dealing with SEBI, Stock Exchanges, and listed-company compliances.