Chief Financial Officer - BFSI

Key Responsibilities :

Financial Strategy & Planning :

• Lead the organizations overall financial strategy aligned with business objectives and growth plans.

• Drive budgeting, forecasting, financial modeling, and long-term financial planning.

• Provide strategic recommendations to the CEO and Board based on financial analysis and projections.

- Ensure optimal capital allocation and profitability management.

Regulatory Compliance & Governance :

• Ensure compliance with RBI regulations, statutory requirements, and financial reporting standards.

• Liaise with regulatory authorities, auditors, and financial institutions.

• Strengthen internal controls, risk management practices, and governance frameworks.

- Monitor changes in regulatory guidelines and implement necessary financial and operational changes.

Treasury & Fund Management :

• Oversee treasury operations including liquidity management, cash flow planning, and working capital optimization.

• Manage banking relationships and ensure efficient fund utilization.

- Develop strategies for interest rate management and financial risk mitigation.

Fundraising & Investor Relations :

• Lead debt fundraising, capital raising, and financial structuring initiatives.

• Build and maintain relationships with investors, lenders, banks, and financial institutions.

• Support due diligence, negotiations, and documentation for fundraising activities.

- Present financial performance and business outlook to stakeholders and board members.

Accounting & Audit :

• Ensure accurate and timely financial reporting, audits, and statutory filings.

• Supervise internal and external audit processes.

• Drive process improvements and automation within finance functions.

- Maintain transparency and financial discipline across the organization.

Leadership & Team Management :

• Lead and mentor the finance and accounts team.

• Build a high-performance finance function with strong analytical and operational capabilities.

- Collaborate with cross-functional teams to support business expansion and operational excellence.

Desired Candidate Profile :

• Qualified CA / MBA Finance or equivalent qualification.

• 15- 24 years of experience in finance leadership roles within NBFC, Microfinance, Banking, or Financial Services.

• Strong understanding of RBI regulations, treasury management, and fundraising.

• Proven experience in strategic financial planning and audit management.

• Strong leadership, stakeholder management, and communication skills.

- Experience in handling large-scale finance operations and managing investor relationships is preferred.

Key Skills :

• Financial Strategy

• RBI Compliance

• Treasury Management

• Fundraising & Investor Relations

• Financial Planning & Analysis

• Audit & Risk Management

• Budgeting & Forecasting

• Corporate Finance

• Leadership & Team Management

- Stakeholder Management

Preferred Industry :

• Microfinance

• NBFC

• Banking

- Financial Services