Finance Lead - B2B SaaS/AI Startup - CA

Qualifications & Experience:
- 4-8 years of experience in finance, accounting, or corporate finance roles.
- Experience in financial reporting, budgeting, and financial analysis.
- Exposure to corporate finance, fund raising, or transaction advisory is a strong advantage.
- Experience working with startups, growth-stage companies, or consulting firms preferred.
- Strong understanding of financial modeling, accounting principles, and compliance requirements.
- CA Mandatory.
- MBA Mandatory.
- Proficiency in Excel, financial modeling, and financial systems.
The Role :
Financial Planning & Strategy:
- Develop financial strategies aligned with business goals.
- Prepare annual budgets and financial forecasts.
- Build and maintain financial models for revenue, costs, and growth projections.
- Monitor actual vs budget performance and analyze variances.
- Provide financial insights to founders for strategic decision-making.
Financial Reporting MIS:
- Prepare monthly, quarterly, and annual financial reports.
- Develop Management Information System (MIS) reports for leadership.
- Analyze key financial metrics such as:
a. Revenue growth
b. Gross margin
c. Burn rate
d. EBITDA
- Provide actionable insights for business optimization.
Cash Flow & Working Capital Management
- Monitor cash flow and liquidity.
- Manage working capital requirements.

- Forecast cash inflows and outflows.
- Optimize payment cycles, vendor payments, and receivables collection.
- Ensure sufficient cash runway for operations.
Accounting Oversight:
- Supervise and review bookkeeping and accounting activities.
- Ensure accuracy of:
a. General ledger
b. Trial balance
c. Bank reconciliations
- Coordinate with the accounting team and external CA.
Compliance & Regulatory Management:
- Ensure compliance with all Indian statutory requirements, including:
- Tax Compliance
- GST filings and reconciliation
- TDS deductions and filings
- Income tax compliance
- Labor & Other Regulations
- PF / ESIC compliance
- Professional tax
- MCA filings
- Coordinate with chartered accountants and legal advisors for regulatory compliance.
Audit & Financial Controls:
- Prepare the company for statutory audits and internal audits.
- Implement internal financial controls and SOPs.
- Ensure proper documentation for financial transactions.
- Manage financial risk and compliance procedures.
Investor & Fundraising Support:
- Prepare financial reports for investors and board members.
- Support founders during fundraising rounds.
Create:
a. Financial projections
b. Data room documents
c. Investor reporting dashboards
- Track fund utilization and runway.
Cost Control & Profitability Management:
- Monitor company expenses and optimize cost structures.
- Implement expense policies and approval frameworks.
Analyze profitability by:
a. Product
b. Business unit
c. Customer segment.
Financial Systems & Process Improvement:
- Implement and manage financial software systems.
- Improve finance workflows and automation processes.
- Ensure accurate financial data for reporting and analysis.
Team & Stakeholder Coordination:
- Manage and mentor accounts and finance staff.
Work closely with:
a. Founders
b. Operations teams
c. Sales teams
d. External CA / auditors
- Provide financial support for business planning and decision-making.
Risk Management:
- Identify and mitigate financial risks.
- Monitor compliance risks and operational financial risks.
- Ensure adherence to internal financial policies and controls.