Head - Financial Analysis & Planning - Financial Firm

This role is accountable for tracking, managing and ensuring the financial health of the organization.

OVERALL EXPERIENCE :

- 3+ years of experience in Finance and accounting functions

- Start-up experience preferred

- Experience with fundraises/managing investor relationships preferred

- Experience in the IT Industry-required - preferably in a Product Company

FUNCTIONAL EXPERIENCE :

- Finance and accounting functions

- Understanding of the key financial and business performance levers and indicators in an IT Organization

- Financial Planning & Analysis

- Commercial Management, Pricing, Cost models

- Experience in Treasury

- Advanced technical skills with proficiency in presentations/reporting, financial systems and general ledger

- Preferably experience in helping the Organization for fundraising

- Providing strategic support to the business

LEADERSHIP SKILLS :

- Ability to influence business leaders with data and logic

- Ability to influence external stakeholders - customers, financial organizations, Investment rms, banks

- Good communicator

PERSONAL SKILLS :

- Self driven - don't wait for others to push

- Continuous learner - hungry to learn and experiment

- Solution focussed - hunts for problems and focuses on solving them in timely and effective manner; ability to anticipate and re-align

- Trustworthy - someone to lean & count on, ability to deal with confidential information

- Committed - figures out how to get something done

- Logical & Street Smart with critical thinking skills;

- Flexible - takes a business-focused view even while ensuring compliance

- Empathetic - good listener and being able to put oneself into others shoes 

PREFERRED QUALIFICATION :

- CAs / MBA Finance ORGANISATIONAL STRUCTURE

- Reporting to Founder/CEO

Key Accountabilities :

What are the most important deliverables and outputs/outcomes the role is primarily responsible for?

- Protability

- Mitigating nancial, legal and statutory risks

- Timely MIS reporting to leadership team and investors

- Internal auditing and year end external audits

- Monthly and yearly reportings to government departments

Roles and Responsibilities :

- Major R&R of this role are:

- Prepare financial forecasts, detailed budget plans and risk analyses with the CEO/Founders

- Close tracking and monitoring of operational and business performance, including revenues, expenses and business overheads

- Providing timely and meaningful MIS on financial results, key financial metrics to leadership team and investors

- Ensuring statutory compliance for Company Law, Direct & Indirect Taxes,Payroll etc.

- Managing the Accounts Payable function to ensure that commitments to vendors and partners are adhered to

- Managing the Accounts Receivable & revenue tracking functions, including credit period management, collection of outstanding dues, customer service suspension due to uncleared invoices, etc. to ensure that company cash ow is managed efficiently

- Supervising working capital management, internal audit planning & administration, monitoring cash ows, managing liquidity & treasury and budget controls

- Prepare financial reports to help founders in further fundraising exercise

Internal / External Interactions :

Who is the natural work team internally? Who in the external world does the role-holder have to inuence?

- Internal - Founders and leadership team, accounts team

- External - Investors, customers, banking institutions

Time Horizon & Impact to Organisation

What impact can the role make? What is the - legacy- he/she wants to leave behind? Over what timeframe can performance be judged?

- Contribute to long term growth of the organization

- Maintaining protability of company and act as early warning system for any nancial risk to company

- Prepare company for next fundraiser in next 12-18 months