CFO

Role Overview

The Chief Financial Officer (CFO) will be responsible for overseeing the firms financial strategy, controls, and operations, while enabling data-driven decision-making through robust MIS, dashboards, and management reporting.

This role requires a hands-on finance leader who can balance strategic insight with execution, and bring structure, visibility, and financial discipline to a professional services business.

Key Responsibilities

1. Financial Strategy & Business Partnering

• Partner with leadership on financial planning, growth strategy, and profitability improvement
• Provide insights on practice-wise profitability, client margins, and pricing strategies amongst others
• Support strategic decisions on expansion, new service lines, and investments

2. Management Reporting, MIS & Dashboards

• Design and implement comprehensive MIS frameworks for the firm
• Develop robust monthly/quarterly management reports
• Build real-time dashboards for leadership with key financial and operational metrics
• Standardise reporting formats for partners and senior management
• Ensure timely, accurate, and actionable insights for decision-making

3. Financial Planning & Analysis (FP&A)

• Lead budgeting, forecasting, and variance analysis
• Develop financial models for revenue projections and cost optimisation
• Track performance against budgets and highlight key risks and opportunities

4. Accounting, Controls & Compliance

• Oversee financial reporting, books of accounts, and statutory compliance
• Ensure strong internal controls and audit readiness
• Coordinate with auditors, tax advisors, and regulatory authorities

5. Revenue, Billing & Collections Management

• Streamline billing processes (retainers, milestone-based, hourly billing)
• Improve collection cycles and reduce receivables
• Implement controls around engagement profitability and revenue leakage

6. Cost Management & Efficiency

• Drive cost optimisation initiatives across the firm
• Monitor key cost heads including employee costs and overheads
• Establish financial discipline across departments

7. Treasury & Cash Flow Management

• Manage cash flows, liquidity planning, and banking relationships
• Ensure optimal utilisation of funds
• Monitor working capital cycles closely

8. Team Leadership & Process Improvement

• Lead and mentor the finance and accounts team
• Implement systems, automation tools, and reporting platforms
• Continuously improve financial and reporting processes

Key Requirements

Qualification

• Chartered Accountant (CA)
• MBA Finance

Experience

• 4-8 years of relevant experience
• Prior experience in professional services / consulting / legal / CA firms preferred
• Experience in building MIS and reporting systems from scratch

Skills & Competencies

• Strong expertise in MIS, dashboards, and financial analytics
• Proficiency in Excel and financial reporting tools (ERP, BI tools preferred)
• Strong commercial acumen and problem-solving skills
• Ability to translate financial data into business insights
• Strong stakeholder management with senior leadership
• Hands-on and execution-focused

Key Performance Indicators (KPIs)

• Accuracy and timeliness of MIS and management reports
• Quality and usability of dashboards for leadership decision-making
• Firm and practice-level profitability
• Cash flow stability and working capital efficiency
• Reduction in receivables / improvement in collection cycle
• Budget vs actual performance
• Audit and compliance outcomes

Ideal Candidate Profile

• Strong focus on data-driven decision making and reporting
• Hands-on leader comfortable building systems and processes
• Ability to simplify complex financial data into actionable insights
• Experience working in dynamic, partner-driven environments Role & responsibilities

Preferred candidate profile