Financial Controller / Assistant CFO

Position: Financial Controller

Qualification: Chartered Accountant (CA)

Location: Mulund

Experience: 5-7 years

Role Summary

The Assistant CFO will work closely with the CFO and leadership team to manage the company's financial operations, planning, reporting, compliance, fundraising support, and strategic decision-making. The role requires a strong understanding of SaaS business models,

subscription revenue, financial planning, and reporting.

Key Responsibilities

Financial Strategy & Planning

* Support the CFO / Management in developing and executing the company's financial strategy.

* Prepare annual budgets, rolling forecasts, and long-term financial plans, Cash flow and

treasury management

Financial Reporting

* Ensure timely preparation of monthly, quarterly, and annual financial statements under AS and Ind AS.

* Knowledge of Taxation (Income Tax , GST , US Tax) and regulatory compliance.

* Prepare management reports, board presentations, and MIS.

* Managing audit and coordination with the auditors for timely completion.

* Ensure updates on AS , Ind AS and applicable accounting standards and statutes.

Controllership & Compliance

* Coordinate statutory, tax, internal, and secretarial audits.

* Implementation of IFC, Internal controls and risk management controls

* Strengthen internal financial controls and risk management processes.

* Manage treasury, banking relationships, and cash flow planning.

Fundraising & Investor Relations

* Support fundraising activities including due diligence and financial data room preparation. Exposure to IPO or fund raising preferable.

Business Partnering

* Partner with Sales, Customer Success, Product, HR, and Operations teams.

* Evaluate pricing models and profitability of products and customers.

* Drive cost optimization and operational efficiency initiatives.

Team Leadership

* Lead and mentor the finance and accounts team.

* Establish robust financial processes and automation initiatives.

* Promote a culture of accountability, continuous improvement, and compliance.

Required Qualifications

* Chartered Accountant (CA) mandatory.

* 5-7 years of post-qualification experience.

* Prior experience in a SaaS, technology, IT services, or startup environment is preferred.

* Experience with ERP systems (ZOHO)

* Advanced Excel and financial modelling skills.

* Working knowledge of BI tools such as Power BI, Tableau, or Looker and AI automation.

Required Skills

* Excellent analytical and problem-solving skills

* Strong communication and presentation abilities

* Leadership and stakeholder management

Preferred Candidate Profile

* Strong commercial acumen with an ownership mindset.

* Experience working in high-growth or venture-backed companies.

* Ability to thrive in a fast-paced, dynamic environment.

* Strong interpersonal and leadership skills with the ability to influence senior stakeholders.

* Experience supporting fundraising, mergers & acquisitions, or strategic finance initiatives will be an advantage.