Assistant CFO / Finance Controller

Job Description Assistant CFO / Finance Controller

Location - Mulund West

Main KRA - F&A (Finance and Accounts)

5 Days week (Saturday Off)

Industry - Information Technology (IT) and Business Services (SaaS/IT/AI Automation/Cloud & Cyber Security Solutions )

Experience -4 to 8 years PQE

Employment Type Full-Time

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
• Conduct financial modelling, scenario analysis, and business profitability assessments.
• Provide actionable financial insights to support strategic decisions.
Financial Reporting
• Ensure timely preparation of monthly, quarterly, and annual financial statements under AS and Ind AS .
• Working 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.
• Monitor key financial and operational KPIs.
• Ensure updates on AS , Ind AS and applicable accounting standards and statutes.

Controllership & Compliance
• Ensure compliance with Companies Act, Income Tax, GST, FEMA, RBI regulations, and
other statutory and company secretarial requirements.
• 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.
• Assist in preparing investor reports, board materials, and financial presentations.
• Coordinate with investors, lenders, auditors, legal advisors, and consultants.

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.
• 4 to 8 years of post-qualification experience.
• Prior experience in a SaaS, technology, IT services, or startup environment preferred.
• Experience with ERP systems ( e.g NetSuite, Oracle, SAP, Microsoft Dynamics, Zoho Books, or similar).
• 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.

Reporting To
Chief Executive Officer CEO/ Chief Financial Officer (CFO)

Compensation
Competitive salary with performance bonus, ESOPs (where applicable), and comprehensive benefits.

Location: Mulund
Timing : 10 AM to 7 PM
Week Days: Monday to Friday (5 Days week)
Saturday Holiday