Chief Financial Officer

Job Description

About the Role: ExcelR is looking for a strategic and hands-on Chief Financial Officer to lead financial governance, optimize cost structures, and support the companys ongoing growth through strong fiscal management. This role combines CFO-level responsibilities with a deep focus on budgeting, cost control, and margin expansion , making it ideal for a growth-phase company preparing for M&A and scale. Key Responsibilities Budgeting, MIS & Cost Optimization Design and manage annual budgets and rolling forecasts Build a robust MIS and financial dashboard system for all business units Monitor cost centers, analyze variances, and implement corrective actions Lead pricing and profitability analysis across B2C, B2B, and B2G verticals Drive efficiency programs to reduce operational overheads and increase margin Managing Cash flows and directing the management Strategic Finance & Leadership Formulate financial strategy aligned with ExcelRs growth plans (M&A, expansion, partnerships) Serve as a key advisor to the CEO and board on finance, compliance, and capital planning Oversee financial governance, audits, tax planning, and investor reporting Cash Flow Management Monitor and manage day-to-day cash position and forecasts Ensure optimal fund allocation between business units, projects, and vendors Develop a rolling cash flow forecast for the next 1218 months Identify cash gaps and proactively manage working capital Track collections, follow up on receivables, and optimize payment cycles Compliance & Controls Ensure statutory and regulatory compliance (GST, ROC, TDS, etc.) Strengthen internal controls and processes for audit readiness Liaise with external auditors, tax advisors, and consultants Investor & M&A Readiness Prepare reports, valuations, and financial models for investor presentations Support due diligence and documentation for M&A or funding conversations Systemization & Team Building Oversee ERP/finance tool optimization (Tally/Zoho) Mentor and grow a lean finance team, including future cost analysts/controllers Institutionalize finance SOPs and delegation workflows Desired Profile: CA or equivalent with a minimum of 10 years of experience in finance leadership roles Exposure to cost optimisation , budgetary control , and financial automation Familiarity with EdTech, IT services, or training businesses preferred (Not mandatory)