6 Financial Expertise Jobs

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)

secure new business opportunities through networking, referrals, and strategic outreach manage sales strategies strong relationships with clients Conduct market research to identify emerging trends Collaborate with cross-functional teams

secure new business opportunities through networking, referrals, and strategic outreach manage sales strategies strong relationships with clients Conduct market research to identify emerging trends Collaborate with cross-functional teams

Educational Qualification: Chartered Accountant (CA) mandatory Responsibilities Own and drive the entire B2B sales cycle from intelligent prospecting and engaging decision-makers to closing high-value deals. Translate your financial expertise into strategic insights for crafting compelling, ROI-driven media solutions tailored to client needs. Deliver data-backed sales pitches and negotiate win-win deals across sectors like Auto, Electronics, OTT, Startups, and more. Utilize market and financial data to design customized media proposals aligned with client budgets, goals, and brand strategies. Keep a pulse on industry trends, market movements, and competitor strategies to shape agile, forward-thinking sales strategies . Build and nurture deep client relationships with a consultative approach be their trusted advisor , not just a seller. Oversee post-sale execution, ensuring excellence in service delivery and client satisfaction. Preferred candidate profile : Strong financial and business acumen with a data-driven mindset youre as comfortable in Excel as in a boardroom. Experience or genuine interest in media, advertising, or digital sales. Excellent interpersonal, presentation, and negotiation skills you know how to pitch value, not just price. Fast learner with high adaptability to emerging trends and tech in the media space. Proactive, accountable, and highly result-oriented with ownership mentality . Why This Role Is Perfect for a CA: Youre not just great with numbers — you know how to turn them into strategic decisions . You think like a CFO and speak the language of marketing — a rare combo that clients respect and rely on . You want to move beyond reporting and start influencing top-line growth . You enjoy solving problems and building something that lasts — relationships, revenue, and reputation .

Experience: Looking to hire Assistant Manager - CFO Services. CA with 0 to 2 years Post Qualification Experience (preferably in Audits, Controllership or Financial Reporting roles) Pre-requisite : Passion towards client servicing, budgeting, forecasting, MIS reporting, Controllership, Finance process ownership. Problem-solving attitude Excellent communication skills Strong knowledge of accounting and financial reporting Ability to multitask and handle multiple client requirements Those having Consulting experience will be preferred over those having corporate finance experience Job Description: Involvement in reviewing client transactions on a routine basis. Handling and ensuring compliance with Direct and Indirect Taxes, Corporate and Labour Laws. Involved in preparation of monthly, quarterly and annual financial reports for management review and decision making. Preparation of budgets/Forecast revenues and costs. Client facing role involving coordination on accounting, payroll and other related activities for clients. Handle various other client requirements surrounding the finance domain Compensation: Our pay structures are at least 20% to 30% lower than Big4 and other Top 10 Consulting Firms. Though this may not be the case always Why lower pay: It is not that we believe in unjust profiteering & hence pay low. We work mostly with Medium to moderate corporates, Start-ups, Family businesses and entrepreneurs; whose paying ability is comparatively lower. Then why should you join us: - We do top quality work in the space in which we operate - Build excellent personal brand as a Specialist/expert in domains that you work - Opportunity to build a long & rewarding career with an increasing pay structure - Opportunity and satisfaction of solving complex problems - Opportunity to create long lasting client relationships - Wide variety of industries and client profiles that we service - Opportunity to provide cost effective but highly professional & specialization driven service

Responsible for overseeing all aspects of a company's financial operations, including managing budgets, monitoring cash flow, analyzing financial performance, strategic financial planning, and ensuring compliance with financial regulations.