Head of Finance & Accounts

About The Policy Exchange (owned by Fairvalue Insuretech Pvt Ltd)

The Policy Exchange is a fast-growing Insuretech platform revolutionizing the way Indians manage their life insurance, investments, and liquidity needs. With an integrated ecosystem offering solutions such as LAP, Policy Revival, and Wealth Management, we are on a mission to simplify financial empowerment for every customer.

Head of Finance & Accounts

Role Overview

Head of Finance & Accounts

Key Responsibilities

1. Strategic Financial Leadership

• Develop and execute the companys overall financial strategy in alignment with business goals
• Provide financial insights and recommendations to the Board and senior management to drive growth and profitability.
• Partner with business leaders to evaluate new opportunities, partnerships, and market expansion.

2. Financial Planning, Budgeting & Analysis

• Lead annual and long-term financial planning, forecasting, and performance tracking.
• Develop financial models and scenario analyses to support strategic decision-making.
• Oversee cost optimization, capital allocation, and business unit profitability.
  

3. Accounting, Controls & Governance

• Ensure accuracy and integrity of financial reporting and compliance with Ind AS and statutory requirements.
• Establish and enforce robust internal control systems, accounting policies, and audit procedures.
• Oversee the preparation and timely closure of monthly, quarterly, and annual accounts.

4. Treasury, Cash Flow & Fund Management

• Manage company liquidity, working capital, and capital structure.
• Build and maintain strong relationships with banks, NBFCs, and investors.
• Oversee debt and equity funding activities, including loan negotiations and investor due diligence.

5. Taxation & Regulatory Compliance

• Oversee compliance with Income Tax, GST, TDS, FEMA, and other statutory obligations.
• Liaise with auditors, regulators, and external consultants for timely audits and submissions.
• Ensure adherence to all corporate governance-related compliance (as applicable).

6. Fundraising & Investor Relations

• Lead fundraising initiatives, both equity and debt to support growth and expansion.
• Prepare investor decks, financial models, and due diligence materials.
• Maintain transparent and consistent communication with investors and stakeholders.

7. Risk Management

• Identify and mitigate financial and operational risks.
• Establish systems for monitoring credit, market, and liquidity risks.
• Implement effective business continuity and financial risk frameworks.

8. Leadership & Team Development

• Build, mentor, and lead a high-performing finance team.
• Drive digital transformation and automation within the finance function.
• Foster a culture of accountability, integrity, and excellence.

Qualifications & Experience

• Education:

  Chartered Accountant (CA) mandatory; MBA (Finance) or CFA preferred.

• Experience:

  15+ years of progressive experience in finance, with at least 5 years in a senior leadership role.
• Experience in fintech, BFSI, or technology-driven organizations preferred.
• Proven expertise in strategic financial management, fundraising, and governance.
• Strong understanding of Ind AS, Companies Act, taxation laws, and compliance frameworks.
• Experience working with investors, venture capitalists, and board governance.

Key Skills & Attributes

• Strategic and analytical mindset with a strong business acumen.
• Excellent leadership, communication, and stakeholder management skills.
• High integrity, transparency, and accountability.
• Strong grasp of digital finance tools, analytics, and ERP systems.
• Ability to thrive in a dynamic, growth-oriented environment.

What We Offer

• Opportunity to shape the financial direction of a high-growth fintech platform.
• Leadership role with strategic decision-making authority.
• Competitive compensation, including performance-linked incentives and ESOPs.
• Collaborative and visionary work environment.