Manager - CFO Services (FP&A) - CA - Management Consulting - Bengaluru

About the Opportunity

CFO Solutions

This role is ideal for experienced finance professionals who are passionate about enabling businesses to scale through robust financial management, investor readiness, and sound strategic advice. Youll work closely with founders, CXOs, and investors in fast-growing companies across industries.

Key Responsibilities

Strategic Financial Leadership

• Act as a strategic finance partner to founders and CXOs of client organizations
• Provide insights and recommendations based on financial analysis, enabling key business decisions
• Assist in financial planning, pricing strategies, cost optimization, and capital allocation

Financial Planning & Analysis

• Lead preparation of annual budgets, quarterly forecasts, and long-range business plans
• Create and manage dynamic financial models to evaluate business performance
• Analyze variances between actuals and forecasts, and recommend corrective actions

Financial Reporting & MIS

• Prepare and deliver accurate monthly and quarterly financial reports and dashboards
• Ensure timely closing of books and consolidation of financial statements across client accounts
• Present financial insights and health metrics to internal and external stakeholders

Cash Flow & Working Capital Management

• Monitor and manage client cash flows, including receivables, payables, and liquidity positions
• Implement working capital improvement strategies and support treasury operations

Fundraising & Investor Relations

• Support clients in preparing investor decks, pitch documents, and financial due diligence
• Liaise with external investors and funding institutions during capital raise activities
• Help manage ongoing investor communication and reporting

Accounting & Compliance Oversight

• Oversee the accounting, taxation, and statutory compliance framework for client entities
• Collaborate with client’s internal accounting teams or outsourced vendors to ensure compliance with regulatory standards
• Assist in finalization of audit and statutory filings

Process & Systems Implementation

• Evaluate, implement, and streamline financial software, ERPs, and accounting systems
• Automate financial processes for better accuracy, control, and efficiency
• Establish internal controls and SOPs across finance functions

Ideal Candidate Profile

Education & Certification

• Qualified Chartered Accountant (CA)
• Bachelor's degree in Finance, Accounting, Economics, or related field

Experience

• 8–10 years of total experience in finance and accounting
• Minimum 5 years in FP&A, controllership, or finance leadership roles
• Experience working with startups, mid-size firms, or consulting firms preferred

Technical Skills

• Proficiency in financial modeling and data analysis (Excel, Google Sheets)
• Experience with accounting tools (Tally, Zoho, QuickBooks, NetSuite, etc.)
• Strong understanding of financial statements, taxation, compliance, and company law

Soft Skills

• Exceptional leadership, client management, and presentation skills
• High attention to detail, analytical mindset, and strategic thinking
• Ability to manage multiple engagements and tight deadlines
• Strong interpersonal and communication skills for CXO/investor interactions

Why This Role?

• Work with CXOs and decision-makers across multiple businesses
• Contribute to growth journeys of early-stage and scaling companies
• Exposure to diverse industries, investor interactions, and strategic finance work
• Collaborative, high-performance culture that values ownership and initiative