About this role
Role Overview
This role requires strong SaaS finance expertise, BFSI exposure, Chartered Accountant qualification, and hands-on ownership of taxation, GST/commercial tax, compliance, controls, and corporate governance. The CFO will work closely with the CEO, founders, investors, and functional leaders to build a compliant, data-driven, and investor-ready finance organization that supports rapid scale and long-term business success.
The CFO will lead the finance function as a strategic advisor to the leadership team, driving financial planning, reporting, treasury, taxation, controls, and business decision support. The role also demands establishing strong financial discipline around subscription revenue, margins, collections, risk management, and capital allocation while bringing structured governance and operational rigor from BFSI experience into a startup environment.
Requirements
Develop
and drive the company’s
financial strategy in line with business growth goals and long-term value
creation.
· Lead
annual budgets, rolling forecasts, long-range plans, and scenario analysis for
growth, profitability, and cash preservation.
· Partner
with the CEO and business heads on strategic decisions, investments, expansion
plans, and performance improvement priorities.
· Own
SaaS financial metrics such as MRR, ARR, churn, retention, gross margin, CAC,
LTV, and unit economics to improve decision-making.
· Improve
pricing, packaging, revenue forecasting, collections, and subscription business
performance using data-led insights.
· Strengthen
revenue recognition, billing governance, and recurring revenue visibility
across the business.
· Oversee
accounting operations, monthly and annual close, MIS, audit readiness, and
accurate financial reporting.
· Build
and maintain internal control frameworks that reduce risk, improve
transparency, and support scale.
· Ensure
timely reporting to management, board members, investors, lenders, and
statutory stakeholders.
· Manage
cash flow, working capital, banking relationships, and treasury planning to
ensure financial stability.
· Evaluate
capital structure, financing options, and fundraising support for business
growth.
· Monitor
liabilities, investments, and liquidity risks and recommend corrective action
when required.
· Lead
direct and indirect tax governance, including corporate tax, GST/commercial
tax, TDS, tax planning, return accuracy, and regulatory submissions.
· Oversee
tax assessments, audits, documentation, notices, and liaise with tax advisors,
auditors, and authorities.
· Ensure
compliance with applicable accounting standards, statutory requirements, and
regulatory obligations.
· Bring
BFSI-style discipline to financial risk management, policy design, governance
controls, and compliance monitoring.
· Identify
financial, operational, and regulatory risks early and implement practical
controls and mitigation plans.
Benefits
· Chartered
Accountant (CA) qualification is mandatory.
· Strong
experience in SaaS or subscription-led businesses with hands-on ownership of
financial planning, recurring revenue reporting, and growth metrics.
· Strong
BFSI expertise with exposure to governance, controls, compliance-heavy
environments, and risk management.
· Deep
understanding of business tax, corporate tax, GST/commercial tax, TDS, audits,
and statutory compliance in India.
· Proven
ability to work with founders and senior leaders in high-growth or
transformation environments.
· Strong
communication, executive presence, analytical ability, and team leadership
skills.
· Experience
in healthcare SaaS, health tech, fin tech, or other regulated technology
sectors.
· Experience
supporting fundraising, investor reporting, and due diligence.
· Familiarity
with ERP, subscription billing, reporting automation, and finance systems
transformation.
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