Chief Financial Officer-4-8-Worli-Mumbai

Role : CFO

Location : Worli

Qualification : CA/MBA(Finance)

Experience : 4 to 8 years

Job Description :

The Chief Financial Officer (CFO) will be responsible for overseeing the firm's financial strategy,

controls, and operations, while enabling data-driven decision-making through robust MIS,

dashboards, and management reporting.

This role requires a hands-on finance leader who can balance strategic insight with execution,

and bring structure, visibility, and financial discipline to a professional services business.

Key Responsibilities

1. Financial Strategy & Business Partnering

Partner with leadership on financial planning, growth strategy, and profitability

improvement

Provide insights on practice-wise profitability, client margins, and pricing strategies

amongst others

Support strategic decisions on expansion, new service lines, and investments

2. Management Reporting, MIS & Dashboards

Design and implement comprehensive MIS frameworks for the firm

Develop robust monthly/quarterly management reports

Build real-time dashboards for leadership with key financial and operational metrics

Standardise reporting formats for partners and senior management

Ensure timely, accurate, and actionable insights for decision-making

3. Financial Planning & Analysis (FP&A)

Lead budgeting, forecasting, and variance analysis

Develop financial models for revenue projections and cost optimisation

Track performance against budgets and highlight key risks and opportunities

4. Accounting, Controls & Compliance

Oversee financial reporting, books of accounts, and statutory compliance

Ensure strong internal controls and audit readiness

Coordinate with auditors, tax advisors, and regulatory authorities

5. Revenue, Billing & Collections Management

Streamline billing processes (retainers, milestone-based, hourly billing)

Improve collection cycles and reduce receivables

Implement controls around engagement profitability and revenue leakage

6. Cost Management & Efficiency

Drive cost optimisation initiatives across the firm

Monitor key cost heads including employee costs and overheads

Establish financial discipline across departments

7. Treasury & Cash Flow Management

Manage cash flows, liquidity planning, and banking relationships

Ensure optimal utilisation of funds

Monitor working capital cycles closely

8. Team Leadership & Process Improvement

Lead and mentor the finance and accounts team

Implement systems, automation tools, and reporting platforms

Continuously improve financial and reporting processes

Key Requirements

Qualification

Chartered Accountant (CA)

MBA Finance

Experience

4-8 years of relevant experience

Prior experience in professional services / consulting / legal / CA firms preferred

Experience in building MIS and reporting systems from scratch

Skills & Competencies

Strong expertise in MIS, dashboards, and financial analytics

Proficiency in Excel and financial reporting tools (ERP, BI tools preferred)

Strong commercial acumen and problem-solving skills

Ability to translate financial data into business insights

Strong stakeholder management with senior leadership

Hands-on and execution-focused

Key Performance Indicators (KPIs)

Accuracy and timeliness of MIS and management reports

Quality and usability of dashboards for leadership decision-making

Firm and practice-level profitability

Cash flow stability and working capital efficiency

Reduction in receivables / improvement in collection cycle

Budget vs actual performance

Audit and compliance outcomes

Ideal Candidate Profile

Strong focus on data-driven decision making and reporting

Hands-on leader comfortable building systems and processes

Ability to simplify complex financial data into actionable insights

Experience working in dynamic, partner-driven environments