Role Purpose
We are looking for a hands-on Finance Manager who will own Winfomi's day-to-day finance operations, project-wise financial control, budgeting, and forecasting, while working closely with external CA firms for statutory and compliance matters.
This role is critical in enabling leadership to take timely, data-backed business decisions as Winfomi scales.
Key Responsibilities
Finance Operations & Accounting (In-House Ownership)
- Own end-to-end invoice processing (client invoices, credit notes, follow-ups)
- Track accounts receivable, payable, and cash flow
- Maintain accurate books and ensure data readiness before sharing with external CA
- Manage expense tracking and approvals in line with company policy
- Coordinate vendor payments and ensure payment discipline
Project-wise Financial Control
- Prepare and maintain project-wise P&L (revenue, cost, margin)
- Compare estimated vs actual cost and flag margin risks early
- Work with delivery and HR teams to track project costs accurately
- Provide insights on project profitability and efficiency
Budgeting & Forecasting
- Prepare annual and monthly budgets
- Maintain rolling 36 month cash flow forecasts
- Analyze budget vs actuals and highlight variances
- Support leadership with scenario planning (hiring, tools, expansion)
MIS & Decision Support
- Prepare monthly MIS reports for leadership
- Provide clear, simple financial insights (not heavy finance jargon)
- Answer key questions such as:
- Can we afford a new hire
- Which projects or clients are most profitable
- Where are costs increasing unexpectedly
External CA & Compliance Coordination
- Act as the single point of contact for external CA firms
- Ensure timely sharing of clean, accurate financial data
- Support GST, TDS, income tax, audit, and statutory filings
- Follow up on compliance timelines and closure
Process Building & Financial Discipline
- Define and improve finance SOPs (invoicing, expenses, approvals)
- Strengthen internal financial controls
- Improve accuracy, timeliness, and transparency of financial data
- Support leadership in building a finance-first culture
Reporting Structure
- Reports directly to the Founder & CEO
- Works closely with HR, Delivery Leads, Sales, and External CA
Required Experience
- 58 years of experience in finance / accounting roles
- Experience in IT services, consulting, or project-based organizations preferred
- Prior experience working with external CA firms is mandatory
Required Skills
- Strong understanding of project costing & P&L
- Good working knowledge of Indian accounting & taxation basics
- Strong proficiency in Excel / Google Sheets
- Ability to simplify numbers into actionable insights
- High ownership mindset and attention to detail
Desired Traits (Very Important)
- Hands-on and execution-oriented
- Calm, disciplined, and trustworthy
- Comfortable in a fast-growing, evolving environment
- Able to question numbers and highlight risks respectfully
- Aligns with Winfomi's values of Customer Success, Innovation, and Trust
What Success Looks Like (First 6 Months)
- Clean, reliable monthly financial reports
- Clear visibility into project-wise profitability
- Improved cash flow predictability
- Reduced dependency on external CA for internal finance clarity
- Leadership can make faster, confident financial decisions
Growth Opportunity
As Winfomi scales, this role has the potential to evolve into a Head of Finance / Finance Controller role, based on performance and business needs.
Closing Note
This role is not about maintaining accounts.
It is about building financial clarity that fuels growth.
