CFO-4-8-Worli-Mumbai

Position Title: Chief Financial Officer (CFO)
Location: Worli
Qualification : CA,MBA in 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