We are seeking an experienced executive to lead/support the
organization's financial strategy, business planning, capital management,
investor engagement, banking relationships, and corporate governance framework.
The executive will serve as a key member of the leadership team, driving
sustainable growth, profitability, financial discipline, and long-term value
creation while ensuring regulatory compliance and effective stakeholder
management.
Key Responsibilities / KRAs
1. Financial Strategy & Business Planning
- Develop
and execute the organization's financial strategy aligned with business
objectives.
- Partner
with the CFO and leadership team on long-term growth plans, investments,
and expansion initiatives.
- Provide
financial insights and recommendations to support strategic
decision-making.
- Drive
annual operating plans, business forecasting, and profitability
improvement initiatives.
2. Lead Banking & Financial Institution Relations
- Build
and maintain strong relationships with banks, financial institutions,
NBFCs, and lending partners.
- Lead
negotiations related to working capital facilities, term loans, project
financing, and other funding requirements.
- Evaluate
financing structures and funding alternatives to support business growth.
- Ensure
compliance with banking covenants and reporting requirements.
3. Lead Investor Relations & Stakeholder Management
- Act
as the primary financial interface with investors, promoters, board
members, private equity partners, and other stakeholders.
- Prepare
and present business performance updates, financial outlooks, and
strategic initiatives.
- Lead
fundraising activities, investment discussions, and due diligence
processes.
- Drive
transparent communication and build investor confidence.
4. Lead Compliance, Governance & Risk Management
- Ensure
adherence to all statutory, regulatory, corporate, and financial
compliance requirements.
- Strengthen
corporate governance frameworks and internal financial controls.
- Monitor
changes in regulatory requirements and assess their impact on the
business.
- Lead
enterprise risk identification, assessment, and mitigation initiatives.
- Coordinate
with legal, secretarial, taxation, and compliance teams to ensure
organizational compliance.
5. Lead Strategic Fund Raising & Capital Structure
- Evaluate
capital requirements and recommend optimal capital structure strategies.
- Lead
equity raising, debt raising, strategic investments, mergers,
acquisitions, and joint ventures.
- Participate
in valuation exercises, transaction structuring, and financial due
diligence activities.
- Drive
initiatives that improve enterprise value and shareholder returns.
6. Board & Leadership Support
- Prepare
financial and strategic presentations for the Board and senior leadership.
- Provide
recommendations on investment decisions, expansion plans, and strategic
priorities.
- Serve
as a trusted advisor to the CEO and leadership team on financial and
business matters.
7. Support CFO in Working Capital Management
- Cash
Flow Management, Treasury management
- Lead
working capital optimization across receivables, payables, inventory, and
cash conversion cycles.
- Monitor
liquidity requirements and ensure adequate funding for business
operations.
- Establish
controls and processes to improve cash flow efficiency and reduce capital
lock-up.
- Drive
initiatives to enhance return on capital employed (ROCE).
8. Support CFO in Business Performance & Commercial
Finance
- Monitor
business performance against budgets and strategic goals.
- Establish
financial KPIs and performance dashboards for leadership review.
- Identify
opportunities for margin enhancement, cost optimization, and operational
efficiency.
- Support commercial decision-making through
financial analysis and business insights.
Requirements
Desired Candidate Profile
- Chartered
Accountant (preferably also a CS)
- 15–20
years of progressive leadership experience in finance.
- Proven
experience in financial strategy, working capital management, banking
relations, investor relations, compliance, and fundraising.
- Strong
exposure to interactions with banks, financial institutions, investors,
private equity firms, and boards.
- Demonstrated
experience in supporting business growth, profitability enhancement, and
strategic initiatives.
- Strong
analytical, negotiation, stakeholder management, and leadership
capabilities.
Reporting Structure
Reports To: CFO
Skills Required
- Chartered Accountant qualification
- Company Secretary qualification
- 15-20 years of progressive leadership experience in finance
- Experience in financial strategy, working capital management, banking relations, investor relations, compliance, and fundraising
- Experience interacting with banks, financial institutions, investors, private equity firms, and boards
- Experience supporting business growth, profitability enhancement, and strategic initiatives
- Strong analytical, negotiation, stakeholder management, and leadership capabilities
What We Do
XpertReach is an executive search and recruitment platform that helps startups, MSMEs, investment funds, family offices, and large corporations secure senior and leadership talent. Its services include executive search, interim and advisory placements, contract hiring, freelance consultants, and project-based staffing. The company uses a technology platform and global search capabilities to support critical talent requirements across sectors including financial services, manufacturing, education, retail, and professional services.




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