Financial Strategy & Planning
Company Overview
Not specified.
Job Summary
The role involves leading the financial strategy, planning, and management for a dynamic, high-growth organization operating across multiple business lines including corporate transport, freight, SaaS, and charging infrastructure. The candidate will be instrumental in transitioning the company from growth-stage spending to sustainable, profitable operations, while partnering with executive leadership on strategic initiatives such as market expansion, new business lines, and mergers & acquisitions. Additionally, the role encompasses fundraising, investor relations, asset financing, treasury management, governance, compliance, and team leadership to support the company's scaling ambitions.
Responsibilities
- Own financial strategy, including budgeting, forecasting, and long-range planning across various business segments.
- Drive the transition from growth-focused spending to profitable unit economics at the route, client, and city levels.
- Collaborate with the CEO and leadership team on strategic decisions related to new business lines, market expansion, and M&A activities.
- Lead fundraising efforts (equity and structured debt), including investor identification, due diligence, deal structuring, and negotiations.
- Serve as the primary financial contact for existing institutional investors, managing board reporting, covenant compliance, and ESG/impact metrics reporting.
- Develop the financial narrative and organizational readiness for future milestones, including IPO preparation (Ind AS reporting, governance, audit-committee readiness).
- Structure and manage asset financing for EV fleet and charging infrastructure, including leases, asset-backed debt, and sale-leaseback arrangements.
- Oversee treasury management, cash flow forecasting, and banking/NBFC relationships.
- Manage fleet-related financial considerations, including depreciation policies, residual values, and battery-life economics.
- Ensure financial controls, statutory compliance (Companies Act, tax, GST), and audit processes are robust and aligned with governance standards.
- Manage risk across currency, credit, and operational domains.
- Support board and audit-committee processes, working closely with nominee and independent directors.
- Act as a strategic partner to functional leaders (Operations, Technology, Sales) on pricing, contract profitability, and capital allocation.
- Build and lead a high-performing finance organization covering FP&A, controllership, treasury, and tax functions as the company scales.
Qualifications
- 15–22 years of progressive finance leadership experience.
- At least 4–6 years in a CFO, VP-Finance, or equivalent senior role.
- Prior experience in a venture-backed, capital-intensive, high-growth Indian company — such as EV/mobility, logistics, renewable energy, or a comparable asset-heavy B2B business.
- Demonstrated expertise in managing institutional investor relationships (PE/VC/DFI), including fundraising and board reporting.
- Strong knowledge of asset-financing structures (leases, asset-backed debt), with direct experience in fleet, equipment, or infrastructure financing being a significant advantage.
- Proven track record of guiding a business from growth mode to profitable, disciplined unit economics.
- Exposure to IPO readiness, Ind AS (Indian Accounting Standards), or public-market governance standards is highly desirable.
- Qualified Chartered Accountant (CA); CFA or MBA (Finance) from a top-tier institute is a plus.
- Comfortable working in a fast-paced, founder-led environment with a multi-investor board.
Preferred Skills
- Strong strategic thinking and financial modeling skills.
- Excellent stakeholder management and communication abilities.
- Deep understanding of asset financing and treasury operations.
- Experience with ESG/impact reporting.
- Leadership skills to build and develop high-performing teams.
- Knowledge of regulatory compliance related to companies, taxes, and financial reporting.
Experience
- 15 to 22 years of relevant experience in finance leadership roles.
- Experience in high-growth, venture-backed companies, especially in EV, mobility, logistics, or renewable energy sectors.
- Proven experience managing institutional investor relationships, fundraising, and financial reporting at the board level.
- Direct experience with asset-backed financing and treasury management.
Environment
- The role is likely to be based in a fast-paced, founder-led environment.
- The work setting may involve in-office, hybrid, or remote arrangements, depending on company policies.
- The position requires engagement with multi-investor boards, regulatory bodies, and cross-functional teams.
- The environment demands adaptability, strategic thinking, and proactive risk management.
Salary
Not specified.
GrowthOpportunities
Not specified.
Benefits
Not specified.
