Job Description

This role is with one of our portfolio companies. For this, we are looking for someone working in a startup who has experience in FP&A, along with an investment banking background.

Role Overview:

We are seeking a dynamic and detail-oriented FP&A professional. The ideal candidate will have strong financial acumen, hands-on experience with financial modelling, and the ability to work in cross-functional teams to drive strategic financial decisions.

Key Responsibilities:

Conduct comprehensive financial analysis, including revenue forecasting, cost assessments, and profitability evaluations to support strategic decision-making. Collaborate with cross-functional teams to create bottom-up budgets and annual operating plans, ensuring alignment with overall strategic goals. Prepare and present Management Information Systems (MIS) reports to Investors & senior leadership, delivering critical financial insights and performance metrics. Sales reporting and helping the Founder with any ad-hoc analysis. Develop and evaluate business cases for various initiatives, providing recommendations for investment decisions. Monitor key performance indicators, identify trends, and provide actionable insights for continuous improvement.

Requirements

CA or MBA in Finance. 2-6 years of experience in FP&A & strategic role. Should have worked directly with the Founder or the leadership team. Strong proficiency in financial modelling and analysis tools, with advanced knowledge of Excel. Excellent communication, presentation, and negotiation skills. * Ability to work effectively in a fast-paced environment and manage cross-functional teams.