VP-Finance

About the Company:

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth. Our client is led by seasoned bankers and works with the largest and most reputed investors.

About the Role:

Role: PMS Operations

This role reports to Managing Director – PMS

Location - Ahmedabad

Candidate shall be responsible for:

• Managing day-to-day operational activities like preparing & executing transactions, updating portfolio sheets, etc

• Month-end reports reconciliation as per SEBI format

• Preparation of MIS

• Assisting the sales team with client/distributor information requests

Qualification:

• 5+ years of experience in PMS / Broking Operations

• Advanced proficiency in Microsoft Excel

• Graduate with a basic understanding of the stock market & PMS

Who We Are:

HighLevel is an all-in-one, white-label marketing platform for agencies & consultants. As a profitable, disruptive, and fast-growing SaaS company, they caught the eye of many and recently raised $60M in funding. Headquartered in Dallas, Texas, many team members work for the company remotely from around the world while maintaining a strong company culture and work-life balance. Want to learn more? Check out our website: www.gohighlevel.com

Who You Are:

We are seeking an accomplished Senior Financial Analyst with a focus on SaaS metrics analysis to join the HighLevel team. As a Senior Financial Analyst, you will play a pivotal role in interpreting and reporting key SaaS metrics, providing strategic insights, and driving decision-making processes that contribute to the sustained growth of our SaaS business.

What You Will Do:

●      Own and drive the analysis and reporting of essential SaaS metrics, including Monthly Recurring Revenue (MRR), Customer Acquisition Cost (CAC), Churn Rate, Customer Lifetime Value (CLTV), and more.

●      Collaborate with cross-functional teams to develop financial models, forecasts, and scenarios for strategic SaaS initiatives and projects.

●      Evaluate and recommend the financial impact of pricing strategies, subscription plans, and upselling opportunities within our SaaS offerings.

●      Analyze variances between actual SaaS performance and forecasts, offering comprehensive explanations and recommendations.

●      Prepare insightful financial reports and presentations tailored to senior leadership and stakeholders, focusing on SaaS growth and performance.

●      Monitor industry SaaS trends, competitive landscapes, and market shifts to identify potential risks and opportunities.

●      Partner with senior leadership in the development of SaaS-focused financial strategies to increase retention, drive new business and expansion and minimize contraction.

●      Conduct ROI analysis on specific teams, programs or other business business decisions.

What You Bring:

●      Bachelor's degree in Finance, Accounting, Economics, or a related field; Master's degree is advantageous.

●      7+ years of progressive experience in financial analysis and reporting, with a strong focus on SaaS metrics, preferably within SaaS or technology-driven environments.

●      Advanced proficiency in financial modeling, data analysis, and forecasting, using tools such as Excel or Google Sheets.

●      Solid and strategic grasp of SaaS-specific metrics, business models, and subscription-based billing models.

●      Exceptional analytical skills and a proven ability to translate complex SaaS data into actionable insights.

●      Excellent communication skills, both written and verbal, especially in presenting SaaS financial information to non-financial stakeholders.

●      Strong attention to detail and a history of delivering accurate and timely SaaS-focused financial analyses.

EEO Statement:

At HighLevel, we value diversity. In fact, we understand it makes our organization stronger. We are committed to inclusive hiring/promotion practices that evaluate skill sets, abilities and qualifications without regard to any characteristic unrelated to performing the job at the highest level. Our objective is to foster an environment where really talented employees from all walks of life can be their true and whole selves, cherished and welcomed for their differences, while providing awesome service to our clients and learning from one another along the way!

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Organisation: A fintech neo-banking startup.

Position Overview:

We are looking for a seasoned finance professional to join our team as Finance Head. The ideal candidate will have a strong background in finance and accounting, with a proven track record of leadership in a startup environment.

Responsibilities:

● Develop financial forecasting models to aid in fundraising and inform strategic planning. Maintain and enhance financial models, including future projections

● Develop a financial strategy that supports the company's objectives, focusing on sustainable growth and profitability.

● Closely work with business team to evaluate product pricing, marketing campaigns, unit economics.

● Oversee the day-to-day financial operations, mentor our finance personnel, and ensure a seamless financial workflow.

● Manage treasury function and working capital planning

● Lead negotiations with partners and vendors to ensure beneficial deals, contributing

to the company's profitability and strategic objectives.

● Prepare comprehensive financial updates for internal stakeholders, investors, and tax

authorities, ensuring all reporting requirements are met.

● Ensure legal and regulatory compliance regarding all financial functions across

multiple jurisdictions, including the US, Canada and India .

● Manage fintech finance operations including reconciliation and fund flow

management.

Ideal Candidate:

● Bachelor’s degree in finance, Accounting, or a related field and Chartered Accountant.

● A minimum of 7-10 years of experience in finance, with at least 3-5 years in a senior financial leadership role, preferably in a startup.

● Excellent leadership and team management abilities with a track record of leading a lean team.

● Strong communication skills with the ability to present financial data to non-financial audiences.

● High level of integrity, confidentiality, and professionalism.

Designation: Director - Fund Raising & Investor Relations

Company Name - Promilo.com (Sawara Solutions Pvt ltd)

Experience – 3 - 8 yrs.

Location: Bangalore

Mode – Full Time / Work from office

About us:

Promilo is India’s 1st innovative platform which “Pay to Browse”

It is a B2B SaaS start-up that enables to accelerate  the business appointment funnel of the

Companies. We’re an SaaS based advertising platform that connects both users & advertisers. Users will be able to book an online appointment based on their interests with the advertiser, without compromising their data privacy and get rewarded for sharing their data and time. We’re registered and recognized by Start-up India, Start-up Karnataka & MSME companies. Also, the top 100 Google AppScale Academy start-up

Job Description:

We are looking for an experienced Investment & Growth Manager to join our team. The ideal candidate will have 3-8 years of experience in fundraising for start-ups, with a strong passion to help start-ups and a proven track record to bring the investor and fund to the company.

Designation: Director - Fund Raising & Investor Relations

Department: CEO's Office

An excellent incumbent who will help us make our exciting journey jitter free by ensuring we are duly funded at every growth phase it includes the entire life cycle of Fund Raising & Maintaining Investor relations.

Responsibilities but not limited to:

• Work strategically with CEO's Office to create fundraising strategies, capital needs planning and the creation and execution of multiple fundraising rounds
• Preparation of Financial Models, Investment pitches and Presentations and Exit strategies
• Independently lead discussions with potential investors such as Angels, Family Offices, Venture Capital Funds and Private Equity funds to raise capital
• Represent the company, as appropriate, at investor forums to build potential new relationships
• Ensure the organization is duly funded for all growth phases
• Develop and manage long term relations with the Company's existing stakeholders
• Support the management team in the preparation and execution of inbound and outbound transactions
• Manage investor database and enhance investor engagement and relations Requirements

Experience & Required Skill Set

• Experience in an Investment bank / Venture capital firm / Corp dev arm of tech business
• Experience in Crowd Funding sites like kickstart, Initial Exchange Offerings, raising money via angel list or similar platforms
• Strong contacts with Indian/ Global Venture Capital/ Private Equity firms along with Networking skills
• Should have the presence and gravitas to represent company
• Ability to create powerful storylines and convert them into PowerPoint slides
• Strong deal-making experience
• Intimately familiar with financial modelling techniques and valuation methods used by analysts and investors
• Self-motivated to start the function from scratch, highly motivated and able to work independently
• Preference to the person who has experience in seed-stage start-up fundraising in the Internet space
• Highly proficient in proposal development, pitching and presenting, and the international development funding landscape
• Proven ability to develop and present investor materials (both in written form and in-person presentations), build new relationships and account manage existing relationships

If you are a driven individual with a passion for start-ups and have experience in fundraising, we encourage you to apply for this position. We offer a competitive salary package, flexible working hours, and a supportive work environment that fosters growth and development.

Responsible for overall, management of all statutory compliances with documentation

1. Working on data, reconciliation statements for assessments, audits etc

1. Preparation & Submission of Monthly/periodical compliance MIS and statements, financial reports as may be required or prescribed.

1. Responsible for preparation and management of books of accounts, accounts finalization.

1. Preparation and review of Financial Statements as per Ind As, audit co-ordination

1. Team Management

1. Tally and MS Office knowledge

Location:- Pune

Experience: CA with 5-6 years

What is the role? 

The Assistant Vice President is a multi-faceted role requiring the individual to work closely with the AVP/ VP and manage a team of Analysts and Associates. This position will directly report to the Senior Vice President.

Preferred Skills 

Exposure and experience in advanced Fund Administration and Book-keeping and determining the scope of engagements, delivering project plans to clients, managing timelines, and driving deliverables through plans

What are we looking for? 

An enthusiastic individual with the following skills. We are open to promising candidates who are passionate about their work and are team players. 

• Understanding the overall goals of the transaction and client relationships
• Team Management and Leadership:
• Managing/Mentoring a team of Analysts/Associates and reporting to the Senior Vice President
• Driving Projects and Process Improvements
• Monitoring procedures and controls within the team and reviewing and approving the teams work daily within the stated departmental guideline
• Handling accounting of funds and multiple investment companies (SPVs)
• Managing and reviewing projects relating to the calculation of net assets values, reconciliation of capital calls and distributions, partner capital statements, cash, and bank account reconciliation, preparation of monthly/quarterly financial reporting packages, journal entries, calculation of management fees, carried interest and waterfall
• Being efficient in managing the execution of all key aspects of client deliverables
• Communicating directly with senior professionals such as CFOs, controllers, and accounting managers
• Excellent Communication Skills
• Strong grasp of various aspects of finance and an analytical ability
• Commitment and ownership
• Strong eye for detail and ability to multi-task
• Ability to meet client-driven deadlines (demanding hours requiring time management skills)
• High levels of honesty & integrity, ability to lead a team and self-drive are essential

Experience

7 to 12 years of relevant work experience after completion of CA.

Education

CA Mandatory. CS and MBA is not mandatory but ll be helpful

Compensation

The compensation structure will be as per industry standards

Who will you work with? 

You will work with a top-notch Finance team. 

What can you look for? 

A wholesome opportunity in a fast-paced environment that will enable you to juggle between concepts, yet maintain the quality of content, interact and share your ideas and have loads of learning while at work. Work with a team of highly talented young professionals and enjoy the comprehensive benefits that  offers. 

We are 

A fast-growing SaaS commerce company based in Bangalore with offices in Delhi, Mumbai, SF, Dubai, Singapore, and Dublin. We have three products in our portfolio: Plum, Empuls and Compass. works with over 1000 global clients. We help our clients in engaging and motivating their employees, sales teams, channel partners and consumers for better business results. 

Way forward 

We look forward to connecting with you. As you may take time to review this opportunity, we will wait for a reasonable time of around 3-5 days before we screen the collected applications and start lining up job discussions with the hiring manager. We assure you that we will attempt to maintain a reasonable timeframe

for successfully closing this requirement. The candidates will be kept informed and updated on the feedback and application status

• Acting as a central point and facilitator for all financial reporting
• Helping develop detailed dashboards and KPIs and ensuring robust systems to track and monitor impact, financial and operating information
• Preparing necessary materials and information for the Board
• Ensuring robust governance norms are in place
• Ensuring timely and comprehensive financial reporting to all the funders, as outlined in contracts with funding agencies
• Preparing statements and necessary reports for the investors
• Coordinating with and responding in a time-bound manner to the information requested by investors
• Managing cash flows and treasury functions
• Managing banking relationships
• Developing profit center-wise budgets
• Preparing and maintaining regular financial reports; monthly expense forecast by segment (vs. projections); rolling 3-month cash out-flow forecast
• Maintaining of books of accounts through Tally/ Quickbooks and related activities
• Incorporating profit center wise reporting and analysis in the accounting system to separately track the performance of each activity against budget/projections
• Conducting all month-end closing activities including general ledger maintenance, balance sheet reconciliations, fixed asset verification, and corporate/overhead cost allocation
• Ensuring timeliness, accuracy, and usefulness of financial and management reporting
• Preparing of month-end, quarter-end, and year-end financial statements
• Managing payroll and employee reimbursements
• Assisting in computing taxes and preparing tax returns (TDS, GST, Professional Tax, etc.)
• Reviewing and streamlining the financial, reporting, and compliance functions
• Developing and documenting robust accounting policies and procedures
• Ensuring maintenance of appropriate internal controls and financial procedures, at all times
• Serving as a key point of contact for internal and external auditors
• Managing preparation and support of all internal and external audits
• Participating in HR Administration in areas such as PF, offer letters, increments, appraisals, insurance policies, etc
• Managing the company’s assets, leases, and insurance coverage
• Reviewing all agreements and MoUs and appraise the management about any financial liability, prior to commitments made and signatures by authorized signatories
• Overseeing Admin, vendor, and office management to manage various facets of business – travel, corporate gifting, printing & stationery, etc

Desired Candidate Profile

• Qualified Chartered Accountant
• 5+ years of experience that is relevant to the above role
• Experience in a startup is preferred
• Good understanding of, interest in, and aptitude for financial accounting, business, and financial analysis, GST, Income Tax, Companies Act, etc.
• Attention to detail, strong analytical skills, business awareness, and problem-solving skills
• Strong oral and written communication skills
• Ability to work under pressure and deliver high-quality work with tight timelines

We are seeking a Finance Manager to work with the finance team and work on end-to-end financial management including Budgeting, AOP development, MIS preparation & review, variance analysis, financial modeling, cost-benefit analysis, pricing & regular compliance.

The position will appeal to an individual with strong business acumen & the capability to align business goals to financial goals. The successful individual will have a business, accounting, finance background and is a qualified CA/ MBA (finance)/ CFA.

The role will involve being immersed in multiple projects and working closely with stakeholders to ensure financial implications are fully understood as part of the company’s project screening, approval, and performance monitoring process.

Job Duties

• Build short-term & long-term plans (financials models) in line with the strategic objectives of the organization.
• Drive preparation of MIS, variance analysis & providing insights to leadership.
• Leading the preparation of annual operating plans, long-range quarterly forecasts in coordination with operations and business teams.
• Ownership of the P&L and driving of cost optimization/ profitability improvement activities with various stakeholders.
• Partnering with business teams, controllership function & anchoring monthly leadership reviews.
• Develop ad-hoc business analysis & present recommendations to senior management on strategic decisions & planned future initiatives.
• Establish & maintain operating business metrics, defining of KPI & measurement of actual performance against the same.
• Review of financial data & preparation of monthly, quarterly, and annual financial statements and reports.
• Work with accounting & compliance teams to drive monthly, quarterly, annual closing processes.
• Reconciliation of revenue & sales tax data from various sources and identifying the reasons for difference & correction of the same.

Requirements

• Qualified CA / MBA (finance from Tier I/ Tier II institutes) – CFA is an added advantage.
• Strong understanding of the financial statements, accounting principles, and concepts.
• Strong analytical capabilities, financial modeling understanding, attention to detail, adherence to timelines.
• Basic understanding of business valuation concepts.
• Relationship management & team player, ability to take new challenges.
• Three years related experience preferably in MIS/financial reporting/ financial research domains.
• Strong proficiency in Excel; Comfort in making presentations to senior management.
• Good & Effective communication & time management skills