Financial Planning and Strategy Lead

Role Overview : We are seeking a detail-oriented and visionary Financial Controller and Strategist to join the Kanerika leadership team. This dual-role professional will be responsible for both financial stewardship (accurate books, compliance, and controls) and strategic financial planning (dashboards, scenario modeling, investor metrics, and business insights). You will work closely with the CEO and CFO, supporting board-level decision-making and the financial foundation of our fast-scaling global business.

Key Responsibilities :

A. Financial Control & Governance

Maintain accurate financial records in accordance with accounting standards.

Oversee accounts payable, receivable, payroll, monthly closings, reconciliations.

• Coordinate internal and external audits;

ensure statutory, SEZ, GST, and tax compliance.

Liaise with vendors, legal, and banks for financial documentation.

B. FP&A (Financial Planning & Analysis)

Build and update financial models for revenue, expenses, and growth scenarios.

Track burn rate, gross margins, and EBITDA trends across services & SaaS products.

Provide monthly dashboards and reports to the CEO / CFO with actionable insights.

Conduct variance analysis (budget vs actuals) with root cause and impact mapping.

C. Investor and Board Readiness

Maintain and update investor pitch decks, financial disclosures, and cap tables.

Support due diligence, data rooms, and investor queries as required.

Align business strategy and financial forecasts into unified narratives for stakeholders.

D. Strategic Business Partnering

Collaborate with BU heads on pricing, cost optimization, and resource planning.

Partner with HR on payroll budgeting and with Sales on revenue forecasting.

Anticipate financial risks and recommend mitigation strategies.

📊 Tools & Skills Required :

Strong expertise in MS Excel and PowerPoint

Familiarity with Zoho Books, QuickBooks, or similar accounting software

Exposure to Tableau, Power BI, or dashboard tools is a plus

Strong analytical, communication, and presentation skills

Working knowledge of India & US accounting standards and compliance frameworks

Qualities We Value :

Highly reliable and detail-oriented

Able to handle confidential data and board-level reporting

Strong business acumen with a bias for action

Proactive mindset and a natural problem-solver

Bonus (but not mandatory) :

Prior experience in a consulting + SaaS dual business model

Experience supporting valuation work for Series A / B fundraising

Exposure to global entity structuring (US-India transfer pricing, etc.)