Website Smallcase
About the team:
The Finance team at CASE Platforms acts as a steward for the organisation and also supports its business growth – spanning controllership, finance operations, business finance, investor relations, taxation, and secretarial.
The team plays a key role in equipping the organisation with the right financial information, and ensuring that the organisation’s financial foundation keeps pace with its growth.
About the role:
We are looking to hire an ownership-driven individual for CASE Platforms’ Finance team.
The role is focused on business finance, investor relations and acting as a generalist within the finance function with a strong emphasis on working independently, taking initiative, and getting things done.
The role requires the ability to work across functions without significant hand-holding.
What you will be doing:
Business Finance:
– Analysing business performance across the group – tracking key metrics, identifying trends, and translating data into insights that can inform decisions.
– Building and maintaining financial models and projections, identifying variances against plan, and supporting business reviews.
– Identifying opportunities for growth, revenue improvement, cost optimisation, and other areas that can benefit the organisation, and working with business teams to evaluate and act on them.
– For new business initiatives, identifying the impact across relevant finance areas and working with the respective teams to implement the required changes.
– Assisting on vendor negotiations, cost management, and other finance-adjacent commercial matters.
Investor Relations:
– Preparing and delivering regular performance updates to shareholders and the Board.
– Responding to queries from investors and Board members on business performance, financial projections, and other matters.
– Supporting on approvals required for various matters as per shareholder agreements.
Special projects/initiatives:
– Taking on cross-functional projects and initiatives across finance and other functions – these could include strategic research, process improvements/automation, or other org-level projects.
– Working with business teams/founders on evaluating and executing specific business opportunities or initiatives.
– More broadly, augmenting the bandwidth of the finance leadership in solving for cross-functional and specific projects as they come up.
What we are looking for:
– CA or CA+MBA with about 4 – 5 years of post-qualification experience.
– Prior experience in deals/transaction advisory at a Big 4 firm and/or at a B2C startup (post Series C stage, preferably product-based); experience with IPOs for startups is an advantage.
– Strong analytical skills ability to build financial models, conduct analysis, and present findings clearly.
– Experience with or understanding of investor relations – preparing updates, responding to Board queries, managing information flows.
– Ability to work independently without a team and manage multiple workstreams at the same time.
– Ability to work well with cross-functional teams, including founders and senior leadership.
– Excellent written and verbal communication skills.
– Proactive and structured approach towards problem-solving.
– Curiosity to learn about new areas (including AI and automation tools) and adopt such learnings.
To apply for this job please visit www.iimjobs.com.
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