Chief of Staff ( Finance )

Optimized Solutions; Ahmedabad District; On-site; INR 2,400,000 - 3,000,000; Full time

Job summary

Optimized Solutions in Ahmedabad seeks a Chief of Staff (Finance) to partner with the Chairman & Managing Director on strategic finance, planning, and execution. You will coordinate budgets, forecasting, and performance reviews, delivering data-driven insights and executive-ready reports.

You will coordinate cross-functional finance projects, prepare business cases, dashboards, and presentations, while ensuring confidentiality and timely action.

Qualifications

• MBA (Finance/Strategy) from an IIM (Preferred).
• 2–3 years of experience in Corporate Finance, FP&A, Strategy Consulting, Investment Banking, Corporate Strategy or Founder’s Office/Chief of Staff roles.
• Strong understanding of FP&A, budgeting, forecasting, financial modelling, and business strategy.
• Excellent analytical, financial modelling, and business problem-solving skills.
• Advanced proficiency in MS Excel, PowerPoint, and financial reporting.
• Strong communication, presentation, and stakeholder management skills.

Responsibilities

• Partner with the Chairman & Managing Director on strategic financial planning, business reviews, and executive decision-making.
• Coordinate budgeting, forecasting, and performance reviews across business units.
• Manage multiple strategic initiatives with timely follow-up and execution.
• Prepare MIS, dashboards, and executive presentations with finance data.
• Support fundraising, banking, investor relations, treasury, and strategic initiatives as needed.
• Act as the liaison between the Chairman & Managing Director and financial stakeholders.

Skills

Strategic finance

FP&A

Budgeting

Forecasting

Financial modelling

Stakeholder management

Education

MBA (Finance/Strategy) from an IIM (Preferred)

Tools

MS Excel

PowerPoint

Financial reporting

Job description

Chief of Staff (Finance)

Ahmedabad 2 3 Years Openings 1

About the Role

The Chief of Staff (Finance) serves as the strategic finance partner to the Chairman & Managing Director, supporting financial planning, corporate strategy, business performance, and executive decision-making. This role requires a high-potential professional who can work closely with leadership to drive strategic initiatives, coordinate cross-functional execution, and provide data-driven financial insights for business growth.

Responsibilities

• Partner closely with the Chairman & Managing Director on strategic financial planning, business reviews, and executive decision-making.
• Coordinate financial planning, budgeting, forecasting, and business performance reviews across all business units.
• Prioritize and manage multiple strategic and financial initiatives simultaneously, ensuring timely follow-up and execution.
• Coordinate with Finance and cross-functional teams to collect financial data, prepare business cases, MIS, dashboards, and executive presentations.
• Plan and manage the Chairman & Managing Director s strategic finance agenda, including business reviews and investment discussions.
• Track key business and financial KPIs, monitor progress, and ensure timely closure of action items.
• Support fundraising, banking, investor relations, treasury, and strategic financial initiatives as required.
• Act as the primary point of coordination between the Chairman & Managing Director and internal/external financial stakeholders.
• Prepare Board presentations, financial reports, strategic briefs, and executive summaries.
• Maintain confidentiality while managing sensitive financial information, strategic documents, and executive communications.
• Drive cross-functional strategic projects and ensure alignment with organizational financial and business objectives.
• Handle any other strategic finance and executive responsibilities assigned by the Chairman & Managing Director from time to time.

An Ideal Candidate Shall Be Having

• MBA (Finance/Strategy) from an IIM (Preferred).
• 2 3 years of experience in Corporate Finance, FP&A, Strategy Consulting, Investment Banking, Corporate Strategy, or Founder s Office/Chief of Staff roles.
• Strong understanding of Financial Planning & Analysis (FP&A), budgeting, forecasting, financial modelling, and business strategy.
• Excellent analytical, financial modelling, and business problem-solving skills.
• Advanced proficiency in MS Excel, PowerPoint, and financial reporting.
• Strong communication, presentation, and stakeholder management skills.
• Ability to manage multiple strategic initiatives in a fast-paced environment.
• High level of ownership, integrity, discretion, and confidentiality.
• Strong organizational and time management skills with attention to detail.

Compensation

• CTC: 24 30 LPA

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