Finance Associate

Plotline Inc; Bengaluru; On-site; INR 600,000 - 800,000; Full time

Benefits offered by this job

Work with startup founders

Impact on business strategy

Opportunity for growth

Job summary

Plotline Inc is seeking a Finance Associate to drive financial strategy and impact business growth. In this role, you'll work directly with founders to shape financial frameworks and manage investor relationships, contributing to a scaling SaaS company.

The ideal candidate holds a Bachelor's degree in Finance or related field, has 2-4 years of experience, and is CA qualified. This is a unique opportunity to leverage your finance skills in a fast-paced environment.

Qualifications

• 2-4 years of experience in finance/accounting roles in VC funded startups or SaaS companies.
• Demonstrated experience with accounts receivable/payable management and vendor negotiations.

Responsibilities

• Drive revenue optimization and business growth through data-driven financial insights.
• Build and nurture relationships with investors and key vendors.
• Design and implement financial frameworks that support rapid growth.

Skills

Accounting Software Proficiency

Advanced Excel Skills

SaaS Metrics Understanding

Financial Analysis

Education

Bachelor's degree in Commerce, Finance or related field

CA qualified or CMA/CFA certification

Tools

Zoho Books

QuickBooks

Xero

Job description

Join a small, high-output team building the future of in-app engagement. Work on hard problems that matter at scale.

Finance Associate

Join our growing AI startup as a Finance Associate and become a strategic leader in driving our next phase of growth. This role is designed for ambitious finance professionals who want to go beyond traditional accounting and make a real impact on business strategy, investor relations, and financial decision‑making.

What You'll Get:

Work directly with founders to shape financial strategy and drive key business decisions.

Own relationships with investors, vendors, and key stakeholders that directly impact company growth.

Build the financial foundation of a scaling SaaS company with global ambitions.

Develop expertise across finance, strategy, and business operations in a high‑growth environment.

We're looking for a finance professional who wants to be more than just a number‑cruncher—someone who can influence business outcomes, build strategic relationships, and grow with us as we scale.

About This Role

Key Challenges You'll Solve:

Strategic Financial Leadership - Drive revenue optimization and business growth through data‑driven financial insights.

Stakeholder Relationship Management - Build and nurture relationships with investors, key vendors, and strategic partners.

Business Scaling - Design and implement financial frameworks that support rapid growth and operational excellence.

This is an opportunity to have significant influence on our financial strategy while developing expertise across finance, strategy, and business development.

Outcomes Expected

Q2 Objectives: Optimize revenue collection processes, establish strategic vendor partnerships, and deliver investor‑ready financial insights.

Year 1 Objectives: Drive financial strategy, build investor confidence through exceptional reporting, and establish yourself as a key business partner to leadership.

Responsibilities

Business Strategy & Financial Leadership

Strategic Analysis - Lead P&L analysis and provide actionable insights that drive business decisions and growth.

Financial Planning - Develop and manage budgets, forecasts, and resource allocation to support strategic initiatives.

Business Intelligence - Create financial dashboards and reports that enable data‑driven decision making across the organization.

Growth Strategy - Partner with leadership on financial planning for scaling, fundraising, and strategic investments.

Financial Excellence & Compliance

Expert Coordination - Manage relationships with external accounting firms, legal advisors, and regulatory experts.

Strategic Compliance - Ensure seamless regulatory compliance while optimizing for business efficiency and growth.

Advisory Management - Coordinate with external experts to support business objectives and maintain operational excellence.

Investor Relations & Strategic Communication

Investor Storytelling - Craft compelling financial narratives and reports that showcase company growth and potential.

Board Engagement - Support board meetings with strategic financial insights and performance analysis.

Strategic Planning - Collaborate with leadership on financial strategy and investor communication initiatives.

Revenue Management & Growth

Revenue Optimization - Drive customer payment strategies and collection processes to maximize cash flow and minimize DSO.

Growth Analysis - Analyze revenue trends and provide insights to sales and leadership teams for strategic decision‑making.

Customer Financial Partnership - Work with sales and customer success to optimize billing processes and customer financial experience.

Cost Strategy - Manage vendor expenses and payment optimization to improve company margins and cash flow.

Partnership Development - Build strategic relationships with key suppliers and negotiate win‑win agreements.

Financial Planning - Coordinate expense planning and approval processes to support business growth initiatives.

Talent Operations & Growth Support

Team Scaling Support - Facilitate smooth financial onboarding for new talent and ensure seamless integration.

People Operations - Support HR and leadership with employee financial processes and compliance requirements.

Organizational Development - Contribute to creating positive employee experiences through efficient financial processes.

Requirements

Professional Experience

2‑4 years of experience in finance/accounting roles, in VC funded startups or SaaS companies.

Demonstrated experience with accounts receivable/payable management and vendor negotiations.

Education & Certifications

Bachelor's degree in Commerce, Finance, or related field (B.Com , BBA Finance).

CA qualified or CMA/CFA certification is mandatory.

Core Skills

Accounting Software Proficiency - Experience with Zoho Books, QuickBooks, Xero, or similar platforms.

Advanced Excel Skills - Financial modeling, pivot tables, complex formulas for reporting and analysis.

SaaS Metrics Understanding - Familiarity with ARR, MRR, churn rates, and subscription business models.

Strong understanding of financial statements and accounting principles.

Ability to analyze financial data and identify trends and opportunities.

Experience with budgeting, forecasting, and variance analysis.

Knowledge of equity structures and cap table management.

Operational Excellence

Takes ownership of processes from setup to execution.

Manages multiple deadlines and stakeholders effectively.

Drives results through systematic approaches and attention to detail.

Consistently delivers accurate work within tight timelines.

Strong written and verbal communication for investor and vendor interactions.

Ability to explain financial concepts to non‑finance stakeholders.

Comfortable presenting financial reports to leadership and investors.

Builds effective working relationships across the organization.

Startup Adaptability

Comfortable with the pace and ambiguity of a startup environment.

Takes initiative to identify and solve problems proactively.

Balances thoroughness with the need for speed and iteration.

Thinks creatively about process improvements and cost optimization.

Compliance Mindset

Detail‑oriented approach to regulatory requirements and deadlines.

Proactive about staying updated on changing regulations.

Systematic approach to documentation and audit trails.

Risk‑aware thinking about financial processes and controls.

Ready to drive financial excellence? If you’re excited about building robust financial operations in a fast‑paced SaaS environment while working closely with leadership on strategic initiatives, we’d love to hear from you.

This role offers the opportunity to leverage your finance background while gaining deep expertise in startup financial management, investor relations, and SaaS business operations.