Finance Lead

merito; Pune District; On-site; INR 3,000,000 - 4,200,000; Full time

Job summary

merito is a DeepTech and Industry 4.0 technology company transforming warehouse management through Digital Twin, AI, IoT, automation, and predictive analytics.

We are seeking a CA-qualified Finance Lead to drive financial strategy, build forecasting models, own compliance and audits, and partner with leadership on strategic decisions, including fundraising and investor reporting.

Qualifications

• CA qualification is mandatory.
• 2 years post-qualification experience in a finance leadership or FP&A role in startup/high-growth environments.
• Experience with building and integrating complex financial models (DCF, LBO, scenario analysis) into planning.
• Experience supporting fundraising including term sheet negotiation, investor reporting and valuation analysis.
• Strong understanding of SaaS/DeepTech business models, unit economics, CAC, LTV, burn rate management.
• Proficient with accounting tools (Tally/Zoho Books/QuickBooks) and data visualization tools (Power BI/Tableau).
• Excellent analytical ability, business acumen and ability to translate data into strategy.

Responsibilities

• Lead FP&A, budgeting, rolling forecasts, and scenario modelling to support strategic decisions.
• Design and maintain dynamic financial models for fundraising, business planning and investor reporting.
• Ensure timely preparation of financial statements in compliance with Ind-AS/GAAP.
• Drive cost optimisation and monitor operational efficiency to improve margins.
• Partner with leadership on pricing, unit economics, capex planning and capital allocation.
• Manage relationships with auditors, banks, investors, and regulators.
• Provide actionable financial insights and KPI dashboards for operations.
• Support fundraising cycles, including due diligence and investor presentations.

Skills

Financial modeling

Fundraising

FP&A leadership

SaaS/DeepTech

Power BI

Tableau

Education

CA (Chartered Accountant)

Tools

Tally

Zoho Books

QuickBooks

Excel

Job description

About Company:

A DeepTech and Industry 4.0 technology company transforming warehouse management through Digital Twin, AI, IoT, automation, and predictive analytics. Its platform enables real-time asset monitoring, safety and compliance, predictive maintenance, operational optimization, and seamless integration with ERP/WMS systems to help enterprises build smarter, safer, and more efficient warehouses.

We are seeking a sharp, CA-qualified Finance Lead to lead our financial strategy as we scale into the DeepTech domain. You will be the financial custodian of the company — building robust forecasting models, owning compliance and audits, and partnering with leadership on strategic decisions.

Key Responsibilities

• Lead all aspects of financial planning and analysis (FP&A), including annual budgeting, rolling forecasts, and scenario modelling to support strategic decision-making.
• Design, develop, and maintain dynamic financial models to support fundraising, business planning, investor reporting, and long-term financial sustainability.
• Ensure timely and accurate preparation and review of financial statements in compliance with applicable accounting standards (e.g., Ind-AS/GAAP).
• Drive cost optimisation initiatives and monitor key operational efficiency metrics to improve margins and scalability.
• Partner with the leadership team on strategic finance decisions—including pricing strategy, unit economics, capex planning, and capital allocation to align financial outcomes with business growth.
• Manage end-to-end relationships with external stakeholders including auditors, banks, investors, and regulatory authorities.
• Provide actionable financial insights and KPI dashboards to support operational leaders in making data-driven decisions.
• Play a pivotal role in fundraising cycles—including due diligence support, investor presentations, and financial due diligence preparation.

Requirements

• Qualified Chartered Accountant (CA) — mandatory
• 2 years of post-qualification experience in a finance leadership or FP&A role, preferably in a startup or high-growth environment
• Proven expertise in building complex financial models (e.g., DCF, LBO, scenario analysis) and integrating them into business planning
• Experience actively contributing to fundraising efforts—including term sheet negotiation support, investor reporting, and valuation analysis—not limited to routine MIS preparation
• Strong understanding of SaaS or DeepTech business models, with familiarity in unit economics, CAC, LTV, and burn rate management
• Proficiency with accounting and financial tools such as Tally, Zoho Books, QuickBooks, Excel (advanced), and ideally Power BI or Tableau
• High analytical aptitude, business acumen, and ability to translate financial data into strategic recommendations

What We Offer

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