Finance Lead – Corporate Finance – CA Heron Strategic Consulting

The Corporate Institute; Mumbai; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

The Corporate Institute in Mumbai is seeking a high-caliber Corporate Finance Lead to drive financial planning, performance tracking, and strategic insights across the business. You will translate numbers into actionable decisions to support growth and maintain financial discipline.

You will manage budgeting, forecasting, MIS reporting, and investor-focused communications, collaborating with leadership to improve margins and unit economics. Prior startup experience is a plus.

Qualifications

• Qualified CA with 3–6 years in Corporate Finance/FP&A.
• Experience in Retail / Quick Commerce / FMCG / Hospitality.
• Hands-on SAP experience.
• Startup/high-growth experience preferred.

Responsibilities

• Lead annual budgeting and periodic forecasting across functions and business units.
• Track performance vs. plan and highlight key variances.
• Build robust financial models to support decision-making and growth planning.
• Own and publish monthly financial reports including MIS.
• Deep dive into business performance and generate actionable insights.
• Identify risks/opportunities and recommend corrective actions.

Skills

Financial modeling

Forecasting

Data analysis

Stakeholder management

Investor communication

Team leadership

Education

CA (Chartered Accountant)

Tools

SAP

Job description

Role Overview:

We are looking for a high-impact Corporate Finance Lead to drive financial planning, performance tracking, and strategic insights across the business. This role will play a key role to translate numbers into actionable decisions, ensure financial discipline, and support business growth.

Key Responsibilities:

• Lead annual budgeting and periodic forecasting across functions and business units
• Track performance vs. plan and highlight key variances
• Build robust financial models to support decision-making and growth planning

Reporting & Business Insights:

• Own and publish monthly financial reports including MIS.
• Deep dive into business performance and generate actionable insights
• Identify risks/opportunities and recommend corrective actions
• Drive closure by tracking implementation of corrective measures with stakeholders

Data Analysis & Decision Support:

• Analyze datasets to uncover trends, inefficiencies, and growth levers
• Partner with business teams to improve unit economics, margins, and cost structures
• Bring a strong data-driven approach to everyday decision-making

Investor & Leadership Communication:

• Support investor relations including preparation of investor updates
• Build investor decks, board presentations, and founder-level reviews
• Ensure clarity, accuracy, and strong storytelling through numbers

Audit & Compliance:

• Manage end-to-end external audits, working closely with auditors and internal stakeholders
• Ensure accuracy, completeness, and timely closure of audit requirements
• Strengthen processes and controls in line with audit findings

Candidate Profile:

• Qualification: Chartered Accountant (CA)
• Experience: 3 – 6 years in Corporate Finance / FP&A roles
• Industry Preference (Must Have): Retail / Quick Commerce / FMCG / Hospitality
• Prior experience in a high-growth or startup environment is a plus
• SAP- Hands on experience

Key Skills & Competencies:

• Strong financial modelling and forecasting skills
• Sharp analytical mindset with attention to detail
• Ability to convert data into clear business insights
• Strong ownership and ability to drive execution of decisions
• Excellent communication skills for founder and investor interactions
• Proven experience in team handling and stakeholder management

What Were Looking For:

• Someone who goes beyond reporting to drive business