Fundamento.ai – Business Finance Manager Fundamento

The Corporate Institute; Delhi; On-site; INR 4,000,000 - 6,400,000; Full time

Job summary

Fundamento AI, a Fundamento AI venture, seeks a senior finance leader to own the finance function end-to-end. The role focuses on cash runway, MIS/reporting, investor liaison, and CoGS/unit economics to guide pricing and margins across BFSI clients.

The candidate will drive strategic finance priorities, manage investor communications, and oversee compliance, governance, and end-to-end finance processes in a high-growth setting.

Qualifications

• 5+ years in startup/high-growth finance environments; senior FP&A experience preferred.
• CA/CFA/MBA in Finance strongly preferred; equivalent experience considered.
• Ability to build MIS/dashboards and investor materials.

Responsibilities

• Define and execute strategic finance priorities including fundraising readiness.
• Drive cross-functional alignment for finance initiatives.
• Monitor metrics and report progress to leadership.
• Own MIS, cash flow tracking, and monthly close.
• Prepare board materials and coordinate governance matters.
• Oversee AP/AR, payroll, vendor onboarding, working capital.
• Model CoGS and unit economics by client/product.
• Manage investor relations and data room prep.
• Lead M&A and post-transaction integration.
• Demat and securities administration and cap table maintenance.

Skills

Financial modeling

Excel/Sheets

MIS dashboards

Commercial judgment

Written communication

Ownership

Ambiguity tolerance

Negotiation

Cap table management

ESOP administration

Securities/demat

Regulatory knowledge

Education

CA / CFA / MBA in Finance

Indian corporate law/regulations

Job description

ABOUT FUNDAMENTO:

Fundamento AI (Skillr Talent Private Limited / Kaabil Inc.) builds enterprise-grade AI voice agents for regulated industries, with a concentrated client base across Banking, Financial Services and Insurance (BFSI) in India. The company operates at the intersection of AI infrastructure, telecom, and financial-services compliance- which makes the finance function unusually close to the product, legal and regulatory core of the business, not a back-office reporting layer.

ROLE OVERVIEW:

The Business Finance role will own the finance function end-to-end for Fundamento AI, converting what has historically been a part-time consulting scope into a full-time, senior in-house mandate. Day-to-day, the role is anchored in four areas: (i) disciplined cash management and runway visibility; (ii) ownership of MIS and reporting for internal and investor use; (iii) hands‑on investor management, including demat/cap table administration, investor reporting cadence, and the ongoing US‑to‑India reverse flip; and most critically (iv) CoGS and unit economics, ensuring the company has an accurate, defensible view of cost‑to‑serve across clients and product lines to inform pricing and margin decisions.

KEY RESPONSIBILITIES:

1. Strategic Finance Support:

• Support leadership in defining and executing strategic finance priorities- fundraising readiness, capital allocation, pricing and unit-economics strategy.
• Drive cross-functional alignment (product, sales, legal, ops) to ensure timely execution of finance‑linked strategic initiatives.
• Monitor key business and financial metrics and report progress to leadership on a regular cadence, flagging risks early.

2. Financial Reporting and MIS:

• Own MIS, cash flow tracking, monthly close and finance dashboards for internal management and investor reporting.
• Manage internal, external and investor reporting cycles, including board packs and periodic investor updates.
• Track key financial and operating metrics (burn, runway, revenue quality, gross margin, CoGS) and translate them into decision-ready insight.

3. Board and Compliance Support:

• Prepare board materials, manage board process logistics, and track compliance items arising from board decisions.
• Coordinate finance‑related statutory, legal and governance matters, working closely with company secretarial and legal counsel.

4. Financial Process Oversight:

• Own finance‑related operational processes end-to-end: AP/AR, payroll coordination, vendor onboarding, working‑capital management.
• Manage relationships with retained accounting, tax and advisory partners to ensure clean, timely execution and audit readiness.

5. Commercial Finance Tracking:

• Own CoGS modeling and tracking across dialer/telecom and LLM infrastructure costs, pricing assumptions, and unit economics by client and product line.
• Partner with sales and product on pricing strategy for new and existing enterprise BFSI clients, grounded in real cost‑to‑serve data.

6. Investor Relations & Due Diligence:

• Own the finance side of fundraising processes- data room preparation, financial due diligence, investor Q&A, and coordination with legal counsel and bankers/advisors where relevant.
• Build and maintain investor‑facing materials: financial models, cap tables, KPI packs and diligence trackers.
• Manage day‑to‑day investor communications, including cap table events such as allotments and demat crediting timelines.

7. Mergers, Acquisitions & Strategic Transactions:

• Support evaluation, structuring and execution of inbound/outbound M&A opportunities- financial modeling, valuation input, deal structuring and closing mechanics.
• Lead financial and commercial due diligence workstreams on acquisition targets or investment opportunities, coordinating with legal and external advisors.
• Own post‑transaction integration items on the finance and compliance side (share transfers, filings, cap table updates).

8. Securities & Demat Administration:

• Oversee demat account administration and corporate actions - allotments, transfers, conversions (e.g. CCCPS) - coordinating with RTAs, depositories (NSDL/CDSL) and legal counsel.
• Ensure statutory filings tied to securities events (e.g. PAS‑3, FC‑TRS/FC‑GPR under FEMA for cross‑border holders) are tracked and executed on time.
• Maintain an accurate, audit‑ready cap table and folio records.

9. Corporate Restructuring & Reverse Flip Leadership:

• Own execution of the US‑to‑India reverse flip: sequencing, legal/tax coordination, IP and asset transfer mechanics, and stakeholder communication.
• Evaluate and advise on entity structuring options (domestic vs. cross‑border), balancing tax efficiency, compliance burden and investor/board expectations.

10. Contract Negotiation & Legal‑Finance Interface:

• Lead commercial and financial negotiation on client and vendor contracts- MSAs, addenda, pricing schedules, NDAs – working alongside legal counsel.
• Own the finance review of key contract terms (payment terms, liability caps, indemnities with financial exposure, pricing escalators) before execution.

QUALIFICATIONS & EXPERIENCE:

• 5+ years of progressive finance experience, with meaningful exposure to startup/high‑growth environments; prior experience in a Head of Finance, Finance Controller, or senior FP&A/corporate finance role preferred.
• Demonstrated experience across at least two of: fundraising/investor relations, M&A or transaction execution, corporate restructuring, or regulated‑industry (BFSI/fintech) finance.
• Chartered Accountant (CA), CFA, or MBA in Finance strongly preferred; equivalent demonstrated expertise also considered.
• Working knowledge of Indian corporate law and regulatory frameworks Companies Act, FEMA, SEBI and comfort operating alongside legal counsel on compliance‑heavy matters.
• Prior exposure to cap table management, ESOP administration, and securities/demat mechanics is a strong plus.

SKILLS & ATTRIBUTES:

• Strong financial modeling and Excel/Sheets skills; comfort building and maintaining MIS and dashboards from scratch.
• Sharp commercial judgment – able to move fluidly between founder‑level strategy and transaction‑level detail.
• Excellent written communication; able to produce clean, investor‑and board‑ready materials independently.
• High ownership and low need for supervision- this is a build‑the‑function role in a lean team, not a maintain‑the‑process role.
• Comfortable operating in ambiguity and prioritizing across a genuinely broad mandate.