Manager/Senior Manager- Business Finance

Smallcase Technologies Private Limited; Bengaluru; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

smallcase looks for an ownership-driven finance professional to join CASE Platforms’ Finance team. The role spans business finance, investor relations, and generalist duties with strong emphasis on independent work and initiative across functions.

Ideal candidates are CA or CA+MBA with 4–5 years post-qualification experience, capable of building financial models, communicating insights, and supporting cross-functional projects, including AI/automation explorations.

Qualifications

• Strong analytical skills with ability to build financial models and conduct analysis.
• Experience handling investor relations and communicating findings clearly.
• Ability to work independently across multiple workstreams.
• Experience in deals/transaction advisory is a plus.
• Comfort with exploring AI and automation tools in finance.

Responsibilities

• Business Finance: analyze performance, build and maintain models, identify growth and cost-saving opportunities.
• Vendor negotiations and cost management support within finance.
• Investor Relations: prepare updates for shareholders and Board, respond to queries.
• Special projects: lead cross-functional initiatives and process improvements.

Skills

Analytical skills

Financial modeling

Independent work

Cross-functional collaboration

Communication skills

Education

CA or CA+MBA

Job description

The Finance team at CASE Platforms acts as a steward for the organisation and also supports its business growth — spanning controllership, finance operations, business finance, investor relations, taxation, and secretarial. The team plays a key role in equipping the organisation with the right financial information, and ensuring that the organisation’s financial foundation keeps

pace with its growth.

About the role

We are looking to hire an ownership-driven individual for CASE Platforms’ Finance team. The role is focused on business finance, investor relations and acting as a generalist within the finance function - with a strong emphasis on working independently, taking initiative, and getting things done. The role requires the ability to work across functions without significant hand-holding.

What you will be doing:

Business Finance

• Analysing business performance across the group — tracking key metrics, identifying trends, and translating data into insights that can inform decisions
• Building and maintaining financial models and projections, identifying variances against plan, and supporting business reviews
• Identifying opportunities for growth, revenue improvement, cost optimisation, and other areas that can benefit the organisation, and working with business teams to evaluate and act on them
• For new business initiatives, identifying the impact across relevant finance areas and working with the respective teams to implement the required changes
• Assisting on vendor negotiations, cost management, and other finance‑adjacent commercial matters

Investor Relations

• Preparing and delivering regular performance updates to shareholders and the Board
• Responding to queries from investors and Board members on business performance, financial projections, and other matters
• Supporting on approvals required for various matters as per shareholder agreements

Special projects/initiatives

• Taking on cross-functional projects and initiatives across finance and other functions — these could include strategic research, process improvements/automation, or other org‑level projects
• Working with business teams/founders on evaluating and executing specific business opportunities or initiatives
• More broadly, augmenting the bandwidth of the finance leadership in solving for cross‑functional and specific projects as they come up

What we are looking for

• CA or CA+MBA with about 4-5 years of post‑qualification experience
• Prior experience in deals/transaction advisory at a Big 4 firm and/or at a B2C startup (post Series C stage, preferably product‑based); experience with IPOs for startups is an advantage
• Strong analytical skills - ability to build financial models, conduct analysis, and present findings clearly
• Experience with or understanding of investor relations — preparing updates, responding to Board queries, managing information flows
• Ability to work independently without a team and manage multiple workstreams at the same time
• Ability to work well with cross‑functional teams, including founders and senior leadership
• Excellent written and verbal communication skills
• Proactive and structured approach towards problem‑solving
• Curiosity to learn about new areas (including AI and automation tools) and adopt such learnings

About smallcase

At smallcase, we are changing how India invests. smallcase is a leading provider of investment products & platforms to over 10 million Indians. smallcase was founded in July 2015 by three IIT Kharagpur graduates, Vasanth Kamath, Anugrah Shrivastava and Rohan Gupta.

smallcase has been focused on offering innovative investing experiences & technology. Our platforms are used by over 300 of India’s largest financial brands and most respected institutions. We are backed by world‑class investors including top‑tier funds, institutions and operators from the capital markets space who believe in our mission of enabling better financial futures for every Indian.

Life at smallcase

We are not just building a business, we are making a long‑lasting impact both in the wealth & assets landscape with our unique technology & expanding ecosystem. Over the last 11 years, our team, products, and platforms have grown and so have our ambitions.

Innovation remains at the heart of what we do. Our other core values are transparency, integrity & long‑term thinking. Our key asset has always been our people, and we empower individuals to build and do some of the best work in their lifetimes at smallcase. Flexibility, ownership and constant feedback loops are some of the ways we keep evolving the working environment.