smallcase - Manager/Senior Manager - Business Finance

Smallcase Technologies Private Limited; Bengaluru; On-site; INR 1,800,000 - 2,400,000; Full time

Job summary

CASE Platforms is seeking an ownership-driven finance professional to join its Finance team in Bengaluru. The role focuses on business finance, investor relations, and acting as a generalist with autonomy and initiative.

You will analyze performance, build models, manage investor updates, and collaborate cross-functionally with founders and leadership to evaluate opportunities and drive cost optimization.

Qualifications

• CA or CA+MBA with 4–5 years post-qualification experience.
• Experience in deals/transaction advisory at a Big 4 firm and/or a B2C startup (post Series C), IPOs for startups a plus.
• Strong analytical skills with ability to build financial models and present findings clearly.
• Experience with or understanding of investor relations and managing information flows.

Responsibilities

• Analyze business performance across the group and translate data into actionable insights.
• Build and maintain financial models, projections, and variance analyses.
• Identify growth opportunities, revenue improvements, and cost optimisation with cross‑functional teams.
• Support new business initiatives and cross‑functional projects with finance input.
• Prepare and deliver regular performance updates to shareholders and the Board.

Skills

Analytical skills

Financial modeling

Investor relations

Communication skills

Independent work

Cross-functional collaboration

Problem solving

AI curiosity

Education

CA or CA+MBA

Job description

About The Team

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.

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.

Business Finance

What you will be doing:

• 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.

(ref:iimjobs.com)