smallcase – Manager/Senior Manager – Business Finance Smallcase

The Corporate Institute; Bengaluru; On-site; INR 1,800,000 - 2,400,000; Full time

Job summary

CASE Platforms is seeking an ownership-driven finance professional to lead business finance and investor relations. The role emphasises independent initiative, cross-functional collaboration, and delivering strategic financial insights across the organisation.

You will work across controllership, finance operations, and investor relations to drive growth, optimise costs, and support strategic opportunities, reporting to senior leadership and the Board.

Qualifications

• CA or CA+MBA with 4–5 years post-qualification experience.
• Experience in deals/transaction advisory at a Big 4 firm and/or at a B2C startup (post Series C); IPOs for startups an advantage.
• Strong analytical skills with ability to build financial models and present findings clearly.

Responsibilities

• Analyse business performance across the group and translate data into actionable insights.
• Build and maintain financial models and projections; support business reviews.
• Identify opportunities for growth, revenue improvement, cost optimisation and collaborate with business teams.
• Assess impact of new business initiatives and implement required changes across finance areas.
• Assist on vendor negotiations, cost management and related finance matters.
• Prepare and deliver regular performance updates to shareholders and the Board.
• Respond to investor and Board queries on performance, forecasts, and other matters.
• Support approvals required per shareholder agreements.
• Take on cross-functional projects across finance and other functions and work with founders on opportunities.

Skills

Analytical skills

Investor relations

Communication skills

Problem solving

Independent work

Cross-functional teamwork

Education

CA or CA+MBA

Tools

Financial modelling tools

Investor relations tools

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.

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.