Job Description
We are looking for a strategic and execution-focused Head of Finance to lead our global financial strategy, operations, and transformation as we scale towards long-term growth and IPO readiness. This is a critical leadership role for a seasoned finance executive with a strong track record in capital planning, governance, investor relations, and operational excellence.
You will work closely with the CEO, Board, and cross-functional leaders to align financial priorities with business goals, shape capital strategy, and unlock enterprise value. The ideal candidate combines deep financial acumen with the ability to lead teams through complexity, scale, and change.
Key Responsibilities :
- Strategic Finance Leadership : Drive long-term capital strategy, investment planning, and financial architecture to support global growth, M&A, and IPO preparation.
- Financial Operations : Lead FP&A, compliance, audit, risk management, reporting, and capital allocation with strong controls and insight-led decision-making.
- IPO & Governance Readiness : Strengthen governance frameworks, financial controls, and audit processes to align with public market standards.
- Investor Relations & Capital Planning : Lead fundraising, investor communication, and capital structure planning in partnership with executive leadership.
- Finance Transformation : Build a scalable, tech-enabled finance function with automation of budgeting, forecasting, and ERP systems.
- Operational Excellence : Optimize processes to drive efficiency, accuracy, and cost control across finance operations.
- Business Enablement : Collaborate with Product, Engineering, and GTM teams to align financial plans and enable growth.
- Leadership : Build and lead a high-performing global finance team with a culture of agility, ownership, and long-term value creation.
What we're Looking For :
Must Have :
- 15-20 years of finance leadership, including 5-7 years in senior roles at high-growth B2B SaaS or tech firms.
- Understanding of B2B SaaS business models and metrics (ARR, CAC, NRR, etc).
- Expertise in financial strategy, FP&A, regulatory compliance, and global capital planning.
- Proven track record in fundraising, modeling, and investor/board engagement.
- Experience navigating IPO readiness, audit, and governance in private or public companies.
- Strong leadership, analytical, and communication skills with a bias for action and precision.
- History of leading finance through hypergrowth, international expansion, and complexity.
Good to Have:
- Experience with finance transformation and ERP automation.Exposure to venture/private equity, M&A, and secondary transactions.
- Prior IPO/later-stage funding experience.
- MBA, CPA, or CFA preferred.
Why join us ?
- Contribute to a product backed by 11 technology patents, showcasing industry-leading innovation.
- You are passionate about technology and its impact on the high-growth mobile technology space
- Power personalized engagement at scale, processing over 30 billion events daily and reaching 3+ billion devices worldwide.
- Flourish in an environment that nurtures Growth and Curiosity
Job Classification
Industry: IT Services & Consulting
Functional Area / Department: Finance & Accounting
Role Category: Finance
Role: Chief Financial Officer (CFO)
Employement Type: Full time
Contact Details:
Company: Clevertap
Location(s): Mumbai
Keyskills:
ERP
Automation
Operational excellence
Analytical
Budgeting
Risk management
Customer engagement
Forecasting
Private equity
Auditing