Finance Manager

Role Purpose

We are looking for a hands-on Finance Manager who will own Winfomis day-to-day finance operations, project-wise financial control, budgeting, and forecasting , while working closely with external CA firms for statutory and compliance matters.

This role is critical in enabling leadership to take timely, data-backed business decisions as Winfomi scales.

Key Responsibilities

Finance Operations & Accounting (In-House Ownership)

• Own end-to-end invoice processing (client invoices, credit notes, follow-ups)
• Track accounts receivable, payable, and cash flow
• Maintain accurate books and ensure data readiness before sharing with external CA
• Manage expense tracking and approvals in line with company policy
• Coordinate vendor payments and ensure payment discipline

Project-wise Financial Control

• Prepare and maintain project-wise P&L (revenue, cost, margin)
• Compare estimated vs actual cost and flag margin risks early
• Work with delivery and HR teams to track project costs accurately
• Provide insights on project profitability and efficiency

Budgeting & Forecasting

• Prepare annual and monthly budgets
• Maintain rolling 36 month cash flow forecasts
• Analyze budget vs actuals and highlight variances
• Support leadership with scenario planning (hiring, tools, expansion)

MIS & Decision Support

• Prepare monthly MIS reports for leadership
• Provide clear, simple financial insights (not heavy finance jargon)
• Answer key questions such as:
• Can we afford a new hire?
• Which projects or clients are most profitable?
• Where are costs increasing unexpectedly?

External CA & Compliance Coordination

• Act as the single point of contact for external CA firms
• Ensure timely sharing of clean, accurate financial data
• Support GST, TDS, income tax, audit, and statutory filings
• Follow up on compliance timelines and closure

Process Building & Financial Discipline

• Define and improve finance SOPs (invoicing, expenses, approvals)
• Strengthen internal financial controls
• Improve accuracy, timeliness, and transparency of financial data
• Support leadership in building a finance-first culture

Reporting Structure

• Reports directly to the Founder & CEO
• Works closely with HR, Delivery Leads, Sales, and External CA

Required Experience

• 58 years of experience in finance / accounting roles
• Experience in IT services, consulting, or project-based organizations preferred
• Prior experience working with external CA firms is mandatory

Required Skills

• Strong understanding of project costing & P&L
• Good working knowledge of Indian accounting & taxation basics
• Strong proficiency in Excel / Google Sheets
• Ability to simplify numbers into actionable insights
• High ownership mindset and attention to detail

Desired Traits (Very Important)

• Hands-on and execution-oriented
• Calm, disciplined, and trustworthy
• Comfortable in a fast-growing, evolving environment
• Able to question numbers and highlight risks respectfully
• Aligns with Winfomis values of Customer Success, Innovation, and Trust

What Success Looks Like (First 6 Months)

• Clean, reliable monthly financial reports
• Clear visibility into project-wise profitability
• Improved cash flow predictability
• Reduced dependency on external CA for internal finance clarity
• Leadership can make faster, confident financial decisions

Growth Opportunity

As Winfomi scales, this role has the potential to evolve into a Head of Finance / Finance Controller role, based on performance and business needs.

Closing Note

This role is not about maintaining accounts.

It is about building financial clarity that fuels growth.