Lead Finance

Key Responsibilities

1. Product Partnership & Platform Design

• Collaborate closely with Product, Engineering, and UX teams to design and build the financial flows and features within the self-serve portal—such as prepayment, invoicing, billing cycles, budget capping, credit management, and refunds.
• Define financial requirements and user stories related to O2C in the product roadmap and ensure timely implementation.

2. End-to-End O2C Ownership

• Design, implement, and manage the Order-to-Cash lifecycle across geographies:
• Customer onboarding & verification
• Budget funding / Pre-paid wallet logic
• Invoicing, collections, and reconciliation
• Revenue recognition and deferred revenue tracking
• Partner with Tech and Ops teams to automate and scale all finance-related workflows.

3. Financial Planning & Controls

• Build and maintain revenue forecasts, unit economics, and financial health indicators of the platform.
• Define KPIs such as billing accuracy, DSO, ad spend utilization, and customer balance aging.
• Ensure controls, audit trails, and exception handling mechanisms are in place.

4. Strategic Business Partnering

• Act as the finance voice in product strategy discussions, ensuring commercial viability and operational readiness of platform features.
• Collaborate with legal, sales ops, and customer support to align on policy decisions related to pricing, refunds, dispute handling, etc.

Qualifications

• CA / MBA in Finance or equivalent professional qualification.
• 3–6 years of experience in finance operations, product finance, or FP&A roles.
• Hands-on experience in Order-to-Cash (O2C) lifecycle in a digital or AdTech environment is a preferred.
• Experience working with product/engineering teams to embed finance logic into technology platforms.
• Familiarity with self-serve SaaS or ad platforms, digital payments, global taxation, and revenue recognition practices.
• Strong understanding of tools such as MSD, Chargebee, Stripe, Salesforce, or equivalent.
• Excellent problem-solving, stakeholder management, and communication skills.

Preferred Background

• Previous experience in global AdTech, MarTech, or SAAS
• Exposure to multiple geographies with multi-currency, multi-entity environments.
• Prior involvement in platform builds or finance system migrations is a plus.

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