YES Capital Private Limited (YCPL)
About the Role
YES Capital Private Limited (YCPL) is seeking an accomplished and enterprising Chief Financial Officer to provide strategic financial leadership across the organization. The ideal candidate will bring deep expertise in Accounts & Finance, Treasury & Fund Management, Financial Strategy Planning, and Mergers & Demergers, with a proven track record of driving controllership, strengthening internal financial systems, and steering the organization through complex corporate restructuring, M&A, and regulatory compliance requirements applicable to NBFC/investment holding companies. This is a leadership mandate for a hands-on finance professional capable of partnering with the Board and senior management to shape the company's financial and treasury strategy.
Key Responsibilities
- Provide strategic financial direction and leadership on project evaluation, investment decisions, and business feasibility analysis.
- Drive controllership across business operations , identifying areas of strength and weakness, and steering budgeting, forecasting, and roll-over business planning.
- Design and implement robust financial systems and processes to enhance financial control and strengthen overall business operations.
- Prepare and present annual budgets, monthly/quarterly forecasts, and variance analysis; implement corrective actions to bridge projected vs. actual performance.
- Design financial and tax strategies to meet the company's short- and long-term goals, including capital planning and performance measurement frameworks.
- Manage the company's treasury function including fund/liquidity planning, cash flow management, and working capital optimization.
- Develop and execute the borrowing strategy , including NCDs, term loans, and other debt instruments , ensuring optimal cost of funds and capital structure.
- Oversee banking relationships, credit facilities, and negotiate terms with banks, NBFCs, mutual funds, and other financial institutions/lenders.
- Monitor and manage debt servicing obligations, covenant compliance, and timely repayment/pre-payment of borrowings (including NCDs and other debt instruments).
- Manage investment of surplus funds in line with the company's risk appetite and regulatory guidelines, optimizing returns while preserving liquidity.
- Assess and manage interest rate, liquidity, and counterparty risk; implement hedging strategies where required.
- Ensure compliance with RBI regulations applicable to NBFC/Core Investment Company treasury and lending/borrowing operations.
- Coordinate with rating agencies for credit ratings and manage the overall debt/credit profile of the company.
- Lead merger, demerger, and amalgamation processes for group companies, including coordination with external valuers and regulatory authorities.
- Conduct due diligence of target/prospective companies for acquisitions, takeovers, and investment opportunities.
- Structure and negotiate joint venture agreements, ensuring alignment with organizational and investor objectives.
- Manage listing-related documentation and compliance for demerged/amalgamated entities on stock exchanges.
- Oversee Buy-Back of Shares processes, including documentation and statutory auditor certifications.
- Ensure timely and accurate finalization of standalone and consolidated financial statements in compliance with statutory, equity, and debt listing requirements.
- Oversee implementation of Indian Accounting Standards (Ind AS) and conversion of books of accounts from Indian GAAP to Ind AS.
- Ensure compliance with all governmental, regulatory, and jurisdictional requirements, including RBI reporting (where applicable), direct and indirect tax computations.
- Liaise with statutory auditors, tax auditors, and regulatory bodies to ensure timely closure of statutory and tax audits.
- Maintain oversight of reconciliations, general ledger control, and adherence to applicable accounting standards.
- Administer financial and risk management operations to safeguard company assets and ensure accurate financial reporting.
- Drive decision-making in adherence to financial regulations, using risk management and financial data analysis to minimize losses.
- Plan and execute corporate strategy in line with current and expected business, economic, and regulatory environments.
- Lead, mentor, and build a high-performing finance and accounts team, fostering a culture of accountability and continuous improvement.
- Manage the organization through challenging business environments and change management initiatives.
- Partner cross-functionally with business, legal, and investor relations teams to support organizational growth objectives.
Candidate Requirements
- Chartered Accountant (CA) , Associate/Fellow member of ICAI is mandatory.
- B.Com (Hons.) or equivalent finance/accounting degree; IFRS certification preferred.
- 10-15+ years of progressive experience in Accounting & Finance, with significant exposure to financial strategy, M&A/demergers, and financial reporting.
- Demonstrated experience leading demergers, mergers, amalgamations, or corporate listings.
- Strong working knowledge of Ind AS, Indian GAAP, statutory compliance, and listing agreement requirements.
- Proven leadership experience managing teams of 40+ finance professionals.
- Excellent communication, analytical, and decision-making skills, with strong numeric competency and critical thinking ability.
- Hands-on experience in treasury operations, fund raising (NCDs/term loans), and banking relationship management is essential.
- Prior experience in NBFC, Core Investment Company, Investment Holding, or Financial Services organizations is highly desirable.
Core Competencies
- Accounts & Finance
- Treasury & Fund Management
- Financial Strategy Planning
- Controllership & Decision Support
- Budgeting & Forecasting
- Internal Financial Controls
- Mergers & Demergers
- GAAP / Statutory Compliance
- Due Diligence
- Team Building & Leadership
Why Join Us
This role at YES Capital Private Limited offers the opportunity to shape financial and treasury strategy at the highest level, lead high-impact fund-raising, M&A, and restructuring initiatives, and work closely with the Board and senior leadership to drive sustainable, profitable growth.
