Fintech Finance and Investor Evidence — Interim Head

The mandate

The seat owns management reporting, cash prioritisation and external evidence requests across a financial-inclusion technology context. This is a director-level finance bridge, not automatic appointment as statutory CFO or authority to make investor promises that management has not approved.

The assignment opens on 19 October 2026 for nine months, with a permanent head search proceeding at the same time. Bengaluru is the primary base; reporting and investor-preparation sessions may be hybrid, while critical close and executive reviews require attendance. The opening phase establishes one approved financial evidence baseline, and the final phase protects successor-led operation of that baseline.

Handover succeeds when management measures, financial reporting and cash assumptions can be reconciled through a documented evidence chain. The permanent head must answer a representative investor information request and lead a liquidity review without reconstructing unsupported history. Material accounting judgements, funding dependencies and previously approved external statements must remain identifiable, with retained executive owners for unresolved decisions.

The head may direct finance preparation, reject unsupported reporting claims and approve budgeted operating finance expenditure up to ₹15 lakh. Fundraising terms, investor commitments, new debt and regulatory representations remain with the CFO, chief executive or authorised committee. Published or circulated capital narratives require executive approval; the interim cannot convert a management forecast into a guarantee of growth or financing.

Out of scope are lending policy, investment advice to customers and transaction origination. Finance will reconcile evidence and challenge assumptions without owning the underlying product's regulated decisions. Five-day commitment is covered by a day rate, with exceptional travel separately approved. Any extension must specify the unfinished functional gap and the successor transition rather than simply supporting another funding discussion.

What you will own

• Establish a controlled investor-finance evidence register linking approved financial statements, operating measures and cash assumptions, identifying unsupported claims before executive review or external circulation.
• Decide reporting exceptions within delegated policy, preserving the distinction between source corrections, accounting judgement and matters requiring retained CFO or regulatory specialist approval before resolution.
• Approve management finance packs after reconciling growth, contribution and liquidity narratives, preventing apparently strong operating activity from concealing cash dependence or inconsistent measurement definitions.
• Direct investor-information preparation through named source owners and version control, ensuring sensitive material is shared only after authorised review and within approved confidentiality limits.
• Challenge capital-use forecasts through downside and funding-dependency evidence, escalating financing or investor commitments rather than treating a projected need as authority to negotiate binding terms.
• Reconcile routine regulatory and tax-compliance inputs with authorised reviewers, keeping material policy interpretation outside the interim's functional delegation and visible in the executive issue record.
• Transfer finance and investor-evidence routines through successor-led liquidity and information-request rehearsals, retaining open judgements, approved statements and source limitations in a signed handover.

Candidate qualifications

• Demonstrate finance-head or director-level reporting and investor-information responsibility in fintech, financial services or a comparable technology-enabled business. Provide an external evidence request personally resolved and identify the executive approval retained. Trace the response from operating definitions through approved financial treatment and cash assumptions, showing how a disputed claim was corrected before authorised circulation.
• Show qualified accounting judgement in financial reporting, management metrics and cash reconciliation. Explain a measure whose operating meaning differed from its financial statement treatment, and how the discrepancy was communicated. Candidates must distinguish reporting interpretation from regulated product, lending or customer investment decisions outside their own competence and delegated seat.
• Evidence capital and liquidity challenge through a redacted scenario that changed a finance decision. Identify funding assumptions, contingent commitments and the point at which the CFO or chief executive had to approve action. Fundraising participation is relevant only when supported by source-backed financial judgement, not introductions or promises of guaranteed capital access.
• Establish fifteen years of relevant experience and a tested transfer of reporting methods to another leader. Show how approved external statements, accounting issues and source ownership were preserved. Demonstrate a successor-led information request in which version-controlled evidence exposed an unsupported comparison, and identify the executive decision retained before the revised statement could be shared.

Application

Applications for this mandate are received in one way only: through the India Board Terminal's application process. It is automated end to end. Your Executive Passport travels to the mandate holder in its confidential form, your answers to the three questions below are read before anything else in your file, and every stage that follows is recorded on your applications page.

There is no address to write to and no intermediary to call. The mandate holder reads what the Terminal delivers and nothing else, which is what keeps the process the same for every applicant and keeps your name out of it until you release it. Applications close on 9 October 2026. Mandate reference PCT-INT-2026-IND-31.