Investor KPI and Finance Evidence Reconciliation — Consulting Lead

The mandate

Investor information requests reveal inconsistencies between operating KPIs, accounting figures and the cash narrative used internally. The consultant will create a controlled reconciliation method for these differences. The narrow project is evidence readiness, not fundraising marketing, investor introduction or a judgement that any proposed investment is suitable.

The deliverable is an Investor KPI and Finance Evidence Reconciliation Book containing approved definitions, source maps, historical bridges, liquidity explanations and a response protocol. It must show what each measure represents and where comparison across periods is limited. Unsupported claims remain flagged, with management responsible for deciding whether and how they may be communicated.

The four-month project starts on 19 October 2026. Milestone one on 30 November 2026 establishes the definition baseline and sample bridge; milestone two on 11 January 2027 delivers reconciled KPI and liquidity modules; milestone three on 18 February 2027 completes a fresh-request rehearsal and accepted book. Payments follow 25%, 35% and 40% of the fixed fee on accepted outputs.

The finance head and investor information sponsor jointly accept work when sampled measures reproduce from approved sources and financial differences are explained without unsupported adjustments. An internal team must answer a new investor-style request using the book and identify an unverified claim correctly. Acceptance does not require manufacturing a favourable narrative or resolving specialist judgements outside the project.

The sponsor supplies authorised financial records, operating KPI dictionaries, approved previous statements and source-owner access. Sensitive information is restricted and anonymised where possible. Valuation opinions, regulated investment advice, capital brokerage and production reporting-system replacement are excluded; substantive new data reconstruction requires a priced change request with revised dates and acceptance.

What you will own

• Catalogue investor-relevant operating and financial measures with approved source, meaning and refresh ownership, identifying unsupported comparisons before producing any revised external evidence or narrative guidance.
• Reconcile sampled KPIs to ledger and cash outcomes, separating timing, scope and definitional differences rather than forcing commercially useful measures into inappropriate accounting equivalence.
• Construct historical bridges that retain original reported figures and explain revisions, preventing a cleaner presentation from obscuring changed definitions or unsupported management adjustments over time.
• Define liquidity explanation modules with funding dependencies and approval limits, keeping future capital assumptions distinct from current available cash and executable financing commitments.
• Test the book through a controlled information-request rehearsal, recording contradictory answers, missing source permissions and matters that must remain with authorised executives or specialists.
• Validate internal source owners on a fresh request and an unsupported-claim case, observing whether they preserve evidence limitations instead of providing a persuasive but unverified answer.
• Deliver the accepted reconciliation book, response protocol and maintenance triggers, with valuation, financing and specialist interpretation dependencies explicitly outside the completed evidence-readiness acceptance claim.

Candidate qualifications

• Demonstrate responsible finance evidence, investor information or reporting reconciliation work in fintech or a comparable technology-enabled financial-services business. Provide a redacted KPI bridge that changed an external explanation. Candidates must identify personal method and retained executive approval; investor presentation design without source reconciliation is insufficient for this project.
• Show technical accounting and management-metric judgement, including scope differences, timing and liquidity interpretation. Explain a commercially useful KPI that could not be treated as a financial statement proxy. The consultant must know when regulated product, valuation or legal expertise is needed and preserve that reliance rather than inventing a conclusion to complete the book.
• Provide analytical delivery evidence with reproducible sources, version control and a new-request test that exposed a defect. Describe reviewer challenge and rework. Demonstrate that internal source owners could update a changed KPI definition, preserve the historical bridge and reject an unapproved claim using controlled extracts and documented permissions rather than relying on consultant interpretation.
• Establish fifteen years of relevant experience and objective milestone governance across finance and operating owners. Disclose investor, capital-introduction and competing-business interests, and avoid success fees tied to a preferred funding outcome. A completed handover with limitations named honestly is essential; the project cannot guarantee investor acceptance or turn evidence readiness into investment advice.

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 11 October 2026. Mandate reference PCT-CON-2026-IND-31.