Confidential mandate
Mortgage-Services Technology India Finance — Interim CFO
Urgent / Replacement
Mortgage-Services Technology India Finance mandate in Bengaluru, India · Financial Services Technology Delivery
Bridge twelve months of India CFO responsibility in financial-services technology delivery, controlling cash, profitability and reporting judgement across local and global interfaces.
The mandate
The interim will occupy the finance chief seat in a mortgage-services technology context. The immediate need is to connect delivery performance to financial consequences without assuming ownership of regulated mortgage decisions or customer lending policy.
Executive finance responsibility transfers on 19 October 2026 for a twelve-month period while the permanent CFO search continues. Bengaluru is the primary base, with onsite leadership and close reviews and remote global finance coordination. The opening quarter establishes cost-to-serve and reporting exceptions; the final quarter reserves time for successor-led funding, profitability and close judgement.
Handover requires reliable cash and contribution bridges, documented accounting positions and a clear boundary between India decisions and retained global approval. The permanent CFO must reproduce a delivery profitability review and lead one material reporting exception without informal explanation. Open tax, transfer-pricing or framework issues retain authorised specialist owners rather than being described as solved through local management confidence.
The CFO may direct finance leaders, allocate approved operating budgets and authorise budgeted commitments up to ₹50 lakh under existing dual controls. New debt, material restructuring, acquisitions and permanent executive appointments remain with authorised boards or global executives. Mortgage product, credit and regulatory servicing decisions are not delegated through this finance seat.
The assignment excludes customer lending policy, technology architecture and transaction origination. Finance will challenge delivery and investment economics without promising operating outcomes it does not control. Five days weekly are covered by the day rate, with separately approved exceptional travel. No annualised salary, equity entitlement or automatic permanent appointment is attached; any extension requires a specific unfinished executive gap.
What you will own
- Establish the India finance decision baseline linking delivery contribution, working capital and reporting obligations, identifying retained global and specialist approvals before executive priorities or commitments are reconsidered.
- Decide operating finance allocations within approved budgets, showing cost-to-serve and cash consequences rather than accepting delivery growth or utilisation metrics as sufficient evidence of profitable performance.
- Approve close and executive finance packs after reconciling local and global reporting positions, retaining authorised accounting and specialist dependencies instead of resolving differences through undocumented management adjustments.
- Challenge delivery-platform investments with lifecycle cost, capacity and downside evidence, escalating new capital or structural commitments rather than assuming finance approval from their strategic importance.
- Direct working-capital and routine compliance priorities through accountable owners, preserving customer-service and regulated mortgage boundaries outside the CFO's own delegated executive finance authority.
- Escalate material accounting, tax or funding choices with viable alternatives and source-backed uncertainty, keeping global policy approval and specialist interpretations visible in the executive decision record.
- Transfer the CFO seat through successor-led profitability, cash and reporting reviews, accepted working papers and a signed register of open global or specialist decisions at term completion.
Candidate qualifications
- Demonstrate genuine CFO or equivalent executive finance authority in technology delivery, financial-services operations or a comparable globally connected business. Provide a budget, funding or reporting decision personally signed and identify approvals retained. The role requires executive judgement, not finance support alone or ownership inferred from participation in a large delivery organisation.
- Show qualified accounting competence across relevant local and global reporting frameworks, with practical controllership and cash reconciliation. Explain a reporting difference resolved through evidence and authorised policy input. Candidates must preserve specialist tax and transfer-pricing reliance and distinguish finance responsibility from regulated mortgage, customer credit or legal decisions outside their competence.
- Evidence business-finance leadership connecting delivery capacity, service cost and durable contribution. Bring a redacted cost-to-serve case that changed investment or commercial priorities, identifying assumptions that failed. The CFO must be able to challenge technology and operations sponsors without pretending to own architecture, delivery performance or customer-facing regulated outcomes.
- Establish twenty-three years of relevant experience and a tested transfer of executive finance methods to another leader. Show local-global approval boundaries, open compliance matters and cash dependencies retained honestly. Evidence should include a successor's review of a delivery commitment whose cash timing or accounting treatment remained conditional, preserving the unresolved approval instead of presenting it as funded growth.
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 8 October 2026. Mandate reference PCT-INT-2026-IND-36.
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