Strategic Finance Associate

About Refold AI

Refold AI is the AI integration platform built for agents, made for modern SaaS companies that need to ship enterprise integrations at scale. We're reimagining integrations with AI agents that work like business consultants and integration engineers, building them 10x faster, in hours instead of days. The payoff: integrations stop being a bottleneck that costs you deals and burns margin, and become a growth engine. You win the enterprise deals that hinge on them, onboard faster, and scale without an army of consultants.

We've grown rapidly, reaching seven-figure ARR and 30+ paying customers, powering the product and professional services teams at modern SaaS companies, from Incorta, Kantata, and Coupa to Highradius, Naehas, and OvationCXM.

Refold AI has raised $6.5M from world-class investors including Eniac Ventures (early investors in Airbnb & Uber), Tidal Ventures, and Better Capital.

About this role

We are looking for a detail-oriented and proactive Finance professional to own and strengthen our core finance operations while supporting business planning, reporting, and operational efficiency. This role will work closely with leadership and cross-functional teams to ensure financial accuracy, timely compliance, effective cash flow management, and scalable finance processes.

The ideal candidate will have a strong foundation in accounting and finance, hands-on experience with financial operations, and the ability to take ownership in a fast-paced startup environment.

What you'll do:

• Manage month-end and year-end financial closures, including reconciliations, journal entries, accruals, and maintenance of accurate books of account.

• Oversee accounts payable, accounts receivable, vendor payments, employee reimbursements, invoicing, and timely collections.

• Monitor cash flow, working capital, receivables ageing, and payment schedules to ensure effective financial management.

• Prepare financial statements, MIS reports, dashboards, budgets, forecasts, and financial performance analysis.

• Track budget versus actuals, analyse variances, monitor key financial metrics, and provide actionable insights to leadership.

• Manage GST, TDS, statutory compliance, tax filings, and coordination with external auditors and consultants.

• Strengthen financial controls, maintain audit-ready documentation, and ensure adherence to accounting and regulatory requirements.

• Drive business operations and process improvements through automation and standardisation of finance workflows, procurement, vendor management, and expense management.

What we're looking for:

• Qualification: CA Final

• Approximately 1-3 years of relevant experience in accounting, finance operations, or financial reporting; candidates with strong relevant experience may be considered.

• Strong understanding of accounting principles, financial statements, reconciliations, accounts payable/receivable, and month-end closing.

• Working knowledge of Indian taxation and statutory compliance, particularly GST and TDS.

• Advanced proficiency in Microsoft Excel or Google Sheets, including lookup formulas, pivot tables, and financial reporting.

• Experience with accounting software or ERP systems; familiarity with automation tools is an advantage.

• Strong analytical skills, attention to detail, and the ability to manage multiple priorities independently.

• Excellent communication and coordination skills, with a proactive approach to problem-solving.

• High ownership, integrity, and a willingness to build processes in a fast-growing, dynamic environment.