Project Title: Stratica OS – Financial Planning, Budgeting & Investor-Ready Financial Model
Budget / Salary₹600–1,500
TypeFreelance project
LocationRemote
Posted1 hour ago
### Project: Stratica OS – Financial Planning, Budgeting & Investor-Ready Financial Model
We are building Stratica OS, a technology-enabled distribution and franchise ecosystem connecting brands, distributors, super stockists, and retailers.
We are looking for an experienced Financial Analyst / CFO Consultant / Financial Modeling Expert to help implement our financial strategy, operational budgets, investor reporting systems, and financial controls.
### Scope of Work
1. **Financial Model & Budgeting**
- Develop and refine a 5-year financial model.
- Prepare monthly cash flow forecasts and operating budgets.
- Track revenue, EBITDA, PAT, working capital, and cash runway.
- Create department-wise budgeting and variance analysis.
2. **Fundraising & Investor Readiness**
- Support ₹20 Cr fundraising strategy across Founder Capital, Seed, and Pre-Series A.
- Prepare investor-ready financial projections.
- Develop financial dashboards, MIS reports, and fundraising materials.
- Support due diligence and investor data room preparation.
3. **Financial Controls & Accounting Systems**
- Establish financial approval workflows.
- Implement budgeting, billing, collections, and incentive payout controls.
- Design monthly MIS and financial reporting processes.
- Coordinate accounting systems and financial compliance workflows.
4. **Financial Dashboard & Reporting**
- Build dashboards tracking cash runway, revenue, distributor growth, incentives, collections, and profitability.
- Develop automated monthly reporting and KPI tracking.
### Ideal Freelancer
- Experience in startup financial planning and fundraising.
- Strong expertise in Excel / Google Sheets financial modeling.
- Experience with CFO consulting, MIS, and financial dashboards.
- Understanding of Indian startup finance, GST, TDS, and statutory compliance.
- Experience working with distribution, FMCG, franchise, or SaaS businesses is preferred.
### Deliverables
- 5-year integrated financial model.
- Monthly cash flow and budgeting system.
- Investor-ready financial reports.
- Financial dashboard and KPI tracking system.
- Financial SOPs and approval matrix.
- Fundraising and due diligence support.
Please share your relevant experience, similar projects, approach, timeline, and estimated project cost.
We are building Stratica OS, a technology-enabled distribution and franchise ecosystem connecting brands, distributors, super stockists, and retailers.
We are looking for an experienced Financial Analyst / CFO Consultant / Financial Modeling Expert to help implement our financial strategy, operational budgets, investor reporting systems, and financial controls.
### Scope of Work
1. **Financial Model & Budgeting**
- Develop and refine a 5-year financial model.
- Prepare monthly cash flow forecasts and operating budgets.
- Track revenue, EBITDA, PAT, working capital, and cash runway.
- Create department-wise budgeting and variance analysis.
2. **Fundraising & Investor Readiness**
- Support ₹20 Cr fundraising strategy across Founder Capital, Seed, and Pre-Series A.
- Prepare investor-ready financial projections.
- Develop financial dashboards, MIS reports, and fundraising materials.
- Support due diligence and investor data room preparation.
3. **Financial Controls & Accounting Systems**
- Establish financial approval workflows.
- Implement budgeting, billing, collections, and incentive payout controls.
- Design monthly MIS and financial reporting processes.
- Coordinate accounting systems and financial compliance workflows.
4. **Financial Dashboard & Reporting**
- Build dashboards tracking cash runway, revenue, distributor growth, incentives, collections, and profitability.
- Develop automated monthly reporting and KPI tracking.
### Ideal Freelancer
- Experience in startup financial planning and fundraising.
- Strong expertise in Excel / Google Sheets financial modeling.
- Experience with CFO consulting, MIS, and financial dashboards.
- Understanding of Indian startup finance, GST, TDS, and statutory compliance.
- Experience working with distribution, FMCG, franchise, or SaaS businesses is preferred.
### Deliverables
- 5-year integrated financial model.
- Monthly cash flow and budgeting system.
- Investor-ready financial reports.
- Financial dashboard and KPI tracking system.
- Financial SOPs and approval matrix.
- Fundraising and due diligence support.
Please share your relevant experience, similar projects, approach, timeline, and estimated project cost.
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