Multi-geography CFO — BFSI · anchored India

Position overview

Gladwin International Leadership Advisors is representing a confidential organisation in Banking, Financial Services & Insurance on a senior CFO leadership mandate anchored in India. The remit explicitly spans China, USA, Continental Europe.

This is a multi-geography leadership role requiring orchestration across time zones, matrix stakeholders, and often dual-reporting into global and regional lines.

This is a role for someone who has already led through at least one major inflection: restructuring, M&A, regulatory reset, or category shift.

Context you will inherit

• Market & sector: Attracting and retaining top talent at a time when fintech companies and global banks offer significantly more competitive compensation
• Geographic spine: Primary hub India with explicit corridor responsibility across China, USA, Continental Europe.
• Organisation stage: Growth agenda collides with legacy cost base; productivity and automation are board-level topics, not staff functions.
• Stakeholders: Owners may include PE operating partners, a promoter family office, or public-market investors — each with different tempo and KPIs.
• Secondary lens: ESG integration in financial services — embedding sustainability into credit, investment, and insurance product decisions

The mandate (12–24 month arc)

1. Performance management: Implement a single view of segment economics; kill vanity metrics that confuse the executive committee.
2. Tax & treasury: Optimise structure where legal and practical; ensure treasury policy matches operating reality in each hub.
3. M&A finance: Lead model quality, synergies discipline, and integration of finance teams on deals.
4. Digital finance: Sponsor ERP / EPM roadmap and management reporting automation — fewer spreadsheets, more decisions.
5. Enterprise risk partnership: Co-own conduct and operational risk themes where financial incentives drive behaviour.
6. Team capability: Hire or develop FP&A and business finance partners who can challenge GMs with data, not slides.

Responsibilities (representative)

• Build finance business partnering that GMs trust as thought partners, not scorekeepers only.
• Sponsor digital finance roadmap — close, planning, and management reporting on modern platforms.
• Co-own working capital programme with COO and sales — DSO, DPO, inventory as appropriate.
• Lead finance integration on acquisitions with clear Day-1 / Day-100 milestones.
• Align incentive design with cash and return metrics, not only accounting profit.

Leadership profile

• Judgment: High signal-to-noise under pressure; ethical clarity; willingness to halt initiatives that break risk appetite.
• Education: Strong undergraduate grounding; MBA / advanced degree / professional qualification common at this level.
• Capital discipline: Examples of improving forecast accuracy, returns, or balance-sheet resilience in Banking, Financial Services & Insurance.
• Communication: Executive presence in English; additional languages valued where market-relevant.
• Geographic muscle: Comfort operating from India with regular engagement across China, USA.

Team & culture

You inherit a mixed-tenure team — pockets of excellence beside roles that need upgrade. The mandate is to raise the bar without demoralising the organisation: clear standards, fair process, and visible wins that prove the new pace is achievable.

Success measures (examples)

• Financial: Revenue and margin vs. plan; cash conversion; capital efficiency.
• Strategic: Share in priority segments; customer retention in anchor accounts; milestone delivery on transformation.
• People: Engagement trends; regrettable attrition in critical roles; diversity of succession slate.
• Risk: Audit and regulatory outcomes; conduct events; operational resilience metrics.

First 90 days (orientation arc)

• Days 1–30: Shadow key customer journeys or operations — paper over slides where reality diverges.
• Days 30–60: Cut or pause low-value projects freeing capacity for strategic work.
• Days 60–90: Publish first integrated forecast or plan under your ownership — even if directional.
• Build trust with risk, legal, and audit through transparency — surprises erode licence to move fast.
• Pick one cultural signal (e.g. meeting hygiene, promotion criteria) and model it relentlessly.
• Clarify RACI for cross-border deals, staffing, and pricing exceptions.

Stakeholder map (illustrative)

• Internal: Matrix of global product houses and local P&L; tension is normal — your role is to broker trade-offs with data.
• External: Customers who influence reference deals; government or industry bodies in regulated sectors.
• Capital providers: Banks, sponsors, or minority investors — each needs a slightly different narrative on risk.

Travel & mobility

Travel weighted to priority markets and quarterly global or regional forums; flexibility for crisis windows.

Compensation

Competitive CFO compensation for Banking, Financial Services & Insurance leadership: cash, incentive, benefits, and potential equity or carry (case-dependent). Discussed with finalists only.

Application status

This mandate is no longer accepting new applications. The search progressed through Q4 2025 and closed for submissions in February 2026. We retain this posting for transparency on the type of leadership work we carry in Banking, Financial Services & Insurance and India. For similar active mandates, browse open roles or submit a general profile through executive search inquiry.

Reference: banking-financial-services · CFO · India · Gladwin International Leadership Advisors