Melvin Jose
Finance Director | Revenue Strategy | FP&A | SaaS & Global Operations | Board & Investor Reporting
- Role
- Managing Director Director Finance & Revenue Strategy at Upskillist
- Location
- Kochi, KL, IN
- LinkedIn followers
- 500 followers
About Melvin Jose
Senior Finance & Revenue Leader with 15+ years of experience, including 10+ years heading a 300+ employee global captive center for a multinational SaaS / EdTech organization headquartered in Europe.Strong expertise across finance leadership, FP & A, revenue strategy, fundraising, treasury, statutory audits, and board reporting. Played a key role in €9.5M international fundraising and delivered €1.9M revenue retention through structured revenue and cost optimization initiatives.Experienced in preparing investor-ready monthly, annual, and long-term revenue and cost forecasts, supporting leadership, board, and investor decision-making. Implemented and enforced disciplined monthly financial close processes with board-level reporting on cash flow, profitability, and EBITDA.Extensive exposure to working with European headquarters, auditors, and senior stakeholders, leading finance process transitions, building scalable MIS frameworks, and strengthening governance aligned with global best practices.
Experience
Managing Director Director Finance & Revenue Strategy
Apr 2022 — Present · Bengaluru, IN
Leading finance and revenue strategy for a wholly owned subsidiary of a European PLC. Responsible for end-to-end finance leadership, FP & A, treasury, audits, governance, and board reporting.Set up and scaled India captive operations to 300+ employees supporting technology, finance, sales, marketing, and customer operations.Own monthly, annual, and long-term investor-ready revenue and cost forecasting with variance analysis. Implemented strict monthly financial close processes with board disclosures on cash flow, profitability, and EBITDA.Played a key role in €9.5M international fundraising and delivered €1.9M revenue retention through structured optimization initiatives.Led statutory and internal audits for over 10 years with zero audit qualifications and managed finance process transition from European HQ to India.
Education
St. Albert's College, Kochi
Master of Business Administration - MBA, Finance and Financial Management Services
2010 — 2012
Skills
- Marketing Strategy
- Team Management
- Sales Management
- Market Research
- Business Strategy
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