Manager - Accounts & Finance - Family Office - CA

6 days ago


Mumbai, India MEHTA MEHTA Full time

- Monitor, track, and report performance of the family's investment portfolio across asset classes.- Ensure accurate accounting, book-keeping, and reporting across all investment entities.- Oversee cash flow, fund movements, and treasury management to optimize liquidity.- Maintain transparent and up-to-date records of investments, valuations, and returns.- Develop and deliver timely MIS dashboards and investment performance reports for principals.- Provide variance analysis, trend insights, and forward-looking projections to support decision-making.- Ensure adherence to all statutory, tax, and regulatory requirements.- Lead statutory and internal audits, liaising with auditors, tax advisors, and legal counsel.- Implement strong internal controls and governance frameworks across investments.- Act as the central financial point of contact for principals, advisors, bankers, fund managers, and auditors.- Maintain highest standards of confidentiality, integrity, and professionalism in managing family assets.Ideal Candidate Profile- Chartered Accountant (CA) / CPA / MBA (Finance) with 8+ years' experience.- Strong grasp of financial analysis, investment reporting, tax, and compliance.- Proven ability to deliver high-quality insights and reports to senior stakeholders.- Integrity, discretion, and ability to independently manage sensitive financial matters. (ref:iimjobs.com)



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