Manager - Accounts & Finance - Family Office - CA
2 weeks ago
- 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.
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Mumbai Metropolitan Region, India Mehta & Mehta Full time ₹ 15,00,000 - ₹ 28,00,000 per yearMonitor, 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...
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