DSR Office

2 days ago

Hyderabad, India Optimus Capital (Formerly Navatris Investments) Full time

Job Title: Chartered Accountant (CA) - Finance Lead Trainee

Location: Hyderabad

Type: Full-Time

Experience Required: Freshly Qualified CA

Reports To: Chairman

About The Organization

  • Optimus Capital is boutique family investment firm of Dr D Srinivasa Reddy, who is also the founder and chairperson of a leading pharmaceutical group - Optimus.
  • Packed with unmatched experience and extensive knowledge of running a successful pharma group has stepped into the financial world with a commitment to support start-ups and businesses.
  • We are a diversified Family Office with strategic investments across Real Estate, Debt & Structured Finance, NBFCs, Listed & Unlisted Equities (Domestic and Offshore), Special Situations, Renewable Energy, Defence, and Banking.

About The Role
We are looking for a dynamic, ethical, and detail-oriented Chartered Accountant to join our family office. This is an exciting opportunity for a freshly qualified CA who is looking to build a long-term career in a trusted, close-knit environment. Initially focused on core accounting and compliance, the candidate will gradually transition into a strategic finance leadership role within the office.

Key Responsibilities
Accounting & Compliance:

  • Maintain day-to-day books of accounts in line with Indian Accounting Standards.
  • Manage accounts payable/receivable, bank reconciliations, and ledger scrutiny.
  • Oversee TDS, GST, and other tax filings in coordination with consultants.
  • Assist in personal taxation and wealth structuring of family members.
  • Liaise with auditors for annual audits and statutory compliance.
  • Monitor and maintain records of investments, assets, and liabilities.

Strategic Finance Leadership

  • Take ownership of budgeting, forecasting, and financial planning.
  • Provide financial insights for investment decisions, real estate, and family ventures.
  • Monitor the performance of portfolio investments - including mutual funds, PMS, startups, etc.
  • Work closely with legal and tax advisors for estate and succession planning.
  • Be the go-to person for end-to-end finance and reporting to the family principals.
  • Support in setting up and optimizing internal systems and processes.

Who Should Apply

  • Recently qualified Chartered Accountant (CA) with excellent academic record.
  • Strong grounding in accounting, taxation, and compliance.
  • Eager to take full ownership and responsibility in a lean, high-trust setup.
  • Long-term mindset with the ability to grow into a leadership role.
  • Proficiency in Tally / QuickBooks / Excel; exposure to investment tracking tools is a plus.
  • Ability to work discreetly, maintaining strict confidentiality.

Why Join Us

  • Direct exposure to holistic finance management in a private, dynamic setup.
  • Long-term role with progressive learning and full leadership potential.
  • Opportunity to work closely with decision-makers and advisors.
  • Stability, flexibility, and a non-corporate but professional work culture.

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