Chief financial officer
1 day ago
Position: CFO Location: India (remote/hybrid for first two years; potential U. S. transition or global role thereafter) Visit our Website: Experience: Minimum 10 years in accounting and leadership roles, with significant experience in building and managing accounting units. Preferred experience in U. S. tax preparation and CFO services for a U. S.-based firm. About the Role We are seeking a dynamic and experienced Chartered Accountant (CA) and/or MBA to join our team as a pivotal member of UWS. This individual will play a central role in shaping and expanding our accounting, tax, and CFO services division. Starting with a two-year tenure in India, this role involves immersive learning across the organization, from client acquisition to delivering a top-tier client experience. The ultimate vision for this role is to lead the establishment of an in-house accounting and CFO services unit, transitioning from external resources to a fully internal operation. Over time, this person will grow into the CEO of UWS Accounting, Tax, and CFO Services, driving growth, innovation, and client excellence. Key Responsibilities 1. Organizational Learning: • Gain a deep understanding of the firm’s operations, including client acquisition (finding), service delivery (grinding), and relationship management (minding). • Work closely with various teams to understand UWS’s unique approach to providing exceptional client experiences. 2. Financial Oversight: • Serve as the inside CFO for UWS, managing financial operations in collaboration with external accounting firms. • Oversee budgeting, financial planning, reporting, and compliance for the organization. 3. Building the Accounting Unit: • Develop a roadmap for creating an internal accounting arm focused on U. S. tax and CFO services. • Recruit, train, and manage a high-performing team to support the vision. • Establish processes, systems, and workflows to ensure scalability and efficiency. Growth and Expansion (After 24 Months) 1. Transitioning to In-House Services: • Lead the transition from external to in-house accounting, tax, and CFO services. • Build and refine the service delivery model to meet client needs with precision and excellence. 2. Leadership & Vision: • Assume the role of CEO for UWS Accounting, Tax, and CFO Services. • Drive business growth, oversee client engagements, and ensure financial performance targets are met. • Represent UWS in client and industry engagements, establishing the firm as a leader in accounting and CFO services. 3. Strategic Development: • Identify opportunities for expanding the service portfolio, including tax advisory, CFO consulting, and financial planning services. • Stay updated on industry trends, ensuring the division remains competitive and innovative. Required Qualifications • Educational Background: • Chartered Accountant (CA) and/or MBA in Finance or Accounting. • Additional certifications (CPA, CMA, or equivalent) are a plus. Experience: • At least 10 years of experience in accounting, tax preparation, and financial management. • Proven track record of building and managing accounting units, preferably for U. S.-based clients. • Technical Expertise: • Strong knowledge of U. S. tax laws, compliance, and reporting requirements. • Proficiency in accounting software and financial management tools. Leadership Skills: • Demonstrated ability to lead teams, manage projects, and drive strategic initiatives. • Excellent communication, problem-solving, and decision-making abilities. • Cultural Fit: • Entrepreneurial mindset with a passion for building and scaling businesses. • Commitment to delivering exceptional client experiences.
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