Financial Reporting

2 days ago

Mumbai, Maharashtra, India Neo Wealth Management Full time ₹ 20,00,000 - ₹ 25,00,000 per year

Role & responsibilities

Financial Reporting & Audit

  • Prepare & review financial statements under Ind AS / IFRS.
  • Independently manage quarterly & annual audits with Big 4 firms.
  • Establish internal controls, policies & SOPs.
  • Prepare consolidated financials across domestic & overseas entities.

Regulatory & Compliance

  • Ensure compliance with SEBI (AIF / PMS / MF), RBI, and Companies Act.
  • Manage filings, submissions & investor reporting.
  • Handle FEMA & cross-border compliance (added advantage).

Taxation

  • Oversee direct & indirect tax compliance (TDS, GST, income tax, audits).
  • Manage tax assessments, transfer pricing & documentation.
  • Monitor evolving tax laws & ensure effective tax planning.
  • Support fund structuring from a tax efficiency perspective.

Business Finance & Support

  • Partner with AIF, PE, PMS & MF teams for financial insights.
  • Support new fund launches & investment structures.
  • Liaise with regulators, auditors & internal stakeholders.

People & Process Management

  • Mentor team members across finance, accounts & tax.
  • Drive process improvements, automation & best practices.

Preferred candidate profile

  • Qualification: Chartered Accountant (CA).
  • Experience: 7+ years in finance, accounting, taxation & compliance.
  • Industry Expertise: Asset Management AIFs, PE, Mutual Funds.
  • Technical Skills:
  • Strong knowledge Ind AS, IFRS, Companies Act, Income Tax Act.
  • Direct & indirect taxation, transfer pricing, audit closures.
  • SEBI, RBI, FEMA, cross-border structures related regulations.
  • Proficiency in Oracle ERP systems and MS Office suite
  • Strong analytical, problem-solving & stakeholder management skills.
  • Proactive, detail-oriented & adaptable to fast-paced environments.

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