Accountant & Investment Coordinator

1 week ago


Hyderabad, Telangana, India Zen Technologies Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Location: Gachibowli, Hyderabad

Type: Full-time

Reporting To: Family Office Principal

Key Responsibilities

1. Accounting & Bookkeeping

• Maintain day-to-day books using software (Tally / Zoho / QuickBooks / Asset Vantage)

• Reconcile bank and investment accounts monthly

• Track and classify all income, expenses, and inter-entity transfers

• Ensure compliance with accounting standards

2. Financial Coordination

• Prepare and maintain payment schedules and cash flow forecasts

• Manage vendor records and payments

• Coordinate with external CAs, tax advisors, and wealth managers

• Handle documentation for investments, compliance, and filings (not filing directly)

3. Investment Tracking & MIS

• Maintain records of all investments across entities

• Generate bi-weekly and ad-hoc MIS reports

• Assist in reviewing term sheets, valuations, and cap tables where applicable

4. Team Management

• Maintain confidentiality of sensitive family and business data

Requirements

• 510 years of accounting/finance experience

• Experience with multi-entity accounting and reconciliation

• Familiarity with investment reporting and tools like Asset Vantage or Excel

• Strong organizational and communication skills

• Knowledge of Indian tax laws, GST, and ROC coordination (preferred)

Salary: Based on experience and capability



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