Job Title: Senior Finance & Accounts Lead
Location: Mumbai | Employment: Full-time
Role Overview
We are seeking a strategic finance leader with 7-10 years of post-qualification experience (CA - 1st attempt preferred), who brings proven expertise in financial governance, cross-functional integration, compliance, and digital transformation.
This is a senior leadership role, reporting directly to the CEO, and plays a critical part in shaping capital structuring, SPV governance, regulatory alignment, and elevating the investor finance experience.
Key Responsibilities
Strategic Financial Oversight
- Lead full-spectrum finance operations: fund flows, treasury, taxation, audit, reconciliations, and payroll
- Monitor capital deployment, inter-SPV accounting, and ensure multi-entity financial compliance
- Build and oversee financial models, forecasts, investor performance dashboards, and board-level MIS
- Maintain key relationships with auditors, regulators, and banking/investment partners
Operational Excellence & Compliance
- Ensure compliance and quality control across all financial workflows:
- Investor onboarding (KYC, EOI validation)
- PAS-4 filings and lifecycle document management
- SPV setup, registration, bank/payment integrations
- Annual filings, ROC compliance, and statutory coordination (AGMs, audit reports)
- Conduct internal audits and implement risk and control matrices across finance operations
Leadership & Cross-Functional Collaboration
- Manage and mentor a 6-8 member finance & accounts team, fostering a culture of ownership and performance
- Serve as a strategic point of contact for CXO escalations, investor financial queries, and compliance matters
- Drive collaboration across Legal, Tech, Operations, Product, and Fund Management for integrated finance outcomes
Strategic Planning & KPI Management
- Define and track financial KPIs and governance metrics linked to business objectives
- Contribute to high-impact initiatives such as AIF utilization strategy, cost efficiency, and investor reporting optimization
- Lead the evaluation and implementation of ERP systems, automation tools, and digital finance workflows
Additional Competencies:
- In-depth knowledge of GST, TDS, Companies Act, Income Tax, SEBI guidelines
- Experience in multi-entity accounting, capital structuring, SPV governance, and investor financial operations
- Proven track record of team management, cross-functional leadership, and stakeholder reporting
- Strong proficiency in Tally, and Excel
- Strong communication and presentation skills for CXO and investor-facing roles
Ideal Candidate Profile
Qualification:
Chartered Accountant (CA) - 1st attempt preferred
Experience:
7-10 years post-qualification, including 3-5 years in a senior finance role
Preferred Sectors:
Fintech, AIFs, SM REITs, PropTech, Wealth Management, Real Estate Investments