Chief Financial Officer - CA

About The Organization

Key Responsibilities

• Develop and execute the overall financial strategy aligned with the Family Office's vision.
• Structure and oversee onshore and offshore investment vehicles to optimize returns and manage risks across jurisdictions.
• Provide strategic inputs on capital allocation, new investment opportunities, and global acquisitions or partnerships.
  

• Oversee financial performance across Real Estate, Private Credit, Debt Funds, NBFCs, Equities (listed/unlisted), Renewable Energy, and Special Situation investments.
• Lead due diligence, structuring, and execution of complex investment transactions.
• Monitor portfolio performance, track NAVs, and generate consolidated MIS across asset classes.
  

• Architect and implement best-in-class Family Office structuring for succession planning, tax efficiency, and regulatory compliance.
• Establish governance frameworks, reporting protocols, and risk management systems tailored to family objectives.
• Liaise with legal, tax, and advisory teams to ensure full regulatory adherence across all geographies.
  

• Drive cost optimization and financial discipline across operational and investment entities.
• Identify and implement financial controls to mitigate leakage and improve returns.
  

• Design and deliver high-quality MIS dashboards with real-time analytics on investment performance, risk exposure, and capital deployment.
• Present reports and financial models to stakeholders with clarity and actionable insights.
  

• Manage treasury functions, liquidity planning, and working capital optimization.
• Ensure optimal deployment of idle capital through tactical opportunities.
  

• Evaluate and support cross-border acquisitions, JV structuring, and alliances in sectors like Defence, Renewables, and Infrastructure.
• Collaborate with global partners, banks, and institutions for fundraising and co-investment strategies.
  

Desired Candidate Profile

• Chartered Accountant (CA) from a top-tier institution.
• 15+ years of progressive experience in investment management, corporate finance, or family office environments.
• Strong domain knowledge in financial structuring, capital markets, fund management, and cross-border regulations.
• Hands-on exposure to Real Estate, Alternative Investments, Defence or Renewable sectors is an advantage.
• Strong analytical mindset, leadership, and stakeholder management capabilities.
  

Personal Attributes

• Strategic thinker with a deep understanding of wealth preservation and growth.
• High integrity and discretion in handling confidential family matters.
• Ability to navigate ambiguity and work independently in a fast-evolving investment landscape.