Finance Controller

Designation: Finance Controller

Location: Bangalore

Experience: Chartered Accountant with ~8 years of experience

About Our Client

Our client is a global, digital-first private wealth platform providing comprehensive and no-frills wealth management solutions for the entire spectrum ranging from sophisticated high net worth individuals to first-time investors. Powered by an unparalleled combination of advanced algorithms and investment professionals, we focus on providing personalized products and unbiased advice. We have the finest minds of the fintech industry as part of our leadership team and have been recognized by several forums to be at the forefront of the fintech industry. We offer our team-members strong prospects for learning, growth and career development while offering a culture of camaraderie and ownership.

Key Responsibilities

A) Revenue, Partner Sharing & Accounts Receivable (A/R):

• Ensure timely automated revenue computations, validations, publishing, and invoicing.
• Drive the A/R process, review outstanding receivables, and ensure timely collections.
• Provide periodic gross and net revenue insights, A/R status, and other required reports to management.
• Offer revenue forecasts and revenue leakage reports to management.
• Ensure timely and accurate partner revenue sharing MIS & payments as per SLAs.
• Resolving all queries from Partners, RMs, Clients on the computations & collections

B) Corporate Finance (Books of Accounts, Accounts Payable (A/P), Treasury, MIS reporting, Audit & other Compliances):

• Managing the full spectrum of financial accounting, books closure and reporting for all group entities & their consolidation.
• Drive accurate and timely monthly, quarterly, and year-end reporting and analysis (MIS, cash burn, cost centre reports, variance analysis, financials).
• Review payments, monitor cash flows, manage liquidity, and optimize the organization’s financial position.
• Lead the audit process, liaising with internal and external auditors to ensure timely completion of audit requirements.
• Liaising with investors/shareholders on all finance matters.
• Managing banking relationships, cash and other treasury related activities.
• Ensure compliance with all statutory authorities, including Tax, GST, RBI, Registrar of Companies, IRAS, SFC, and other financial reporting requirements.

C) General responsibilities

• Develop and implement financial policies, procedures, and controls to ensure compliance with regulatory requirements and best practices
• Meet deadlines, handle multiple priorities, and perform job responsibilities accurately in a fast paced & vibrant environment.
• Perform ad-hoc financial analysis and projects as requested by senior management
• Additional duties as necessary

Key Skills

• Microsoft Excel, PPT expert
• Innovative and detail-oriented professional with a strong automation mindset, dedicated to streamlining processes and enhancing productivity through technology.
• Proficient with QuickBooks, Zoho books & other automation tools
• Natural curiosity to ask questions and form independent views
• Ability to simplify complex issues and incorporate effective storytelling to engage and influence the audience at executive level.
• The candidate must be self-driven, be hands-on and motivated
• Knowledge of IFRS/Ind AS along with group level consolidation
• Knowledge of financial sector would be an added advantage
• Strong attention to detail and high-quality work standards.
• Strong analytical skills and comfortable dealing with large numerical data sets.
• Excellent people management skills, capable of managing multiple stakeholders.