Finance Manager - Family Office

People with experience in family office may apply

Objective of the role:

The Accounting Manager will be responsible for overseeing comprehensive financial operations across multiple Family Office entities. This role requires a strategic professional who can manage complex financial activities, ensure regulatory compliance, and lead a high-performing finance team while supporting the family office's investment and operational objectives.

Roles and responsibilities:

The incumbents roles & responsibilities will include but not limited to:

• Accounting Supervision: Oversee and ensure completion of all accounting activities across Family Office entities
• Banking Operations: Supervise and manage banking-related activities for all entities
• Loan Management: Monitor and service loans across Family Office entities
• Financial Reporting: Ensure timely closure of books of accounts and preparation of financial statements
• Budget Preparation: Assist in preparing annual and monthly fund flow budgets for Family Office entities in consultation with Treasury Manager/Family Members.
• Budget Management: Monitor budget performance
• Fund Flow Compliance: Ensure adherence to fund flow regulations within entities per secretarial and taxation requirements
• Audit Management: Coordinate and supervise internal and statutory audits, providing necessary documentation and addressing auditor queries
• SEBI Compliance: Ensure compliance with SEBI regulations for promoter companies
• Tax Compliance: Supervise Income Tax compliance including timely filing of returns, TDS certificate management, and submissions to assessing/appellate authorities
• Regulatory Updates: Stay current with changing regulations and implement necessary compliance measures
• Team Management: Lead and develop the finance team members
• Strategic Initiatives: Execute special assignments as directed by senior management
• Process Improvement: Identify and implement financial process enhancements

Attributes required:

Position requirements/ preferred skills:

• Strong knowledge of accounting, bookkeeping, cash flow management and risk management techniques.
• Proficiency in financial reporting software
• Deep understanding of SEBI, Income Tax, and corporate compliance requirements
• Strong analytical and problem-solving abilities
• Strong written and verbal communication skills.
• Ability to work individually and in a team environment, fast-paced deadline-oriented environment.

Role Attributes:

Leadership: Proven ability to lead and develop teams

• Communication: Excellent written and verbal communication skills
• Problem Solving: Strong analytical and problem-solving abilities
• Attention to Detail: High accuracy and attention to detail
• Time Management: Ability to manage multiple priorities and meet deadlines
• Stakeholder Management: Experience working with senior executives and external partners