Advenza - Chief Financial Officer/Chief Investment Officer - Family Office

Chief Financial Officer cum Chief Investment Officer/ Family Office

Job Description:

This is a unique and high-impact role that blends strategic corporate finance leadership with oversight of the promoter family's investment portfolio. It offers the opportunity to lead the finance function of a pioneering business while shaping long-term wealth strategy through a professionally managed family office.

Please find the key highlights of the role below:

Position: Chief Financial Officer cum Chief Investment Officer

Location: Thane

Reports to: Managing Director

Experience: 15+ years in financial leadership, with exposure to family office investment management

Company: Advenza Global Limited

Key Responsibilities

Corporate CFO:

- Oversee all financial functions including accounting, budgeting, MIS, taxation, costing, and treasury for the business.

- Partner with business units to drive profitability, cost optimization, and capital efficiency.

- Implement robust cost accounting and inventory control processes specific to manufacturing

operations.

- Manage working capital cycles, supplier credit, capex planning, and project finance.

- Lead strategic planning initiatives including plant expansions, JV/partner evaluations, and capital structuring.

Family Office / Chief Investment Officer:

- Define and manage the investment strategy for the family office, focusing on wealth preservation and long-term growth.

- Allocate capital across asset classes: equity, debt, private equity, real estate, start-ups, and offshore investments.

- Conduct due diligence on investment opportunities and present recommendations to the family.

- Track financial markets, assess portfolio risks, and rebalance based on goals and market conditions

Qualifications & Experience:

- Chartered Accountant (CA), MBA (Finance), or CFA preferred.

- 15+ years of progressive experience in financial leadership roles.

- Exposure to investment management or family office operations is essential.

- Experience working directly with promoters, family-run businesses.

Skills & Attributes:

- Strong analytical and business acumen; hands-on and execution-focused.

- Integrity, confidentiality, and maturity to handle family financial matters.

- Excellent communication and stakeholder management.

- Strategic thinker with ability to manage complex projects and portfolios.