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.

Thane

Mumbai

Maharashtra

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

Job Description for Advenza - Chief Financial Officer/Chief Investment Officer - Family Office  in Advenza Global Limited in  Thane Mumbai Maharashtra for (15-20) years of experience. Apply Now!