Chief Financial Officer - Family Office of Promoter - CA

Chief Financial Officer - Family Office of Promoter - CA

Mandatory - 15-20 years of experience of managing a Family office and working with Promoters and family members of a small/ medium sized operations

Background of the role : The candidate would be required to oversee and manage the Family Office of Promoter. The above role would involve overseeing and managing the financial affairs of the Promoter family including accounting, finance, taxation and compliance for all Promoter Group family members including the private investment companies of the Promoter Group - both domestic and overseas. The incumbent will also be responsible for managing and advising all investments of Promoter Group including evaluating any new opportunities.

Job Responsibilities:

- Manage all accounting operations including Billing, A/R, A/P, GL, and Revenue Recognition and Accounting for expenses.

- Ensure statutory compliances such as GST, TDS, Income Tax returns, RoC returns are filed in timely manner.

- Co-ordinate with customers/ suppliers

- Preparation of final accounts for management, Preparation of statutory financial statements in accordance with accounting standards & guidelines as required by local laws .

- Preparation of the annual budget and any MIS that may be required

- Dealing with Private Wealth Managers to review and monitor investment portfolio and advising the Promoter on the same.

- Ability to financially evaluate any new business or investment opportunity that may be presented to the Promoter Group.

- Preparing balance sheet, profit and loss statement, and other reports/ MIS

- Audit of Accounts, all statutory compliances and filings as may be required under the law

- Dealing with Banks/ Institutions for any funding requirements, raising loans, doing documentation, and managing banking relationships.

- Managing Accounting, compliance, documentation for overseas investment companies

- Overseeing all company law matters

Education Skills and Experience : 

- 15-20 years of experience of managing a Family office and working with Promoters and family members of a small/ medium sized operations

- Chartered Account and preferably a Company Secretary

Keyskills : Integrity & honesty, Accounting, Reporting Skills, Attention to Detail, Deadline-Oriented, Reporting, Confidentiality, Time Management, Strong interpersonal and presentation skills

IT Skills: Excellent skills of MS Office (Excel, Word, Powerpoint), Tally accounting software

Team : The incumbent will have a team of 2-3 people who will be reporting to him to assist him in accounting operations and day to operating matters.