Dot & Key Wellness - Senior Finance Manager

Job Title: Senior Manager / Deputy General Manager - Finance.

Department: Finance.

Location: Kolkata.

Reports to: CEO/Director.

Experience Required: Minimum 7 years post-qualification experience.

Qualification: Chartered Accountant (CA).

Job Summary:.

We are seeking an experienced and qualified finance professional to join our team as Sr.

Manager / DGM - Finance.

- The ideal candidate will have a strong background in investment and portfolio management, with deep expertise in financial analysis, capital allocation, strategic investments, and stakeholder reporting.

- This role is critical in supporting the financial growth through intelligent capital deployment and performance monitoring of investment portfolios.

Key Responsibilities:

- Lead the end-to-end process of investment evaluation, including financial modelling, risk assessment, due diligence, and investment committee presentations.

- Manage and optimise the investment portfolio across asset classes (equity, debt, real estate, alternatives, etc.

- Monitor portfolio performance, prepare investment dashboards, and regularly update senior management on key metrics.

- Identify new investment opportunities in line with corporate strategy and conduct feasibility studies.

- Support M&A transactions including valuation, financial structuring, and integration planning.

- Ensure compliance with internal policies, regulatory requirements (SEBI, RBI, etc.), and governance frameworks.

- Coordinate with external advisors, consultants, and financial institutions for investment execution and reporting.

- Collaborate with internal teams (legal, tax, accounting) for seamless deal closures and post-investment management.

- Assist in capital planning, budgeting, and long-term financial forecasting.

- Contribute to strategic initiatives, including fund-raising and investor relations.

Key Requirements:.

- Qualified Chartered Accountant (CA) with a strong academic track record.

- Minimum of 7 years of relevant post-qualification experience, with at least 4+ years in investment and portfolio management.

- Strong financial modelling and analytical skills.

- Experience in M&A, private equity, venture capital, or corporate investment roles preferred.

- Sound knowledge of accounting standards, financial regulations, and compliance.

- Excellent communication, stakeholder management, and presentation skills.

- Proactive, strategic thinker with strong attention to detail and execution ability.