Job Description: Finance Lead

Role details

- Location: Mumbai

- Reporting to: Chief Executive Officer

Accounting and financial reporting:

- Own the books of accounts of the AMC and ensure accurate, timely monthly closing.

- Prepare the monthly P&L and the balance sheet, with clear commentary for management.

- Present actuals against projections and against the previous year, explaining the key variances.

- Prepare financial statements and reports for the Board, Audit Committee and other committees as required.

Budgeting and projections:

- Prepare the annual budget and periodic reforecasts with business heads and the CEO.

- Track business performance against budget and flag gaps early with corrective options.

- Support management with profitability analysis and cost-benefit evaluation of initiatives.

Expense control:

- Control company expenses, including employee expenses such as travel, reimbursements and other claims, in line with approved policies.

- Review vendor payments and approve them within delegated limits.

- Report cost trends and savings opportunities to management.

Taxation and statutory compliance:

- Manage direct and indirect tax matters: GST, TDS, advance tax and income tax returns.

- Ensure timely deduction, payment and filing of statutory dues and returns, such as GST and TDS on salaries, vendor payments and distributor commissions.

- Handle tax assessments, notices and queries with consultants as required.

- Ensure compliance with applicable accounting standards, the Companies Act and other financial regulations.

Audits and controls:

- Coordinate statutory, internal, tax and regulatory audits, and close audit observations on time.

- Maintain sound internal financial controls, with clear approval processes and documentation.

Systems and team:

- Evaluate accounting and finance software, recommend the best fit for the AMC and oversee its implementation.

- Lead and develop the finance team; set priorities and review their work.

- Work with Operations, HR, Compliance and business heads on finance requirements.

Education and Experience:

- Chartered Accountant (CA).

- Post-qualification experience in finance and accounting, preferably in an asset management company, mutual fund or other financial services firm.

- Experience of managing a small finance team.

Why join us:

- Strong Leadership Vision: Work with a leadership team committed to innovation, transparency, and long-term investor value.

- High Growth Impactful Environment: Work with high performing teams in a fast-growing organization to create meaningful impact.

- Competitive Rewards and Benefits: Attractive compensation, performance-linked incentives, and recognition for merit along with best-in-class benefits.