Posted By
Posted in
Banking & Finance
Job Code
1547656
Role Overview:
We are looking for a Finance, Accounts & Acquisitions Manager to manage the Directors personal investments, accounting, company financial oversight, and strategic acquisitions. The ideal candidate will have a strong background in finance, investment management, taxation, and deal structuring, preferably within a family office or HNI environment.
Key Responsibilities:
Personal Finance & Investment Management:
- Manage and optimize the Directors personal investment portfolio, including equities, mutual funds, real estate, and alternative investments.
- Track portfolio performance, evaluate new investment opportunities, and ensure tax efficiency.
- Handle banking transactions, financial reporting, and cash flow management.
Corporate Finance & Accounting Oversight:
- Oversee company financials, including cash flow, P&L statements, and taxation compliance.
- Work closely with the companys finance team to ensure regulatory adherence (GST, IT, ROC, etc.).
- Liaise with auditors, tax consultants, and legal advisors for financial planning and audits.
Acquisitions & Deal Structuring:
- Identify and evaluate potential investment and acquisition opportunities, including real estate, businesses, and strategic assets.
- Conduct financial due diligence, feasibility studies, and risk analysis for potential acquisitions.
- Structure deals, negotiate agreements, and ensure smooth transaction execution.
- Work with legal teams on acquisition contracts, valuations, and regulatory compliance.
Taxation & Compliance:
- Manage personal and corporate tax filings, wealth structuring, and estate planning.
- Ensure timely tax payments, investment structuring, and regulatory compliance.
Financial Planning & MIS Reporting:
- Prepare and present financial reports, MIS, and investment summaries for decision-making.
- Provide strategic financial insights to optimize portfolio performance and risk management.
Key Requirements:
- CA / MBA Finance / CFA / M.Com or equivalent qualification.
- 5+ years of experience in finance, acquisitions, wealth management, or investment banking.
- Strong understanding of financial modeling, taxation, investment structuring, and due diligence. Experience handling high-value transactions, M&A, and strategic acquisitions.
- Proficiency in accounting software, financial reporting, and compliance regulations.
- High integrity, discretion, and attention to detail in handling confidential financial matters.
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Posted By
Posted in
Banking & Finance
Job Code
1547656