Portfolio Manager - Venture Capital Firm - CA

Job Description:-

- Oversee all company accounts and investments.

- Create monthly and annual reports to identify results, trends, and financial forecasts.

- Manage cash flow by tracking transactions and regularly reviewing internal reports

- Supervise and manage financial department staff, including accountants and financial assistants.

- Motivate and lead finance team members by clarifying roles and providing helpful feedback.

- Suggest updates and improvements for accounting systems, including payroll and invoicing.

- Ensure that all financial transactions are properly recorded, filed, and reported

- Establish and implement financial reporting systems to comply with government regulations and legislation.

- Collaborate with auditing services to ensure proper compliance with all regulations

- Develop budgets and financial plans for the company based on research and data reports

- Review all financial plans and budgets regularly to look for cost reduction opportunities

- Examine all financial reports and data closely to check for discrepancies

- Create systems to prevent errors in data collection and calculations.

- Manage and comply with local, state, and federal government reporting requirements and tax filings

- Coordinate and direct the preparation of the budget and financial forecasts and report variances.

Key Requirements:-

- CA fully Qualified.

- Min Exp around 8 Years.

- Should have experience of working in Management Consulting firms.