About the Opportunity:

Our client is a diversified promoter-led business group with interests across healthcare and other high-growth businesses. The Founder is building multiple ventures simultaneously and requires a trusted finance leader to oversee both personal and business financial affairs.

This is a high-impact role for a finance professional who can operate as the Founder's strategic finance partnermanaging personal wealth, taxation, compliance, treasury, financial reporting, and governance across multiple entities.

The role offers significant exposure to business strategy, investment decisions, banking, fundraising, and promoter-level financial management.

Key Responsibilities:

1. Founder's Office - Personal Finance & Wealth Management:

- Manage the Founder's personal taxation, advance tax planning, and annual tax filings.

- Coordinate with external tax advisors, CAs, and wealth managers.

- Track investments, banking relationships, insurance, real estate, loans, and overall net worth.

- Prepare periodic personal financial dashboards and net-worth statements.

- Oversee personal banking, documentation, KYC, insurance renewals, and financial planning.

2. Multi-Entity Compliance & Governance:

- Own the statutory compliance calendar across all group entities.

- Ensure timely ROC, GST, TDS, PF/ESI, Professional Tax, and other regulatory filings.

- Coordinate audits, financial statements, board compliances, and company secretarial activities.

- Manage director compliances, inter-company transactions, and regulatory documentation.

- Liaise with auditors, company secretaries, legal advisors, and tax consultants.

3. Treasury & Banking:

- Manage banking relationships, working capital facilities, term loans, and treasury operations.

- Monitor cash flows across entities and optimize fund utilization.

- Handle banking documentation, renewals, credit facilities, and treasury investments.

- Prepare regular cash flow forecasts and fund position reports.

4. Financial Planning & MIS:

- Prepare consolidated monthly MIS across multiple entities.

- Develop financial dashboards, budgets, forecasts, and variance analysis.

- Support management with financial insights, profitability analysis, and business planning.

- Build financial models and scenario analyses for strategic decisions.

5. Strategic Finance:

- Evaluate new business opportunities through financial feasibility studies.

- Support fundraising, investor presentations, financial projections, and due diligence.

- Assist in structuring new entities, investments, partnerships, and acquisitions.

- Provide financial inputs for strategic business decisions.

6. Process & Team Management:

- Coordinate finance teams across group companies.

- Strengthen internal controls, SOPs, and financial processes.

- Drive automation and improvements in finance systems and reporting.

- Act as the primary finance interface with bankers, auditors, consultants, and regulatory authorities.

We are looking for professionals who possess:

- CA preferred; CA Inter + MBA (Finance) from a premier institute or CMA with strong practical experience will also be considered.

- 7-12 years of progressive finance experience.

- Prior experience in a Promoter's Office, Family Office, Founder Support Office, or closely held business group is highly preferred.

- Strong knowledge of Indian taxation, GST, Companies Act, and statutory compliance.