AVP/DVP - Financial Control - CA

Company Overview

We are a Single Family Office managing a diverse portfolio of investments, real estate holdings, and operating businesses. The family office focuses on financial security, wealth preservation, and strategic growth aligned with the family's long-term goals.

Position Overview

The person will be responsible for managing the financial operations, including accounting, reporting, compliance, and assisting in investment oversight. The role requires a Chartered Accountant (CA) who is highly skilled in financial control and can ensure the smooth functioning of the office's financial processes.

Key Responsibilities

Financial Operations & Reporting:

1. Oversee day-to-day financial activities, including accounting, cash flow management, and accounts payable/receivable.

2. Prepare timely and accurate financial reports, including profit and loss statements, balance sheets, and consolidated financial statements.

3. Manage budgeting, forecasting, and financial planning processes for the family office and its entities.

4. Compliance & Regulatory Management:

5. Ensure compliance with all relevant statutory and regulatory requirements, including tax filings, GST, TDS, and other statutory obligations.

6. Liaise with auditors and external consultants to complete statutory audits, tax audits and financial reviews.

7. Ensure proper documentation and adherence to internal controls to safeguard the family's assets.

Tax Planning & Risk Management:

1. Collaborate with external tax advisors to optimize tax strategies and ensure efficient tax planning for both domestic and international assets.

2. Identify financial risks and recommend risk mitigation strategies.

Team Management & Collaboration:

1. Lead and mentor junior accounting staff to maintain accuracy and efficiency in financial processes.

2. Collaborate with legal, operations, and investment teams to ensure cohesive financial management across all areas.

Qualifications & Experience

- Chartered Accountant (CA) certification is mandatory.

Experience:

1. Minimum of 7-10 years of experience in financial control & reporting, with prior experience in a family office, head office of a family run business

2. Strong knowledge of accounting standards, financial reporting, and tax regulations in India.

Skills:

1. Proficiency in accounting software (such as Tally, QuickBooks) and Excel.

2. Excellent analytical and problem-solving skills.

3. Strong communication and interpersonal skills, with the ability to interact effectively with senior leadership and external partners.

4. High level of integrity, confidentiality, and attention to detail.

Key Attributes

- Ability to manage multiple priorities in a fast-paced environment.

- Hands-on approach with strong attention to detail.

- Strong work ethic and commitment to maintaining the family office's financial integrity.