Head - Finance - Family Office - CA

We are seeking an experienced and strategic Head of Finance to lead the financial management and operations for our organization.

The ideal candidate will have a strong background in working with traditional Indian company setups and family offices, bringing a deep understanding of financial planning, compliance, and long-term wealth preservation. This role demands a hands-on approach to managing financial activities, investment portfolios, and ensuring optimal resource utilization in alignment with the organization's goals and values.

Key Responsibilities:

Strategic Financial Planning:

- Develop and implement long-term financial strategies aligned with organizational and family office objectives.

- Oversee financial forecasting, budgeting, and resource allocation for both operational and investment purposes.

Accounting & Compliance:

- Ensure accurate and timely preparation of financial statements, management reports, and statutory filings.

- Maintain compliance with Indian tax laws, corporate governance, and other regulatory requirements.

- Manage audits, both internal and statutory, ensuring adherence to best practices.

Investment Management:

- Develop and monitor investment portfolios for wealth preservation and growth.

- Assess and manage risks related to investments, ensuring alignment with the family's risk appetite and goals.

- Evaluate potential investment opportunities in line with market trends and organizational values.

Family Office Oversight:

- Manage family assets, trust structures, and estate planning activities.

- Collaborate with legal and advisory teams for seamless management of family wealth and succession planning.

Operational Excellence:

- Oversee cash flow management, working capital optimization, and treasury functions.

- Implement and maintain robust financial controls, systems, and processes to enhance efficiency and transparency.

Stakeholder Collaboration:

- Act as a trusted advisor to family members and senior leadership, providing insights for strategic decision-making.

- Maintain relationships with banks, financial institutions, and external advisors to facilitate smooth operations.

Qualifications & Experience:

- Chartered Accountant (CA) or equivalent professional qualification. MBA in Finance is a plus.

- 15+ years of progressive finance leadership experience, including working with family offices and traditional Indian businesses.

- Proven expertise in financial planning, tax structuring, investment management, and compliance.

- Strong understanding of Indian regulatory frameworks and industry best practices.

- Demonstrated ability to manage cross-functional teams and mentor finance professionals.

Skills & Attributes:

- Strategic thinker with a pragmatic approach to problem-solving.

- High degree of integrity, confidentiality, and discretion.

- Excellent interpersonal and communication skills to engage with diverse stakeholders.

- Strong analytical and decision-making skills with attention to detail.

- Ability to thrive in a dynamic, entrepreneurial environment.

Compensation: Competitive and commensurate with experience, along with performance-based incentives.