Associate - Strategic Finance and Operations

Strategic Finance | CEO's Office

Your Mission: The Role

solving for better.

You are a revenue-generating, value-creating forward-deployed solver (fds) in the Finance function, sitting right close to the CEO’s office. You will directly drive financial clarity, strategic investment performance, and global tax optimization for Searce’s Founder, Promoter Hardik Parekh, and the Family Office entities.

You'll be a Directly Responsible Individual (DRI) for orchestrating transformational wealth strategies, complex cross-border reporting, and rigorous compliance for High Net-Worth Individuals (HNIs) and NRIs. You lead the charge from core financial finalization to high-impact strategic advisory by solving differently and relentlessly questioning the status quo.

Let's be clear: this is not your typical back-office "ledger-entry" finance role where you passively close books and file returns. At the Family Office, you get into the weeds, leading with a process-first mindset as our fellow solvers evlos (solve differently) strategic financial outcomes. You remain 100% accountable for the precision of reports, the integrity of compliance, and the real alpha realized across global portfolios.

If you’re an analytical, tech-savvy finance strategist with the mind of an auditor, the heart of an investor, and the precision of a builder — we’ve got a seat for you right next to the CEO’s office.

You're not a routine accountant. You're the strategic finance engine.

Your Responsibilities

what you will wake up to solve.

This isn’t a “track the expense” role. You’re here to build long-term wealth outcomes, not just maintain spreadsheets.

You’re a forward-deployed finance solver who leads from the front—designing, structuring, and delivering strategic finance solutions for UHNI/HNI portfolios and global entities. You don’t just report numbers—you bring strategic context to life through first-principles thinking and relentless problem-solving.

Your mission: Partner with the Founder and Senior Leadership. Translate financial complexity into clarity. Deliver compliant, high-performing financial structures that scale globally. Here’s how you’ll make your mark:

Drive Financial Clarity & Finalization

• Own month-end and year-end close across family office entities; finalize multi-currency statements in full compliance with US GAAP, IND AS, and AS.
• Build bespoke reports tailored to UHNI/NRI global tax structures and liquidity needs, actionable financial intelligence, not dense static reporting. Be the reason leadership trusts every single metric.

Architect Strategic Wealth & Investments

• Analyze portfolio allocations, ROI, and risk from first principles to drive data-backed capital allocation.
• Convert raw market data and business deals into investment models, rolling forecasts, and strategic scenarios; apply the evlos™ methodology to continuously reimagine budgeting and cash-flow models.
• Structure cross-border investments and align tax compliance with long-term goals for optimal net returns.

Deliver Outcomes, Not Just Decks

• Own the full financial lifecycle — bookkeeping and bank reconciliations to high-level board presentations.
• Land "pleasant surprises": uncover hidden cost efficiencies, tax-saving structures, and yield-optimization ideas through sharp, insight-driven analysis.

Lead by Influence & Compliance

• Be the DRI for the Family Office's financial integrity, own internal controls, regulatory filings, and audit readiness end-to-end.
• Partner with external tax advisors, auditors, and global legal consultants for seamless cross-border operations; model "Always in Beta" on dynamic tax laws and reporting mandates.
• Live the Searce way: stay grounded in happier values, be direct, maintain uncompromising confidentiality, and solve like you mean it.

What You Bring

• Experience: 2–5 years of intensive finance, accounting, and strategic analysis, ideally in a Family Office, UHNI/HNI wealth firm, or Big 4 / top-tier advisory.
• Credentials: Master's in Finance/Accounting or CA preferred; CPA/CFA/CMA a major plus.
• Cross-border depth: Proven track record with NRI regulations, transfer pricing concepts, and foreign entity compliance.
• Tech superpowers: Advanced spreadsheet architecture with dynamic scenario drivers; hands-on command of modern ERPs (Zoho or QuickBooks); automation mindset — automated bank feeds, expense workflows, and recurring journals.
• Strategic lens: Turns heavy general ledger data into crisp executive dashboards and forward-looking insights for the CEO's office.
• Integrity: Works directly with founders/senior leadership with absolute discretion and ethical standards.