Strategic Finance | Intermediate
A forward-deployed solver and trusted financial steward , managing the intricate wealth and investments of a family office with precision, strategic insight, and unwavering accountability.
Your Mission : The Role
You are a technically accountable, outcome-delivering finance professional , directly managing and enhancing the family's wealth and investments from first principles.
You'll be a Directly Responsible Individual (DRI) for co-innovating transformative financial outcomes by solving differently and relentlessly questioning the status quo. You lead the charge from initial engagement to successful execution and ownership of the financial outcome.
Let’s be clear : this isn't your typical analyst role where success is measured solely in basic reports. You will get into the weeds, leading with a process-first mindset, while remaining 100% accountable for the solutions you propose and the real outcomes realized .
If you're a finance expert with the brain of a strategist, the heart of a steward, and a fierce commitment to discretion, we’ve got a seat for you at the front of the table.
You're not just an analyst. You're the financial engine.
Your Responsibilities
This isn't a passive role. You are the founder, the architect, and the DRI to strategize as well as execute transformative financial outcomes for the family office.
Your mission is to specialize in managing and enhancing the family's wealth and investments, focusing on strategic investments, compliance, and financial reporting for both High Net-Worth Individuals (HNI) and Family Office Entities.
Here's how you’ll make your mark :
- Own Financial Operations : Lead financial reporting, bookkeeping, and day-to-day operations with precision. Own the accuracy and timeliness of all financial data for the family's assets.
- Architect Innovative Solutions : Apply a process-first mindset to identify inefficiencies and design streamlined financial systems for the family office.
- Provide Strategic Insight : Go beyond reporting to offer strategic insights through budgeting, forecasting, and investment analysis, directly impacting the family's portfolio.
- Ensure Impeccable Compliance : Serve as the first line of defense against financial and regulatory risks, ensuring flawless compliance with international standards and tax laws.
- Lead by Example : Model extreme ownership, radical clarity, and a calm-in-chaos approach
Welcome to Searce
We're a ' process-first ', AI-native modern tech consultancy rewriting the rules. As an engineering-led consultancy, we relentlessly improve real business outcomes. Our solvers co-innovate with clients to futurify operations, making processes smarter, faster, and better. We build alongside clients for transformation, embedding lasting competitive advantage, not just vanity metrics. The result? Modern business reinvention, built on math, tech, and clarity of purpose.
Functional Skills
Meticulous Analyst : Possesses exceptional analytical and problem-solving skills with an unwavering attention to detail and accuracy.Confidential Communicator : Articulates complex financial information clearly and persuasively while maintaining the highest level of discretion and confidentiality.Proactive Planner : Thinks in outcomes, not tasks. Maps financial activities to business impact—intelligently, immediately.Cross-Functional Catalyst : Thrives in a collaborative environment, bringing out the best in others to achieve a common goal.Tech Superpowers
Finance Tech Fluency : Knows how to leverage accounting software and financial tools to automate and streamline processes.Data-Driven Architect : Turns raw financial data into future-ready, actionable insights.More than a spreadsheet user, a data storyteller : Proven ability to create compelling financial models and reports that guide decision-making.Experience & Relevance
Financial Pedigree : 3+ years of hands-on experience in a comprehensive finance and accounting role. You must have proven expertise in financial statement finalization (US GAAP, IND AS), budgeting and forecasting , and strategic financial analysis .Family Office Acumen : You have a proven track record of managing all facets of a family office's or UHNI's financial life. This includes direct experience with investment review, compliance, taxation , and regulatory matters for HNIs and Family Office Entities.Operational Expertise : Demonstrated ability to manage all core operational functions, from bookkeeping and month-end closing to internal controls and audit coordination .Specialized Knowledge : You have a deep, practical understanding of the unique financial reporting and compliance requirements for NRIs and HNIs .Certification : A Chartered Accountant (CA) qualification is strongly preferred, with a degree in finance or accounting being a must.Join the ‘ real solvers ’
Ready to futurify? If you're excited by the possibilities of what an AI-native engineering-led, modern tech consultancy can do to futurify businesses, apply here and experience the 'Art of the possible'. Don't Just Send a Resume. Send a Statement.