Finance & Accounts (Family office)-8-12-Santacruz

Role : Finance & Accounts (Family office)

Experience : 8 to 12 Years

Qualification : CA

Location : Santacruz

Job Description :

To lead and manage the financial affairs of the Investment Office, with complete

responsibility for Accounts, MIS, Audit, and Finance. The role will ensure robust

governance, insightful reporting, and strategic oversight of investments across asset

classes including public markets, real estate, private equity, and alternate assets.

Key Responsibilities : -

Monitor, track, and report performance of the family's investment portfolio across

asset classes.

Ensure accurate accounting, book-keeping, and reporting across all investment

entities.

Oversee cash flow, fund movements, and treasury management to optimize liquidity.

Maintain transparent and up-to-date records of investments, valuations, and returns.

Develop and deliver timely MIS dashboards and investment performance reports for

principals.

Provide variance analysis, trend insights, and forward-looking projections to support

decision-making.

Ensure adherence to all statutory, tax, and regulatory requirements.

Lead statutory and internal audits, liaising with auditors, tax advisors, and legal

counsel.

Implement strong internal controls and governance frameworks across investments.

Act as the central financial point of contact for principals, advisors, bankers, fund

managers, and auditors.

Maintain highest standards of confidentiality, integrity, and professionalism in

managing family assets.

Education

Chartered Accountancy (C.A)

Skills Required

Tax, Audit