Accounting and Investment Strategy Manager

Intellectual Capital HR Consulting Pvt. Ltd.; Ernakulam; Presencial; INR 9.000.000 - 15.000.000; Jornada completa

Descripción de la vacante

Intellectual Capital HR Consulting Pvt. Ltd. seeks a senior finance and investment leader to oversee accounting, internal controls, and treasury for multi-entity environments. You will ensure maker-checker discipline, drive process improvements, and deliver timely financial insights.

The role requires a CA with 10+ years of progressive accounting experience, proficiency in Tally/ERP and Mprofit, and strong leadership and analytical skills. Experience in a family office is a plus.

Formación

• CA with 10+ years of progressive accounting and investment experience.
• Experience in family office or promoter-driven setups is a plus.
• Strong knowledge of accounting principles, internal controls, and statutory requirements.
• Proficient with Tally, ERP and Microsoft Excel; experience with Mprofit is a plus.

Responsabilidades

• Identify and fix gaps in finance and investment teams with maker-checker controls.
• Ensure Mprofit and Tally reconciliations are completed and resolve issues.
• Monitor team productivity and drive improvements in effectiveness.
• Oversee end-to-end accounting operations including AP, AR, bank reconciliations, ledgers, statutory compliance, and closing of books.
• Analyze workflows to reduce delays and improve efficiency with proactive leadership.
• Develop real-time tracking for financial and operational transparency.
• Support and motivate the team to perform at their best with no ego.
• Evaluate processes and introduce automation to improve accuracy.
• Act as the point of contact for internal leadership and external auditors.
• Review treasury systems and maintain live, transparent tracking.
• Present periodic findings and insights to the family/promoter.

Conocimientos

Attention to detail

Analytical thinking

Leadership

Team collaboration

Proactive problem solving

Educación

CA

Herramientas

Tally

ERP

Mprofit

Microsoft Excel

Descripción del empleo

Role & responsibilities

Key Responsibilities:

• Be a crucial addition to the finance and investment team, identifying and fixing any gaps as a team player with proactive initiative - ensuring maker-checker controls between departments.
• Ensure Mprofit and Tally reconciliations are completed and provide solutions to issues if any arise.
• Be proactive and monitor the teams productivity, identify gaps wherever applicable, and take ownership of improving overall team effectiveness.
• Take responsibility for reviewing end-to-end accounting operations for quality, efficiency, and smoothness, including Accounts Payable, Accounts Receivable, bank reconciliations, ledgers, statutory compliance, and the closing of books, ensuring timely finalisation of accounts.
• Analyse workflows with the team to understand what is pending, where delays are occurring, and why tasks are not completed on time. Take proactive initiative, provide leadership, and enhance efficiency.
• Develop tracking mechanisms to ensure financial and operational transparency on a real-
  time basis.
• Be a good team player with no ego, and support and motivate the team to perform at their best.
• Evaluate existing accounting processes in both departments and introduce systems or automation to improve accuracy and efficiency.
• Act as the point of contact for internal leadership and external auditors.
• Review our treasury systems and identify new and innovative ways to maintain live, transparent tracking.
• Prepare and present periodic findings from both departments, along with insights and performance summaries, to the family/promoter.

Qualifications & Experience

• CA
• 10+ years of progressive accounting and investment experience, ideally across group companies or multi-entity environments.
• Prior experience in a family office or promoter-driven setup is a plus.
• Strong knowledge of accounting principles, internal controls, and statutory requirements.
• Proficient with accounting software (Tally, ERP, etc.) and Microsoft Excel.
• Experience with Mprofit

Soft Skills & Attributes

• High attention to detail and accountability.
• Strong analytical thinking and a proactive problem-solving approach.
• Ability to balance hands-on involvement with strategic oversight.
• Excellent interpersonal and communication skills.
• Resilient, with a solution-oriented mindset in a fast-paced environment.
• No ego.
• Supportive leadership qualities.
• Proactive and show initiative.
• No complaining.
• Take accountability and responsibility.
• Dont say “This is not my job.”
• Innovative and dynamic personality.
• Modern, open-minded thinking.
• Welcoming of change and new systems.