Accounting and Investment Strategy Manager

Intellectual Capital HR Consulting Pvt. Ltd.; Lucknow; On-site; INR 1,400,000 - 2,100,000; Full time

Benefits offered by this job

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Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is seeking a Chartered Accountant with 10+ years of accounting and investment experience to join the finance and investment team in Lucknow.

You will identify gaps, ensure robust maker-checker controls, and oversee end-to-end accounting operations including AP/AR, bank reconciliations, ledgers, and statutory compliance. The role requires proactive leadership, strong analytical skills, and a hands-on approach to improve team effectiveness and overall

Qualifications

• CA with 10+ years of progressive accounting and investment experience, ideally across group companies or multi-entity environments.
• Prior exposure to family office or promoter-driven setups 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.

Responsibilities

• Review end-to-end accounting operations for quality, efficiency and timely closing (AP, AR, bank reconciliations, ledgers, statutory compliance).
• Ensure maker-checker controls between departments and drive financial governance.
• Monitor team productivity, identify gaps and drive improvements.
• Act as point of contact for leadership and external auditors; present findings and insights.
• Review treasury systems and maintain live, transparent tracking of cash and investments.
• Develop real-time tracking mechanisms for financial and operational transparency.

Skills

Internal controls

Financial analysis

Process improvement

Team leadership

Microsoft Excel

Education

CA (Chartered Accountant)

10+ years accounting/investment experience

Tools

Mprofit

Tally

ERP systems

Job description

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.