Accounting and Investment Strategy Manager

Intellectual Capital HR Consulting Pvt. Ltd.; Pune District; On-site; INR 3,000,000 - 6,000,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. seeks a seasoned finance and investment professional to lead and fortify accounting operations across multi-entity setups.

You will identify gaps, implement internal controls, and supervise end-to-end processes including AP/AR, bank reconciliations, and statutory compliance. Proactive leadership and data-driven reporting to leadership are essential.

Qualifications

• CA with 10+ years of progressive accounting and investment experience, ideally across group companies or multi-entity environments.
• 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.

Responsibilities

• Identify and fix gaps in the finance and investment team and ensure maker-checker controls between departments.
• Ensure reconciliations (Mprofit and Tally) are completed and provide solutions to issues.
• Monitor team productivity, identify gaps, and take ownership of improving overall team effectiveness.
• Review end-to-end accounting operations for quality, efficiency, and timely finalisation of accounts (AP, AR, bank reconciliations, ledgers, statutory compliance).
• Analyze workflows to identify delays, take proactive initiative, provide leadership, and enhance efficiency.
• Develop tracking mechanisms for financial and operational transparency in real-time.
• Act as a point of contact for internal leadership and external auditors.
• Review treasury systems and identify ways to maintain live, transparent tracking.
• Prepare and present periodic findings and performance summaries to leadership.

Skills

Analytical thinking

Proactive problem solving

Team leadership

Attention to detail

Education

CA

Tools

Tally

ERP

Microsoft Excel

Mprofit

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.