Finance Lead – Mutual Fund ARIN CONSULTANCY

The Corporate Institute; Mumbai; On-site; INR 3,500,000 - 6,000,000; Full time

Job summary

The Corporate Institute in Mumbai is seeking a Finance Lead to manage accounting, reporting, budgeting, and controls for the organization. You will own the books, prepare monthly statements, and present insights to the CEO and Board.

You will drive cost control, tax compliance, and audits while leading a small finance team in a dynamic financial services setting. Ideal candidates are Chartered Accountants with post-qualification experience in finance, capable of analytics, and ready to

Qualifications

• CA is mandatory for this role.
• Post-qualification experience in finance and accounting.
• Experience managing a small finance team in financial services preferred.

Responsibilities

• Own books of accounts and ensure timely monthly closing.
• Prepare monthly P&L and balance sheet with management commentary.
• Present actuals vs projections and explain variances.
• Prepare financial statements for Board and Audit Committee.
• Prepare annual budget and quarterly reforecasts with business heads and CEO.
• Track performance vs budget and flag gaps with corrective actions.
• Review vendor payments and ensure compliance with policies.
• Coordinate audits and close audit observations on time.
• Lead and develop the finance team and collaborate with operations, HR, compliance and business heads.

Education

Chartered Accountant (CA)

Job description

Job Description: Finance Lead

Role details

• Location: Mumbai
• Reporting to: Chief Executive Officer

Accounting and financial reporting:

• Own the books of accounts of the AMC and ensure accurate, timely monthly closing.
• Prepare the monthly P&L and the balance sheet, with clear commentary for management.
• Present actuals against projections and against the previous year, explaining the key variances.
• Prepare financial statements and reports for the Board, Audit Committee and other committees as required.

Budgeting and projections:

• Prepare the annual budget and periodic reforecasts with business heads and the CEO.
• Track business performance against budget and flag gaps early with corrective options.
• Support management with profitability analysis and cost-benefit evaluation of initiatives.

Expense control:

• Control company expenses, including employee expenses such as travel, reimbursements and other claims, in line with approved policies.
• Review vendor payments and approve them within delegated limits.
• Report cost trends and savings opportunities to management.

Taxation and statutory compliance:

• Manage direct and indirect tax matters: GST, TDS, advance tax and income tax returns.
• Ensure timely deduction, payment and filing of statutory dues and returns, such as GST and TDS on salaries, vendor payments and distributor commissions.
• Handle tax assessments, notices and queries with consultants as required.
• Ensure compliance with applicable accounting standards, the Companies Act and other financial regulations.

Audits and controls:

• Coordinate statutory, internal, tax and regulatory audits, and close audit observations on time.
• Maintain sound internal financial controls, with clear approval processes and documentation.

Systems and team:

• Evaluate accounting and finance software, recommend the best fit for the AMC and oversee its implementation.
• Lead and develop the finance team; set priorities and review their work.
• Work with Operations, HR, Compliance and business heads on finance requirements.

Education and Experience:

• Chartered Accountant (CA).
• Post-qualification experience in finance and accounting, preferably in an asset management company, mutual fund or other financial services firm.
• Experience of managing a small finance team.

Why join us:

• Strong Leadership Vision: Work with a leadership team committed to innovation, transparency, and long-term investor value.
• High Growth Impactful Environment: Work with high performing teams in a fast-growing organization to create meaningful impact.
• Competitive Rewards and Benefits: Attractive compensation, performance-linked incentives, and recognition for merit along with best-in-class benefits.