Head – Finance Operations – Family Office Native

The Corporate Institute; Mumbai; Presencial; INR 4 500 000 - 6 000 000; Tempo integral

Resumo da oferta

The Head – Finance Operations at Apparel Manufacturing Client will oversee end-to-end accounting, compliance, taxation, governance and MIS for the promoter family office. Based in Andheri, Mumbai, the role is an operations and control mandate with no front-office investment decisions.

You will lead a small team, ensure statutory compliance, coordinate with auditors and wealth advisors, and deliver high-quality reporting across entities and asset classes, preserving confidentiality and strong

Qualificações

• CA is mandatory for eligibility.
• MBA in Finance is an added advantage.
• 12+ years of total experience in accounts, finance, compliance, governance and taxation.
• Experience in a family office or promoter investment office preferred.
• Ability to work in a confidential, high-trust environment.

Responsabilidades

• Oversee end-to-end accounting across all family office entities.
• Ensure monthly, quarterly and annual financial statements.
• Lead budgeting, forecasting, cash-flow planning and variance analysis.
• Strengthen internal controls and risk-management processes.
• Coordinate with auditors, wealth advisors, PMS-AIF managers for reporting.
• Design and deliver MIS dashboards for decision making.
• Lead a small team (2–3) across accounts, compliance and MIS.

Conhecimentos

Financial acumen

Leadership

Stakeholder management

Governance

Formação académica

Chartered Accountant (CA)

MBA in Finance

Descrição da oferta de emprego

Role Title: Head – Finance Operations (Family Office)

Organisation: Apparel Manufacturing Client

Location: Andheri, Mumbai

Reporting To: Promoter Family – Head of Family Office

Assets under Management: ~ INR 1,000 crore across asset classes

Role Objective:

The Head – Finance Operations will lead the end-to-end accounting, finance, compliance, taxation, governance and MIS function for the promoter family office, which manages a book of approximately INR 1,000 crore across asset classes. The role ensures financial discipline, regulatory compliance, strong governance and high-quality reporting across all family office entities, investments and structures, operating in a confidential, high-trust environment. This is an operations and control mandate – it does not involve investment decision-making, portfolio management or any front-office – analyst responsibility.

Key Responsibilities:

Accounts and Finance:

• – Oversee complete accounting operations across all family office entities – books maintenance, periodic closures and finalisation of accounts.
• – Ensure accurate and timely monthly, quarterly and annual financial statements.
• – Lead budgeting, forecasting, cash-flow planning and variance analysis.
• – Strengthen internal controls, financial discipline and risk-management processes.
• – Maintain accounting and record-keeping across asset classes; coordinate with external wealth advisors, PMS-AIF managers and bankers on statements, reconciliations and reporting.

Compliance and Statutory Management:

• – Ensure full compliance with all statutory and regulatory requirements applicable to the family office entities.
• – Oversee compliance under the Companies Act, LLP Act, Trust regulations and other applicable laws.
• – Coordinate statutory audits and ensure timely closure of audit observations.
• – Act as the primary interface with auditors, regulators and advisors.

Governance:

• – Establish and maintain robust governance frameworks across all entities.
• – Ensure proper documentation, approvals, board processes and record maintenance.
• – Support governance requirements for boards, committees and investment structures.

Taxation:

• – Lead direct and indirect taxation processes and compliance, including income-tax filings for the entities and family structures.
• – Oversee tax filings, assessments, representations and any litigation management.
• – Work with tax advisors on structuring and planning while ensuring full compliance.
• – Track regulatory and tax-law changes and assess their impact on the family office.

MIS and Reporting:

• – Design and deliver high-quality MIS and dashboards for the promoter family and Head of Family Office.
• – Provide decision-oriented insights covering financial performance, compliance status, risks and cash positions.
• – Ensure data accuracy, consistency and timeliness across all reports.

Team Leadership:

• – Lead and manage a small team (2 – 3) across accounts, compliance and MIS.
• – Provide direction, performance management and capability development.
• – Ensure role clarity, accountability and execution discipline.

Candidate Profile:

Qualification:

• – Chartered Accountant (CA) mandatory; MBA (Finance) an added advantage.

Experience:

• – 12+ years of total experience across accounts, finance, compliance, governance and taxation.
• – Recent experience in a family office – promoter investment office mandatory; prior background in BFSI – capital markets an advantage.
• – Exposure to multiple asset classes and the products the family office is invested in (listed equities, PE, real estate, debt, AIF-PMS).
• – Experience operating in a confidential, high-trust environment is essential.
• – Stability and longevity in career track; strong preference against frequent job changes.

Key Skills and Competencies:

• – Strong financial and commercial acumen.
• – Deep understanding of statutory compliance and taxation.
• – Governance-oriented mindset with high integrity.
• – Ability to manage complexity across multiple entities and investments.
• – Strong leadership and stakeholder-management skills.