Key Responsibilities:
1. Finance & Accounting Leadership:
- – Oversee day-to-day operations of the finance and accounting function, ensuring accuracy, timeliness and compliance.
- – Lead financial planning, budgeting and forecasting; monitor financial performance and identify areas for improvement.
- – Ensure timely filing of statutory returns (TDS, GST, annual filings) and compliance with applicable accounting standards, laws and regulations.
- – Drive receivable collections, vendor payment discipline and monthly MIS reporting to management.
- – Develop and implement financial policies, procedures and internal controls.
- – Manage relationships with external auditors, tax authorities and other financial stakeholders.
- – Oversee the timely filing and management of promoters’ and management’s personal compliance requirements.
2. Risk Advisory & Client Delivery:
- – Lead engagements in internal audit, internal financial controls (IFC) / risk control matrices, process reviews, risk assessments and finance function advisory.
- – Oversee ERP/SAP implementation projects for clients.
- – Advise clients on the applicability of relevant statutory provisions and amendments, and translate regulatory changes into practical guidance.
- – Act as the single point of contact (SPOC) for clients during income tax and GST assessments.
- – Identify control gaps, fraud and compliance risks, and recommend remediation roadmaps with clear ownership and timelines.
- – Review deliverables for quality, accuracy and insight before they reach clients and senior management.
- – Prepare and present financial and risk reports to senior management, clients and stakeholders.
- – Coordinate with bankers and external agencies for data points and information flows required for client engagements.
- – Ensure smooth, proactive and effective communication with clients throughout the engagement lifecycle.
3. Business Development & Client Growth:
- – Identify, originate and pursue new advisory opportunities through networking, referrals, industry forums and cross-selling to existing clients.
- – Own the proposal cycle: scoping, pricing, drafting proposals and presentations, and closing mandates.
- – Build and sustain long-term relationships with CXOs, promoters, CFOs and other decision-makers.
- – Establish B2B partnerships with professional firms, both within and outside India, to source and deliver work.
- – Contribute to the firm’s go-to-market strategy, service positioning, thought leadership and market intelligence.
- – Work with partners to meet revenue, pipeline and realization targets for the practice.
- – Monitor client satisfaction, handle escalations and drive repeat business and referrals.
4. Team Leadership & Firm Building:
- – Lead, mentor and develop a team of finance, accounting and advisory professionals; set goals and conduct performance reviews.
- – Plan resources and manage engagement timelines, budgets and profitability.
- – Foster a culture of technical excellence, continuous learning and accountability.
- – Collaborate with other departments and partners to support strategic initiatives and business objectives.
- – Build reusable methodologies, templates and knowledge assets for the practice.
Qualifications & Experience:
- – Chartered Accountant (CA) preferred; alternatively, a professional degree in Accounting, Finance or a related field (CMA, MBA-Finance, CIA, FRM or similar is an advantage).
- – 10+ years of progressive experience in finance, accounting, internal audit or risk advisory, including 3+ years in a managerial capacity; mid-tier firm or consulting experience is preferred.
- – Demonstrated experience in business development, such as proposal writing, client pitching and conversion of leads into mandates.
- – Proven leadership of teams and delivery of results across multiple concurrent engagements.
Technical & Functional Competencies:
- – Strong command of financial principles, Ind AS / IGAAP, Companies Act, direct and indirect tax, and related regulations.
- – Working knowledge of risk frameworks (COSO, enterprise risk management), internal financial controls and internal audit standards.
- – Advanced proficiency in financial modelling, analysis and reporting.
- – Proficiency in MS Office, ERP and accounting systems (Tally, Zoho, etc.); exposure to data analytics tools is an advantage.
- – Excellent analytical, problem-solving and decision-making skills.
Behavioural Competencies:
- – Exceptional communication, presentation and interpersonal skills, with the ability to engage confidently with senior management and external stakeholders.
- – Entrepreneurial, relationship-driven and commercially aware.
- – High integrity, sound judgment and attention to detail.
- – Ability to mentor, motivate and manage teams in a fast-paced environment.
Key Performance Indicators:
- – Quality and timeliness of engagement delivery; zero compliance lapses.
- – New business generated, proposal conversion rate and pipeline growth.
- – Revenue, utilization and realization for the practice.
- – Client satisfaction and retention.
- – Team development, retention and engagement.