Sr. Manager - F & A (Family Finance)

Deepak Fertilisers and Petrochemicals (DFPCL); Pune District; Presencial; INR 900 000 - 1 500 000; Tempo integral

Resumo da oferta

Deepak Fertilisers and Petrochemicals (DFPCL) invites an experienced personal finance manager to oversee the financial affairs of a family. Role includes accounting, taxation, budgeting, reporting, and compliance, with a focus on confidentiality.

You will coordinate with banks and wealth advisors, monitor investments, manage tax filings, track spending, and prepare annual budgets. The position requires integrity, strong Excel skills, and discreet handling of sensitive information.

Qualificações

• Strong understanding of accounting, taxation, and personal finance.
• Knowledge of investments, wealth management, and financial planning.
• Proficiency in Excel and financial reporting.

Responsabilidades

• Maintain books of accounts and prepare periodic financial statements.
• Monitor cash flows, bank balances, and investment portfolios.
• Prepare monthly and annual financial reports for family members
• Coordinate with banks, wealth managers, brokers, and financial advisors.
• Track investments including equities, mutual funds, fixed income instruments, and alternative investments.
• Manage income tax filings for family members and family entities.
• Coordinate with tax consultants and auditors.
• Ensure timely compliance with statutory and regulatory requirements
• Monitor household and personal expenses.
• Prepare annual budgets and track actual spending against budgets
• Manage insurance policies, property-related financial matters, and documentation.
• Maintain records of financial contracts, investments, loans, and legal documents..

Conhecimentos

Accounting & taxation

Investments & wealth management

Financial planning

Excel & financial reporting

Descrição da oferta de emprego

Role & responsibilities

Responsible for managing and overseeing the financial affairs, including accounting, taxation, investments, banking, compliance, budgeting, and financial reporting while ensuring confidentiality and accuracy.

• Maintain books of accounts and prepare periodic financial statements.
• Monitor cash flows, bank balances, and investment portfolios.
• Prepare monthly and annual financial reports for family members
• Coordinate with banks, wealth managers, brokers, and financial advisors.
• Track investments including equities, mutual funds, fixed income instruments, and alternative investments.
• Manage income tax filings for family members and family entities.
• Coordinate with tax consultants and auditors.
• Ensure timely compliance with statutory and regulatory requirements
• Monitor household and personal expenses.
• Prepare annual budgets and track actual spending against budgets
• Manage insurance policies, property-related financial matters, and documentation.
• Maintain records of financial contracts, investments, loans, and legal documents..

Preferred candidate profile

• Strong understanding of accounting, taxation, and personal finance.
• Knowledge of investments, wealth management, and financial planning.
• Proficiency in Excel and financial reporting.
• High level of integrity, discretion, and confidentiality.