Business Head Private & Personal Business

Role & responsibilities

Only local Candidates

Position Overview

We are looking for a highly capable and trustworthy Chartered Accountant to take complete responsibility for managing and overseeing the client's private business and personal financial affairs.

The ideal candidate will act as a Business Head / Chief Business Advisor, managing financial planning, business operations, investments, banking relationships, taxation, compliance, reporting, and strategic decision-making.

This is a high-trust, confidential position requiring strong financial expertise, commercial understanding, maturity, integrity, and the ability to independently manage multiple business and personal financial matters.

Key Responsibilities

Business Management

• Take overall responsibility for the day-to-day management and financial oversight of the client's private businesses.
• Develop business plans, budgets, financial strategies, and performance targets.
• Monitor business performance, profitability, cash flows, and working capital.
• Identify opportunities for business growth, expansion, cost optimization, and improved profitability.
• Work closely with business heads, employees, consultants, vendors, and external professionals.
• Provide regular MIS and management reports to the client.

Financial Management

• Manage and monitor the overall financial affairs of the business.
• Prepare and review budgets, cash-flow projections, financial statements, and management reports.
• Monitor investments, assets, liabilities, receivables, payables, and cash positions.
• Ensure effective financial controls and proper utilization of funds.
• Evaluate major financial and commercial decisions and provide recommendations to the client.
• Liaise with banks, financial institutions, auditors, tax consultants, lawyers, and other professional advisors.

Personal / Family Financial Management

• Assist in managing the client's personal financial affairs and financial planning.
• Maintain a consolidated view of personal and business assets, investments, liabilities, and commitments.
• Coordinate with investment advisors, wealth managers, tax advisors, legal advisors, and other professionals.
• Assist in evaluating investment opportunities and financial proposals.
• Maintain proper documentation, records, reports, and confidentiality relating to personal and family financial matters.
• Ensure timely execution of financial and administrative requirements.

Taxation & Compliance

• Oversee direct and indirect tax matters in coordination with external/internal tax professionals.
• Ensure timely statutory filings, payments, audits, and regulatory compliance.
• Coordinate with Chartered Accountants, auditors, legal advisors, and regulatory consultants.
• Identify tax-planning opportunities within applicable laws.
• Ensure proper documentation and financial records are maintained.

Banking & Investment Management

• Manage relationships with banks and financial institutions.
• Review banking facilities, loans, investments, deposits, and other financial products.
• Evaluate investment proposals and provide financial analysis to the client.
• Monitor investment performance and liquidity requirements.
• Coordinate with wealth managers, portfolio managers, and investment advisors as required.

Strategic Advisory

• Act as a trusted financial and business advisor to the client.
• Provide data-driven recommendations for business and personal financial decisions.
• Evaluate new business opportunities, acquisitions, investments, partnerships, and expansion plans.
• Conduct financial due diligence and commercial analysis whenever required.
• Support the client in long-term wealth preservation and business growth.

Candidate Profile

The ideal candidate should be:

• A qualified Chartered Accountant (CA) Mandatory.
• Experienced in handling business finance, private businesses, family-owned businesses, promoter-driven organizations, or high-net-worth individuals/families.
• Strong in financial analysis, taxation, accounting, business planning, and commercial decision-making.
• Comfortable working independently and taking ownership of responsibilities.
• Mature, discreet, trustworthy, and highly professional.
• Capable of handling confidential business and personal financial information.
• Strong in communication and relationship management.

Preferred Experience

Candidates with experience as:

• Business Head
• Finance Head
• CFO / Deputy CFO
• Senior Finance Manager
• Financial Controller
• Family Office Manager
• Chief Financial Advisor
• Business/Financial Advisor to Promoters
• Senior CA in a promoter-led or family-owned business

will be preferred.

Experience in family offices, private equity, investments, real estate, manufacturing, trading, financial services, or promoter-driven businesses would be an advantage.

Key Skills

• Chartered Accountancy
• Financial Planning & Analysis
• Business Strategy
• P&L Management
• Cash Flow Management
• Investment Management
• Tax Planning
• Financial Reporting
• MIS & Business Analytics
• Business Advisory
• Wealth / Family Office Management
• Banking & Treasury
• Risk Management
• Corporate & Personal Finance
• Negotiation
• Stakeholder Management
• Strategic Decision Making

Personal Attributes

Given the nature of the role, the following qualities are essential:

• High integrity and absolute confidentiality
• Strong sense of ownership
• Mature judgment and decision-making ability
• Attention to detail
• Commercial acumen
• Proactive approach
• Excellent organizational skills
• Ability to work independently
• Strong interpersonal and communication skills
• Ability to build a long-term trusted relationship with the client

Key Success Measure

The successful candidate will be expected to become a trusted business and financial partner to the client, ensuring that the client's private businesses and personal financial affairs are professionally managed, financially optimized, well-controlled, and aligned with the client's long-term objectives.

Preferred candidate profile

Interested candidates can share across your updated profile to my email id as [email removed] / [phone removed]