CA Family office Finance & Operations

CA Family office – Finance & Operations

Function : Family office – Finance, operations & investments

Location : Delhi / Gurgaon (There would be travelling involved for 5-7 days in a month)

Role

· Managing individuals, HUF and companies regular accounts and finance operations with related activities

· Act as overall coordinator for Audits, I tax and related statutory requirements for family ventures

· Coordination / Monitoring of various investments options.

· Regular involvement in any new investments / ventures and other operational activities of the family companies.

· Preparation of periodical reports.

· Preparation of business plan & projections

Required Skills

· Financial statements deep knowledge & experience in handling tax matters (direct & Indirect)

• In-depth knowledge of financial data analysis.
• Should have worked in desired areas with hands on experience.
• Understanding of regular banking and business operations & related aspects
• Excellent written and verbal communication skills, proficiency in presenting the reports
• Highest level of ethical integrity
• Strong interpersonal & communication skills

Key Result Areas

• Analyze periodical reports of finance, tax, audit etc. as applicable
• Create reporting models for presentation.
• Interact with various institutions / vendors for regular updates on proposed / existing companies/ operations and new opportunities.
• Analyze reports for management on various parameters for increasing efficiency and effectiveness.
• Timely Execution of various assignments with minimum lapses

Qualification

• CA / MBA in finance, economics, financial engineering, with experience of handling related activities

Number of years of experience

Minimum 5-6 years of relevant experience in finance department and other business operations as a coordinator from family side.