Investment and Accounting Strategy Manager

About the job

Job Title: Investment and Accounting Strategy Manager. Location: Fort, Mumbai Reports To: Managing Director Employment Type: Full-Time Experience Required: 10+ years in accounting, finance, and treasury with leadership experience About the Role: As a next step in our group expansion, we are looking for a candidate to join our team as a senior in our accounts department, with a huge future growth potential. You’ll play a critical role in identifying gaps, streamlining processes, and ensuring our finance function runs like an international MNC. You will need to be a dynamic all-rounder with experience in treasury, accounting, and software’s like Mprofit and Tally. Key Responsibilities: Team Leadership & Oversight: • Be a crucial addition to the account’s teams, fix any gaps from the inside as a team player with proactive initiation. • Be proactive and monitor the team’s productivity, identify where there is a gap if any, and take it upon yourself to increase the overall effective functioning of the team. • Take responsibility for end-to-end accounting operations quality, efficiency and smoothness including Accounts Payable, Accounts Revisable, bank reconciliations, ledgers, and statutory compliance as well as the closing of books and ensuring a timely finalisation of accounts. • Analyse workflows as a part of the team to understand what is pending, where delays are occurring, and why tasks are not completed on time, if at all. Take proactive initiation, be a leader and enhance efficiency on your end. • Develop tracking mechanisms to ensure financial and operational transparency at a real-time person. • Be a good team player with no ego and support and motivate the team to perform at the best of their abilities. • Evaluate existing accounting processes and introduce systems or automation to improve accuracy and efficiency. • Act as the point of contact for internal leadership and external auditors. • Go through our treasury systems and find new and innovative ways to keep live transparent tracking • Find new ways to incorporate effective systems between the treasure and accounts teams. • Prepare and present periodic financial and investment insights and performance summaries to the family/promoter. Qualifications & Experience: • CA. • 10+ years of progressive accounting and finance experience, ideally across group companies or multi-entity environments. • Prior experience in a family office or promoter-driven setup is a plus. • Strong knowledge of accounting principles, internal controls, and statutory requirements. • Proficient with accounting software (Tally, ERP, SAP, Zoho, etc.) and Microsoft Excel. • Experience in treasury handling and accounting. • Experience in Mprofit Soft Skills & Attributes: • High attention to detail and accountability. • Strong analytical thinking and a proactive problem-solving approach. • Ability to balance hands-on involvement with strategic oversight. • Excellent interpersonal and communication skills. • Resilient, with a solution-oriented mindset in a fast-paced environment. • No ego • Supportive and leadership qualities • Proactive and initiation • No complaining • Take accountability and responsibility • Don’t say no to work e.g., it is not my job • Innovative and dynamic person • Modern, open-minded thinking • Welcoming change and new systems.

Requirements

• Accounting
• Finance
• Treasury management
• Leadership
• Analytical skills

Qualifications

• CA

Preferred Technologies

• Accounting
• Finance
• Treasury management
• Leadership
• Analytical skills