Accounting and Investment Strategy Manager

Job Description

Location: Fort, Mumbai Reports To: Managing Director Employment Type: Full-Time Experience Required: 10+ years in accounting, finance, and treasury (investment) with leadership experience - CA required CTC: upto 25 LPA? About the Role: As a next step in our group expansion, we are looking for a candidate to join our team as a senior professional with experience in our investment (public and private markets) and accounts departments, with significant future growth potential. You?ll play a critical role in identifying gaps, streamlining processes, and ensuring both departments run in synergy like an international MNC. You will need to be a dynamic all-rounder with experience in treasury (investments), accounting, and have the ability to use software such as Mprofit and Tally. If you are open-minded, innovative, and a proactive problem solver, as well as a good team leader who will commit your best to our organisation, we encourage you to apply for this unique role. Key Responsibilities: ???????Be a crucial addition to the finance and investment team, identifying and fixing any gaps as a team player with proactive initiative ? ensuring maker-checker controls between departments. ???????Ensure Mprofit and Tally reconciliations are completed and provide solutions to issues if any arise. ???????Be proactive and monitor the team?s productivity, identify gaps wherever applicable, and take ownership of improving overall team effectiveness. ???????Take responsibility for reviewing end-to-end accounting operations for quality, efficiency, and smoothness, including Accounts Payable, Accounts Receivable, bank reconciliations, ledgers, statutory compliance, and the closing of books, ensuring timely finalisation of accounts. ???????Analyse workflows with the team to understand what is pending, where delays are occurring, and why tasks are not completed on time. Take proactive initiative, provide leadership, and enhance efficiency. ???????Develop tracking mechanisms to ensure financial and operational transparency on a real-time basis. ???????Be a good team player with no ego, and support and motivate the team to perform at their best. ???????Evaluate existing accounting processes in both departments and introduce systems or automation to improve accuracy and efficiency. ???????Act as the point of contact for internal leadership and external auditors. ???????Review our treasury systems and identify new and innovative ways to maintain live, transparent tracking. ???????Prepare and present periodic findings from both departments, along with insights and performance summaries, to the family/promoter. Qualifications & Experience: ????????CA? ????????10+ years of progressive accounting and investment 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, etc.) and Microsoft Excel. ????????Experience with 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 leadership qualities. ????????Proactive and show initiative. ????????No complaining. ????????Take accountability and responsibility. ????????Don?t say ?This is not my job.? ????????Innovative and dynamic personality. ????????Modern, open-minded thinking. ????????Welcoming of change and new systems. How to Apply Kindly send your updated CV along with a cover letter to [email protected]