Finance Lead - Mutual Fund

: Finance Lead

Role details

• Location: Mumbai
• Reporting to: Chief Executive Officer

Accounting and financial reporting:

• Own the books of accounts of the AMC and ensure accurate, timely monthly closing.
• Prepare the monthly P&L and the balance sheet, with clear commentary for management.
• Present actuals against projections and against the previous year, explaining the key variances.
• Prepare financial statements and reports for the Board, Audit Committee and other committees as required.

Budgeting and projections:

• Prepare the annual budget and periodic reforecasts with business heads and the CEO.
• Track business performance against budget and flag gaps early with corrective options.
• Support management with profitability analysis and cost-benefit evaluation of initiatives.

Expense control:

• Control company expenses, including employee expenses such as travel, reimbursements and other claims, in line with approved policies.
• Review vendor payments and approve them within delegated limits.
• Report cost trends and savings opportunities to management.

Taxation and statutory compliance:

• Manage direct and indirect tax matters: GST, TDS, advance tax and income tax returns.
• Ensure timely deduction, payment and filing of statutory dues and returns, such as GST and TDS on salaries, vendor payments and distributor commissions.
• Handle tax assessments, notices and queries with consultants as required.
• Ensure compliance with applicable accounting standards, the Companies Act and other financial regulations.

Audits and controls:

• Coordinate statutory, internal, tax and regulatory audits, and close audit observations on time.
• Maintain sound internal financial controls, with clear approval processes and documentation.

Systems and team:

• Evaluate accounting and finance software, recommend the best fit for the AMC and oversee its implementation.
• Lead and develop the finance team; set priorities and review their work.
• Work with Operations, HR, Compliance and business heads on finance requirements.

Education and Experience:

• Chartered Accountant (CA).
• Post-qualification experience in finance and accounting, preferably in an asset management company, mutual fund or other financial services firm.
• Experience of managing a small finance team.

Why join us:

• Strong Leadership Vision: Work with a leadership team committed to innovation, transparency, and long-term investor value.
• High Growth Impactful Environment: Work with high performing teams in a fast-growing organization to create meaningful impact.
• Competitive Rewards and Benefits: Attractive compensation, performance-linked incentives, and recognition for merit along with best-in-class benefits.