Job Description

7-10
Mumbai
Full-Time

Job Title: Senior Finance & Accounts Lead

Location: Mumbai | Employment: Full-time

Role Overview

We are seeking a strategic finance leader with 7-10 years of post-qualification experience (CA - 1st attempt preferred), who brings proven expertise in financial governance, cross-functional integration, compliance, and digital transformation.

This is a senior leadership role, reporting directly to the CEO, and plays a critical part in shaping capital structuring, SPV governance, regulatory alignment, and elevating the investor finance experience.

Key Responsibilities

Strategic Financial Oversight

Lead full-spectrum finance operations: fund flows, treasury, taxation, audit, reconciliations, and payroll Monitor capital deployment, inter-SPV accounting, and ensure multi-entity financial compliance Build and oversee financial models, forecasts, investor performance dashboards, and board-level MIS Maintain key relationships with auditors, regulators, and banking/investment partners

Operational Excellence & Compliance

Ensure compliance and quality control across all financial workflows: Investor onboarding (KYC, EOI validation) PAS-4 filings and lifecycle document management SPV setup, registration, bank/payment integrations Annual filings, ROC compliance, and statutory coordination (AGMs, audit reports) Conduct internal audits and implement risk and control matrices across finance operations

Leadership & Cross-Functional Collaboration

Manage and mentor a 6-8 member finance & accounts team, fostering a culture of ownership and performance Serve as a strategic point of contact for CXO escalations, investor financial queries, and compliance matters Drive collaboration across Legal, Tech, Operations, Product, and Fund Management for integrated finance outcomes

Strategic Planning & KPI Management

Define and track financial KPIs and governance metrics linked to business objectives Contribute to high-impact initiatives such as AIF utilization strategy, cost efficiency, and investor reporting optimization Lead the evaluation and implementation of ERP systems, automation tools, and digital finance workflows

Additional Competencies:

In-depth knowledge of GST, TDS, Companies Act, Income Tax, SEBI guidelines Experience in multi-entity accounting, capital structuring, SPV governance, and investor financial operations Proven track record of team management, cross-functional leadership, and stakeholder reporting Strong proficiency in Tally, and Excel Strong communication and presentation skills for CXO and investor-facing roles

? Ideal Candidate Profile

Qualification:

Chartered Accountant (CA) - 1st attempt preferred

Experience:

7-10 years post-qualification, including 3-5 years in a senior finance role

Preferred Sectors:

Fintech, AIFs, SM REITs, PropTech, Wealth Management, Real Estate Investments