Role & responsibilities

Responsible for managing and overseeing the financial affairs, including accounting, taxation, investments, banking, compliance, budgeting, and financial reporting while ensuring confidentiality and accuracy.

- Maintain books of accounts and prepare periodic financial statements.
- Monitor cash flows, bank balances, and investment portfolios.
- Prepare monthly and annual financial reports for family members
- Coordinate with banks, wealth managers, brokers, and financial advisors.
- Track investments including equities, mutual funds, fixed income instruments, and alternative investments.
- Manage income tax filings for family members and family entities.
- Coordinate with tax consultants and auditors.
- Ensure timely compliance with statutory and regulatory requirements




- Monitor household and personal expenses.
- Prepare annual budgets and track actual spending against budgets
- Manage insurance policies, property-related financial matters, and documentation.
- Maintain records of financial contracts, investments, loans, and legal documents..

Preferred candidate profile

- Robust understanding of accounting, taxation, and personal finance.
- Knowledge of investments, wealth management, and financial planning.
- Proficiency in Excel and financial reporting.
- High level of integrity, discretion, and confidentiality.

📌 Sr. Manager - F & A (Family Finance) (Pune)
🏢 Deepak Fertilisers and Petrochemicals (DFPCL)
📍 Pune