Role & responsibilities

Only local Candidates

Position Overview

We are looking for a highly capable and trustworthy Chartered Accountant to take complete responsibility for managing and overseeing the client's private business and personal financial affairs.

The ideal candidate will act as a Business Head / Chief Business Advisor, managing financial planning, business operations, investments, banking relationships, taxation, compliance, reporting, and strategic decision-making.

This is a high-trust, confidential position requiring strong financial expertise, commercial understanding, maturity, integrity, and the ability to independently manage multiple business and personal financial matters.

Key Responsibilities

Business Management

- Take overall responsibility for the day-to-day management and financial oversight of the client's private businesses.
- Develop business plans, budgets, financial strategies, and performance targets.
- Monitor business performance, profitability, cash flows, and working capital.
- Identify opportunities for business growth, expansion, cost optimization, and improved profitability.
- Work closely with business heads, employees, consultants, vendors, and external professionals.
- Provide regular MIS and management reports to the client.

Financial Management

- Manage and monitor the overall financial affairs of the business.
- Prepare and review budgets, cash-flow projections, financial statements, and management reports.
- Monitor investments, assets, liabilities, receivables, payables, and cash positions.
- Ensure effective financial controls and proper utilization of funds.
- Evaluate major financial and commercial decisions and provide recommendations to the client.
- Liaise with banks, financial institutions, auditors, tax consultants, lawyers, and other qualified advisors.

Personal / Family Financial Management

- Assist in managing the client's personal financial affairs and financial planning.
- Maintain a consolidated view of personal and business assets, investments, liabilities, and commitments.
- Coordinate with investment advisors, wealth managers, tax advisors, legal advisors, and other professionals.




- Assist in evaluating investment opportunities and financial proposals.
- Maintain proper documentation, records, reports, and confidentiality relating to personal and family financial matters.
- Ensure timely execution of financial and administrative requirements.

Taxation & Compliance

- Oversee direct and indirect tax matters in coordination with external/internal tax professionals.
- Ensure timely statutory filings, payments, audits, and regulatory compliance.
- Coordinate with Chartered Accountants, auditors, legal advisors, and regulatory consultants.
- Identify tax-planning opportunities within applicable laws.
- Ensure proper documentation and financial records are maintained.

Banking & Investment Management

- Manage relationships with banks and financial institutions.
- Review banking facilities, loans, investments, deposits, and other financial products.
- Evaluate investment proposals and provide financial analysis to the client.
- Monitor investment performance and liquidity requirements.
- Coordinate with wealth managers, portfolio managers, and investment advisors as required.

Strategic Advisory

- Act as a trusted financial and business advisor to the client.
- Provide data-driven recommendations for business and personal financial decisions.
- Evaluate new business opportunities, acquisitions, investments, partnerships, and expansion plans.
- Conduct financial due diligence and commercial analysis whenever required.
- Support the client in long-term wealth preservation and business growth.

Candidate Profile The ideal candidate should be:

- A qualified Chartered Accountant (CA) Mandatory.
- Experienced in handling business finance, private businesses, family-owned businesses, promoter-driven organizations, or high-net-worth individuals/families.
- Strong in financial analysis, taxation, accounting, business planning,



and commercial decision-making.
- Comfortable working independently and taking ownership of responsibilities.
- Mature, discreet, trustworthy, and highly professional.
- Capable of handling confidential business and personal financial information.
- Strong in communication and relationship management.

Preferred Experience

Candidates with experience as

- Business Head
- Finance Head
- CFO / Deputy CFO
- Senior Finance Manager
- Financial Controller
- Family Office Manager
- Chief Financial Advisor
- Business/Financial Advisor to Promoters
- Senior CA in a promoter-led or family-owned business

will be preferred. Experience in family offices, private equity, investments, real estate, manufacturing, trading, financial services, or promoter-driven businesses would be an advantage.

Key Skills

- Chartered Accountancy
- Financial Planning & Analysis
- Business Strategy
- P&L; Management
- Cash Flow Management
- Investment Management
- Tax Planning
- Financial Reporting
- MIS & Business Analytics
- Business Advisory
- Wealth / Family Office Management
- Banking & Treasury
- Risk Management
- Corporate & Personal Finance
- Negotiation
- Stakeholder Management
- Strategic Decision Making

Personal Attributes Given the nature of the role, the following qualities are essential:

- High integrity and absolute confidentiality
- Strong sense of ownership
- Mature judgment and decision-making ability
- Attention to detail
- Commercial acumen
- Proactive approach
- Excellent organizational skills
- Ability to work independently
- Strong interpersonal and communication skills
- Ability to build a long-term trusted relationship with the client

Key Success Measure The successful candidate will be expected to become a trusted business and financial partner to the client, ensuring that the client's private businesses and personal financial affairs are professionally managed, financially optimized, well-controlled, and aligned with the client's long-term objectives.

Preferred candidate profile

Interested candidates can share across your updated profile to my email id as [email protected] / (phone hidden)

📌 Business Head Private & Personal Business (Bengaluru)
🏢 Matrix HR Technologies
📍 Bengaluru