Role & responsibilities

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 teams 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.
- Dont say “This is not my job.”
- Innovative and dynamic personality.
- Contemporary, open-minded thinking.
- Welcoming of change and new systems.

📌 Accounting and Investment Strategy Manager (Pune)
🏢 Intellectual Capital HR Consulting
📍 Pune