Job Summary

We are hiring an experienced Chartered Accountant for a senior leadership role with a growing investment management platform. The position will involve end-to-end ownership of finance, accounting, taxation, treasury, regulatory compliance, corporate governance and business operations.

The candidate will work directly with the CEO and investment team, taking independent ownership of the organisation's finance and operational functions. This is a hands-on leadership role suited for professionals who can manage complex financial transactions, capital raising, regulatory requirements and multi-entity financial operations.

Key Responsibilities

1. Finance, Accounting & MIS

- Lead the complete finance and accounting function, including monthly, quarterly and annual financial closures.
- Prepare and review financial statements, consolidated MIS, P&L;, Balance Sheet and Cash Flow statements.
- Develop portfolio-level reporting covering investment valuations, asset-wise yields, IRR and NAV.
- Prepare financial dashboards, budgets, cash flow forecasts and management reports.
- Coordinate periodic investment valuations and financial reporting for the Board and stakeholders.

2. Treasury & Investment Operations

- Manage treasury, liquidity, banking operations, fund movements and reconciliations.
- Handle investment and divestment settlements across listed and unlisted securities, bonds, InvITs and AIFs.
- Manage AIF commitments, capital drawdowns, distributions and investor onboarding.
- Monitor portfolio cash flows, capital expenditure and debt servicing requirements.

3. Debt & Equity Fundraising

- Lead end-to-end debt fundraising from banks, NBFCs and other financial institutions.
- Prepare financial models, information memorandums and lender presentations.
- Manage lender negotiations, credit appraisal,



due diligence, sanctions and disbursements.
- Monitor loan covenants, repayment schedules, security creation and regulatory filings.
- Support equity fundraising, investor due diligence, financial modelling, data rooms and transaction documentation.

4. Corporate Governance & Board Management

- Coordinate Board meetings, Investment Committee meetings and shareholder meetings.
- Prepare board agendas, notices, board packs, minutes and resolutions.
- Coordinate with external Company Secretaries and legal advisors.
- Maintain statutory registers, corporate records and governance documentation.

5. Compliance, Taxation & Audit

- Oversee statutory and regulatory compliance across group entities and SPVs.
- Ensure compliance with Companies Act, LLP requirements, Income Tax, TDS, GST, RBI/FEMA and SEBI regulations, wherever applicable.
- Manage statutory audits, internal audits, tax assessments and regulatory filings.
- Maintain compliance calendars and ensure timely completion of all statutory obligations.

6. Legal Coordination & Operations

- Coordinate with external legal counsel on investment agreements, shareholder agreements, loan documentation and commercial contracts.
- Manage financial, tax and legal due diligence for transactions.
- Establish internal financial controls, SOPs, payment approval matrices and reporting systems.
- Oversee administrative operations, vendors,



banking relationships and external service providers.

Candidate Profile

- Qualified Chartered Accountant (CA) with 710 years of post-qualification experience.
- Prior experience in finance leadership, financial controllership or corporate finance.
- Experience in any of the following sectors will be preferred:
- Alternative Investment Funds (AIFs)
- Investment Management / Family Offices
- InvITs / REITs
- Infrastructure and Real Estate
- Financial Services / Investment Platforms
- Multi-entity corporate finance environments

- Strong experience in debt fundraising, particularly with banks and NBFCs.
- Excellent knowledge of financial modelling, treasury, investment accounting and portfolio reporting.
- Working knowledge of Companies Act, GST, Income Tax, FEMA and regulatory compliance.
- Experience in handling Board matters, audits and external qualified advisors.
- Strong analytical, communication, negotiation and stakeholder management skills.

Desired Skills

- Financial Planning & Analysis (FP&A;)
- Financial Modelling
- Treasury Management
- Debt Syndication & Fundraising
- Investment Accounting
- Regulatory Compliance
- Corporate Governance
- Board Reporting
- Due Diligence
- Taxation & Audit Management
- Advanced MS Excel

Role: Financial Controller, Industry Type: Investment Banking / Venture Capital / Private Equity, Department: Finance & Accounting, Employment Type: Full Time, Permanent Role Category: Finance Education PG: CA in CA Key Skills Skills highlighted with ‘‘ are preferred keyskills Finance and AccountsFinancial AccountingMIS ReportingComplianceStartup Financial ControllershipFinance ControlControllershipFinancial ControlFinancial ReportingTreasury ManagementFinancial AuditingFinancial OperationsAccounting Operations

📌 Senior Manager / AVP - Finance, Compliance & Operations (Bengaluru)
🏢 Placementship In
📍 Bengaluru