Finance & Acquisitions - Family Office

Role Overview:

We are looking for a Finance, Accounts & Acquisitions Manager to manage the Directors personal investments, accounting, company financial oversight, and strategic acquisitions. The ideal candidate will have a strong background in finance, investment management, taxation, and deal structuring, preferably within a family office or HNI environment.

Key Responsibilities:

Personal Finance & Investment Management:

• Manage and optimize the Directors personal investment portfolio, including equities, mutual funds, real estate, and alternative investments.
• Track portfolio performance, evaluate new investment opportunities, and ensure tax efficiency.
• Handle banking transactions, financial reporting, and cash flow management.

Corporate Finance & Accounting Oversight:

• Oversee company financials, including cash flow, P&L statements, and taxation compliance.
• Work closely with the companys finance team to ensure regulatory adherence (GST, IT, ROC, etc.).
• Liaise with auditors, tax consultants, and legal advisors for financial planning and audits.

Acquisitions & Deal Structuring:

• Identify and evaluate potential investment and acquisition opportunities, including real estate, businesses, and strategic assets.
• Conduct financial due diligence, feasibility studies, and risk analysis for potential acquisitions.
• Structure deals, negotiate agreements, and ensure smooth transaction execution.
• Work with legal teams on acquisition contracts, valuations, and regulatory compliance.

Taxation & Compliance:

• Manage personal and corporate tax filings, wealth structuring, and estate planning.
• Ensure timely tax payments, investment structuring, and regulatory compliance.

Financial Planning & MIS Reporting:

• Prepare and present financial reports, MIS, and investment summaries for decision-making.
• Provide strategic financial insights to optimize portfolio performance and risk management.

Key Requirements:

• CA / MBA Finance / CFA / M.Com or equivalent qualification.
• 5+ years of experience in finance, acquisitions, wealth management, or investment banking.
• Strong understanding of financial modeling, taxation, investment structuring, and due diligence.
• Experience handling high-value transactions, M&A, and strategic acquisitions.
• Proficiency in accounting software, financial reporting, and compliance regulations.
• High integrity, discretion, and attention to detail in handling confidential financial matters.

Interested candidates can mail their profiles on avinash.phutane@lenexis.in