Finance Lead

About Company

The company operates in the digital wealth management and financial technology sector, providing technology-driven investment and portfolio management solutions.

Job Description

POSITION OVERVIEW:
We are seeking an experienced Finance Lead with 2-3 years of progressive accounting experience to lead critical finance and accounting functions across our organization. This role is ideal for a Chartered Accountant (CA) professional who has thrived in a fast-paced startup environment and demonstrated the ability to own complex accounting challenges from initiation to resolution.

KEY RESPONSIBILITIES:
Core Accounting & Financial Management 
1. Books of Accounts & Statutory Compliance: Lead full cycle accounting operations including month-end/quarterend/year-end close activities, ensuring accuracy and timeliness 
2. Audit Coordination: Manage relationships with external and internal auditors; prepare schedules, reconciliations, and supporting documentation; resolve audit observations independently 
3. Revenue Recognition & Computation: Own revenue computation across different product lines and jurisdictions; ensure compliance with applicable accounting standards (IFRS/Ind-AS); evaluate new product revenue models and streamline calculations 
4. Tax Compliance & Planning: Drive tax compliance across multiple jurisdictions; coordinate with tax advisors; identify tax optimization opportunities and implement strategies 
5. Accounts Receivable & Payable Management: Oversee AR aging, collections strategy, and invoice management; manage AP workflows and payment schedules; ensure timely and accurate reconciliations 
6. Journal Entries & Reconciliations: Prepare, review, and approve complex journal entries including revenue, deferred revenue, and intercompany transactions; maintain complete reconciliation schedules 

Leadership & Process Ownership 
1. Issue Resolution & Closure: Proactively identify accounting discrepancies, outstanding items, and process gaps; drive issues to closure with accountability and without escalation dependency 
2. Process Development & Improvement: Document, formalize, and continuously improve accounting processes and internal controls; implement controls to strengthen compliance and reduce errors 
3. Team Leadership: Manage and mentor accounting team members; assign responsibilities based on individual strengths; foster development opportunities and accountability 
4. Stakeholder Management: Liaise effectively with internal departments (Operations, Product, Legal) and external partners (auditors, fund houses, regulators); manage expectations and communicate financial insights clearly, including evaluating the financial viability of business initiatives to support strategic decision-making.

Revenue, Collections & Reporting 
1. Revenue Analytics & Forecasting: Revenue Analytics & Forecasting: Provide revenue forecasting, strategic forecasting, leakage analysis, variance reporting, and data analysis to management; conduct deep dives into business key metrics to identify revenue trends, anomalies, risks, opportunities, and performance drivers. 
2. Collections Management: Drive revenue and partner payment collections; monitor outstanding amounts; implement follow-up mechanisms to minimize delays 
3. Data Visualization & Insights: Create dashboards and reports for management consumption; translate complex financial data into actionable insights. 
4. Month-End Reporting: Prepare comprehensive monthly close reports including revenue reconciliations, deferred revenue schedules, and balance sheet analysis

REQUIRED QUALIFICATIONS & EXPERIENCE:
Experience: 
- 2-3 years of progressive experience in Accounting, Controllership, Tax, Audit, or Book Close 
- Proven experience with revenue computations and financial close processes 
- Startup experience highly preferred - comfortable with ambiguity, multi-tasking, and wearing multiple hats 

Professional Credentials: 
- Chartered Accountant (CA) 

Core Competencies: 
- Strategic Accounting: Deep understanding of accounting principles (IFRS/Ind-AS), tax regulations, and audit requirements 
- Leadership & Ownership: Ability to take complete ownership of complex projects; drive issues to closure without management dependency; comfortable making independent decisions 
- Technical Expertise: Advanced proficiency in Excel Analytical Rigor: Strong analytical and problem-solving skills; comfortable working with large datasets and identifying patterns/anomalies 
- Communication: Clear written and verbal communication; ability to explain complex accounting concepts to nonfinance stakeholders

KEY ATTRIBUTES:
- Self-motivated and hands-on: Takes initiative; comfortable with operational execution 
- Detail-oriented: Delivers high-quality work with zero errors in financial data 
- Problem solver: Views obstacles as opportunities; resilient and solution-focused 
- Startup mentality: Thrives in fast-paced environments with changing priorities; adaptable and flexible 
- Accountable: Owns commitments; follows through to completion; communicates proactively on blockers

Mandatory Requirement

Primary Job Profile : Finance & Accounts/ Finance Control

Technical Skills : Finance Control, Indirect Tax, Revenue Recognition

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