Head – Finance Operations – Family Office

Role Title: Head – Finance Operations (Family Office)

Organisation: Apparel Manufacturing Client

Location: Andheri, Mumbai

Reporting To: Promoter Family – Head of Family Office

Assets under Management: ~ INR 1,000 crore across asset classes

Role Objective:

The Head – Finance Operations will lead the end-to-end accounting, finance, compliance, taxation, governance and MIS function for the promoter family office, which manages a book of approximately INR 1,000 crore across asset classes. The role ensures financial discipline, regulatory compliance, strong governance and high-quality reporting across all family office entities, investments and structures, operating in a confidential, high-trust environment. This is an operations and control mandate – it does not involve investment decision-making, portfolio management or any front-office – analyst responsibility.

Key Responsibilities:

Accounts and Finance:

– Oversee complete accounting operations across all family office entities – books maintenance, periodic closures and finalisation of accounts.

– Ensure accurate and timely monthly, quarterly and annual financial statements.

– Lead budgeting, forecasting, cash-flow planning and variance analysis.

– Strengthen internal controls, financial discipline and risk-management processes.

– Maintain accounting and record-keeping across asset classes; coordinate with external wealth advisors, PMS-AIF managers and bankers on statements, reconciliations and reporting.

Compliance and Statutory Management:

– Ensure full compliance with all statutory and regulatory requirements applicable to the family office entities.

– Oversee compliance under the Companies Act, LLP Act, Trust regulations and other applicable laws.

– Coordinate statutory audits and ensure timely closure of audit observations.

– Act as the primary interface with auditors, regulators and advisors.

Governance:

– Establish and maintain robust governance frameworks across all entities.

– Ensure proper documentation, approvals, board processes and record maintenance.

– Support governance requirements for boards, committees and investment structures.

Taxation:

– Lead direct and indirect taxation processes and compliance, including income-tax filings for the entities and family structures.

– Oversee tax filings, assessments, representations and any litigation management.

– Work with tax advisors on structuring and planning while ensuring full compliance.

– Track regulatory and tax-law changes and assess their impact on the family office.

MIS and Reporting:

– Design and deliver high-quality MIS and dashboards for the promoter family and Head of Family Office.

– Provide decision-oriented insights covering financial performance, compliance status, risks and cash positions.

– Ensure data accuracy, consistency and timeliness across all reports.

Team Leadership:

– Lead and manage a small team (2 – 3) across accounts, compliance and MIS.

– Provide direction, performance management and capability development.

– Ensure role clarity, accountability and execution discipline.

Candidate Profile:

Qualification:

– Chartered Accountant (CA) mandatory; MBA (Finance) an added advantage.

Experience:

– 12+ years of total experience across accounts, finance, compliance, governance and taxation.

– Recent experience in a family office – promoter investment office mandatory; prior background in BFSI – capital markets an advantage.

– Exposure to multiple asset classes and the products the family office is invested in (listed equities, PE, real estate, debt, AIF-PMS).

– Experience operating in a confidential, high-trust environment is essential.

– Stability and longevity in career track; strong preference against frequent job changes.

Key Skills and Competencies:

– Strong financial and commercial acumen.

– Deep understanding of statutory compliance and taxation.

– Governance-oriented mindset with high integrity.

– Ability to manage complexity across multiple entities and investments.

– Strong leadership and stakeholder-management skills.