Chartered Accountant

ABOUT THE FIRM & PARTNERS

We are a boutique finance and advisory firm based in Navi Mumbai, working closely with promoters, CFOs, and family offices on capital markets advisory, IPO readiness, internal audits, monthly process controls, transaction support, and investment analysis.

The partners bring complementary experience across capital raising and IPOs, financial governance, internal audits and controls, and family office advisory, with deep involvement at the promoter and CFO decision-making level. Our engagements are high-accountability and outcome-driven rather than routine compliance assignments.

All roles are office-based Navi Mumbai

JOB DESCRIPTION CHARTERED ACCOUNTANT (24 YEARS PQE)

Position: Chartered Accountant Strategic Finance, Controls & Capital Advisory

Location: Navi Mumbai (Office-based)

Experience: 24 years post-qualification

Qualification: Chartered Accountant (ICAI)

Compensation: Competitive and aligned with market levels

Role Summary

The role involves working on capital markets advisory, IPO readiness, internal audits and monthly process controls, transaction support, and family office investment analysis. The position requires strong analytical skills, professional judgment, and comfort with complex, non-routine assignments.

Key Responsibilities

• IPO readiness and capital markets advisory assignments
• Monthly process controls reviews and internal audits across business functions
• Review of internal control frameworks, SOP adherence, and risk identification
• Financial modelling, valuation analysis, and capital structure assessment
• Family office investment analysis, monitoring, and reporting support
• Preparation of management, board, and investor-level financial notes
• Coordination with bankers, legal advisors, auditors, and senior management

Candidate Profile

• CA with 24 years of relevant post-qualification experience
• Experience in transaction advisory, internal audit, capital markets, or CFO office roles preferred
• Strong understanding of accounting standards, controls, and business processes
• Advanced Excel and financial modelling skills
• Clear communication skills and ability to work independently