Chartered Accountant – Client Finance Lead

We are looking for a sharp, ownership-driven Chartered Accountant with 3-4 years of post-qualification

experience to take on a Client Finance Lead role. The incumbent will serve as the primary finance point of

contact for a portfolio of clients, managing their complete financial operations across multiple jurisdictions.

This is a high-visibility, high-impact role that offers direct exposure to fast-scaling, globally-funded businesses

and the opportunity to lead and develop a team.

Key Responsibilities

Financial & Management Reporting

• Own end-to-end Financial Reporting for assigned clients across all jurisdictions (US, India,

Singapore, Switzerland).

• Prepare monthly Management Accounts, MIS packs, and Board-level financial reports with insightful

commentary and variance analysis.

• Manage period-end close processes including GL review, reconciliations, and consolidation across

entities.

• Ensure timely and accurate reporting in accordance with applicable standards (US GAAP / IFRS / Ind

AS as applicable).

Complete Financial Management

• Act as a Virtual CFO business partner to client leadership teams, providing financial insights to

support strategic and operational decisions.

• Lead budgeting, forecasting, and cash flow planning processes for each client entity.

• Monitor financial performance against KPIs and flag risks and opportunities proactively.

• Manage the chart of accounts, ERP setup, and accounting infrastructure for client entities.

Banking & Treasury Operations

• Oversee day-to-day banking operations for clients including payment approvals, fund transfers, and

bank reconciliations across geographies.

• Manage relationships with banking partners in India, US, and Singapore.

• Monitor liquidity positions and coordinate inter-company funding arrangements.

Transfer Pricing & Intercompany

• Manage intercompany transactions, recharges, and settlements across multi-country client structures.

• Ensure Transfer Pricing policies are in place and compliant with local regulations in all operating

jurisdictions.

• Assist in preparation and maintenance of Transfer Pricing documentation and benchmarking studies.

Multi-Country Statutory Compliance

• Oversee statutory compliance obligations across India, US, Singapore, and Switzerland, coordinating

with local advisors and tax consultants as required.

• Manage Direct Tax, Indirect Tax (GST / VAT / Sales Tax), and payroll compliance across jurisdictions.

• Ensure timely filing of all statutory returns, annual reports, and regulatory submissions.

• Coordinate with external auditors for statutory audits across all client entities.

Team Leadership

• Lead, mentor, and manage a team of 4-5 finance professionals, ensuring quality output and timely

delivery across all client engagements.

• Allocate work across the team, review deliverables, and drive a culture of accuracy and

accountability.

• Support the development and training of junior team members.

Key Requirements

Qualifications & Experience

• Qualified Chartered Accountant (ICAI) with 3-4 years of post-qualification experience.

• Prior experience in a Virtual CFO firm, Finance Outsourcing, Shared Services, or Big 4 / mid-tier CA

firm handling multi-client or multi-country engagements strongly preferred.

• Demonstrated experience in financial reporting, compliance management, and client-facing finance

roles.

Technical Skills

• Strong working knowledge of Ind AS, US GAAP, and / or IFRS.

• Familiarity with multi-jurisdiction compliance requirements across India, US, and Singapore.

• Proficiency in ERP / accounting platforms such as NetSuite, QuickBooks, Xero, or Zoho Books.

• Advanced Microsoft Excel skills; experience with reporting and BI tools is an advantage.

• Working knowledge of Transfer Pricing concepts and intercompany arrangements.

Soft Skills

• Strong client management and communication skills - ability to interact confidently with founders,

CFOs, and investors.

• Highly organised with the ability to manage multiple client engagements and deadlines

simultaneously.

• Proactive, detail-oriented, and solution-focused with a strong sense of ownership.

• Comfortable working in a fast-paced, entrepreneurial environment with evolving priorities.

• Experience

  3 - 5 Years

• No. of Openings

  5

• Education

  Post Graduate (M.B.A/PGDM)

• Role

  Chartered Accountant

• Industry Type

  Accounting / Finance

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office