About the job Head of Finance - Founder's office
Our client is an investment-focused organization with diversified interests, including family investments and operations in the manufacturing and consumer sectors. They are known for their dynamic approach to growth and value-driven decision-making. This role is based in Borivali, Mumbai, India.
The organization seeks to strengthen its leadership team with a finance professional who can drive strategic initiatives, optimize investments, and provide financial guidance to support their long-term vision. The ideal candidate will have a strong background in finance, a proven track record in manufacturing or consumer businesses, and the ability to take initiatives
The objective is to establish the Founder's Office in Mumbai that supports personal investments, business execution, wealth creation, family accounting, social media presence, fund investments, portfolio management, and strategic decision-making. This office will act as the operational hub for managing investments, research, execution, and personal finances, with a 10-year goal of creating a USD 1 billion wealth portfolio.
Duties & Responsibilities
- Family Accounting
- Comprehensive management of personal and family finances, including budgeting, tax planning, GST savings, and reporting.
- Monitoring and optimization of personal and family expenses.
- Personal and Fund Investing
- Management of investments in private companies, acquisition deals, partial stake buyouts, listed companies, cryptocurrency, real estate, and consulting.
- Oversight of fund investments, including the VC and other structured funds.
- Continuous portfolio analysis, performance review, and rebalancing.
- Portfolio Management
- Actively manage portfolio companies to drive operational and financial excellence.
- Engage with founders and executive teams to implement best practices in cost efficiency, revenue growth, and scaling.
- Monitor key performance indicators (KPIs) and provide strategic guidance to portfolio companies.
- Introduce a shared CFO revenue model for portfolio companies and external clients, offering part-time CFO services, financial planning, compliance, and operational cost optimization. This includes creating scalable and standardized financial solutions for startups and SMEs, enabling them to access professional-grade financial expertise at reduced costs.
- Idea to Execution
- Execution support for new business ideas and ventures.
- Building and managing action-oriented teams for specific projects.
- Implementation of technology and processes to improve operational efficiency.
- Research on New Investments
- Industry and market research to identify emerging opportunities.
- Due diligence on potential investment opportunities, including financial modeling and risk assessment.
- Develop investment theses and whitepapers to support decision-making.
- Social Media Presence
- Building and managing your personal brand on social media platforms.
- Creating content strategies aligned with professional and personal goals.
- Promoting the founder's vision and milestones to attract talent and partners.
- Expense Management
- Handling travel and other personal expenses through the Founder Office accounts to optimize tax efficiency.
- Budgeting and expense tracking for business and personal needs.
- Talent Development and Recruitment
- Attract, recruit, and retain top talent to support the founder office's broad scope.
- Create a culture of innovation, collaboration, and long-term growth.
- Provide mentorship and training opportunities to team members.
Qualifications
- CA or MBA in Finance from a reputed institution.
- Minimum 8-12 years of experience, preferably in manufacturing or consumer businesses.
- Strong analytical and decision-making skills with a strategic mindset.
- Entrepreneurial drive with the ability to take ownership and deliver results.
- Excellent communication and leadership skills to influence and guide stakeholders.
- Experience in managing both investments and business operations.
- Proven ability to navigate complex business environments and drive execution.