Client finance lead

Chartered Accountant – Client Finance Lead ## Company Overview We are a Virtual CFO Services firm providing end-to-end finance and accounting solutions to growth-stage and funded companies across the US, Singapore, and India. Our client portfolio includes venture-backed technology companies in AI Security — funded by marquee investors such as Mayfield Ventures and Khosla Ventures — with operations spanning the US, India, Switzerland, and Singapore, as well as high-growth IT startups with multi-country footprints across India, the US, and Singapore. We work as an embedded finance partner to our clients, bringing CFO-level thinking, operational rigour, and global compliance expertise to businesses at an exciting stage of their growth journey. ## Job Summary The **Chartered Accountant – Client Finance Lead** is a critical role responsible for managing the financial operations of a portfolio of clients across multiple jurisdictions. The role involves overseeing financial reporting, compliance, banking, treasury, transfer pricing, and statutory obligations, while leading a team of finance professionals. This position offers high visibility and the opportunity to work with fast-scaling, globally-funded businesses, providing strategic financial insights and ensuring regulatory compliance across diverse regions. ## 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). - **Complete Financial Management** - Provide financial insights to support strategic and operational decisions. - Lead budgeting, forecasting, and cash flow planning processes for each client entity. - Oversee accounts payable, general ledger, and financial controls. - Monitor financial performance against KPIs and proactively flag risks and opportunities. - Manage the chart of accounts, ERP setup, and accounting infrastructure for client entities. - **Banking & Treasury Operations** - Oversee day-to-day banking operations 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. - 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. - Coordinate with local advisors and tax consultants. - Manage direct tax, indirect tax (GST/VAT/Sales Tax), and payroll compliance. - Ensure timely filing of statutory returns, annual reports, and regulatory submissions. - Coordinate with external auditors for statutory audits. - **Team Leadership** - Lead, mentor, and manage a team of 4–5 finance professionals. - Allocate work, review deliverables, and foster a culture of accuracy and accountability. - Support the development and training of junior team members. ## Qualifications - **Educational Qualification:** Chartered Accountant (ICAI) - **Experience:** 5–7 years of post-qualification experience - **Technical Skills:** - Strong working knowledge of **Ind AS, US GAAP, and IFRS** - Familiarity with multi-jurisdiction compliance requirements in India, US, and Singapore - Proficiency in ERP/accounting platforms such as **NetSuite, QuickBooks, Xero, 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 - Highly organized with the ability to manage multiple engagements and deadlines - Proactive, detail-oriented, and solution-focused - Ownership-driven with the ability to work in a fast-paced, entrepreneurial environment ## Preferred Skills - Experience in a Virtual CFO firm, Finance Outsourcing, Shared Services, or Big 4/mid-tier CA firm handling multi-client or multi-country engagements - Knowledge of international tax regulations and compliance - Experience with financial modeling and BI tools ## Experience - 5–7 years of relevant post-qualification experience, preferably in roles involving financial reporting, compliance, and client-facing finance management across multiple jurisdictions. ## Environment - The role is based in **Gurugram, India**. - It involves working in a **full-time** capacity within a professional office environment. - The position may require coordination with international teams and clients, involving virtual communication and collaboration tools. - The work environment is fast-paced, entrepreneurial, and collaborative, emphasizing accuracy, accountability, and continuous learning. ## Salary - Compensation is **not a constraint for the right candidate**. ## GrowthOpportunities - Opportunity for early leadership roles with a growing team. - Clear pathway to senior responsibilities and potential for career advancement within the firm. - Exposure to high-growth, venture-backed global technology companies and multi-country financial operations. ## Benefits - Exposure to venture-backed, globally operating technology companies. - Direct involvement in CFO-level decision-making. - A collaborative and intellectually stimulating work environment built on trust and excellence. - Opportunities for professional development and leadership growth.