Role Overview
We are looking for a high-calibre Chartered Accountant to work closely with the Founders on strategic finance, fund structuring, capital raising, investment evaluation, and portfolio oversight. This is not a routine finance role — it is a high-impact, strategic position requiring commercial acumen, negotiation strength, investor interface experience, and strong financial modelling capabilities.
The role demands ownership, speed, analytical depth, and the ability to operate across fundraising, deal execution, governance, and strategic decision-making.
Key Responsibilities
1. Fundraising & Capital Strategy
- Lead and support capital raising initiatives from Family Offices, UHNIs, Institutional Investors and Strategic Partners
- Manage end-to-end fundraising lifecycle: investor identification, outreach, pitch decks, financial models, due diligence coordination, and closure
- Structure and assist in setting up investment vehicles / funds
- Prepare investor presentations, LP reports, portfolio showcase decks
- Drive investor relations and ongoing communication
2. Investment Evaluation & Strategic Transactions
- Evaluate investment opportunities across sectors (Fintech, B2B, Consumer, Marketplace, Tech-led businesses)
- Conduct primary research, business diligence, and financial analysis
- Build and review financial models (valuation, IRR, exit modelling, return scenarios)
- Lead deal structuring and commercial negotiations
- Coordinate and liaise with:
- Investment bankers
- Venture capital funds
- Legal advisors
- Due diligence teams
- Review and negotiate:
- Term Sheets
- Shareholders’ Agreements (SHA)
- DD reports
3. Portfolio Monitoring & Strategic Support
- Monitor performance of portfolio / strategic business units
- Track KPIs and ensure target achievement
- Assist businesses in strategic decision-making
- Support next-round fundraising initiatives
- Conduct site visits and prepare detailed business evaluation reports
4. Financial Governance & Compliance
- Finalization of financial statements as per Schedule III
- Strong understanding of audit processes across manufacturing, service, and trading businesses
- Exposure to cross-border taxation & DTAA implications
- Oversee financial compliance, structuring, and regulatory matters
5. Founder’s Office Strategic Mandate
- Act as a financial sounding board to the Founders
- Support new business evaluation and expansion initiatives
- Lead special strategic projects
- Build and scale internal finance processes and teams when required
Qualification
- Chartered Accountant (CA) – Mandatory
- B.Com or equivalent
Experience
- 3–6 years post-qualification experience
- Experience in:
- Investment firms / PE / VC / Family Office
- Transaction advisory / deal execution
- Strategic finance
- Exposure to fundraising and investor handling preferred
Core Competencies
- Strong financial modelling & valuation skills
- Excellent negotiation capabilities
- Deep commercial understanding of growth businesses
- Strong analytical & strategic thinking
- Investor-facing communication skills
- High ownership mindset
- Ability to operate in an unstructured, fast-paced environment
Technical Skills
- Advanced MS Excel & PowerPoint
- Financial modelling & valuation tools
- Tally ERP, Winman, ClearTax (preferred)
- Strong understanding of accounting standards & taxation
Personal Attributes
- Entrepreneurial mindset
- High integrity & confidentiality
- Strong stakeholder management
- Detail-oriented yet strategic
- Comfortable working directly with Founders
Why This Role?
- Direct exposure to strategic decision-making
- Opportunity to shape capital strategy
- Work across multi-sector investments and operating businesses
- High learning curve and leadership exposure
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