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.