Manager - Finance & Accounting

MUMBAI

Waterfield Overview:

Waterfield Advisors is India’s leading Independent Multi-Family Office and Wealth Advisory Firm. Established in 2011, we advise on over USD 4.5 Billion of assets on behalf of several prominent Indian business families whom we serve from 6 offices in India.

Built on the fundamentals of trust, integrity, and transparency, Waterfield was one of the first boutique financial services firms, in the country, to introduce and pioneer the concept of investment advisory in wealth management.

Drawing from decades of experience in private banking, Soumya Rajan, Founder and CEO recognized the need for holistic services, to the UHNI community, which were without any conflict of interest. Thus, Waterfield Advisors was set up as India’s first pure financial advisory company taking on established banks and financial institutions that considered distribution as a norm in wealth management.

Description:

Academics: Chartered Accountant

No. of years of Experience – 2-4 years

Designation - Manager (Finance)

Roles & Responsibilities:

Preparation of Financial Statements for Auditors and Stakeholders and Finalisation of Annual Accounts

Preparation of weekly/monthly/quarterly MIS report for internal stakeholders

Compliances with Direct, Indirect taxes

Preparation of reports and presentations for Investor communication, Board Meetings, Internal Stakeholders, etc.

Budgeting & Forecasting along with undertaking variance analysis, tracking key performance indicators of the Business

Transactions accounting

Candidate should be:

A CA with 2-4 years of exp, working with reputed organisation, preferably in financial services sector; and/or reputed Audit firm with the experience in independently handling of audit assignments

MUST be based in Mumbai and be willing to work in a Hybrid Model.

Preferred Skill set:

Excellent Knowledge of Accounting Standards

Working knowledge of Tax Laws both Direct and Indirect

Good Command of MS Office (Excel, Word and Power Point) and Tally ERP9

Proficiency in communication and presentation skills

Immediate joining, though not mandatory, will be preferred.