Job Title

Reporting To: Founder'sLocation: Worli, Mumbai, (Near Acharya Atre Metro Station)Role OverviewWe 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 Responsibilities1. Fundraising & Capital StrategyLead and support capital raising initiatives from Family Offices, UHNIs, Institutional Investors and Strategic PartnersManage end-to-end fundraising lifecycle: investor identification, outreach, pitch decks, financial models, due diligence coordination, and closureStructure and assist in setting up investment vehicles / fundsPrepare investor presentations, LP reports, portfolio showcase decksDrive investor relations and ongoing communication2. Investment Evaluation & Strategic TransactionsEvaluate investment opportunities across sectors (Fintech, B2B, Consumer, Marketplace, Tech-led businesses)Conduct primary research, business diligence, and financial analysisBuild and review financial models (valuation, IRR, exit modelling, return scenarios)Lead deal structuring and commercial negotiationsCoordinate and liaise with:Investment bankersVenture capital fundsLegal advisorsDue diligence teamsReview and negotiate:Term SheetsShareholders’ Agreements (SHA)DD reports3. Portfolio Monitoring & Strategic SupportMonitor performance of portfolio / strategic business unitsTrack KPIs and ensure target achievementAssist businesses in strategic decision-makingSupport next-round fundraising initiativesConduct site visits and prepare detailed business evaluation reports4. Financial Governance & ComplianceFinalization of financial statements as per Schedule IIIStrong understanding of audit processes across manufacturing, service, and trading businessesExposure to cross-border taxation & DTAA implicationsOversee financial compliance, structuring, and regulatory matters5. Founder’s Office Strategic MandateAct as a financial sounding board to the FoundersSupport new business evaluation and expansion initiativesLead special strategic projectsBuild and scale internal finance processes and teams when requiredQualificationChartered Accountant (CA) – Mandatory or equivalentExperience3–6 years post-qualification experienceExperience in:Investment firms / PE / VC / Family OfficeTransaction advisory / deal executionStrategic financeExposure to fundraising and investor handling preferredCore CompetenciesStrong financial modelling & valuation skillsExcellent negotiation capabilitiesDeep commercial understanding of growth businessesStrong analytical & strategic thinkingInvestor-facing communication skillsHigh ownership mindsetAbility to operate in an unstructured, fast-paced environmentTechnical SkillsAdvanced MS Excel & PowerPointFinancial modelling & valuation toolsTally ERP, Winman, ClearTax (preferred)Strong understanding of accounting standards & taxationPersonal AttributesEntrepreneurial mindsetHigh integrity & confidentialityStrong stakeholder managementDetail-oriented yet strategicComfortable working directly with FoundersWhy This Role?Direct exposure to strategic decision-makingOpportunity to shape capital strategyWork across multi-sector investments and operating businessesHigh learning curve and leadership exposure